TSM close after Thursday Earnigs - Expect Green 5-10%. However, other macro economic conditions and broader sector sentiment may drag to flat region.

📊 What do you think will matter most for U.S. stocks heading into Q4? D. 🗳️ The U.S. midterm elections and policy outlook While all the 4 catalysts should be watched, for Q4 it will be more likely the mid term election results thatp will set the stage for next course of movement

Guess which bank is a big winner this week ? Ans: $JPMorgan Chase(JPM)$ First, net interest income is growing Second, M&A and IPO activity improving Third, credit quality stable

🗳️ What Part of the AI Race Are You Watching? C. ⚡ Data centers, power & infrastructure Hyperscalers spending huge Capex and need to watch the break even time frame amidst the computing token cost

I would think SaaS would integrate Agentic AI as part of process automation with options of choosing the best AI models with cost/performance trade-off.

 World has flooded the internet space without establishing proper cyber security controls (just look at the vulnerabilities created by OS, network and Apps & cyber thefts growing annually) and allowing it to defend as a reaction to threats from bad actors.  But now AI agents and its computing powers are far superior and so also the malicious power. Start from development, the AI security needs to be strengthened as a top priority (zero trust) and we no longer can play the cat&mouse game. 

🐯💰 Tiger Coins Challenge Which sector will you be watching most closely around the midterms? A. 🤖 AI & Technology - A lot of momentum and strong growth with huge margin

Today’s Poll Question: Broadcom may finance Anthropic with up to $42B. What does this look like to you? Ans: ③ Circular financing is increasing, so AI order quality needs a closer look While Broadcom-Anthropic deal is a typical vendor financing, the quatum of finance upto $42B can not be ignored even if Broadcom is sitting on huge cash piles.

Q1: You want broad exposure to big U.S. tech names. Which ETF fits best? A. QQQ, rest are non-stocks Q2: VOO and SPY both track: B. S&P 500 Q3: If the Nasdaq-100 rises 2% in one day, TQQQ would be expected to gain roughly: C. 6% (3x ETF) Q4: Leveraged ETFs are generally more suitable for investors who: B. Have a short-term view… Q5: You’re bullish on semiconductors but don’t want to bet on one stock. Which one? A. SMH Q6: Why can TQQQ lose money even if the Nasdaq-100 eventually gets back to where it started? B. It resets daily Q7: Two ETFs both track the S&P 500. One charges 0.03% a year, while the other charges 0.20%. For a long-term investor, which is generally better, all else equal? B. The lower-cost ETF Q8: Why do long-term bond ETFs usually fall when interest rates ri

Having set the Goal of ‘exceeding Nasdaq index gain by a meagre 10 percent’, I am now chasing it. Hopefully I can get there by end of this year. However, equally important is to protect the gains by risk reduction against volatility. Happy investing!

Looks like new era of Global Collaboration; while physical chips and data centres still remain in US, allowing selling of advanced computing power to Chinese companies is a good sign. Needs to watch swings of policy regulations while opportunities are growing.

In this year Mid-Autumn Festival, I imagine Tiger mascot riding on the firey horse and flying to the moon, ushering gold coins and mooncakes with a backdrop of Singapore landscape lit up with dazzling lanterns!

September was a roller coaster 🎢 and pendulum swing 😇with net loss for me. Hope October can bring me Luck 🍀

$SK hynix(SKHY)$ Memory stocks are surging with market demand. Stay invested and keep buying the dips. 

New S&P 500 entrants: $Everpure(P)$ is not a water treatment company. Formerly this was called ‘Pure Storage’ and it is in Technology Sector.

Quite useful information on Index rebalancing especially the qualification criteria but S&P is also really getting lopsided to the fast growing Tech stocks. It is true that inclusion of stocks in Index doesn’t mean the stock prices will go up. And in my view, IPO stocks shouldn’t get in too early to avoid repeated rebalancing for same stock like SpaceX.