Lily65moon

$Taiwan Semiconductor(TSM.US)I am going to bet half my money on this money printing monster soon. Here are the reasons why- The expansion in advanced 2nm chip’s production is leading the industry. Strong collaboration with Nvdia and key players. This eliminates the conflict of interest with its partners since the company only involve in chips production. The 2026 production slots are all secured through advance agreements. This tight capacity enables TSMC to strong pricing power and high profit margins. When compared with Samsung and Intel, its production yield rate and output quality are higher and more consistent. I am bullish on this company.

$ASML(ASML.US)China is the major key market for ASML. Although the sales of advanced EUV machine to China is restricted, ASML still hold advantages in supplying the Chinese Company with a high market share since the competitors is lagged behind. The global demand for chip manufacturing remain strong to train the AI and build data centre. As long as ASML still keeping its innovation and leading technology to avoid losing the dominance, ASML price is very potential to go up. Diversification of market is another key driver.

$NVIDIA(NVDA.US)Been researching on Nvdia for a long time. The valuation isn't a problem for Nvdia, rather it's because reassessment of how can AI really increase the profit and minimize the cost for the next decade. The OpenAi and Space X IPO are the next excitements to drive the market up abd push up the stock price. The next earnings report might be the last wave to its ATH and better cash out with profit before the market crash.

$Alphabet(GOOGL.US)My holding cost is around 315 which is higher than the current price because of FOMO. The PE ratio of Google comes to its historical high and its recent issue of 100years bond seems wild to me. The company is betting on the future of AI infrastructures to stay competent in the market, but the company is too big to fail before the burst of AI bubble.

$Apple(AAPL.US) This stock isn't surprising. The Collaboration with gemini Ai might be a turning point since Apple doesn't specifically focus on AI investments. Due to the recent market crash revolving HIGH AI spending concerns over its return, the support level of Apple is slightly weaker compared to its past performance. iPhone18 might introduce something different this year. Wonder how Berkshire react in its Apple’s holding in its next earnings report. Hmm...

$ASML(ASML.US)As the only EUV maker

or provider, its existance and dependency make it a great company. Soon the market will realize its market cap is still undervalued and give more attention to ASML.

$AMD(AMD.US)The PE is a bit high but since it is my small holding. Will buy more when there are price pullback

$NVIDIA(NVDA.US)Regretted that I

didn't buy during the dips few days ago. Anyways will continue my recurring purchase plan on Nvdia.

$Apple(AAPL.US)I guess investors are not too worried about Apple because AI Capex is relatively low. Slow and steady but they are earning money!

$Alphabet(GOOGL.US) Google is spending a lot money but there is a strong earning streamline as well. Strong fundamental and revenue support for the investments.

Low risk low return, high risk high return.

$ASML(ASML.US)

Strong earning was reported and sales revenue increase of 16% YoY. There is not even a surprise if the stock surge above $2000. As the only giant EUV maker of semiconductor supplier, high revenue growth and sales margin driven by the bookings and demand can push its valuation higher. My next move is continuously buying more shares at the dips in my positions.

$NVIDIA(NVDA.US)

Sell nked put and covered call option seen like good strategies. Having long-term hold position on Nvdia is also a safe dicision.

Let's wait and see its earning call on this month end before placing any trade order.

$AMD(AMD.US) Amd is a high risky company for me. So maybe holding a small size of position is a wise choice?

The forward PE is nearly at 60 which is

too high for its valuation when compared to Nvda 28 PE ratio. 6GW GPU deals with OpenAI is promising, but investors concern and OpenAI potential loss could drive down AMD. I am worried about this.

$Apple(AAPL.US) Apple always has a strong brand and high customer royalty. Growing expansion in services and products may not surprise the investors. But it is a slow and steady business, the profit revenue is remaining high and the global market share is constant. Apple seems like a comfort stock to me.

$Alphabet(GOOGL.US)

Betting on the future of technologies. Chrome is the dominant search engine with huge users sticked to YouTube, Gemini, and Google cloud. etc. I like the company clearly knowing what are they doing for AI. Cash flow from advertising revenue streamline continue provide capital for investments and expenditures.

$AMD(AMD.US)@Bridge Buzz SG

I don't see amd as a meme stock or a failing company. Don't put all your eggs in the Nvdia, just hold amd and get ready for its market growth and explosion. Its gaming graphics, cpus and new chips can bring the company to higher level maybe.

$NVIDIA(NVDA.US)@Bridge Buzz SG

Considering there are no possible rivals at this point. Open AI and USA national incentives and policies show positive influence for Nvdia sales. Will continue keep an eye to monitor its gpu introductions or sales, AI innovations and ecosystem development compared to other major industry players.

$Apple(AAPL.US)@Bridge Buzz SGThe stock price fall to around 260 recently which show a support price below 265. Since the trump tariffs on EU may lead to concerns of the impact on European sales. I will average down my cost price if the share continue to shrink.

$Alphabet(GOOGL.US)@Bridge Buzz SG

Betting on the ecosystem including the chrome database, tpu, and huge investment in AI infrastructure. Have been trying Gemini 3.0 Pro which is quite impressive. Cooperation with Siri Ai is another milestone that compete and eating the Chatgpt and Claude market stakes.

$NVIDIA(NVDA.US)

The Star Gate and national initiatives are promoting US high value productions including chipmakers that make chips in US locally. President Trump has introduce tarriffs from Sales in China and ban on advanced chips make Nvdia as a giant company. The acquisition of Intel, Coreweave and Nebius in Neocloud even increase the competitiveness of Nvdia compared to others, leading US in the AI far more ahead. I strongly believe the future of Nvdia and OpenAi. That's why I am investing in this company with beliefs.@Bridge Buzz SG

$AMD(AMD.US) The price swings between 220 and 190. This definately will be a next Nvda stock. Keep an eye on amd price movement trends. When the AI market blooms, semiconductors benefit a lot from it. @Bridge Buzz SG

$Alphabet(GOOGL.US) My favorite stock ever so far. It's Gemini 3.0 agentic AI, Veo, and Nan banana are quite impressive. Supported by tgpu and data centres, Google can reach higher amplitude to gain revenue from its wide range of users.

$Apple(AAPL.US) Apple’s collaboration with google and other companies to develop it's AI. I think this might be a positive move made by the management deciders. Many doubt its capabilities in Apple’s AI plan. @Bridge Buzz SG

$Apple(AAPL.US)I have sold all my APPL position at the price of 270 (cost at 223) yesterday. Bought again after market hours. No much decline so will just wait and buy below 250.