80 /20 portfolio 80% growth → ACWI /QQQM (growth) 20% defensive → United SGD Fund

Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk has largely outperformed the broader market, driven by AI infrastructure deployment.

My ranking for Mag7 is 1. Google 2. Nvidia 3. Microsoft 4. Meta 5. Apple 6. Amazon 7. Tesla I believe that Google slightly competitive edge than Microsoft and Meta is pivoting AI development would help. Amazon and Tesla faces fierce competition

I'm in Yes Wait INTC rebound

$SUPER MICRO COMPUTER INC(SMCI)$   Breakout $70. Revenue growth. blackwell production ramps up.

SNDK can reach $2,200, stay bullish! The bull case is real, but the margin of safety is getting smaller

$INVESCO SEMICONDUCTORS ETF(PSI)$  $VanEck Semiconductor ETF(SMH)$  $iShares Semiconductor ETF(SOXX)$  Buy the dip 

$META METAVERSE Rebouds to a key support level. Bullish

Wall Street mixed view Wall Street remains divided on CoreWeave and other AI names — upgrades and downgrades reflect very different views on AI growth and valuation.

$Oracle(ORCL)$  Join the crowd. The oracle stocks are at a value. Buy the dip