NewUser_LcPyO8iFAST Corporation (SGX: AIY) continues to show strong undamental strength, driven by sustained growth in assets under administration and expanding digital banking margins. The wealth management platform benefits from scalable recurring fee revenues. While premium valuation multiples require disciplined risk management, solid earnings momentum keeps it a key fintech play in my portfolio. Glad to hold this stock. $IFAST(AIY.SG)
My Longbridge portfolio reflects a -15.19% unrealized loss on the BMNU 2X Long ETF, with a cost basis of $10.40. Lesson learnt is using a leveraged daily target ETF on volatile crypto proxies like BMNR demands extreme caution and patience. Given the recent drawdown and compounding risks, maintaining strict position sizing is essential.
$BMNR 2X Long ETF(BMNU.US)
My current KWEB position shows a -5.27% unrealized loss (today's loss alone is 3.12%), with the market at $26.626 versus a $28.110 cost basis. Chinese internet equities remain highly volatile amid shifting economic headwinds. As part of my risk management, I am avoiding the urge to prematurely average down, keeping my allocation strictly capped until a definitive technical reversal signals a turnaround. $Krne Csi China Internet(KWEB.US)
Nvidia is one stock that has seen mixed momentum in 2026, and currently trading around $211. Despite record FY2026 revenus and dominance in AI infrastructure, the stock has underperformed broader semiconductor indices year-to-date which is likely due to high valuation expectations and emerging custom chip competition. However, I continue to believe in the analysts views to maintain strong buy ratings, citing a compelling forward P/E ratio and ongoing robust data center demand.
