To The Moon

1. Anthropic is a start up company with limited capital, the contract term is longer than company lifespan. 2. Amazon can sign a deal with google if necessary to obtain technology 3. There is limited purchasing power among the biggest consumers of technology, with suppliers with greater power

1. Tesla is likely to underperform expectorations 2. Within the MAGA seven I am most bullish on Microsoft 3. S&P 500 is likely to fall this year with negative eps

1. Removing pattern day trading rules is a liberation for retail investors to be able to trade similar to large investors 2. Yes removing pdt will increase trading volumes 3. Largest trading stocks will have higher volumes

1. Currently holding $DBS(D05.SI)$ 2. Largesr earnings risk this quarter is in retail lending growth rates 3. Bank valuations are very high historically on high growth prospects 4. Current valuations of 1.1x to 1.6x price to book ratio with dividend yields of 5% to 6% is in line with historic rates

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

1. Holding the line on crm and pltr, these are high growth industries with strong prospects for further growth. 2. No, subscription model is the usual in this industry 3. Plantir is a government. Contracting agency which depends on government contracts

1 the ceasefire is more negative on USA than Iran. Iran has options 2. They’re all interesting including seagate and sand disk 3. A better investment play is to invest directly in Asian tech

1. Hedging risks is an investment strategy to reduce returns and invest in cash 2. Payouts from defensive strategies reduce long term returns 3. High oil prices is only short term as the economic conditions are poor which reduces demand 3. There is already uncertainty to justify a sale of equities

1. What did we learn from black Monday is that there is always more bad news 2. Regardless of the headlines the economic conditions are bearish 3. More negative news is expected resulting in a depression

1 I would grade my own performance as underperforming market 2 in march sell off I did not buy us stocks 3. There is more bad news from high inflation and high interest rates with low growth