And: jump smci: jump qcom: jump arm:jump Reason: silicon demand is high for the entire sector with manufacturing as a key constraint on the sector for volumes. The entire sector is positive outweighing recent underperformance of the silicon sector due to manufacturing concerns on ability of key manufacturers to scale

1. $Palantir Technologies Inc.(PLTR)$ is forecast to close at above $160 or 172 2.Yes, $Palantir Technologies Inc.(PLTR)$ will stage a come back by growing revenue in 2026 3. Yes it is possible for $Palantir Technologies Inc.(PLTR)$ to reach 200 by end of 2026

1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do

1-4-7 Ai capex surge: investments by $Alphabet(GOOGL)$ Roi payback test by $Alphabet(GOOGL)$ Beat but sold off by $Microsoft(MSFT)$

1. Pelosi’s recent trade is to maintain a long position in big tech $Alphabet(GOOGL)$ 2. The key takeaway for retail investors is to stay invested in large tech $Microsoft(MSFT)$ 3. Retail investors should follow the index $SPDR S&P 500 ETF Trust(SPY)$ instead of other traders 4. $UnitedHealth(UNH)$ has a highly uncertain business model at this time and is not investible

1 micron’s new fabs in Singapore is to increase capacity & profits $Micron Technology(MU)$ 2. Micron is a stronger player in the memory manufacturing market 3. Chasing gold is less at risk of oversupply in the memory market 4. Both gold and memory are quality investments

1. Which theme is the next market storyline: rare earths and magnets 2. Would I join the resource stock trade yes $BHP GROUP LTD(BHP.AU)$ 3. Will the trump trade last for another 4 years: trump is likely to win the next mid terms and be president for another 4 years

1 A 2 B 3 C 4 A 5 C 6 C

I choose $Alphabet(GOOGL)$ since google is a strong stock which is likely to appreciate in value over the period 2026 to add returns to investors over this period to outperform other stocks

1. The taco pattern is a reliable strategy for buying us stocks at cheap prices 2. The outlook for the us economy is highly negative at this time which reduces the likelihood of double digit returns 3. Sp500 $SPDR S&P 500 ETF Trust(SPY)$ tends to outperform the broader Russell 2000 index

In this year in which trump has mid term elections. Trump is in a strong position and would need to create or manufacture a world event to keep people interested in his style of politics. This is highly negative to the stock market with further declines in $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ due to the reintroduction of tariffs on American public. This is likely to increase the value of bonds and decrease the value of equity markets

$Netflix(NFLX)$ share price close 89.95

. Which reit theme am I watching next: residential housing demand & data centres 2. Yes data centres are forecast to outperform broader reits 3. $Keppel DC Reit(AJBU.SI)$

$NVIDIA(NVDA)$ while there are techical indicators of a breakout, the strength level above 190 is a contrary factor which indicates that a breakout is less likely. 1. Yes, It is close to an ascending triangle pattern . 2. Volatility contraction with bullish pressure indicates a breakout 3. It is expected that $NVIDIA(NVDA)$ rolls over rather than breakout due to lack of strength above 190

Key to investing in Reits real estate investment trusts in signapore is understanding the Themes and understanding the market. $Lendlease Reit(JYEU.SI)$ and other reits are holding vehicles for investments in real estate. Key themes for 2025 include data centres, logistics, industrial, all sectors offer unique real estate opportunities due to limited land availability for residential land and sales

$Goldman Sachs(GS)$ $JPMorgan Chase(JPM)$ $Bank of America(BAC)$ there is a lot to like about the banks performance at this time in the economic cycle. With high growth in the economy in the United States, there is a strong positive investor sentiment for banking stocks with strong momentum. This results in a high likelihood of price growth for each of the banks. Within this list of banks. The banks with greater commercial exposure are likely to outperform $Goldman Sachs(GS)$ benefiting from deal making in the economy. In terms of lower prospects. The real estate exposed banks $Bank of Ame

A bearish gap appearing during a strong uptrend could indicate a shakeout to scare out weak hands

1. Three sectors: yes, technology is a strong driver of returns in 2026 with robotics, chips & artificial intelligence 2. Yes, magnificient seven including $Tesla Motors(TSLA)$ are key stocks to watch for 2026 3. Thankyou for sharing your knowledge

1. More conservative than the web forum which is focused on option trading 2. My personal trades did overlap the top 10 with $Microsoft(MSFT)$ $NVIDIA(NVDA)$ 3. I will follow wsb trades and participate in the forum

1. Precious metals breakout: $LYNAS RARE EARTHS LTD(LYC.AU)$ market moves are difficult to predict with trump’s daily comments, missed 2. $NVIDIA(NVDA)$ is a long term investment hold 3. China repricing moment investments are challenging outside china missed 4. $Advanced Micro Devices(AMD)$ is an earlier stage company hold 5. $Tesla Motors(TSLA)$ is an established company hold