To The Moon

$Micron Technology(MU)$  

Common sense suggests, precious metals, especially gild, typically serve as safe-haven assets during geopolitical crises, with prices often spiking as investors seek refuge from uncertainty. The trend is likely to continue. But is Every Dip a Buy? Well, I for one consider pullbacks as entries because the medium-to-long-term outlook for gold and silver remains positive due to central bank accumulation and monetary policy easing. But sudden diplomatic resolution or change in Fed. policy can trigger sharp retracements also. So there ciuld at least be Range-Bound Action, geopolitical stress and central bank demand provide a floor allowing metals to consolidate at elevated levels rather than reversing sharply. 

As of today Nvidia is ~$190 & has been 9n a roll since 3 years. But the market sentiment now seems mixed due to valuation concerns & the longevity of AI infrastructure spending. The future trend, apart from new innovations, depends on (a) new, aggressive infrastructure commitments (b) "No-Win" narrative due to high market expectations (c) Demand for the next-generation Blackwell architecture & (d) Sovereign AI" demand—nations building their own domestic AI capacity—as a potential new revenue stream that could offset any slowdown in private cloud spending. Assuming all or most of these work in its favour, we can expect the AI story in the markets to zoom.

$Tesla Motors(TSLA)$  

$Tiger Brokers(TIGR)$ the present year has been rather bad to me personally on many fronts: health & some domestic issues and also portfolio wise. Really hoping the year of the 🐎 🐴 will be much better & gallop ahead in the gains 📈 Lane. I plan to focus more on blue-chip bets like DBS, UOB, NVDA in this year. They have stood the test of time.