Previously I talked about rare metals and China’s dominance on rare earth metals. Ones that are particularly crucial to manufacturing of core technologies that drive the chip industry or to be used in chips themselves. Now, many have been telling me, if that were really true, why are US tech stocks looking more attractive than ever. This begs the question, is software detached enough from hardware that these so called “Magnificent 7” can run independent of the hardware? Well, I am not going to directly answer this question of technology stocks now, I will over the next few posts. What I want to talk about is positions in the US in general, and it is linked to tech stocks (and unfortunately AI). As much as I love AI, hearing the word AI everywhere I go to is pretty annoying, all I want to d

I attended an investment forum today where finance counterparts, be it from fund managers or big banks come down to share their thoughts on what the outlook of tech will look like in the next few months. Or to put it in hyped lingo, how AI will generate insane profits. And its really interesting to hear how the finance counterparts try to articulate how AI is not a bubble. To quote, "we see ASML ahead of the race... advanced 2nm chips... for end consumers device...". And I wonder, how true is this statement. An investment analyst who i also spoke to had strong convictions that AI isn't a bubble, or rather China won't be able to take over the AI race from the US any time soon (and hence the bubble shouldn't pop for the Mag7) Let's break this down. ASML produces the machinery needed for the

Everyone's eyes on the price but what is it ? [Part 2]$YZJ Fin Hldg(YF8.SI)$   I alluded previously that this is important but never said why. Now, take a step back and think about it. There is a spin off going to happen in about 45 trading days somewhere in Nov 2025. Each of the players will have a target spin off price, albeit a possibly different one. Let's assume markets are efficient then. Well, if it's efficient, then the final spin off price is simply the weighted average of all target prices. Mathematically, number of shares * expected spin off price and you sum each player on the board, then find the average across the total number of shares. Things are slightly more interesting now because we have part 1 and 2. And what

$YZJ Fin Hldg(YF8.SI)$  today attended EGM. very confident in management and Boss Ren to lead the maritime to greater heights. Spin off will unlock massive shareholder value. Combined value of both maritime and finance corp will be 💪

$YZJ Fin Hldg(YF8.SI)$   Spin off happening soon. potential value unlock for both finance and the maritime. BV is $1+ per share. Would you pay 70cents for a dollar ?

$YZJ Fin Hldg(YF8.SI)$  Expecting it to continue trailing up based on upper bollinger band

$YZJ Fin Hldg(YF8.SI)$  have been watching this stock for a while now, spin off likely to be happening soon...

$YZJ Fin Hldg(YF8.SI)$   More to come with coming dividend!

Everyone's eyes on the price, but what is it? [Part 3] Deriving the YZJ Spin-Off Price: A Reality Check on Momentum *Disclaimer* It is worth noting also that my overall average price has increased from the previous post as I have bought even more shares recently In the first two parts of this series, we established a foundational framework. Part 1 introduced the idea that in a strong uptrend, a stock’s price action respects its short-term moving averages, particularly the 5-day (MA5). Part 2 expanded on this, proposing that as we approach the spin-off date for $YZJ Fin Hldg(YF8.SI)$ the MA5 will act as a proxy for the market's converging consensus on the final spin-off price. This brings us to the critical question: How can we stress-test our own price targets against this framework? It’s

$YZJ Fin Hldg(YF8.SI)$  This position held on for a year with good returns indeed is now moving closer each day to true book value to reflect revaluation of SEA market.