AMD: Jump | SMCI: Jump | QCOM: Drop | ARM: Drop Reason: I believe AMD's AI demand remains strong enough to support a stock jump; however, Qualcomm might experience a pullback due to the weak mobile market.
Am optimistic about Google as one of the leading company to ride on the AI wave. In for the long term so won’t really care too much about the noise in the short term.
I still have some optimism for $Tesla Motors(TSLA)$ to eventually improve in the long run, will continue to invest regularly. Similarly for $Microsoft(MSFT)$, continuing to dca in this foundationally strong stock.
I prefer shares to options. While leverage gives more upside the converse is also true and expose you to higher downside. Better to trade and invest with what I can afford than what I can’t.
Don’t think I will join the resource stock trade, it’s becoming less of an investment and more of a speculation. Also, I’m not confident trump will last for another 4 years terms.
Despite today's decline, UnitedHealth has gained 6.5% year-to-date, outperforming both healthcare peers and the broader market. I think it is fine to remain optimistic for some upside potential from current levels.
Originally I thought there was the possibility to see a rally aka double digit gain in the next 3 months, but with all the stunts from Trump administration, I am super uncertain now.
Singapore housing market will definitely remain strong in the short term. Don’t really see any signs of it slowing down. For REITs, looking forward to all these I that have scooped up during the high interest season. Can’t wait for the recovery. Data centres (AJBU / ME8U) Logistics & industrial (M44U) Office & integrated commercial (C38U / A17U / N2IU)
Personally I feel bullish on crypto as it does offer a new gold/silver substitute. That said, until all the kinks regarding crypto like proper governance is ironed out, I personally would not invest in it.