$Taiwan Semiconductor Manufacturing(TSM)$ semiconductor wave is still on trend Although there has been much market volatility recently, it does not af FCR the business fundamental. It's purely market driven as investors are reacting to the potential moves from FED. These would affect interest rates and lending which may have impact to business to certain extent. Overall after the market is able to digest the news, it would be back to business again.
$Haw Par(H02.SI)$ i believe this is still an undervalued based on P/B value. The dividends dervied from their investments in UOB and UOL is almost the same as their revenue from their tiger balm business.
$VanEck Semiconductor ETF(SMH)$ Have been diligently DCA-ing into this ETF weekly using Tiger broker auto-invest tool because I believe semiconductor is an evergreen industry and will always be needed for modern society.. fortunately or unfortunately.. depending on how one look at it.. the counter has been bullish for the past 2 years.. so I ended up averaging up instead of down... Getting less and less share for the same amount of currency.. but I will continue to DCA... HODL
$Pacific Biosciences of California(PACB)$ bullish. ARK Investment Management, led by Cathie Wood, has significantly increased its stake in Pacific Biosciences of California (PACB) in late 2025 and early 2026, signaling a strong, continued conviction in the genomics company despite its financial challenges. Recent Purchases: Between late October 2025 and early January 2026, ARK made multiple purchases, including over 1 million shares in a single transaction (Oct 31, 2025), 333,000 shares (Dec 23, 2025), and 423,426 shares (Jan 1, 2026).
$Tesla Motors(TSLA)$ tsla pumped last Friday after news that SpaceX and Xai are merging with Tesla, but price rejected at the converging moving averages. Futures are down heavily today as the crypto is sell off worsens. I believe price will trade lower this week. Watch the rising 200 sma, if price drops more that would be a good support level and a great entry point to go long. Would you buy tsla stock at the 200 sma?