To The Moon

Replying to @MojoStellar:Return. Next: interest rate//@MojoStellar: @vodkalime Year-to-Date (YTD) Year-to-Date refers to the period starting from the beginning of the current calendar or fiscal year up to the present date. It’s commonly used to measure performance, such as YTD return on an investment. Last letter: E

1. Buffett’s decision to sell $Apple(AAPL)$ is specific to his portfolio which is underweight cash 2. No. This is a Buffett portfolio liquidity issue 3. Yes, long 20%+ of the us economy is a good investment in $NVIDIA(NVDA)$ and $Microsoft(MSFT)$

Long distance horse: while choosing high performance horses is beneficial, it’s easier to choose long term horses with better long term growth prospects not impacted by short term macroeconomic events

1. There is concern over ai spending with monetisation a long way in the future 2. The Nasdaq will fall 40% on ai spending fears 3. No, there is no need to sell at this time with no chance in underlying other than sentiment

1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. 2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence

1. So earnings season is strong with earnings uplifts from major businesses on the sgx 2. Yes the piyush Gupta effect has been priced in with increases in prices broadly 3. SGX dip opportunity, yes there is an opportunity to purchase at lower prices due to the dip in pricing

B this is a structural change with a decline in overall market valuations. $SPDR S&P 500 ETF Trust(SPY)$ this indicates that further losses are eminiant

B this is an overreaction with not all features of software companies able to be easily replicated by large technology companies

D both pull back due to the recent macro economic news with high volatility & valuation concerns for SGX & Keppel high technology stocks

And: jump smci: jump qcom: jump arm:jump Reason: silicon demand is high for the entire sector with manufacturing as a key constraint on the sector for volumes. The entire sector is positive outweighing recent underperformance of the silicon sector due to manufacturing concerns on ability of key manufacturers to scale