$SUPER MICRO COMPUTER INC(SMCI)$ if you trust NVDA, you should trust the number 1 server shipment SMCI too 🤝 Diamond hand 💎🙌 Analysts have shown optimism, with JPMorgan upgrading the stock, suggesting that the server maker's shares could benefit from a growing demand for AI infrastructure. Supermicro integrates NVIDIA Blackwell Ultra with two types of solutions: Supermicro NVIDIA HGX B300 NVL16 systems, designed for every data center, and the NVIDIA GB300 NVL72, equipped with NVIDIA's next-generation Grace Blackwell architecture.
$Palantir Technologies Inc.(PLTR)$ PLTR seems to have managed to break above and hold the $90-$92 price level. This was the price level that got broken down back on 25 Feb 2025. If PLTR manage to hold above $90-$92, we may be able to see $100 soon. Else if break down back below $90-$92 then we will be back to $85. Secured some profits from today's contra trading session with CBA account. Avg buy in price at $92.95, and sold at $97.2.
🚀 March 17 – March 21 Leaderboard: Top Traders & Market Highlights!
Last week , U.S. stocks were volatile with a "first falling, then rising" pattern. Early in the week, the S&P 500 and Nasdaq Composite extended losses as fading Fed rate-cut expectations and mixed tech earnings weighed on sentiment. However, a Friday rally fueled by renewed AI optimism and Nvidia’s stronger-than-expected computing demand outlook lifted markets sharply. The S&P 500 surged 1.8% and the Nasdaq jumped 2.5% on Friday, ending the week up 1.2% and 1.9%, respectively, snapping a four-week losing streak. Tech stocks diverged: $NVIDIA(NVDA)$ soared 6.1% on Friday but faced volatility earlier due to antitrust concerns. Trading volumes remained subdued as investors awaited clarity on economic data and policy signals.Co
$Tesla Motors(TSLA)$ Still holding, TP is ~$350. Market overall feels bullish after such an extended loss and extreme fear last week (and ex VP candidate Tim walz publicly calling TSLA to go down). Trump is also lightening tariffs which is a positive for the markets. As usual, always DCA in during extreme fear moments and once you see too many people shorting or wishing for lower after a significant drop. Of course, price going down is still a possibility so take profits / partial profits if you want, but I feel that holding at this stage is worth the punt. NFA.
$Taiwan Semiconductor Manufacturing(TSM)$ 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
$STLA 20260116 13.0 CALL$ a stellantis call I did when the stock was 12.50. I had a feeling market was pumping it up to dump, because when it was at a PE of 3, this stock could barely stay at 14. And now it has a PE of 8 and the stock is close to 13 dollars? In the short term its prime for a drop. Its P/B is really low and with a book value per share of 28, stelkantis is oversold. BUT Management sucks, they double down on crappy investments and divest from their profitable ones. They are riddles with strikes so their work force reliability is questionable. Their ROA is so low that their large assets don't make much of a boon in fact one could make the argument that such menial returns could be seen as depreciation of th
$IFAST(AIY.SI)$ just got into an agreement with Thailand ! A big win for the company as they can open up in Thailand . Will the company surpass expectations this time round and report good results in the next quarter? Vested in the stock as I believe they will hit the target of 100B assets under management target by 2030 . At current prices now of 7.35 , with 25 B aim , this will mean a very conservative price of 20 sgd for 100B aum . Just buy and hold all the way