Chip Slump would only be getting worst for the facts 1) Recession is happening now. Chips suppliers won't be spared. Companies & individuals would hold back spending on pc replacement to save costs. 2) Biden keeps imposing chips sales sanctions on China using NSA reasons & disregard on the interest of chips makers 3) With oil price keeps on hiking, demands for new cars will be dropping. Each new cars consume 50-300 chips. So, easily millions chips will be evaporated. 4) Tech & fintech companies have stopped new hiring...even worst many are firing workers to normalize spending. So, demands for pc & servers will be drastically reduced. 5) Phone sales are not immuned to recession. Many phone makers are forecasting flat demands or not admitting to
My overall Portfolio is in RED a. Surprisingly my US stocks were still in little GREEN with the help of biotech & energy stocks.b. HKE & SGX were all in REDs as I bought in mainly expecting funds would flow out of NYSE markets to this region like 2008. Unfortunately it was not happening. Many factors stopped that. China Covid lockdown, US-CHINA trade war, Ukraine war, chips shortages & etcc. Going forward, I see Asian countries will be the engine of growth while US is in recession. I pin on to my perspective on the "return of Jedi " to HKE. Expecting many Chinese concept Stocks to be delisted from NYSE & listing in HKE & pools of IPO listing in HKE. My opinion, HKE is still in good shape to growth as HK's strength is a financ
Good info but all data used were history. All comments are after thought i.e. very much 1 sided positive view. Back steps & look at the negative view of early year such as Kodak & Xerox as examples. These 2 companies were equivalent to Qualcomm or Nvidia of today ❗ What happened to these 2 companies now ❗❓Are you expecting to see 30X gain or 30X lose ❓ Imagine if you held them till today ❗❗❗😂
Qualcomm Vs. Nvidia: The Better Buy Might Shock You
$WILMAR INTERNATIONAL LIMITED(F34.SI)$This stock makes me lost confidence on SGX market. Malaysia plantation stocks keep rising n cheering investors. While SGX plantation stocks keep mum n dumb😰
Look at USDJ future☝️, US S&P future☝️, & US Tech 100 future☝️, all are soaring higher❗❗❗ Is the good CPI number can sustain a bullrun ❓ Or... Just another possibility ❓ Does it mean that money flowing in to stock markets from the Crypto meltdown ❓❓❓🥀🥀🥀 My gut feel, if next week continues green all the way, the possibility is very high due to Crypto factor. The meltdown won't stop n hot money keep pulling out from the Crypto Exchanges have to park somewhere comfortable to those Crypto phobias traders 🤔 Other possibilities of bulls are 1) Good news from Democrats not losing Senate is catalyst for a mini bull❓ 😂 2) Hopeful Peace Talk about to happen to end the Ukraine war & stabilise Oil & Gas prices. This will help to control EU s
$Alibaba(BABA)$It's on the SEC chopping board of delisting. When the name is up there, it's a matter of time that delisting will be a Done deal.So, BaBa will be " suffering " or facing in less abrasive term exactly the same fate like BaiDu (09888). Making its way to HKE as primary listing ❓When BaiDu was listed at HKE, it was HK$200. Now, it is about HK$137which is 40% down. It falls out of investors' radar for good.By same analogy, can BaBa primary listing be at HK$690 roughly by US$-to-HK$ exchange rate❓Will the price be down by 40% from its initial listed price when falling out of investors'radar ❓My guess it will suffering the same fate ❗🤔
FED & Powell being somehow indirectly accused by Biden on failing to control the inflation. Clearly, FED's earlier rate hikes looked not effective on controlling inflation as last 2 months CPI remained above 8%. They would probably change their minds from 75bp to 1bp to prescribe a stronger medicine to tame the inflation faster before November deadline. Wallstreet is expecting it & thus pushing forward to sell down on the last 3 days. If 75bp is decided, markets will rise due to oversold positions earlier. It's fun to see how things turns out at 1bp rate hike 🤞
Delisting Fever Or Runaway Before Putting On The Chopping Board ❓Following China's Big names report to delisting from US markets1. BaBa Alibaba2. PDD Pinduoduo3. LFC China Life Insurance4. PTR PetroChina5. SNP Sino PETROLEUM & CHEMICAL6. Is TIGR throwing in the towel too...❓❓❓❓😨🤢Hope small fishes like us are not to be covered by the bloody-towel❗🙏