I believe AI computing demand is still strong, but the market is becoming more selective. For me, $NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ have attractive growth potential, but their heavy capex, financing needs and execution risks make me cautious. Strong order backlogs are encouraging, but orders alone do not guarantee profitability. Among these four, I prefer AMD and ORCL for a more balanced approach. AMD benefits directly from growing AI chip demand, while Oracle has an established cloud ecosystem and enterprise customer base.

Oh man, talk about instant karma! 🙈 I remember telling my buddy, "Trust me, this one $NEBIUS(NBIS)$ is about to moon, look at the charts and the hype!" with absolute confidence. Literally less than 24 hours later, bad earnings dropped, the market turned, and it cratered. For a whole week, I had to avoid eye contact with him in the office and pretend I forgot the stock even existed. Talk about maximum cringe! 📉😅 Passing the hot potato to @icycrystal

I am still bullish on long-term AI infrastructure demand, but investors must distinguish revenue growth from actual profitability. $CoreWeave, Inc.(CRWV)$ $132.5 billion backlog is impressive, yet its debt, interest expenses and massive CapEx remain major concerns. Strong demand does not guarantee attractive shareholder returns. Between $NVIDIA(NVDA)$ and CRWV, I would lean towards NVDA. NVIDIA benefits from AI expansion without taking on the same level of data centre operating costs, financing risks and capital expenditure. CRWV offers greater upside potential, but also carries higher financial risks. For NBIS and ot

I remain bullish on $NVIDIA(NVDA)$ Nvidia’s long-term prospects, even without Jensen Huang. His leadership has been crucial, but Nvidia’s real competitive advantages lie in its CUDA ecosystem, technological edge and strong relationships with major cloud providers. These strengths will not disappear overnight. However, further valuation pressure is possible if a leadership change is confirmed. Even strong earnings on November 17 may not immediately restore investor confidence. I would prefer to wait for more clarity before making aggressive moves. Personally, I would consider accumulating NVDA gradually if the price falls further rather than trying to catch the bottom. AI infrastructure demand remains a strong long-term growth driver, but I will

I think CoreWeave’s $CoreWeave, Inc.(CRWV)$ Q3 results confirm strong AI infrastructure demand. Its 168% revenue growth and $132.5 billion backlog are impressive, but I am more concerned about its huge debt, rising interest expenses and heavy capex. Strong demand does not always translate into sustainable profits. I remain bullish on the long-term AI theme, but I see $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ as relatively established plays compared with CRWV, which carries higher financi

I remain bullish on AI infrastructure, and CoreWeave's $CoreWeave, Inc.(CRWV)$ 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability. Personally, I would favour NVIDIA over CoreWeave for the long term. $NVIDIA(NVDA)$ has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks. I am not c

I remain bullish on $NVIDIA(NVDA)$ long-term fundamentals. Its CUDA ecosystem, technology leadership and strong AI demand will not disappear because of negative headlines. However, this situation highlights governance and geopolitical risks, especially given investors' strong reliance on Jensen Huang. Personally, I am more concerned about potential changes in US-China chip export restrictions than the investigation itself. I will be watching the investigation outcome and November 17 earnings for any impact on revenue growth and business outlook. $Advanced Micro Devices(AMD)$ is also worth watching as a potential benefi

I would put Yangzijiang Shipbuilding $YZJ Shipbldg SGD(BS6.SI)$ at the top of my watchlist. Its US$6.98 billion in new orders and strong backlog provide good earnings visibility. However, delivery execution, profit margins and cash flow remain important. For the banks, $UOB(U11.SI)$ deserves closer attention after its disappointing earnings reaction. Lower net interest margins remain a concern, but $DBS(D05.SI)$ and $ocbc bank(O39.SI)$

I believe the latest CPI report signals continued market volatility, especially for high-valuation tech stocks. However, I would not consider this the end of the AI growth story. Companies with strong fundamentals, earnings growth and cash flow should remain attractive long term. For $NVIDIA(NVDA)$ , I remain bullish on its AI leadership and data-centre demand, but I would avoid chasing a rebound. I prefer accumulating gradually at more attractive prices while monitoring QQQ for broader market direction. My strategy remains unchanged: stay disciplined, keep sufficient cash and avoid emotional decisions. Market volatility can create opportunities, but I would rat

I would lean towards Option B – Wait and see. GTA VI has enormous commercial potential, and the strong preorder momentum is encouraging. However, Take-Two $Take-Two(TTWO)$ has already benefited from substantial expectations surrounding this launch, so I would rather avoid chasing the stock just days before release. For me, the real test is whether actual sales, player engagement and recurring in-game revenue can justify the current valuation. A blockbuster launch could certainly provide further upside, but even a successful release might trigger a sell-the-news reaction if expectations are already too high. I prefer to stay patient and let the numbers do the t

I still believe AI has enormous long-term potential, and Anthropic's latest models show how quickly the technology is evolving. However, impressive benchmarks do not guarantee sustainable profits. What matters is how efficiently companies turn AI capabilities into real business value and healthy cash flow. Among the four options, I would lean towards C — Chips and memory. $NVIDIA(NVDA)$ , AMD and MU are essential to AI infrastructure, and increasingly complex AI agents could drive further demand for computing power and HBM. However, I would remain selective because strong industry growth does not mean every stock is attractively valued. I think AI is entering a

Personally, I would lean towards $Applied Materials(AMAT)$ because of its established business model, consistent earnings and healthier profitability. With growing concerns over AI capital expenditure and monetisation, I believe companies that can translate AI demand into sustainable earnings and cash flow will attract stronger investor confidence. I still see long-term potential in CRWV and NBIS, as AI computing demand remains strong. However, their massive capital expenditure, financing costs and cash flow requirements make me cautious. Rapid revenue growth alone is not enough without a clear path to profitability. My strategy is to wait for earnings and management guidance before making further moves. I would rather miss the initial rally th

Personally, I see the stronger-than-expected jobs report as a double-edged sword. While it reflects a resilient US economy, it gives the Fed less reason to ease monetary policy. I will be watching CPI closely, as persistent inflation could push Treasury yields higher and put further pressure on high-valuation growth and AI stocks. I remain cautiously optimistic about US equities over the longer term, particularly companies with strong earnings, healthy cash flow and sustainable business models. However, the market is becoming more selective. Strong AI revenue growth alone may no longer justify premium valuations if capital expenditure and financing costs keep rising. My strategy is to avoid chasing the rebound and keep some cash ready. I would rather accumulate quality companies gradually

Personally, I see $Berkshire Hathaway(BRK.A)$ Berkshire’s aggressive buyback as a sign of confidence in its intrinsic value, especially when management believes its shares offer better returns than other available opportunities. However, I would not automatically assume the stock is undervalued after its recent rally. If I were managing Berkshire’s $352 billion cash reserve, I would take a balanced approach: continue selective buybacks when valuations make sense while keeping sufficient cash for market corrections and attractive acquisitions. There is no need to rush into investments just to deploy capital. What interests me most is how Greg Abel will maintain Buffett’s capital allocation discipline. For me, cash is also a position because it

$ARM Holdings(ARM)$ The recent correction across the AI and semiconductor sectors has given me another opportunity to accumulate more $Arm Holdings (ARM)$. Similar to my approach with SOXL, I see the latest weakness as an opportunity rather than a reason to panic. Market sentiment has turned increasingly negative as investors question whether massive AI capital expenditures can generate sufficient returns. The recent US midterm election results and concerns over potential Democratic policies towards AI development have added further uncertainty, triggering another wave of selling across technology stocks. However, I feel ARM has been caught up in this broader market pessimism, and the extent of its pullback looks excessive to me. What makes me

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent massive pullback across the AI and semiconductor sectors has caught my attention, and I have started collecting more Direxion Daily Semiconductor Bull 3X Shares (SOXL) gradually. The market seems to be shifting from excitement about AI growth towards concerns about monetisation and return on investment. With technology giants continuing to pour billions into AI infrastructure, investors are becoming increasingly impatient about when these massive capital expenditures will translate into meaningful revenue and sustainable profits. This has triggered selling pressure across semiconductor stocks, even among companies with relatively strong fundamentals and promising long-term growth

It has been a really painful week for my portfolio, with significant losses across my tech and semiconductor holdings. The sudden selloff caught many investors off guard, especially with stocks like SOXL, MU and other AI-related names taking a heavy beating. Seeing so much paper profit disappear in just a few sessions is frustrating. My biggest challenge is staying disciplined rather than reacting emotionally. I still believe in the long-term AI and semiconductor growth story, but this correction reminds me how quickly valuations and market sentiment can change. I am not rushing to average down or chase a quick rebound. For now, I will focus on protecting capital, reassessing my positions and keeping some cash ready for better opportunities. I would rather miss the initial recovery than r

I think healthcare reform could create the most interesting opportunity, particularly for $Centene(CNC)$ & $Molina Healthcare(MOH)$ . However, I would be cautious about chasing the rally because political promises do not automatically translate into legislation or higher earnings. The real impact depends on Medicaid funding, ACA subsidies & reimbursement policies. Tariff changes also deserve attention, especially for AAPL & NKE, which rely on global supply chains. Lower tariffs could improve margins, but with Trump retaining veto power, I would not price in these changes too early. Crypto regulation could also b

I think the AI growth story remains intact, but I am becoming more selective with my investments. $Advanced Micro Devices(AMD)$ nearly 100% data centre revenue growth is encouraging, while Arista and PLTR also show strong AI demand. However, I do not want to chase AI stocks blindly. Profit margins, free cash flow and sustainable earnings matter just as much as revenue growth. Tonight, I will be watching Coherent and Arm closely for signs of continued AI infrastructure demand. With political uncertainty and interest-rate expectations still affecting sentiment, I prefer to stay disciplined rather than react emotionally to market swings. My priority remains patience, diversification and consistent DCA. I am bullish on AI long term, but not every AI-