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Alex Gui

$Nebius(NBIS.US)rides AI infrastructure wave to soar higher. They have already struck multi billion tech giants deal with Microsoft and META

I’m watching more closely to Apple’s CEO transition as the new CEO replacement is kinda new and never heard of. Not sure how this transition will impact the future of Apple. Cook has been doing a good job to grow Apple from 350 billion to a 4 trillion company.

Whatever the FED decides is still based on data. I will still be very cautious at this market condition; inflationary risk is not out of question yet.

I think it is not a true ceasefire as Israel still attacks Lebanon, as long as we don’t see any pic of both the US and Iran shaking hands after an agreement. It is not over; to deal with the volatility is to reduce leverage and be more cautious with our position sizing.

$Fastly(FSLY.US)Didn’t panic sell when the market corrected because I still have some profit. It turned out to be a good decision. My best trade of the year so far.

I’m actually bullish on INTC, after the partnership with Elon’s Terafab news and now the partnership with Google added more confidence. Excited for the earnings next week as well.

Hold on $Futu(FUTU.US)despite experienced a significant drop after the quarter result release, as the result exceeded both revenue and profit estimates. However, it eventually turned positive.

$Cava(CAVA.US)a fast food chain in the US selling Mediterranean food. A stock once doubling in its IPO debut has seen a significant recovery from its 52nd-week low at $43. Year-to-date, it is up about 50%.

Energy, especially oil and gas, is still the strongest sector for the moment as long as the Iran war isn’t resolved.

I think oil will continue to be volatile as long as the war is still going on. As long as the Strait of Hormuz is closed, the supply is still very much constrained.