1. The value of institutional holdings of shares relative to retail is decreasing over time which means that views on market movements is more important than $SPDR S&P 500 ETF Trust(SPY)$ holdings by institutions 2. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ are both stable companies with long term earnings which have potential for future growth over time 3. The longer the us Iran war continues then the longer alternative supply routes have to develop and increase in volume over time, this reduces the impact of ending the war on the economy. Hot money will continue to be invested in $SPDR S&P 500 ETF Trust(SPY)$

1. Rather than purchasing a coe an alternative is to use car rental companies to rent a car. Car ownership and coe will increase in price over time 2.byd market share will continue to increase due to subsidies for production by China 3. No there is not a need for another car manuturer to compete with China for car production

Intel 1. AMD is currently trading in the range 200 to 300 with a fair value of 280 2. Memory has larger supply constraints than cpu in the short term 3. More ai capex increases demand for memory over cpus which have greater supply

Bitcoin is poised for a breakout movement based on technical indicators. 1. Can bts hold above $80k: bitcoin is currently trading close to this level and is likely to exceed this amount in daily volatility 2. Does $60k need one more test: daily volatility is very high for bitcoin and it is likely that it will fall below $60k at some time in the future

1. My year end price target for $SanDisk Corp.(SNDK)$ is $1000 2. Yes, earnings per share or eps is likely to be revised higher 3.yes, Lta prepayments will increase further as spending increases

1 I thin dbs will close at $59 on Friday 2. Yes, dbs is likely to outperform q1 net profit estimates

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