JoanneChe

Rate Of Return

Ranks in the top 50% of account holders by rate of return Calculated based on your Longbridge (Singapore) A/C

Total Assets

Ranks in the top 5% of account holders by total assets Calculated based on your Longbridge (Singapore) A/C

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I believe data centre will continue to be the main beneficiary of the AI build out! Any DC in Singapore works, including keppel DC REIT!

Alot of news coming out of China, however I will remain cautious as they are facing huge deflationary problem till now. You can see from the huge numbers of China F&B in Singapore! They have to export out their services.

The Trump and XI summit has delivered alot of good news beyond expectation. I believe the market is pleased and will continue to be bullish. Load up the tech stocks!

The memory chips is going off the racks, LITERALLY! This is a rotation of the usual big tech to these players instead. We are in a new regime and so get ready!

Once Anthropic IPO, there will be more bullish sentiment in the market. We can be ready for a super cycle to continue and the new economic cycle begins!

Lots of China IPO is coming, and specifically in area of human robotics and pharmaceutical, as usual the day 1 green will continue to playout as these IPO intentionally underprice!

Continue to long the AI revolution, remember that it is not the same as tech. So not be foolish to just buy QQQ!

The memory chip space is facing a huge supply crunch, in addition to the helium shortage. It will continue to sky rocket and get ready your trip to the moon!

Here we go for bull market

Warsh is back, rate cut is back! The major headwind is dismantled. However he is not interested in QE, so becareful about the fed put still being a guaranteed.

Just because one CFO at OPENAI said something doesn't mean the AI narrative is destroyed. That individual ain't Trump so take it with a pinch of salt!

With NVDA finally breaking out of the consolidation, it is a clear sign that the money is back. I bet storage is the next clear winner, look at SanDisk!

Inflation is going to start creeping in and rate hike is back in the book. The market is clearly overconfident and things will break soon. How can oil and equities rally at the same time?