Sensata Tech

Berkshire just doesn't feel the same after the legendary Warren Buffet retired. Without the old captain at the helm, there is nothing noteworthy of this entity, except it's sitting on a humongous pile of cash waiting to be deployed. The magic of the annual letter and AGM with the guru is gone, would anyone still go attend?

This week marks a turning point as Jerome Powell will hold his final Fed press conference. I am waiting to listen to his speech and understand his view before taking my trading position . We may see new Fed Kevin Warsh appear at Wednesday's meeting. His appearance and his comment will add value to investors.

I hope Powell stays on the Fed board after his term ends on May 15. His experience would be a great asset to help the new Fed navigate today's tough economic environment.

Powell stepping down at May, the future remain fairly unpredictable yet the indexes are testing new high, stay alert and have some cash bullet ready.

The helium shortage is causing a rally in memory and semicon space. This is one of the winner if the straits or hormuz remains closed. Get ready for more rally coming right up. Tailwind 100%

Inflation is going to start creeping in and rate hike is back in the book. The market is clearly overconfident and things will break soon. How can oil and equities rally at the same time?

The storage war is back! Get ready for more crazy rally coming up. SanDisk is doing to the moon. Nothing is going to stop it!

Berkshire premium is slowly fading as it faces the key man risk. What is Berkshire without it's founding fathers? I am very bearish on the stock.

【Day 2 – Continuing STI ETF Accumulation】#MyInvestmentDiary

Operation: Added a small tranche of the $STI ETF(ES3.SG) today.

Insights:

Added today as the Straits Times Index continues to show strength after breaking above the 5,000 level, led largely by gains in Singapore’s three major banks, which carry heavy weight in the index.

After a strong 22.7% rally in 2025, the backdrop remains constructive, with an improving economic outlook and steady capital inflows into Singapore equities.

With this momentum and attractive dividend yields from blue-chip companies, I’m comfortable gradually accumulating the ETF in small tranches, rather than trying to time the market perfectly.

Position:

This is why we track politicians stock trades.