To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$   Given the recent push for greener industry, many of the heavy industry players like Shell, Exxon mobile have announced plans to move their operations to lower cost countries. With such a shift, Singapore has to identify new industry or expand existing manufacturing base to fill up the gap. One key industry is semiconductor fabrication plants. It's considered relatively light industry given that its able to site near residential areas, the only consideration is the blast radius for it to be away from places where there is high vibration, which our tradition heavy industrial area may not be suitable. As Singapore government continues to set aside land for such needs, we will see the companies expa

$NVIDIA(NVDA)$  Innovation is the key to growth and development. Although GenAI has always been largely revolves around talks hype or fancy use cases. It needs to penetrates into everyone daily lives to create the same effect as the industrial age.  Given the cost of technology falling as adoption continues to improve, it will reach a point where it's readily accessible for the vast majority of us. That's when we will need its application becoming common just like how emails changed the way we walk and communicate. Let's see how long it will take us! In this coming 5 years?  

$Taiwan Semiconductor Manufacturing(TSM)$ Good time to continue to accumulate quality stocks with strong moat.  This position was started based on a deep thought on what are the next biggest opportunity in the next decade. By narrowing down to AI, most of the big tech companies are relying on TSMC for the hardware.  Profit is also a result of holding on to the stock through the period of consolation. The period was close to a year where the price ranges around $100. It built up a strong support for future rally. 

$NVIDIA(NVDA)$  Small Position can grow into a large position. When you started small you tend to hold it for longer without the temptation of taking profit. The long you holder you higher you gain with fundamental strong companies. 

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$NVIDIA Corp(NVDA)$  Nvidia has been a great winner so far. Lesson learnt here is that when I first enter the position it was $500/ share pre-split and the share price has since came the same price.  Another lesson here was that I took profit during the journey and decided to came back in. If you have strong conviction in a position and the growth of the company is still on track, we should continue to hold it. Part of the phenomenon growth is propelled by the hype of ChatGPT on AI and Nvidia is basically in the heartware of AI. 

The recent correction in Singapore stocks is a sign of fund moving out of the local market. STI has a relatively small market capital so it is very susceptible to external fund flows and market manipulation. Over the past 52 weeks, you can see insituation investors had sold more than twice the amount stocks than retail investors. This is more apparent in REITs with the rising interest environment. Tbills and bonds offer relatively decent yield (3-4%) with relatively low risk. In the likes of Tbills and SSBs, many Singaporeans would reckon that its zero risk. On that note, why would one enter into REITs for 5% yield with exposure to market volatility and potential recession risk. Another point to note is that the drawdown is across the board and not just concentrated yo a particular reit, t

Anyone knows what is the account permission that the prompt is talking about?  Would like to test out the auto-invest function @TigerStars @MillionaireTiger @Tiger_chat @CaptainTiger

$THE HOUR GLASS LIMITED(AGS.SI)$ could be finding support here with some accumulation lately. Based on the daily chart, the it is trading at a support range. If it manages to breakout of the white lines, we could see it going to previous high. Given that it is at a higher support for weekly charts, probability of it breaking out so long as the overall market remainsbullish in the short term.

When a company continues to innovate, it goes to show how much runway it has. Getting into chips market isn't an easy feat and flyby night kind of commitment. The key is who will Amazon work with to manufacture the chips. $Taiwan Semiconductor Manufacturing(TSM)$  Taking on $Salesforce.com(CRM)$ could beone aspect but that might mean the company is going to be more self reliance. Knowing that Amazon culture is that they prefer to develop products in-house just like their internal video conference app Amazon Chime.