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$Apple(AAPL.US) Apple's shares rose about 2% after news of an initial agreement with Intel to produce chips for its devices. The deal aims to diversify Apple's supply chain away from Taiwan Semiconductor Manufacturing Company amid a chip supply shortage impacting its iPhone and Mac production. This deal is bullish for both companies and Apple is now closer to $300. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle is receiving support from Wedbush amid discussions on its AI investments. Wedbush believes Oracle is positioning itself well for the AI cycle's next phase, emphasizing the importance of infrastructure and data access. They argue that Oracle's capital spending is justified by visible demand and customer commitments, with a capex-to-remaining performance obligation ratio of 9%, significantly lower than the peer average of 33.6%. Oracle could still be a long term potential, but investors are obviously still cautious of the valuation. @Bridge Buzz SG

【Week 3 - Compounding for mid to long term】Bought into Apple when it was below 240 and has been holding on to the stock ever since. This is a company that has built an entire digital ecosystem with Apple products interlinked with one another, and the loyal customer base that they have been building will not go away anytime soon. On the other hand, Apple remains one of the only top companies that hasn't been over spending on AI Capex, which has been a thing of concern for months, as seen in the drops in share prices of other Mag 7 companies like Meta. Yet, Apple continues to partner with top tier technological companies like Google by integrating Gemini into Apple products. With the share price currently heading towards the resistance 300, I believe 2026 could be another double digit growth year for the company. @Bridge Buzz SG

$Meta Platforms(META.US) Meta is set to lay off about 8,000 employees as part of a restructuring effort, following a series of previous cuts that total 21,000. The company is increasing its investments in artificial intelligence, raising its capital expenditure guidance significantly, amid widespread layoffs across the tech industry. I am currently waiting to see if the 600 support line holds, and if they breaks down to 500+ again, I will consider to add more. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia is experiencing an increase in prices for older chips, such as the H100 GPUs, due to overwhelming demand despite newer models being released. Rental costs for the H100 have risen nearly 40% since last October, highlighting a broader shortage of AI computing power as companies hoard access to these resources. This is giving me confidence that the AI bubble is not going to pop anytime soon and Nvidia's dominance is still in tact. Despite releasing newer and more advanced chips, demand has been overwhelming to the extent that even older chips are still being in contention. And this is still without deals with China, so I'm staying invested in Nvidia. @Bridge Buzz SG

$Unitedhealth(UNH.US) Been Averaging down on this ever since the whole overhaul of medical claims and policies in US started. Unh is one of the leading companies in healthcare and yet even Buffet's investment could not stabilise the stock after a few months. Overall healthcare sentiment is down and with other macro situations to focus on, I don't think Unh will rise massively in the short term. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google cloud exceeding expectations and Alphabet in general setting mew records for quarterly earnings, what a time to be a Google Investor! Google being one of the only performing Mag 7 stocks YTD, even increasing dividend for the future as well. This signals strong confidence within the board directors and gives investors a peace of mind heading into future earnings. If Alphabet continues performing exceptionally at this level, we could see it hit 400 comfortably by the end of the year. @Bridge Buzz SG

$AMD(AMD.US) AMD is super volatile recently. First Google came out with TurboQuant and claims that it may help to reduce the memory demand. However cpu and memory is still sold out till the end of the year and people realise that the supply bottleneck issue is not going to go away anytime soon. That led to the rebound of AMD as well over the past 2 days. @Bridge Buzz SG

$Microsoft(MSFT.US) Burry just disclosed a new position in Microsoft and honestly I believe it's a smart move for a Mag 7 company that has been down over double digits since last year. The stock is slowly climbing back, with slight bullish sentiment coming into play but next week's earnings will be the catalyst in whether the stock continues to progress forward or once again falls back. @Bridge Buzz SG

$AMD(AMD.US) I like that I'm holding both AMD and Nvidia as they are both leading the AI chips industry. I see them still exploding in terms of growth wise in the next 5 years, where I will just let compounding over time work its magic  @Bridge Buzz SG

$Palantir Tech(PLTR.US) PLTR continues to hover around the 140 mark and refused to go past the resistance ever since it fell off from ATH. Analysts have been reiterating Buys and setting Price Targets as high as 200 while stating Pltr's contracts with the US government as well as strong guidance heading into earnings season. Despite that, the hype seem to have shifted to other stocks and trading volume has died down for Pltr. This has caused the stock to be stuck at the current levels. @Bridge Buzz SG

$Sea(SE.US) Sea just reported earnings yesterday and total revenue came in about $7.1bn, +47% YoY, well above last quarter’s growth and the expectations of 36%. The outperformance was driven primarily by gaming, though e-commerce and fintech also delivered strong growth. On profitability, adjusted EBITDA came in at $1.03bn, which was also 15% above consensus. Shopee continues to be the main driving factor for Sea's performance, which their e-banking services Maribank continues to operate at a loss. Margins were slightly compressed but investors are fully focused on the growth potential that Sea can bring in the next few years. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix fell sharply after earnings where they just beat earnings but management did not raise guidance for forward quarters. Investors expect more optimistim following the WBD breakup deal but they also need to understand that Netflix continues to spend on expanding their showd catalogue as well as adventuring into the games and live sports category. The sell off was definitely overdone. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle's impressive backlog is still one of the defining factors in the turnaround for the company as they look to strengthen ties with other companies like Amazon as well. The upcoming earnings will be an important one to determine whether it tests the 200 resistance line or Ince again fall lower to 160. I still think long term the stock will recover, but the pain is in the waiting game for those who bought at its highs. @Bridge Buzz SG

Day 3 Operation: Continue added CFA at 0.802 Insights: Market slightly down today. Bought some and am waiting for the big one to come

$Apple(AAPL.US) Apple with strong earnings after the bell, with greater revenue across Apple products as well as China sales. Although Tim Cook did mention that memory shortages could lead to surge in prices, I don't think it would affect Apple's sales as much as they have been building brand loyalty and an ecosystem of Apple products over the years. Stock is currently up about 2%, not too crazy as it is no longer a high growth stock, but also stable and can be a good compounding stock. @Bridge Buzz SG

$NVIDIA(NVDA.US) The fomo has faded and normal services resume. Up 30+% YTD in stock price is no joke, though I'm not expecting similar returns for next year. With geopolitical and recession fears looming, I will be conservative heading into the new year. That being said, the AI boom is far from over, and I hope to be there when it happens. @Bridge Buzz SG

$Apple(AAPL.US) Perhaps I should have bought more when the price was consolidating at $220. A strong, solid company that I'm looking to hold for long term. @Bridge Buzz SG