Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).

Lots of momentum and optimism in AI related tech companies acting as full catalysts.  Better to hold and continue the ride as long as eps growth continues.  

AI Beneficiary List: Which Company We Can Catch? —>. Why not one each... 1) TSM 2)ARM 3)AVGO 4)AAOI 5)MU 6)CRWV.

Google Cloud Focus: Launch TPU 8T + 8I combined with 'Gemini Enterprise' push =) Tech giant firing all the engines to build a massive lead in the 'AI full stack'.  

$Astera Labs, Inc.(ALAB)$  Taking a small break here....

$Amazon.com(AMZN)$  Given the strong momentum, another 10% rise is a possibility. 

$Netflix(NFLX)$  plunges ~10%; Ad Growth Disappoints. =) A disappointing Q2 outlook (both revenue and earnings) and the departure of co-founder Reed Hastings from the board, triggered a sharp sell-off. The quarter was financially solid but strategically clouded by near-term uncertainty. May need time to bounce back with strategic guidance on growth sustainability. 

Keep going 👍

Nasdaq enters Technical Correction:) Perfect time to have exited or exit now on windfall positions to reap the huge magical gains.  We don't know if the lucky star will still shine or vanish in the near future.  For other value stocks and steady performing stocks, better to hold them for long.  Happy Investing!

IPO Valuation of SpaceX at $1.75T is way too high. No spare money to take risk, will sure wait and see.better entry opportunity

$ARM Holdings(ARM)$  It's a huge shift to Data Center Chips making.  So are the expectations and Arm has to continuously innovate and deliver perfectly.  A shift in the right direction, but will wait to see the display of mastery and expertise. 

SpaceX IPO coming fast at $1.7T? Absolutely frenetic and totally insane!  However, investment for me depends on consistent performance and profit, growth outlooks.  Obviously,  'Sky is not the limit'.

Definitely it is a good opportunity to buy the gold dips.  Will wait for the bottom consolidation to add more. Cheap gold is the best

Memory and Chips stocks appear artificially manipulated by speculative AI data centre infrastructure demands.  In reality, these stocks are quite volatile and one cycle of oversupply can tilt the equilibrium.  Will buy when there are enough breakthroughs or sustained volume growth.

Making money vs. Managing Love: simply put it is nothing but 'work-life balance', a delicate act every one should practise throughout for a wholistic and purposeful life. 

Oil price rise depends on how long the current war lasts and the Hormuz strait comes out of conflict.  With approximately 20% of global oil passing through this route and nearly 90% fueling Asian economy, all sources point that production or reserves are not the limiting but the shipping is the crucial bottleneck. My guess is oil price may go up above $100 in the short term as no signs of war aggression slowing down. 

Look for good quality bottom out stocks and invest, hope they will bounce back soon. MSFT, WDAY, PANW, SEZL, PSTG, AMD are my choices.