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.

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

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 

I'm in Yes Wait INTC rebound

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

$Straits Times Index(STI.SI)$  surely with bull sentiment Manufacturing, Technology & Banking Finance.

Above $160 Palantir $200 in 2026?

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

#Black Friday is Here: Shopping shopping  Buying spree

$META METAVERSE Rebouds to a key support level. Bullish

Gold prices are at record highs, and be reaching 4000 mark in the medium term. 

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

$XIAOMI-W(01810)$   Xiaomi vs BYD

$NVIDIA(NVDA)$ Buy the dips.$100+

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

$SUPER MICRO COMPUTER INC(SMCI)$   Will 10-k be a turning point. Super micro scale-up Blackwell production. Q3 2025? bullish. "Combined with exceptional product quality, service, software, networking, and security with data center building blocks, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.” after filed 10-K definitely going be a turning point.

$Palantir Technologies Inc.(PLTR)$ Let's go $150

$XIAOMI-W(01810)$  Go for HK30

$SUPER MICRO COMPUTER INC(SMCI)$  Time to Return above $40