FI2 CSOP HSCEI

Tech has made a remarkable turnaround since last week and seems to be doing rather well. There are those who still are wary and rightly so. However I believe tech is just starting its engines.

The markets are placing such high expectations on these memory stocks. The funny thing is the valuation now is generally lower than when the market was hungrily bidding them up just two months back. Sentiments just can’t be quantified. It allows rational investors better prices though so that’s a good thing.

Keeping an eye on the bank earnings, the US jobs report, and any updates on the Strait of Hormuz. This week could influence market sentiment across financials, tech, and energy, so volatility may create both risks and opportunities for investors.

Everyone is still in shock right now. Once bitten by a snake, ten years afraid of a rope.

Fed’s Schmid sees AI capex fuelling inflation. Provoking thought: if AI forces higher-for-longer rates, could the technology driving productivity today become the catalyst behind tomorrow’s valuation reset?

Michael Burry says the stock market is "near a major top, and we could see a drop similar to 1987." Do you agree?

My opinion : Most major markets are trading close to record highs now, except HK stock market. Future gains will have to come mainly from earnings growth and not from valuations that are getting more expensive now.

Invest carefully or look to gold or REITs as an alternative.😆

It has been a good response from the market since the lows last week. It held those lows and is making higher highs on the smaller timeframes. Encouraging indeed.

Really one of a kind company. But at current valuations, might be better off to wait for the unlocking of shares to come through first.

even with cash injection. the stock price still unable to hold or goes up. earning is still a question for both companies.