lungrisser — Investing Ideas, Posts & Market Views

L

lungrisserJul 28 at 11:56 AM

apple

L

Longbridge Singapore

🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!

After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.

Now, it’s the turn of 7 tech heavyweights to report:

📅 29 Jul (EST)

- $Microsoft(MSFT.US)

- $Meta Platforms(META.US)

- $SK Hynix(SKHY.US)

- $Arm(ARM.US)

- $Qualcomm(QCOM.US)

📅 30 Jul (EST)

- $Apple(AAPL.US)

- $Amazon(AMZN.US)

📈 Who will be the top performer?

Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)

🎁 Guess correctly and win 500 Task Coins!

📌 Follow @Longbridge Singapore

⏳ Voting ends Thursday, July 30

🎉 Rewards will be distributed within 5 working days.

L

lungrisserJul 24 at 04:01 AM

With oil back above usd100, we now just have to wait and see when would Iran somehow be "convinced" to come back to the ceasefire table.

For those already vested in oil, shouldn't we cash in most of the gains now?

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Intel Soars as Big Tech Sheds $800B, Oil Breaks $100

It was the wildest night of earnings season. After the close Intel (INTC) roared back, jumping about 12% on its fastest revenue growth since 2011, but the rest of Big Tech went the other way: Tesla (T...

L

lungrisserJul 23 at 06:53 AM

The beginning of the End is here.

Google's ginormous Capex bill will be mirrored by every other AI tech firm when they report next earnings guidelines.

Never mind the positive earnings cos negative cash flow is what really sounds the death knell.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due

The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...

L

lungrisserJul 21 at 03:21 PM

Oil will return to $90+ again and stay for quite a while...until Trump decides to drop another bomb shell of a ceasefire and peace talks resumption.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios

Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.

L

lungrisserJul 21 at 03:19 PM

📍 Biggest winner: INTC

🎲 Bonus call (optional): Biggest loser — GOOGL

C

Captain's Watch

🔥 Earnings Season Challenge #1: TSLA, GOOGL & INTC — Who Wins the Week?

Three major earnings reports this week. Just 48 hours apart. Tesla and Alphabet Inc. report after the US market closes on Wednesday, followed by Intel on Thursday.

L

lungrisserJul 12 at 02:17 AM

1A 2B 3A

C

Captain's Watch

【World Cup Predict & Win】Argentina vs Switzerland: The GOAT's Already Cooking — Your Call for the Second Half?

Welcome to the last round of our Quarter-final Predict Game! Half-time in Kansas City, and Messi's wasted no time — the GOAT has already turned provider, teeing one up in the first 45. The defending ch...

L

lungrisserJul 7 at 04:26 AM

SpaceX will reach new highs b4 year end.

By just riding on its IPO euphoria and little else.

So are u riding along or jus sitting on the sidelines?

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Samsung Rewrites the Record Book

Samsung just dropped the most profitable quarter any tech company has ever reported. AI chips printed money, Nvidia walked back its own delay scare, and the Dow crossed 53K for the first time. SpaceX ...

L

lungrisserJun 24 at 04:50 AM

Micron gonna soar tonite.

Chip production still not meeting demand so likely just market jitters.

worth at least putting in abit to catch the bounce.

C

Captain's Watch

[Task Coins Giveaway] Daily Market Talk — Chip Rout Before Micron's Make-or-Break Night

After today's memory crash and with Micron set to report tonight, is this a dip worth buying or the first real crack in the debt-funded AI capex story?

L

lungrisserJun 23 at 09:59 AM

My take is ATH rally for Micron.

Given the continued crunch on AI and RAM chips, even profit taking won't dampen the bullish sentiments of the masses.

The Iran US war may be simmering but oil situation will not re-establish in the next month or so, hence safe haven stock like Micron is the way to go.

SK Hynix Fell On US Pressure To Invest At Home

L

lungrisserJun 9 at 10:06 AM

Driverless taxis and hailing services is the way to go. But much needs to be done on road infrastructure before it can work ideally in all weather conditions.

Infrastructure investment will be driven up in near future.

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Robotaxi Goes Live

Tesla's Austin robotaxi launches without safety drivers, Intel jumps 11% on Google order, Marvell selected for S&P 500, US blacklists Alibaba and Tencent.

L

lungrisserJun 8 at 11:19 AM

Another Hormuz straits closure....means another oil surge. Time to buy in and aim to offload at good prices above USD100.

Let's go!

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Iran Closes Strait of Hormuz

IRGC closed the Strait of Hormuz and fired on ships. S&P 500 fell 2.6% Friday on the NFP beat. Apple WWDC opens tomorrow. SpaceX lists Friday.

L

lungrisserJun 6 at 02:55 PM

mid term wise, the upside is still rosy.

pullback mainly just a scare by profit takers.

R Rainwijaya

$Micron Tech(MU.US)Micron Technology (MU) is currently up +22.99%, and despite yesterday’s pullback, my overall outlook remains bullish. Short-term corrections are a normal part of any strong uptrend, and I view them as healthy pauses rather than reasons to abandon a well-researched investment thesis.

One thing I’ve learned from investing in semiconductor stocks is that volatility comes with the territory. Price swings can be uncomfortable in the moment, but they often create opportunities for investors who stay focused on the bigger picture. Instead of reacting to every red day, I prefer to evaluate whether the fundamental story has changed. So far, my conviction in Micron’s long-term growth potential remains intact.

Yesterday’s pullback was a reminder that markets rarely move in a straight line. Even the strongest performers experience profit-taking and temporary weakness along the way. What matters is maintaining discipline, managing emotions, and sticking to a strategy rather than making decisions based on short-term market noise.

For now, I’m staying patient and holding my position. The gain is encouraging, but I believe successful investing comes from letting winners run while continuously monitoring the underlying business and market conditions. Sometimes the hardest thing to do is simply stay the course when conviction remains unchanged. @Bridge Buzz SG

L

lungrisserJun 6 at 02:51 PM

what is causing the huge adjustment yesterday?

Why IREN Limited Rallied Almost 40% in May

L

lungrisserJun 5 at 05:12 AM

BTC drop is the start of something sinister. Others will follow behind soon.

Nasdaq S&P still high now... is it time to take profit while still green green 🍏?

I am shaving off more of my US holdings

C

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Dow Hits Record High as Semiconductors Sell Off 2%

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Dow surges to ATH while semiconductors drop 2%, Marvell retreats after a 54% week. Singapore Manufacturing PMI hits 10-month high. NFP tonight at 20:30 SGT.