年度紀念

APLD 長情持有

Rainwijaya

$NVIDIA(NVDA.US)Not every investment starts with immediate gains, and this NVIDIA position is a good reminder of that. Even after a strong earnings report and solid business execution, the market can still react unpredictably in the short term. That’s simply how investing works.Seeing a position in the red isn’t enjoyable, but it doesn’t automatically mean the investment thesis is broken. For me, the key question is whether the company’s long-term outlook has changed. NVIDIA continues to be a leader in AI, accelerated computing, and data center technology, and those fundamentals are what give me confidence to stay patient.This experience reminds me that conviction is built through research, not daily price movements. Short-term volatility is part of the market, especially for high-growth companies. Rather than reacting emotionally, I prefer to focus on the bigger picture and give quality businesses time to execute.Every investment has its ups and downs. Sometimes the market tests your patience before rewarding it. For now, I’ll continue to trust the business, stay disciplined, and let time determine the outcome.  @Bridge Buzz SG

$Apple(AAPL.US)@Bridge Buzz SG Up 18% on AAPL, steady and strong. Market reacting to leadership shift, pricing in optimism for execution and growth. Staying patient here—trend intact, fundamentals solid, letting the position work without overthinking short-term noise.

$Trump Media & Tech(DJT.US) Holding through the storm on DJT, down 26% but sticking to the plan. Entry at 13.95, now 10.19. Volatility is part of the game—managing risk, staying patient, and waiting for the setup to play out. @Bridge Buzz SG

$Intel(INTC.US) Locked in gains on Intel calls, riding momentum with conviction. Entry at 6.30, now trading 9.50 for a solid 50% plus return. Staying disciplined, letting winners run, and ignoring noise. Focus, patience, execution this trade. @Bridge Buzz SG

$Sandisk(SNDK.US)Sandisk (SNDK) has been quite a journey so far. The stock has experienced plenty of ups and downs, testing patience along the way, but that’s often how investing works. The path is rarely a straight line.Now that the position has crossed the 2200 mark, the natural question is: what’s next? Instead of focusing solely on the next price target, I’m paying attention to whether the underlying story continues to improve. Strong trends can last longer than many expect, but they also require discipline to hold through volatility.One lesson I’ve learned is that every new high creates a different challenge. When a position is down, the challenge is maintaining conviction. When a position is up significantly, the challenge becomes managing emotions and avoiding overconfidence. Both require the same thing: sticking to a well-defined plan.For now, I’m staying patient and letting the market decide the next chapter. Whether the stock consolidates, pulls back, or continues higher, I’ll continue focusing on the long-term thesis rather than short-term noise. Sometimes the best investment decisions come from doing less, not more. @Bridge Buzz SG

$Micron Tech(MU.US)Micron Technology’s strong earnings reaffirmed something I’ve been learning throughout my investing journey: always trust the business you’ve invested in, not just the daily share price. Markets can be emotional in the short term, but solid execution and strong financial results eventually speak for themselves.There were times when the stock pulled back and tested my patience, but I reminded myself why I entered the position in the first place. Conviction isn’t about ignoring risks—it’s about understanding the business well enough to stay calm when the market becomes noisy.This earnings beat reinforces my belief that quality companies can continue creating value over time. AI, data centers, and memory demand remain important long-term growth drivers, and it’s encouraging to see the company’s results reflect that strength.My biggest lesson from this investment is simple: do your research, trust your conviction, and don’t let short-term volatility shake you out of a position if the fundamentals remain intact. Patience and confidence in a great business can often be rewarded in the long run. @Bridge Buzz SG

$Alphabet - C(GOOG.US) GOOG pulling back slightly, but overall structure still intact. Small drawdowns happen. As long as fundamentals and trend hold, upside potential remains. Staying patient and watching for continuation higher. @Bridge Buzz SG

$BitMine Immersion Tech(BMNR.US)High risk speculative play, thin liquidity, volatility brutal, stop loss essential, no blind conviction, lesson learned, risk management always comes first 📉

$Tencent 5xLongSG270930(PSJW.SG)Tencent 5xLong DLC is currently testing my patience, but this is part of every investing journey. Not every position moves in your favor immediately, especially with leveraged products where volatility is amplified. While seeing a position in the red is never comfortable, it doesn’t automatically mean the original investment thesis is wrong.This experience reminds me that conviction must always be paired with proper risk management. I continue to monitor the fundamentals, market sentiment, and broader outlook rather than making decisions based solely on short-term price action. Sometimes the market needs time before recognizing value, and sometimes it teaches us to reassess our assumptions.Every trade, whether profitable or not, is an opportunity to learn. Staying disciplined during difficult periods is just as important as staying humble during winning streaks. For now, I’ll remain patient, stick to my strategy, and let the market reveal the next move. 📉➡️📈 @Bridge Buzz SG

$UOB 5xLongSG261217(W9AW.SG)UOB has been one of the steadier positions in my portfolio, and this trade is a good reminder that investing doesn’t always have to be about chasing the highest returns. Sometimes, consistency and reliability are just as valuable.What I like about this position is that it reflects a simple investing principle: focus on quality businesses and stay patient. Market sentiment can change from week to week, but strong companies often find ways to navigate different economic environments and continue creating value over time.There will always be opportunities that move faster, but I’ve learned that successful investing is often about balancing growth with stability. Holding positions with solid fundamentals helps me stay disciplined and avoid making decisions based purely on market emotions.For now, I’m comfortable staying invested and letting the long-term story develop. Not every trade needs excitement—sometimes steady progress is exactly what investors should be looking for. @Bridge Buzz SG

$Rocket Lab(RKLB.US)@Bridge Buzz SG RKLB slight drawdown at -1.29% near cost base suggests consolidation. Bullish bias as space sector momentum builds, potential upside from launches, contracts, and improving margins on breakout above entry level.

$Amazon(AMZN.US) Strong conviction play on AMZN, currently up +97.18% with solid trend continuation. Position nearly doubled while maintaining structure. Letting winners run while staying disciplined. Monitoring for momentum follow-through or signs of exhaustion before taking profits. @Bridge Buzz SG