dhighstakes

$NVIDIA(NVDA.US)GTC shows deployment can be down to 2 weeks. AI sector is now oversold to me. I will load up at 200 levels. Not many opportunities to buy in again once people realise demand will pull through 2027!

$Taiwan Semiconductor(TSM.US)holding on to key support region well. I believe AI sector will consolidate and recapture its previous high. Compute demand follows SpaceX recent filings. It will only go up in the short term.

$Zscaler(ZS.US)healthy pullback from this cybersecurity stock. Guidance reaffirmed and it will retrace to its last high of $300 by next year this time. Market is growing and not contracting.

$NVIDIA(NVDA.US)solid cashflow and good margins means that nvda will sustain better than other AI players in a downtrend. you can see this from last week to this week. Business model is intact and underwriting coreweave shows its strength!

$Eli Lilly(LLY.US)when AI stocks correct, money pours into quality stock. I mentioned this in my previous posts. It is always good to diversify into non tech stocks as tech valuations become higher than one can stomach.

$Oracle(ORCL.US) down today due to rate hike expectations after cpi data came in hotter than estimated. It is still holding its major support of 130 so i do not expect sell off once the market fully absorb this news within 24h. Knee jerk reactions form good buying windows!

$Corning(GLW.US)healthy pullback last night for tech sector. earnings remain solid so far. There are not many chances left before stocks go to its next high. Load up and wait for results is the key

$Eli Lilly(LLY.US)Eli Lily recaptures its previous high of $12xx last night. I believe it is a matter of time before the next sector rotation occurs and money flows into quality pharma stocks

$Oracle(ORCL.US)this database giant is about to wake up. Operating cf, revenue and key metrics are positive in my assessment. Investors need to be patient as everything else has run up beyond fair valuations. Capex is a necessary evil for now.

$NVIDIA(NVDA.US)lower p/e than the wider AI ecosystem and with margins better than its competitor. Nvidia is still a league of its own. The giant is now awake and moving towards a fair price. It will hit near $300 mark by year end.

$Corning(GLW.US)the AI carry trade continues! Micron’s blowout guidance tells everyone the infrastructure buildout is nowhere near peak. Get in and wait for photonics ramp up!

$NVIDIA(NVDA.US)micron prints! If memory is needed then chips would be needed equally much. It is not about how high it goes at open. It is about being in it and waiting for results to deliver!

$Broadcom(AVGO.US)micron reports tonight! It will be a barometer of where we are in the AI trade; for now i believe most chips stocks will stay flat as order books are known to public. Guidance for next year will determine if i sell it or continue to diamond hand this. Target $400.

$Eli Lilly(LLY.US)despite rivals posting encouraging clinical trial results, Eli Lily did not slide as many would expect. I believe it is their investments in R&D that will help keep it competitive in the market. Investments in their AI factory should pay off next year!

$Zscaler(ZS.US)

Cybersecurity is now back in the spotlight. With AI becoming pervasive, commercial entities need to be prepared for smarter attacks on IT infrastructure. My opinion is that the pie is big enough for everyone to share!

$Intel(INTC.US)

nvidia CEO Jensen Huang said it best. Chips will continue to outstrip demand for the next 3 years. CEO Tan Lip Bu is planning for capacity ramp up but you can imagine that can take time.

Get in early and wait for the flowers to boom!

$Corning(GLW.US)

Knee jerk reaction in the last week moved the share price lower. GLW is seeking to raise $2b with at the market equity. Dilution is not a problem for me because earnings will certainly deliver in the next 2 years with the multiple deals in place.

My verdict: Good opportunity to load up!

$Meta Platforms(META.US)

I bought it at a high but look at the share price now. It is slowly trending back up and should break 700 by year end. Other tech stocks are falling but this cash cow is backed by real earnings growth.

$Broadcom(AVGO.US)

Latest earnings report show that there is still growth in AI capex. This is a “sell the news” moment but it does not hide the fact that we should still a gradual upward trajectory for chips sector. Give it time.

$Taiwan Semiconductor(TSM.US)

Dell soars from raised guidance in latest earnings. What does this mean? Everything points back to heightened demand from chip sector. Now we wait for AVGO!

$Zscaler(ZS.US)with the growth of AI hacking threats, cybersecurity is now in the spotlight. There are not that many players in this sector. I believe there is a lot of revenue to unlock in the next few years. Position early to capture upside!

$Broadcom(AVGO.US)

I mentioned earlier that nvda earnings a few hours ago will lift entire AI related stocks. Now overnight all of them are up. Expect market gap up on open today. It is all about getting in early. Hock Tan is a good leader.

$Intel(INTC.US)

Missed the sell opportunity at the overbought territory of $140. However i am confident it will retrace previous highs if it holds its major support past Nvidia earnings today. US congresswoman Pelosi has also bought into this ticker.

$Taiwan Semiconductor(TSM.US)

Even as semicon sector takes a beating, chips is still doing relatively ok. This tells you there is still healthy confidence in chips related stocks. Anything between earnings calls are all noise. Stay vested!

$NVIDIA(NVDA.US)

Expect this to go back to its recent highs after earnings. Jensen has been quietly making deals behind the scenes. Not the circular financing kind that we already know. There are many ticker choices now but only one with the cashflow of a king!