$Tesla Motors(TSLA)$   current valuation, with high P/E ratio of over 300x depends on critical assumptions about its future as a tech & AI player, rather than an automotive manufacturer. The current share price of ~$490 as of 16 Dec 2025 is driven largely by expectations for non-automotive ventures like Robotaxis & FSD.  Sustained high growth, margin expansion despite competition & leadership with strong execution will determine its future.

BoJ's recent and near future policy tightening, like interest rate hikes, can be expected to increase market volatility and could also lead to further falls in certain risk assets & cryptocurrencies in the near term. The potential for a significant market fall, however, is perhaps overplayed- it could be an episodic volatility rather than a systemic meltdown.  Much of the immediate impact of a potential Dec rate hike is already factored into current market prices, which could mitigate a sharp, immediate shock. What would be more important is the forward guidance and the pace of future hikes in 2026. Lastly, divergence between the BoJ's tightening policy and other central banks like the Fed, which might be cutting rates in 2026 is a key driver of current market dynamics.

What's the driver for gold prices over the next 12 months?: strong demand from central banks and investors, geopolitical risks & expectations for US Fed interest rate cuts should be the drivers in the next 12 months.  Do you view silver & gold's recent strength? Recent strong performance in both is driven by safe-haven demand and a weak US dollar. Silver may be expected  to beat gold in future due to its high industrial demand & supply deficits -  it may be much more volatile.  Will silver continue to outperform gold?: silver may be more volatile, but analysts predict it will continue to outperform gold in percentage terms, driven by both  industrial and investment demand. Gold-to-silver ratio remains high compared to historic levels, suggesting si

$Micron Technology(MU)$  

In the shoet term, while some positive seasonality and a rotation into value stocks might support certain parts of the market, the overall sentiment is cautious, with a high potential for volatility and further tech sector weakness. I believe in the long term potential of the AI & tech sectors but the overall climate now seems quite confusing given the geo-political situation and the uncertainty it has brought in. Therefore the need to conserve capital and tread with caution. 

I want to bring a slightly different flavour to this discussion. I'm reminded of 2 Hindi songs actually when I think of the markets. (1) Le jaaye jaane kahan hawaen, hawaen:  Roughly translates to "Where do the winds take me, winds?" from the 2017 movie Jab Harry Met Sejal. Honestly the markets moved about aimlessly and unpredictably like the wind. Truly a year of being carried higher by bullish sentiment despite geopolitical "winds" causing sharp swings. (2) the rather optimistic saying (not a song) I recall is: Rachna hai phir itihas "We must create history again" (by the famous Indian investor Vijay Kedia) as new records were repeatedly set throughout the year for selected counters at least.

Has your gold position turned a profit? : it did get me gains though it could have been even better had I kept my patience. No issues, life is all about learning to stay patient and to steering away from greed in the guise of patiebt too  Can gold return to its previous highs by the end of the year?: Rearly don't know whether that can happen by the year end. But quite surely by 2026 end it is likely to. Are you more bullish on gold or silver?: both actually but have a bias to gold than silver.

$Broadcom(AVGO)$  I feel the present semiconductor dip presents a potential buying opportunity for long-term investors, as  fundamental AI demand still remains strong despite recent market rotation and short-term volatility. The market rather is consolidating after significant gains, with investors becoming more discerning and reacting sharply to disappointing results like those from Oracle. Broadcom's robust Q4 2025 earnings report confirms continued strong AI demand, which we could likely interpret as a positive signal for the sector's underlying strength.  While short-term volatility exists, medium term history suggests that after every downturn, chip sales continue to reach higher highs due to structural demand. For th

$Oracle(ORCL)$  It is quite a disappointing experience with this counter this time both in terms of expenditure increase & revenue and the market reaction is therefore on expected lines. Also a big lesson for the companies and investors alike that all is not as rosy with the AI trend as we all would like to believe. Therefore the need to not all eggs in the AI basket.

Good opportunity to add down considering the latest fall. Hoping for a recovery sooner 

Buying more on dips to average down the cost

$Oracle(ORCL)$ Buying the dip for a chance of early recovery