I am excited for apples launch event tonight and have high expectations for the new CEO. But with their launch of the first foldable phone, my main concern is quality
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
I am excited for apples launch event tonight and have high expectations for the new CEO. But with their launch of the first foldable phone, my main concern is quality
Apple's foldable iPhone launches tonight (1am SGT) in what Morgan Stanley calls its most consequential event since the iPhone X — but production is reportedly stuck at just hundreds of units a day. Se...
The shortage of chips has been a long time conversation - in my opinion, this supports the AI capital expenditure boom the past few months.
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
The shortage of chips has been a long time conversation - in my opinion, this supports the AI capital expenditure boom the past few months.
OpenAI's GPT-6 Astra and Nvidia's "AGI has arrived" moment are the most visible face of an AI compute boom so intense it's pushed global memory chip inventories down to just 10 days' worth. Separately...
Curious and excited to watch apples iPhone 18 launch event this Thursday. Intrigued by the price point of the iPhone 18 due to chips and supply chain factors.
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
Curious and excited to watch apples iPhone 18 launch event this Thursday. Intrigued by the price point of the iPhone 18 due to chips and supply chain factors.
US markets are closed today for Labor Day, so let's recap Friday's session: August non-farm payrolls blew past estimates, pushing September rate-hike odds to 60%. Tesla's Cybercab officially launched ...
I believe SREITS are currently underperforming in the market right now, so best time to buy at a discount. Would love some buying tips and advice.
Welcome back! This week's feed split between STI index at highs, people finally started buying S-REITs, and Broadcom‘s earnings reaction that reset the bar. 📊🇸🇬 STI vs the 10-Year — Two Screens, Two S...
I believe SREITS are currently underperforming in the market right now, so best time to buy at a discount. Would love some buying tips and advice.
Welcome back! This week's feed split between STI index at highs, people finally started buying S-REITs, and Broadcom‘s earnings reaction that reset the bar. 📊🇸🇬 STI vs the 10-Year — Two Screens, Two S...
I’m going to continue dollar cost averaging into Broadcom, Nvidia and Tesla. All have released good news so far and should bring rewards for disciplined investors.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
I’m going to continue dollar cost averaging into Broadcom, Nvidia and Tesla. All have released good news so far and should bring rewards for disciplined investors.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
🟩 BUY THE DIP - I consistently buy Tesla and even more so now with the autonomous cyber cab. I like to think Tesla is a data company with an auto manufacturing pipeline. Once the autonomous cars are stabilised and more used to the road, I’m confident that the community will utilise it, even more so that it’s cost effective and half of Ubers price point
$Tesla(TSLA.US) rallied 5.4% into its Cybercab launch on Thursday 3 September — thenslippedover 2% overnight. What has happened exactly? Let's dive in.🚗 What Tesla Has RevealedA two-seater with no steer...
🟩 BUY THE DIP - I consistently buy Tesla and even more so now with the autonomous cyber cab. I like to think Tesla is a data company with an auto manufacturing pipeline. Once the autonomous cars are stabilised and more used to the road, I’m confident that the community will utilise it, even more so that it’s cost effective and half of Ubers price point
$Tesla(TSLA.US) rallied 5.4% into its Cybercab launch on Thursday 3 September — thenslippedover 2% overnight. What has happened exactly? Let's dive in.🚗 What Tesla Has RevealedA two-seater with no steer...
Very impressed that DELL closed higher by 15% while Broadcom fell slightly yesterday. Looking forward to teslas cyber cab launch today.
Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...
Very impressed that DELL closed higher by 15% while Broadcom fell slightly yesterday. Looking forward to teslas cyber cab launch today.
Dell surged 15.8% Wednesday as its AI-server refresh story kept building. Broadcom fell despite revenue growing 86% and AI chip sales more than tripling — its guidance simply wasn't enough. A weak ADP...
Looking forward to broadcoms earnings tonight. Also Dells premarket today is already 9% higher mainly due to results exceeding analyst expectations , impressive. I think Sheins price will decline abit more the next few days as well.
US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...
Looking forward to broadcoms earnings tonight. Also Dells premarket today is already 9% higher mainly due to results exceeding analyst expectations , impressive. I think Sheins price will decline abit more the next few days as well.
US Central Command struck Iranian Revolutionary Guard targets Tuesday; Iran retaliated against US bases in Jordan and Bahrain. Oil jumped over 5%. Dell raised its full-year revenue guide by $25 billio...
I wrote my take yesterday as well on Sheins IPO. I’m not surprised that it closed off lower than its IPO price. Consumers these days are faring away from fast fashion, and Sheins HK debut shows it.
Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...
I wrote my take yesterday as well on Sheins IPO. I’m not surprised that it closed off lower than its IPO price. Consumers these days are faring away from fast fashion, and Sheins HK debut shows it.
Anthropic locked in a $35B cloud deal with Nvidia-backed Lambda on Sunday — its fourth mega compute deal this month. Rate-hike odds jumped again too, hitting 64-65% just one trading day after Friday's...
My predicted $Broadcom(AVGO.US) price is USD399.50. I believe the price will go up as they’re sellers to Google, AMD, etc and we can see how all the other AI players have benefited from the past months. The fact that they distribute higher dividends each year is also reassuring.
$Broadcom(AVGO.US) reports Q3 FY2026 after the US close on Wednesday 2 September — the numbers land around 04:00 SGT Thursday morning. ⏰Nvidia already beat the earnings estimates. Broadcom trades abou...
My predicted $Broadcom(AVGO.US) price is USD399.50. I believe the price will go up as they’re sellers to Google, AMD, etc and we can see how all the other AI players have benefited from the past months. The fact that they distribute higher dividends each year is also reassuring.
$Broadcom(AVGO.US) reports Q3 FY2026 after the US close on Wednesday 2 September — the numbers land around 04:00 SGT Thursday morning. ⏰Nvidia already beat the earnings estimates. Broadcom trades abou...
It’s interesting to see Shein HKEX debut. Never would have guessed the fast fashion empire would IPO as I see consumers are becoming more thoughtful about their purchases and the impacts it has.
Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...
It’s interesting to see Shein HKEX debut. Never would have guessed the fast fashion empire would IPO as I see consumers are becoming more thoughtful about their purchases and the impacts it has.
Fed Chair Kevin Warsh delivered a hawkish surprise at Friday's Jackson Hole keynote, warning inflation trends haven't "meaningfully improved" and pushing September rate-hike odds from about a third to...
It’s impressive that NVIDIAs price rise was far more than what longbridge investors expected. Good news for everyone !
No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...
It’s impressive that NVIDIAs price rise was far more than what longbridge investors expected. Good news for everyone !
No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...
I believe the new Fed chair Walsh signal will probably be bearish. But no matter what he says, markets will move in tandem with his speech, so I’m interested to see how the Jackson hole debut will go.
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
