1. In this cpu war $ARM Holdings(ARM)$ has the better position, however $NVIDIA(NVDA)$ is also a strong contender 2. Yes $ARM Holdings(ARM)$ has a high valuation due to the value of royalties of the arm chipset instruction set 3. Yes, $NVIDIA(NVDA)$ new cpu has higher performance that legacy x86 cpu chipsets 4. $Intel(INTC)$ is highly valued for its current position in the market which is second to amd and nvda

1. My performance was below the $SPDR S&P 500 ETF Trust(SPY)$ 2. Global retail frenzy $Amazon.com(AMZN)$ is benefiting from increased demand for goods and high inflation forecasts which is a top signal 3. Ai pc forecast for $Microsoft(MSFT)$ is a growth sector and hardware manufacturers

1. $Roundhill Memory ETF(DRAM)$ is the most prospective etf investment for chips 2. The window most worth investing in is ai infrastructure. 3. $Space Exploration Technologies Corp(SPCX)$ is a research and development company rather than a for profit venture . 4. ETFs vs single stocks are both great investments depending on the underlying companies of each 5. For the space sector $Space Exploration Technologies Corp(SPCX)$ is the most prospective investment

$Gold.com(GOLD)$ is a long term investment in store of value for further price appreciation. The divergence among major banks is driven by a divergence in view of the value of gold and it’s inflation appreciation value. ETF outflows: the selling of units in the etf is driven by these divergent views and is an oppportunity to buy at reduced prices

1. Within the artificial intelligence ai stack I am across all parts of the stack 2. $Micron Technology(MU)$ is highlight valued due to the shortage of supply of memory this year which is forecast to continue to next year prior to resumption of manufacturing 3. $Micron Technology(MU)$ provides both memory and storage and profits from the decision by antropic to increase storage. Optical is networking which competes with other providers 4. Power is in short supply and is a necessary component for high technology and is investible

1.$SpaceX(SPCX)$ valuation is based on hype and marketing with it’s recent ipo. It is a high valuation of potential future value. 2. $SpaceX(SPCX)$ is a space focused research and development company with limited revenue potential. 3. Yes spending capex and writing off capex is a loss which reduces valuation

1. The spacex ipo is highly anticipated and is like to perform strongly due to this hype 2. It is likely to spike on day on with positive performance due to this hype. 3. It’s current valuation is consistent with market expectations and is likely to increase further 4. Spacex is a better investment on day one before the hype and increased. While there are competitors. $Rocket Lab USA, Inc.(RKLB)$ $Firefly Aerospace Inc.(FLY)$ these competitors do not have us government contracts

1. $NVIDIA(NVDA)$ is forecast to grow earnings strongly this quarter which requires additional investments by technology companies in nvidia’s products. It is more likely that nvidia will continue to grow at high rates but may underperform earnings expectations 2. With rising inflation due to increasing oil prices the forecast for interest rates is further growth in rates. With these developments in a raising interest rate environment, it is necessary to reduce interest rate exposure 3. The fed is likely to raise interest rates however the impact on markets is uncertain which depends on market conditions and the economy. The fed is likely to raise interest rates

1. I have a long position in the market $SPDR S&P 500 ETF Trust(SPY)$ 2. Sell in May recommends selling $NVIDIA(NVDA)$ which is a consideration. 3. I have a long position in the market $SPDR S&P 500 ETF Trust(SPY)$ which I will sell 4. $NVIDIA(NVDA)$ may fall in share price this week due to underperformance

Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media

1. $Rocket Lab USA, Inc.(RKLB)$ rocket lab is a is based space exploration company focused on research and development. 2. While $Rocket Lab USA, Inc.(RKLB)$ is a leader in research this company has yet to become profitable. Similarly $AusNet Services(AST.AU)$ has yet to become profitable 3. Spacex $Tesla Motors(TSLA)$ is a highlight profitable company with deep funding which can fun new ventures such as spacex Tera fab. This company is yet to be sufficiently profitable for third party capital

$KOSPI 200 Index(KOSPI200.KR)$ Korea index is driven by the importance of future technologies which is an investment in the electronics and products of Samsung. $SAMSUNG SEMICON(03132)$ high quality company with stable revenue and outlook

1. Within the seven the one with the most room from here is $Microsoft(MSFT)$ which is the leader in copilot ai 2. Is the rotation a short term blip or the market repricing which part of the ai stack is the real bottleneck. The bottle net for ai for $Microsoft(MSFT)$ is their ability to invest in computer hardware for their azure data centres 2. Positioning hardware software of balanced. $Microsoft(MSFT)$ has both a hardware division with surface and a software division with windows 11

1. The value of institutional holdings of shares relative to retail is decreasing over time which means that views on market movements is more important than $SPDR S&P 500 ETF Trust(SPY)$ holdings by institutions 2. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ are both stable companies with long term earnings which have potential for future growth over time 3. The longer the us Iran war continues then the longer alternative supply routes have to develop and increase in volume over time, this reduces the impact of ending the war on the economy. Hot money will continue to be invested in $SPDR S&P 500 ETF Trust(SPY)$

1. Rather than purchasing a coe an alternative is to use car rental companies to rent a car. Car ownership and coe will increase in price over time 2.byd market share will continue to increase due to subsidies for production by China 3. No there is not a need for another car manuturer to compete with China for car production

Intel 1. AMD is currently trading in the range 200 to 300 with a fair value of 280 2. Memory has larger supply constraints than cpu in the short term 3. More ai capex increases demand for memory over cpus which have greater supply

Bitcoin is poised for a breakout movement based on technical indicators. 1. Can bts hold above $80k: bitcoin is currently trading close to this level and is likely to exceed this amount in daily volatility 2. Does $60k need one more test: daily volatility is very high for bitcoin and it is likely that it will fall below $60k at some time in the future

1. My year end price target for $SanDisk Corp.(SNDK)$ is $1000 2. Yes, earnings per share or eps is likely to be revised higher 3.yes, Lta prepayments will increase further as spending increases

1 I thin dbs will close at $59 on Friday 2. Yes, dbs is likely to outperform q1 net profit estimates

1. Intel has a lot of future growth potential 2. Yes above $40 is possible 3. No cpu silicon is a depreciating asset 4. Thankyou