Strategy looks bulletproof on paper. Then earnings night comes and your hands start shaking 😂

just holding my small position, watching earnings come in. if it beats I add, if it misses I hold. China tech is volatile but the valuation is too cheap to ignore 💤

US–Iran "Deal" = Market Spin US claimed Iran would hand over uranium & open Hormuz. Reality: Iran denied the uranium claim and slapped a Hormuz toll instead. US now says "no rush" to sign. Looks like Trump talking up stocks. SG investors — watch Brent, tanker & O&M names (Seatrium, Keppel); don't chase the peace-deal rally. ⚠️

ASML strength shows the chip capex cycle is still alive.

Yqh

Yqh