Boustead Return Rate

Sheng Siong

NewUser_cDijAJJ

Iran rejects United States ceasefire planOil volatility likely near-term. Markets typically price geopolitical risk quickly, then fade unless supply disruption occurs. Energy exposure = tactical hedge, not long-term thesis. Google KV cache compressionNegative sentiment for memory stocks short term, but AI demand still exploding structurally. Likely noise, not disruption to long-run DRAM growth. SpaceX possible IPOExtremely strong retail interest expected. Valuation will be key—great company doesn’t always mean great entry price. Prefer watching listing momentum first

In 2025, my portfolio still in red.It was a humbling year that taught me important lessons about timing, risk management, and not overtrading.Your 2026 Investment OutlookFor 2026, my goal is recovery with consistency rather than aggressive growth. I plan to focus on lower-risk strategies, better diversification, and capital protection, while selectively investing in quality assets and sectors with long-term fundamentals

$Lion-OCBC Sec HSTECH S(HST.SG)it’s very volatile, concentrated in tech, and heavily influenced by China’s regulations and policy changes.