Ranks in the top 2% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

Total Assets

Ranks in the top 3% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

Heroic Lifesaver

My vote is D.I will talk about Nvidia’s margins.The real question is not simply whether revenue beats. At this stage, the market already expects massive AI demand. The deeper question is what Nvidia does with that demand. A gross margin above roughly 75% would suggest the moat is still intact.But if gross margin slips meaningfully below 73%, that would be more concerning than a small revenue miss. It could imply higher Blackwell ramp costs, supply-chain pressure, customer pushback, or stronger competition from ASICs, AMD, Huawei, and internal hyperscaler chips.So for me, gross margin is the cleanest “truth signal.” Revenue shows demand. Gross margin shows whether Nvidia still controls the economics of AI infrastructure.

Singapore’s AI beneficiaries have rallied quite a bit to be honest. Much like their US counterparts, a breather is much required and a healthy outcome.

Week 4 - Rotation into defenseThe market has been too vertical lately into an ending five wave pattern across many names and especially sectors into a time factor. As such, I decided to keep raising cash into strength and this week rotated into defensive names as well as a small participation in a momentum play with a tight stop.Overall defensive mode. @Bridge Buzz SG

$Taiwan Semiconductor(TSM.US)It’s been a while since I updated TSM so today’s chart and trade showcase is on TSM. I consider TSM along with Nvidia as one of the more important bell weathers of the semiconductor space and I study them along with SMH as well as other relevant charts to have a rough gauge of sentiment within the space.And her charts indicate caution ahead. She has extended her wave again and again, rebounding off supports repeatedly, underlining great strength. But that five waves need to resolve before a more meaningful push upwards. Stay safe!@Bridge Buzz SG 

Be careful my friends. The market looks like it is going up but only a few names are propping the market up. Looks like a concerted effort by smart money to keep distributing under the hood. Stay safe!

Lol. The middle east standoff is like a high school drama. One side saying one thing and the other saying another. My take is the US is trying to scare Iran into submission but at the same time does not want to seem too harsh whereas Iran just wants to defend their homeland! Whatever it is, the whole world has to stomach the repercussions. And market keeps churning up on low volume. Stay safe!

Same old story. US and Iran are behaving like kids at a playground. Friends one day and fighting another day. And the markets like parents. The faster the markets ignore them, the better they will behave. And like smart kids, they are making use of their parents! In this analogy, people in the circle are making loads of money from the market gyrations!

Much like the CPI, the market has been running hot too and needs to at least cool down a bit if it wants to run some more. The best question to ask is if the market still has energy to keep accelerating. I am staying defensive.

The market does look unstoppable isn’t it? It keeps going up and up. Think again coz that’s what the headlines want you to believe. Smart money needs lots of exit liquidity because that’s how inflated the market is! Do the smart thing. Stay safe!

$AMD(AMD.US)Have a look at AMD’s technical picture and price action. Clear five waves up as a fifth wave of another bigger five waves. Exhaustion gap on this mini five waves up. Island cluster of price holding above that gap on declining volume and momentum. As I mentioned many times, technical analysis is not a prediction. It is a quantified illustration of collective human sentiment towards a particular object which is ownership of AMD here.And my read of the sentiment is irrational exuberance. And this sentiment can go on for some time pulling in even more bulls. Be careful. Price is so high, more exit liquidity is required so smart money can keep this going longer. Stay safe! @Bridge Buzz SG

No surprises on Singapore’s inflation readings. Having such an efficient public transport system, Singaporeans should be utilising it more but the youngsters especially just love travelling in comfort!