Lily65moon

$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.

$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...

$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.

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

$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.

$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.

$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.

$Alphabet(GOOGL.US)@Bridge Buzz SGBetting 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)@Bridge Buzz SGConsidering 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. 