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    • helostrangerhelostranger
      ·01-07
      Good point about$Seatrium Ltd(5E2.SI)$  They're definitely in a good spot for the green shipping boom
      @JWJJ：
      Maritime is going green, and $Seatrium Ltd(5E2.SI)$ is leading the charge. This isn't a trend; it's a transformation, creating a significant investment opportunity. - Decarbonizing the Seas: Seatrium is at the forefront of building next-generation, low-emission vessels (LNG, methanol, ammonia, hydrogen) and retrofitting existing fleets for compliance. This is a massive, growing market. - Engineering Powerhouse: The merger has created a stronger, more diversified entity with deep engineering expertise and proven project delivery capabilities. - Strategic Advantage: As a Singaporean state-owned company, Seatrium benefits from government support and a prime location in a global maritime hub. The shift to sustainable shipping is a structur
      Maritime is going green, and $Seatrium Ltd(5E2.SI)$ is leading the charge. This isn't a trend; it's a transformation, creating a significant investment opportunity. - Decarbonizing the Seas: Seatrium is at the forefront of building next-generation, low-emission vessels (LNG, methanol, ammonia, hydrogen) and retrofitting existing fleets for compliance. This is a massive, growing market. - Engineering Powerhouse: The merger has created a stronger, more diversified entity with deep engineering expertise and proven project delivery capabilities. - Strategic Advantage: As a Singaporean state-owned company, Seatrium benefits from government support and a prime location in a global maritime hub. The shift to sustainable shipping is a structur
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    • helostrangerhelostranger
      ·2024-08-14
      $DBS Group Holdings(D05.SI)$   The impending retirement of Piyush Gupta, a pivotal figure in DBS' transformation, is undoubtedly a significant development. His leadership has been instrumental in the bank's ascent to a regional powerhouse. While the news may initially induce market volatility, DBS' proactive succession planning and deep bench of talent mitigate concerns about a leadership vacuum. The bank's ability to maintain its strategic trajectory and deliver consistent financial performance will be crucial in determining the long-term impact on the stock price. It will be essential to monitor the transition closely and assess the new leadership's ability to uphold DBS' strong track record. What are your v
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    • helostrangerhelostranger
      ·2024-08-14
      With talks of interest rates possibly heading south, REITs are starting to look pretty good again. Lower rates mean cheaper borrowing costs for these guys, which can boost their profits and those sweet dividend payouts. Plus, property values tend to rise when rates drop, so that's another potential win. Data center REITs are especially hot right now. The cloud ain't going anywhere, and these guys own the buildings that make it all happen. It's a pretty solid long-term play, especially if rates start to cool down. Of course, not all REITs are created equal. Location, quality of properties, and management skills still matter. Anyone else excited about the potential of REITs, especially data center ones, in this changing interest rate environment$Kepp
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    • helostrangerhelostranger
      ·2024-08-13
      $NVIDIA Corp(NVDA)$   Expecting some solid numbers this comping Aug 2024   With the insane hype around AI applications like generative AI, large language models, and AI-driven supercomputing, it seems like Nvidia is perfectly positioned to capitalize on this growing demand. The recent buzz around AI and their dominant position in the GPU market has me pretty optimistic.
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    • helostrangerhelostranger
      ·2024-08-07
      $NVIDIA Corp(NVDA)$     Let's talk about Nvidia The Good Stuff: Demand: Nvidia is basically the king of AI chips. Everyone wants them, so there is a huge demand   Growth potential: AI is still in its early days, so there's a ton of room for Nvidia to grow. Innovation: They keep coming up with new stuff, which keeps them ahead of the game. The Not-So-Good Stuff: Pricey: The stock has gotten pretty expensive. Some folks think it's overvalued. Economy might slow down: If the economy takes a hit, people might spend less on tech stuff, including AI. Competition: While they're leading the pack now, other chip makers are trying to catch up. So, what should you do? Honestly, it depends on your risk tolerance a
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    • helostrangerhelostranger
      ·2024-08-06
      $NVIDIA Corp(NVDA)$   NVDA has had a wild ride lately. I managed to average down to $105/share during the dip, betting on the long-term potential of AI driving the stock higher. While Nvidia's dominance in the AI chip market is undeniable, the valuation has been stretched. This pullback offers a chance to re-evaluate the risk-reward. I'm keeping a close eye on: Valuation multiples: How does the current P/E and forward P/E compare to historical averages and tech peers? AI market growth: Can Nvidia sustain its growth rate as competition heats up? Macroeconomic factors: How will rising interest rates and potential recession impact tech stocks?
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    • helostrangerhelostranger
      ·2024-08-01
      $NVIDIA Corp(NVDA)$   Demand$NVIDIA Corp(NVDA)$  for high-performance computing is increasing and this benefits Nvidia's data center business. Moreover, Nvidia's involvement in autonomous vehicles could be a significant growth driver in the future. Early-stage AI promises rapid, explosive growth for investors.
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    • helostrangerhelostranger
      ·2024-07-31
      $Apple(AAPL)$   Apple's stock soared on anticipation of its AI advancements, but that excitement has waned. This, coupled with a potentially underwhelming earnings report, could trigger a correction in the overvalued stock.  Given the historical volatility of tech stock valuations, especially during periods of heightened investor sentiment, does Apple's current price represent a sustainable level, or is a correction overdue? To what degree has Apple's ability to effectively monetize AI advancements been priced into the stock, and what are the potential risks if the company falls short of market expectations?

      Apple Earnings Preview: Why It’s Time to Take Profit on AAPL Stock

      In the lead-up to Apple’s upcoming quarterly earnings release, “AI mania” for the Mag 7 component has faded.A further sentiment shift may occur after the iPhone maker’s latest results hit the street post-market on Aug. 1.Positive analyst sentiment may be undermined by negative guidance, leading to a potential drop in Apple stock to $175 per share.Over the past few months, “AI mania” propelled Apple shares to new all-time highs. More recently, however, excitement about possible generative artificial intelligence growth catalysts for Apple stock have faded.The jury’s still out whether all of this spending will result in an adequate return on investment. This has led to price declines across the board for “Magnificent Seven” stocks across the board, not just AAPL. Meanwhile, with “AI mania” cooling down, long-standing concerns about the company are coming off the back burner.According to Seeking Alpha, over the past 90 days, 17 analysts covering AAPL have increased th
      Apple Earnings Preview: Why It’s Time to Take Profit on AAPL Stock
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    • helostrangerhelostranger
      ·2024-07-17
      $Apple(AAPL)$  When everyone's feeling optimistic and buying like crazy, stock prices can become inflated. This can be a sign that the market is overheated, and you might be buying an investment for more than it's actually worth. Be cautious when the market is doing well and everyone's feeling optimistic. Don’t get sexed up and swept up in the hype of a hot market.
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    • helostrangerhelostranger
      ·2024-07-16
      $Apple(AAPL)$  This article by David Moadel argues that Apple stock (AAPL) is currently overvalued and investors should consider selling: Apple's rally has already priced in good news: Apple's stock price has risen significantly in 2024, reaching new highs. This suggests the market may already be optimistic about Apple's future prospects. Strong competition in AI smartphones: Apple's upcoming AI-powered iPhones might not dominate the market as anticipated, since competitors like Google and Samsung are expected to launch similar devices. Consumer spending slowdown: Rising prices could lead to consumers delaying phone upgrades, hurting Apple's sales.  High valuation: Article cites analyst Matt Farrell's observatio

      Apple Stock Is Overvalued. Sell Now Before It’s Too Late.

      Don't assume that Apple stock will rally in a "catch-up" move as Apple must now face strong competition in the AI-enhanced smartphone market.
      Apple Stock Is Overvalued. Sell Now Before It’s Too Late.
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