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koolgal

Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!

    • koolgalkoolgal
      ·07:38
      🌟🌟Navigating the ASX right now feels like walking on a tightrope.  Between 3 rate hikes by RBA pushing official cash rate to 4.35%, looming Federal Budget capital gains changes &  persistent July inflation print of 3.5%, market anxiety is running high. If forced to trim my holdings, I would lighten up my positions in B: Property shares first, closely followed by A: Tech stocks.  I would also increase my exposure to D: Bank stocks. When interest rates tick higher, the real estate sector gets hit by a double whammy of structural pain: 1: The capital value of commercial property portfolio falls. 2: The big debt service obligations spike instantly, eating into dividends. Tech stocks: High tech names like WiseTech makes it a target for profit taking. I would rotate into Aust
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    • koolgalkoolgal
      ·06:46
      🌟🌟🌟If you choose to sit at the bus stop waiting for $NVIDIA(NVDA)$ to step back, you may have to wait a long time.  You are betting against the King of the AI revolution.  You are hoping that tech hyperscalers are suddenly going to stop competing in the AI race, or that Blackwell & Rubin are going to pause to wait for you to get on the bus.  Good luck with that strategy. I am not waiting.  I am jumping on the moving train now because NVIDIA is growing its earnings faster than its stock price can physically keep up.  NVIDIA stock gets cheaper on a forward P/E basis the higher it climbs. NVIDIA isn't just selling chips.  With upcoming Vera Rubin architecture, NVIDIA is selling entire, self contained, 6 chip data c
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    • koolgalkoolgal
      ·06:29
      🌟🌟🌟 $NVIDIA(NVDA)$ guidance didn't just hint at growth of memory stocks.  It practically yelled that ultra high speed, enterprise grade flash storage is now a foundational requirement, not an optional upgrade.  This isn't a fad.  It is a massive technology upgrade that is resetting the valuation for the storage sector. My top pick is $SK hynix(SKHY)$ .  It is the King of AI memory.  Hynix is not just a standard memory vendor.  It is $NVIDIA(NVDA)$ primary elite supplier of HBM3e modules.  Hynix has a deep moat in the HBM market, creating a bottleneck where hyperscale data centres are essentially throwing money at them to lock
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    • koolgalkoolgal
      ·06:12
      There are 2 camps of $Meta Platforms, Inc.(META)$ .  Camp A is the wait & see skeptics.  This camp is terrified of the velocity of Meta's cash burn. To them, buying Meta now is to chase a Capex bubble. Camp B:  The Bargain Hunters.  This is my tribe.  We look at the pullback & see a golden opportunity.  Why? Meta is the cheapest of the Mag7 with forward P/E ratio of 17.2x.  In contrast Tesla is 95x. Wall Street is pricing Meta like a slow growth legacy utility company, while its platforms are generating double digit revenue growth. Meta's AI already has over 3 billion daily active users.  Meta's advanced AI models are optimising ad targeting in real time, boosting aggregate ad revenue. By making Ll
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    • koolgalkoolgal
      ·05:54
      As AI models balloon to gigawatt scale, the old world of copper wiring is melting under the sheer pressure of moving data. Enter $Lumentum(LITE)$ - the shining star of the modern AI infrastructure  race. While everyone was staring at GPUs, Lumentum delivered an absolute masterclass of its own.  This has triggered it to skyrocket a staggering 147% year todate  to USD 956.14 today. What happened? In the latest quarter, Lumentum's revenue more than doubled YoY to USD 1.01 billion.  This marks the first single billion dollar quarter in its history. Non GAAP EPS landed at a roaring USD 3.23, obliterating the USD 2.99 consensus estimate, while adjusted operating margins surged to a high of 36.5%. Should we invest in Lumentum? Here
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    • koolgalkoolgal
      ·08-27 18:52
      🌟🌟🌟When a market faces a multi year inflation fight and still refuses to break, the trend is telling you everything you need to know.  I am betting on an upward breakthrough rather than a macro led decline. We have been staring at the exact same inflation ghost for over 5 years now.  Wall Street has already priced in a higher for longer narrative.  With the new Fed Chair Kevin Warsh getting rid of the dot plot forward guidance, his silence has the market jumping at its own shadow. But sticky inflation isn't a surprise anymore.  It is just an annoying background noise of the 2020s. The good news is that $NVIDIA(NVDA)$ blowout earnings brings much cheer to investors.  It is not every day you get a company scaling to USD 10
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    • koolgalkoolgal
      ·08-27 08:06
      🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave d
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    • koolgalkoolgal
      ·08-27 07:53
      🌟🌟🌟I choose B: The trading platforms of $Coinbase Global, Inc.(COIN)$ & $Robinhood(HOOD)$ .  Why try to guess which crypto currency hit the moon when you can just tax the chaos?  Whether the market goes violently up or crashes into Earth, people are going to trade. Coinbase & Robinhood take a slice of every single emotional decision made. In fact my Top Pick is Coinbase.  Why? Coinbase is the largest cryptocurrency trading platform in the US by trading volume & the world's largest custodian of cryptocurrency. Despite operational headwinds, Coinbase delivered its 14th consecutive quarter of p
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    • koolgalkoolgal
      ·08-27 07:36
      🌟🌟🌟While analysts debate whether we are witnessing a permanent regime change or just a temporary glitch, I choose E: AI will remain the main market theme after the pullback. We saw a brief rally in utilities and banks but today, the market has staged a glorious  recovery following $NVIDIA(NVDA)$ blowout Q2 earnings report. The short term stage fright evaporated the moment the world saw Nvidia's USD 96.22 billion in record breaking revenue & an 117% explosive demand in data centre. The broader market rode on the massive tech surge right back into positive territory. You can temporarily shift capital into defensive Consumer Staples or Financials to smooth out a quarterly chart, but you cannot rot

      The Market Is Rotating: Expensive AI Out, Financials and Consumer Stocks In

      @Tiger_comments：
      The Nasdaq fell while the Dow advanced. Nvidia and memory stocks sold off, while Visa, Mastercard, JPMorgan, Coca-Cola and Expedia moved higher. Money is not necessarily leaving U.S. equities—it is becoming more selective. The most important signal from the latest session was not the index decline itself. It was the widening divergence between market sectors. Nasdaq: -0.76% S&P 500: -0.28% Dow Jones: +0.26% QQQ: approximately -1.0% Technology ETF XLK: approximately -1.8% Equal-weight S&P 500 ETF RSP: +0.1% The contrast was even clearer at the stock level. AI and semiconductor names weakened: Nvidia: -2.9% Micron: -5.9% Sandisk: -6.5% Broadcom: -2.6% Semiconductor ETF SMH: -2.5% Meanwhile, financials and selected consumer names attracted buyers: Financial ETF XLF: +1.3% JPMorgan: +1
      The Market Is Rotating: Expensive AI Out, Financials and Consumer Stocks In
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    • koolgalkoolgal
      ·08-27 07:03

      Why Nvidia's Masterclass Sent Shockwaves Through Wall Street

      🌟🌟🌟As an $NVIDIA(NVDA)$  investor, watching the numbers flash across the screen on a night of absolute corporate triumph is nothing short of exhilaration.  While some cautious day traders spent the first few minutes after the bell sweating over a temporary headline stutter, the real story unfolded on the conference call.  The market responded with a definitive roar, sending Nvidia's stock surging over 4% in after hours trading. Make no mistake: This is the long term view vindicated in real time.  NVIDIA has delivered a comprehensive top and bottom line beat that completely resets our understanding of global compute demand. NVIDIA has once again defied the laws of economic gravity, proving its visi
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      Why Nvidia's Masterclass Sent Shockwaves Through Wall Street
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