To The Moon

$Frencken(E28.SI)$  riding the AI wave with a SG stock

@DiAngel come learn more

I think with AI, innovation becomes more imperative. Consumers will be less patient and will demand products that are relevant, with the latest technology and high performance. Ternus is the guy behind all the products which shows that he has an eye and a pulse on what is going to be the future trend and what consumers want. Over the years, the products have helped Apple dominate. Without products, Apple is irrelevant to consumers. Operations and global expansion can only come on the foundation of a good product that consumers like and are willing to pay the price for. In the past years, he has played complementary role to Cook. I am not sure if he has strengths on operations and global expansion but within such a big company, I’m sure he can find someone to be the lead in this area to

Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. I personally like Nvidia and Taiwan semiconductor but for a busy

$AUNTEA JENNY(02589)$ bullish but decided to take profit first, buy back later 

I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers

My positions have always been conviction in value when I buy but following the momentum when it comes to selling. The high can get higher with momentum and I like to sell into strength to take profit. When prices drop, I buy based on conviction in value that the stock will turnaround when the macro conditions are right again and as the fundamentals are sound, there should be no reason for collapse. The biggest risk for this rally is that it is dependent on a singular macro that is the war. Yet, the events surrounding it changes quickly and tend to be over the weekend when the market is closed. As it is, the strait of Hormuz is closed again after the announcement of it being open all across the same weekend. Defensive value stocks yield too little returns and too slowly for my risk appeti

I think abolishing PDT is a true liberation for retail investors. With more resources readily available, many retail investors are already more educated compared to the past. Also, ever since COVID, the market has been more volatile and many would want to be able to capitalise on this volatility with swing trading. Many retail investors have also gathered experience and expertise since Covid with record numbers pouring into the market. So I do think many retail investors will see PDT as a true liberation. Of course, this also comes at increased risk if one doesn’t know what one is doing but this risk is something that can be common across different investors, especially when gripped and crippled by emotions. I think this brings about more trades and thus tighter spreads which is benefici

$Keppel DC Reit(AJBU.SI)$  follow the smart money 

You know the long term saying that when the government gives a drumstick, they will take back the whole chicken. The payouts are definitely not sufficient to ease the pressure. Utilities cost are set to increase next month. Many food sellers have already increased their prices. Even if the government provides rebates and bring forward the cdc vouchers, honestly it would be barely enough to last most households for more than 3 months. That said, it is still better than nothing and many of us are thankful that our government has the resources and willingness to dish out some money to help all of us with the daily expenses. Oil prices will remain high till the strait of Hormuz opens. Nobody knows what will pan out but we are all hopeful for tensions to ease as the war remains unpopular even i