1. Intel has a lot of future growth potential 2. Yes above $40 is possible 3. No cpu silicon is a depreciating asset 4. Thankyou

1. Nvda nvidia can appreciate further by partnering with google 2. Tesla’s future earnings are driven by innovation which can continue. Ai spend at Tesla is less 3. Amd price appreciation is driven by higher costs for technology

1. Anthropic is a start up company with limited capital, the contract term is longer than company lifespan. 2. Amazon can sign a deal with google if necessary to obtain technology 3. There is limited purchasing power among the biggest consumers of technology, with suppliers with greater power

1. Tesla is likely to underperform expectorations 2. Within the MAGA seven I am most bullish on Microsoft 3. S&P 500 is likely to fall this year with negative eps

1. Removing pattern day trading rules is a liberation for retail investors to be able to trade similar to large investors 2. Yes removing pdt will increase trading volumes 3. Largest trading stocks will have higher volumes

1. Currently holding $DBS(D05.SI)$ 2. Largesr earnings risk this quarter is in retail lending growth rates 3. Bank valuations are very high historically on high growth prospects 4. Current valuations of 1.1x to 1.6x price to book ratio with dividend yields of 5% to 6% is in line with historic rates

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

1. Holding the line on crm and pltr, these are high growth industries with strong prospects for further growth. 2. No, subscription model is the usual in this industry 3. Plantir is a government. Contracting agency which depends on government contracts

1 the ceasefire is more negative on USA than Iran. Iran has options 2. They’re all interesting including seagate and sand disk 3. A better investment play is to invest directly in Asian tech

1. Hedging risks is an investment strategy to reduce returns and invest in cash 2. Payouts from defensive strategies reduce long term returns 3. High oil prices is only short term as the economic conditions are poor which reduces demand 3. There is already uncertainty to justify a sale of equities

1. What did we learn from black Monday is that there is always more bad news 2. Regardless of the headlines the economic conditions are bearish 3. More negative news is expected resulting in a depression

1 I would grade my own performance as underperforming market 2 in march sell off I did not buy us stocks 3. There is more bad news from high inflation and high interest rates with low growth

1. Nasdaq entering technical recession is due to an economic slowdown due to the energy crisis 2. None of the mag 7 stocks are prepared for an energy crisis 3. A recession is highly likely at this time which is a bear market 4. There is a reason to sell and buy cash at this time

1. 2,5 percent interest rate is below the risk free rate for interest payments 2. The equity investment in dbs has a higher expected return than reits and other property holding groups 3. Dbs group is growing and can increase earnings and payments to shareholders

1. Arm has a high market share which it needs to protect in phones 2. There is no reason for a pullback in share price at this time. 3. CPU is a system component for running large memory models on Gpus and slows down processing time

1. Google’s newly released turboquant reduces memory usage pressure for larger models 2. Memory stocks are very highly valued at this time 3. The investment thesis in memory stocks has not changed at this time

To the moon: musk is likely to deliver of any individual, however what is the value of a space exploration company if it succeeds? Also there is a high likelihood of low valuation with high competition

A bottom fishing addiction: it is difficult to distinguish value from low growth stocks b. No stop loss: it is difficult to apply stop loss since changes could be structural or temporary C. Overtrading: my issues are undertrading D falling or fakeouts: I do not adequately assess high growth stocks

1. The current gold and silver sell off is a bear trap since there is high market volatility and the price of gold is likely to increase sharply 2. To benefit from this position the best position is to short $ETFS Physical Gold(GOLD.AU)$ 3 at the moment gold is falling in value and oil is appeciatinf in value, however over supply of oil is forecast in the near term to benefit from selling oil today

Samsung: while sk Hynix has more volumes of production and micron has more advanced HBM memory, Samsung has greater scale and integration with other technology divisions