$Occidental(OXY)$  Bullish. Trump speech on oil drilling https://youtu.be/Z2cbVzfnTHQ?si=qefisZxbsz6o7SLF

$NVIDIA(NVDA)$  bullish as it makes essential chips for data centres, gaming and with Jetson Orin is adding more consumer use cases for its products. AI is growing and so will the use of Nvidia's chips.

$NVIDIA(NVDA)$  Bullish on Nvidia. This interview from Jensen Huang makes sense. https://youtu.be/gsPdXHtgSno?si=TCshZoyeV3H7hwDf  Nvidia has a huge lead with competitors. AMD and others trying to catchup but I believe it will take a while. When it happens we will see. Also Nvidia is looking to light up more use cases in the consumer space with Jetson Orin Nano Super. Imagine the possibilities. 

$NVIDIA(NVDA)$  They are strong on servers and consumer compute and now going more main stream lighting up more consumer use cases using Jetson Orin. Getting more creative with the strengths they have.

$General Mills(GIS)$ Didn't realise the brands it had until now when I read the company profile. Wow that's a huge set of consumer brands they have. Should be a resilient company and the rate cuts should benefit the consumer and the company.

SG and US markets both did good. Banks, REITs in SG and Tech in US.

$PropNex(OYY.SI)$  Great to hear this news https://www.bnnbloomberg.ca/investing/2024/10/15/singapore-home-sales-see-minor-recovery-after-us-rate-cuts/

Very important for children to understand about money. It prepares them in budgeting skills, avoiding debt, building confidence and understanding of finance and economy. Schools should build some curriculum around it and teach. Valuable life skills to have according to me.

9CI, CY6U should see growth because of low rates and more investments coming in. CY6U has diverse portfolio of logistics, data centre, business parks in a market that is growing at 7% to 8%. 9CI expecting to double investments in India by 2028. https://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2024/september/CLI_to_more_than_double_investments_in_India_by_2028.html A17U, diversified portfolio should see growth. C6L and Z74 should also benefit because of reduced debt servicing costs I believe. So with rate cuts these stocks should benefit.

My opinion, I believe market has already priced 25 bps. If that is the cut that happens then it is a small cut. REITs will surely benefit. Bank share prices would depend on how fast and often (example, would they cut 25 basis points each month until end of the current year /early next year). I think the US Fed cut will be slow measured as the US economy still seems strong and inflation can come back.