Looking at silver $iShares Silver Trust(SLV)$  with gold hitting highs and predictions of sell offs coming in the days to come, silver should be interesting to keep an eye on

The important variable would have to be political sentiment. The huge rally that happened when trump was sworn in, happened because he projected the right signals. Although it is starting to look like a pump and dump where he infected hype to get attention and make a quick buck, then pulled the rug and proceeded off to his next  get-rich scheme. With the abandonment, some investors likely decided to give up, having entered because they thought there would be sustained efforts to hype crypto up from the white house. I think MSTR is overvalued

Saw a few sets where something like the Rising Three happens on the way up, 1 big increase with a few small decreases, then another big climb. The memory sector is intentionally messing with consumers in favour of the AI boom, I am wondering if it really is necessary.

Is it really a rebound when the slight dip was signalled to be a profit taking exercise? Gold's rise was forecasted, although I would be the first to advise against believing every prediction you see out there, to go up to 5000 (from 4000) in a year. While that was slightly ludicrous to read, it made sense considering the world's instability never truly went away. Beginning from COVID, russia invasion, Israel Hamas war, Thai Cambodia border conflict, things just kept churning, helping to prop up gold as a safe investment.  When gold, silver and other precious metals spiked and news of record highs came out, it likely fueled latecomers to rush in when the profit taking exercise happened and prices dipped. However, not all precious metal have the same attributes, some have more exposure

While the number of units sold looks strong, Tesla can no longer compete while having higher retail prices, not in the China market where competitors constantly try to bring great bang for buck, all while selling a ridiculously cheap car, almost in a race to the bottom. So the numbers have improved and growth is always heartening for a brand, but the long term outlook is whether Tesla still has room to conpete in the EV field based on price (not just in China, but the world too), because they cannot only focus on 1 market (look how China is trying to infiltrate the India EV market). Tesla has obviously pivoted hard to their other newer lines, like FSD/robotaxi, although whether that has any true success because Musk insists on using pure camera vision, is another mess in its

Oil will likely have a sustained slide, what with US tightening their grip on Venezuela. Interesting to note that Trump did not try to install the opposition that likely won the elections, had Maduro not rigged the results. Maduro's vice president, Rodriguez's tone does not seem to be friendly to Trump though and it is unlikely that the US president will take it quietly. She (or the powers that be) might have made a deal for the US to control the oil to allow her to stay in power as interim president for now.

B Always nice to learn

$Tiger Brokers(TIGR)$ bought into gold ETF and before the year ended, it was already making huge gains together with other precious metals. It may be a safe haven investment, but with the volatility all over the world, it actually pays off handsomely. I am happy to have followed my instinct and buy in before it took off. It is never too late to invest and we can never truly buy into the lowest point but as long as we are paying attention, we can get a price that would still pay off nicely.

I am a little lost about the hype of the robotaxi, feels like it is artificially stirred up to keep the stock value going and to avoid casual meme investors from turning away. To begin, Waymo already has a product running around in San Francisco. While it is not perfect, like the recent news of people being paid to help close car doors that were not shut properly, there already is a steady track record. Meanwhile Tesla is entering a market where they not only have to compete with other Western brands, but also fight off the Chinese competitors who are likely to bring better value and are more agile. I am sure Cathie Wood making the call to continually dump, knows that the road ahead is rocky. Tesla as a brand is highly reliant on their caricature of a CEO to bend the rules with his we

Honestly, it was a good time to cash in on the profit. Even as a fairly lazy investor who looks at long term gains, hindsight (and some time to look at the numbers) tells me that I would have sold off my holdings, then buy back in when it dropped lower. The numbers within these couple of months have been great for precious metals. It started off with the hype in gold, which shone a light on silver, then palladium and platinium caught fire (figuratively). Precious metal as a safe haven calms the investors' nerves and everyone keeps flocking back when things get rough. I'll look to pick up more if the slide continues a little more.

As always, having a diverse portfolio is important, but I am certain that precious metals overall trend will be upwards. Gold has not had a significant drop such that investors have to panic about its value. As long as you are rational and not selling when small slides happen, precious metal is a safe haven to park some money. Take for example when gold went up and people felt priced out, they flooded into silver and triggered an insane spike. This wave flooded into Platinium and Palladium too, so all the metals are shining very bright.

Expecting AI to boost US economy is borderline delusional, if they believe that the current iteration of LLM by the various companies is going to make a huge difference. Firstly, the AI that is pushed on to the general populace is not fool proof, that in itself makes it unreliable to use full time especially in the corporate context, no matter how much CEOs want it to be the case. Secondly, it consumes too much energy, further causing environmental problems. Couple that with the tech waste that it generates, with the constant updating of chips etc. AI in its current form is terrible, especially considering how some people use it like a search engine or their emotional support buddy, further contributing to the energy consumption and polluting problem. Finally, the true purpose of AI where

I missed the China tech stocks repricing. I was optimistic about them but did not have enough faith in their government to not be unnecessarily disruptive and affecting prices through random interventions.

Reading the news, it seemed like the Chinese government was trying to prevent h200 chip sales from properly happening, in part to avoid reliance on nvidia (and western companies as a whole) and in part to encourage their local manufacturers to produce something competitive enough. Unsurprising considering China has seen how volatile the US president is and they themselves like to string their trade partners up high and dry to get their way. It is absolutely terrible that countries do not play nice and hse trade between one another as a cudgel to whack one another to get whatever they want. This only serves to cut efficiency of using resources and serves to fragment the world. I am curious if nvda has had any expression of interest by China companies, or are they simply believing in th

Since the JP MORGAN report came out and adjusted their outook of $UOB(U11.SI)$  to neutral, it seems that people are hopping on to that train. I would be interested to see what sort of impact it has on the price, would it really drop?

Novo's mistake was underestimating what kind of success they had on hand, then not having the preparedness to accelerate production to meet the surge in demand. Technically, not being able to properly estimate how successful their glp1 jab would be, could be excused, since they were the main player entering into unfamiliar territory. But not being able to capitalise on their early lead and step up production is inexcusable. This slip up pushed the US government to allow competitors to step in to make up the shortfall, and these players exploited loopholes to continue producing even when Novo started to catch up. Similarly, Eli Lilly took the chance to produce their glp1 jab, then got the formal USA approval, to properly compete and further cut into Novo's market share. I believe that

$Micron Technology(MU)$  I believe there is more than enough demand in the market to sustain multiple big players to achieve significant growth, whether the demand is sustainable, meaningful and continuous would be another matter. I still hold the stance that the AI bubble is real and will eventually pop, when that happens, these companies will go under if they did not plan their exit strategy well. If they only have this AI frenzy as their long term plan, then they should really go down with the ship for their competitors who have a healthy and realistic view to takeover. I am happy to cash in on the short to medium term profits to avoid any huge consequences from the bubble bursting. I remain convinced that some comp

The GLP1 thing is scary, the get-thin-fast trend is biting into the inner fears that people have of their bodies. I have seen so many people look emaciated and sallow (if I had to guess, this is the problem of the 2 big names of the Wicked movie franchise) GLP1 can be a good thing especially for the obese and the diabetic, but not controlling it properly is a huge problem. Preying on people's insecurity to make big money is not the way to go. And seriously, the competition would only heat up, with Eli Lilly making their own jab, Chinese companies producing cheap knockoffs, and the companies in the US that stepped up production when Novo could not keep up with demand. If we are really looking at Novo to go further, I question their viability for the long term.

I am curious to see if there will be significant rally considering that everyone has gone on a roller coaster ride for the whole year. Personally, I feel that there should be more care and concern moving forward and that the market might not want too much excitement. But that's just me. The AI bubble for one feels extremely real despite the big players constantly trying to convince us otherwise. They would do well to properly evaluate their results and hold back on unnecessary spending. The market is waiting for the pop and they don't want to be the corpse on the floor being swept away when things go sideways.

I will just kick back and take time to decompress at home, just do nothing. It is almost unbelievable that we made it through the year, what with Trump making all possible effort to mess with the world. I actually find it amazing to see the news about how various asian countries have their currency strengthening, despite the chaos, specifically the Ringgit and the Baht. And news of various countries adjusting their expected growth upwards might hint at the adaptability of everyone In reflection, it is depressing to know that we have lost USA as a true world leader for better or for worse...