US treasuries yields continue to stay above 5+%. At some point, people are going to wonder if a "risk free" 5% is good enough vs taking on risk to earn a 6 to 10% long term return in the equity markets.
Micron says more than 75% of its 2027 output is already committed, and memory names followed through overnight. The 10-year touched its highest since 2002 before pulling back. At home, SGX is down abo...
US treasuries yields continue to stay above 5+%. At some point, people are going to wonder if a "risk free" 5% is good enough vs taking on risk to earn a 6 to 10% long term return in the equity markets.
Micron says more than 75% of its 2027 output is already committed, and memory names followed through overnight. The 10-year touched its highest since 2002 before pulling back. At home, SGX is down abo...
First impression that is a good set of results and a very decent guidance. By any PE ratio standards, the share price is trading at very reasonable valuations. The million dollar qn as usual is how long this can last.
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
First impression that is a good set of results and a very decent guidance. By any PE ratio standards, the share price is trading at very reasonable valuations. The million dollar qn as usual is how long this can last.
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
Last round of excitement before Q4 begins. Looking forward to see what is Micron's guidance. And later this week Tesla delivery numbers.
Fed's Williams saw "no need for urgency" on the next hike, cutting October odds to a coin flip ahead of tonight's PCE. Then Micron reports before dawn Thursday, with Street targets from $1,100 to $2,0...
Last round of excitement before Q4 begins. Looking forward to see what is Micron's guidance. And later this week Tesla delivery numbers.
Fed's Williams saw "no need for urgency" on the next hike, cutting October odds to a coin flip ahead of tonight's PCE. Then Micron reports before dawn Thursday, with Street targets from $1,100 to $2,0...
My call 990
i think it will be a sell on news release. But result should be a beat. The tricky part will always be the guidance, which might or might not meet market's expectations.
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
My call 990
i think it will be a sell on news release. But result should be a beat. The tricky part will always be the guidance, which might or might not meet market's expectations.
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
Quiet weekend with no major drama from the US China meeting. Earnings season up next. Lots to look forward to.
Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...
Quiet weekend with no major drama from the US China meeting. Earnings season up next. Lots to look forward to.
Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...
More interested to watch the developments of US China meetings. Still lots of news coming out for Meta and Muse, looks promising, but stock price has priced in quite a fair bit.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
More interested to watch the developments of US China meetings. Still lots of news coming out for Meta and Muse, looks promising, but stock price has priced in quite a fair bit.
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
Markets are still fluctuating around all the time highs. All eyes on the US China meeting to see if there are any tangible outcomes and also the impact to the markets.
A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
Markets are still fluctuating around all the time highs. All eyes on the US China meeting to see if there are any tangible outcomes and also the impact to the markets.
A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
High can be higher! Hesitated about buying Meta and the boat has sailed. But that's life. We win some and lose some. Overall portfolio still benefited from the broad rally!
Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke...
High can be higher! Hesitated about buying Meta and the boat has sailed. But that's life. We win some and lose some. Overall portfolio still benefited from the broad rally!
Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke...
New week kicks off with cryptos doing well again. Signs of a new cycle but remains to be seen whether this is sustainable.
Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...
New week kicks off with cryptos doing well again. Signs of a new cycle but remains to be seen whether this is sustainable.
Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank...
I still feel that reits will always have a place in any diversified portfolio for the purpose of yield and some form of dividends or passive income. Most reits are still doing ok and giving decent returns over a medium term.
The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.
I still feel that reits will always have a place in any diversified portfolio for the purpose of yield and some form of dividends or passive income. Most reits are still doing ok and giving decent returns over a medium term.
The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.
Nice sharing! Always see your posts in your community! Glad to know you better from this post! All the best! Am always learning to be a better investor each day!
“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.
Nice sharing! Always see your posts in your community! Glad to know you better from this post! All the best! Am always learning to be a better investor each day!
“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.
What a surprise. A rally followed after the interest rate hike. Once again, showing time in the market is better than time in the market.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
What a surprise. A rally followed after the interest rate hike. Once again, showing time in the market is better than time in the market.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
So the expected hike happened. Good for USD holders. No major surprise for the markets. A little break before the earnings season resume.
The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le...
