NewUser_oPJWOU

$Celsius(CELH.US) UBS highlights Celsius's promising long-term growth prospects despite recent declines in beverage sales. The company benefits from increased household penetration and distribution through its partnership with Pepsi, with new product launches expected to enhance shelf presence in 2026. However, investors are still worried about the competitiveness of the energy drink industry and are hesitant to buy the dips, albeit long term price target remains significantly higher at around $55. @Bridge Buzz SG

$Meta Platforms(META.US) Meta is set to lay off about 8,000 employees as part of a restructuring effort, following a series of previous cuts that total 21,000. The company is increasing its investments in artificial intelligence, raising its capital expenditure guidance significantly, amid widespread layoffs across the tech industry. I am currently waiting to see if the 600 support line holds, and if they breaks down to 500+ again, I will consider to add more. @Bridge Buzz SG

$Figma(FIG.US) Figma shares increased significantly following strong first-quarter results, with a particularly encouraging growth rate of 46%. The company highlighted broad-based growth drivers, including seat expansion and enterprise adoption, along with a notable net revenue retention rate of 139%. Despite these positive metrics, uncertainty remains regarding the long-term impact of Figma's AI tool, Make, on sustained revenue growth. I'm still down from my entry price as the stock has been on a downtrend following its IPO. Only sustained positive back to back earnings can lead to stock back up. @Bridge Buzz SG

$American Express(AXP.US) People are looking past bank stocks, and I understand why as they chase after momentum and hype. After all, who wouldn't want to do swing trades and earn through the volatility from stocks like SanDisk? However, to build a resilient portfolio, you have to have staple stocks like American Express that is fundamentally solid and dominant in its sector that you are comfortable to be holding for years. These are the stocks that may not skyrocket but are the ones that remain strong amidst volatile periods. I personally bought the dip in AXP and is still holding on, waiting for the next wave of catalyst to push it back up again. @Bridge Buzz SG

【Week 4 - Opened a new position in Celsius】

Celsius has been down over 50% from its ATHs while continuing to dominate the energy drink sector. Energy drink maker Alani Nu, which was acquired last April, helped fuel Celsius' overall growth, with pro forma revenue jumping 60% to $368 million. The company also saw $67 million in sales from its recently acquired Rockstar brand, another line of energy drinks. Revenue from the flagship Celsius brand, meanwhile, returned to growth, up 6%. Overall, company sales surged 138% to $782.6 million. Meanwhile, retail sales increased by 29.8%. Celsius brand retail sales were up 6%, while Alani Nu retail sales doubled. However investors are fearful due to compressed gross margins as well as slowing growth. This drove the stock lower, and right now it is only trading card about 21x earnings estimates which is rather attractive to start a new position. Now it is all about patience as the stock begins to recover. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle is receiving support from Wedbush amid discussions on its AI investments. Wedbush believes Oracle is positioning itself well for the AI cycle's next phase, emphasizing the importance of infrastructure and data access. They argue that Oracle's capital spending is justified by visible demand and customer commitments, with a capex-to-remaining performance obligation ratio of 9%, significantly lower than the peer average of 33.6%. Oracle could still be a long term potential, but investors are obviously still cautious of the valuation. @Bridge Buzz SG

$Sea(SE.US) Sea just reported earnings yesterday and total revenue came in about $7.1bn, +47% YoY, well above last quarter’s growth and the expectations of 36%. The outperformance was driven primarily by gaming, though e-commerce and fintech also delivered strong growth. On profitability, adjusted EBITDA came in at $1.03bn, which was also 15% above consensus. Shopee continues to be the main driving factor for Sea's performance, which their e-banking services Maribank continues to operate at a loss. Margins were slightly compressed but investors are fully focused on the growth potential that Sea can bring in the next few years. @Bridge Buzz SG

$iShares Silver Tr(SLV.US) Took partial profits last night when silver skyrocketed about 7% amidst profit taking and fresh waves of inflation concerns. As expected, US inflation rises to 3.8%, higher than expectations and silver is pulling back a little. Shared in my portfolio health check previously that I was going to do some swing trades on Silver and so far so good! Going to continue to hold some for the long term though. @Bridge Buzz SG

$Apple(AAPL.US) Apple's shares rose about 2% after news of an initial agreement with Intel to produce chips for its devices. The deal aims to diversify Apple's supply chain away from Taiwan Semiconductor Manufacturing Company amid a chip supply shortage impacting its iPhone and Mac production. This deal is bullish for both companies and Apple is now closer to $300. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle has finally shown some colours with the share price up to 190. However, I won't be too excited just yet as they have yet to push past the resistance of 200, and it is definitely still a far distance away from their ATHs. The potential for their data centres and cloud infrastructure is still evident, but at the same time, the company's debt and backlog are insanely huge as well. Investors are not entirely confident while traders continue to play with the volatility. Unless earnings start to show some spectacular growth, the stock may continue to be stuck within this range. @Bridge Buzz SG

【Week 3 - Compounding for mid to long term】

Bought into Apple when it was below 240 and has been holding on to the stock ever since. This is a company that has built an entire digital ecosystem with Apple products interlinked with one another, and the loyal customer base that they have been building will not go away anytime soon. On the other hand, Apple remains one of the only top companies that hasn't been over spending on AI Capex, which has been a thing of concern for months, as seen in the drops in share prices of other Mag 7 companies like Meta. Yet, Apple continues to partner with top tier technological companies like Google by integrating Gemini into Apple products. With the share price currently heading towards the resistance 300, I believe 2026 could be another double digit growth year for the company. @Bridge Buzz SG

$Apple(AAPL.US) Apple with strong earnings after the bell, with greater revenue across Apple products as well as China sales. Although Tim Cook did mention that memory shortages could lead to surge in prices, I don't think it would affect Apple's sales as much as they have been building brand loyalty and an ecosystem of Apple products over the years. Stock is currently up about 2%, not too crazy as it is no longer a high growth stock, but also stable and can be a good compounding stock. @Bridge Buzz SG

【Week 2 - Planning to do some swing trades and holding the rest】

I have been holding some precious metals shares, particularly silver. With how the macroeconomic situation is ongoing right now, I believe it is wiser to do some swing trades while holding some for the long term as well. Precious metals shares don't pay any dividends, so the only real value in holding them is for long term, hoping that they will appreciate enough for my profit target. Meanwhile, while markets are still volatile with the Oil situation, there is also opportunity in bringing down my average costs through earning soem from swing trades. There is obviously risk though as it requires understanding some technical setups and timing the market right. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google cloud exceeding expectations and Alphabet in general setting mew records for quarterly earnings, what a time to be a Google Investor! Google being one of the only performing Mag 7 stocks YTD, even increasing dividend for the future as well. This signals strong confidence within the board directors and gives investors a peace of mind heading into future earnings. If Alphabet continues performing exceptionally at this level, we could see it hit 400 comfortably by the end of the year. @Bridge Buzz SG

$Sea(SE.US) This is really the waiting game. Ever since 2 quarters ago when they announced higher expenditure on logistics and delivery, the bullish momentum disappeared and never came back. Sure tiktok shop has won over some market share from Shopee but I still see Shopee being one of the clear ecommerce leaders in the Asia Pacific Market. No reason why the stock should be falling 50% from ATHs of 160. Lets be patient and see when it will recover. @Bridge Buzz SG

This week is most likely one of the most important weeks with Mag 7 companies reporting earnings as well as Powell last FOMC meeting. Trade cautiously!

$Alphabet(GOOGL.US) Alphabet, Google's parent company, has reached an agreement with the U.S. Department of Defense to use its artificial intelligence models for classified work. Will Alphabet continue its rise especially with earnings around the corner? Alphabet has been fluctuating near analysts price targets and is seemingly fairly valued. Any significant upgrades or downgrades from analysts would most likely come after earnings. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle looks to be in its consolidating phase, albeit getting more funds for its data centre projects. Huge backlog has still not been materialised and that's the reason why the demand for the stock has had difficulty rising back but I would say it has finally stabilised for a period of time. The next crucial step is to bring actual profits to earnings to prove to investors that the stock's potential is still worth the wait. @Bridge Buzz SG

$Microsoft(MSFT.US) Burry just disclosed a new position in Microsoft and honestly I believe it's a smart move for a Mag 7 company that has been down over double digits since last year. The stock is slowly climbing back, with slight bullish sentiment coming into play but next week's earnings will be the catalyst in whether the stock continues to progress forward or once again falls back. @Bridge Buzz SG

$Apple(AAPL.US) Tim Cook stepping down as Apple CEO has garnered a mixed reaction from investors. On one hand, some are happy that he is stepping down after years of little innovation to Apple products - particularly iPhones. On the other hand, some argued that Apple products have been breaking sales records under the guidance of Tim Cook and him stepping down could lead to certain uncertainty. Hence, we see that the stock has barely reacted to the news, neither gaining nor falling too much in the stock price. With earnings season around the corner, let's see if that acts as a catalyst to boost the stock price. @Bridge Buzz SG

$Palantir Tech(PLTR.US) PLTR continues to hover around the 140 mark and refused to go past the resistance ever since it fell off from ATH. Analysts have been reiterating Buys and setting Price Targets as high as 200 while stating Pltr's contracts with the US government as well as strong guidance heading into earnings season. Despite that, the hype seem to have shifted to other stocks and trading volume has died down for Pltr. This has caused the stock to be stuck at the current levels. @Bridge Buzz SG

【Week 1 - Staying patient with Sea Limited】

Bought into SE since mid of last year after a healthy pullback from a bullish run. However, since then the stock has been unable to hold and increased logistics costs as well as stiff competition from Tiktok shop has caused traders to sell off the stock. Added the dips recently when it dropped to $90 and below and is currently still holding till it rise back up again. I believe that this is still one of the fastest growing companies in Southeast Asia and the increased in cost spending for R&D and improvements in logistics right now will eventually pay off in the future. @Bridge Buzz SG

$Meta Platforms(META.US) Meta has been holding up well after recovering from low 500s. The next big event is April 29 earnings and Capex on AI will be one of the statistics investors would be looking out for. Even when Meta smashed last quarter earnings report, traders were immediately taking profit and the stock actually fell even lower than what it was prior to earnings. This time round lets see whether it cam remain stable. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle's impressive backlog is still one of the defining factors in the turnaround for the company as they look to strengthen ties with other companies like Amazon as well. The upcoming earnings will be an important one to determine whether it tests the 200 resistance line or Ince again fall lower to 160. I still think long term the stock will recover, but the pain is in the waiting game for those who bought at its highs. @Bridge Buzz SG