To The Moon

Over the weekend, major Chinese state-owned funds (the "National Team") deployed nearly RMB 60 billion (~$9 billion) in targeted equity purchases to arrest a steepening rout across technology and semiconductor shares. #1. Context of the Current Sell-Off (What Bloomberg Highlighted) According to Bloomberg data, the market hit a flashpoint following a sharp global tech supply-chain sell-off that spilled directly into Chinese onshore equities:  * Violent AI & Semiconductor Unwind: Following a massive global run-up in AI and chip valuations, fears of overstretched pricing and potential capacity gluts triggered a worldwide tech pullback. Tech gauges like China's STAR 50 Index  tumbled over 7%, while small-cap tech-heavy indices like the CSI 1000 index  dropped more than 12%.

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DBS is one of my core holdings, accumulating it when there are major crashes or good dips. Although the fundamentals are pretty solid, the current valuation seems stretched, with forward expectations fully priced in. A strong rally eventually needs a good reason to support it's run and  and in the coming earnings report, we will test the market sentiments.

Hi there, great observation. I believe you may have heard there 2 classical mantra: (1) "Buy the rumour/fact, sell the news", (2) The stock market is a voting machine in the short term, but a weighing machine in the long term - I.e. ran by sentiments in the short term but fundamentals in the long term.

@TigerOptions and @My_Market_Diary offers complementary views covering macro to micro. I am hard pressed to down select either of them. Of particular, the points on investors now having a direct strategic AI HBM play and the risk of trading ADR premium are my key takeaways. @Soyabean89 are you trading $SK hynix(SKHY)$ ?

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