$Moderna, Inc.(MRNA)$ is stabilizing, with mRNA pipelines steadily advancing. Market expectations are recovering. This rebound feels rewarding after buying the dip—still bullish on long-term revaluation driven by biotech innovation.
$Apple(AAPL)$ As a tech giant, Apple may be taking a more measured approach in AI, but this does not diminish its long-term value. With solid fundamentals and an attractive valuation, the upcoming rate-cut cycle could fuel its next growth phase. I remain highly confident in Apple's future.
$Baidu(BIDU)$ I firmly believe Baidu's superior computing infrastructure positions it as an AI leader. When the AI boom arrives, its growth potential is tremendous - autonomous driving alone could hit $10B valuation, with cloud computing adding equal value. My conviction remains strong: Baidu is on track to become a $200B tech powerhouse.
Mapletree Pan Asia divest two Japan office buildings for JPY8.73 bil
$Mapletree PanAsia Com Tr(N2IU.SI)$ MPACT, through its subsidiary Tsubaki Tokutei Mokuteki Kaisha, has entered into a sale and purchase agreements with these two unrelated third parties. ABAS Shin-Yokohama (ASY) will be sold at a sale price of JPY3.3 billion and TS Ikebukuro Building (TSI) will be sold at a sale price of JPY5.4 billion, with a combined divestment consideration of JPY8.73 billion. The divestments are scheduled for completion by end-August FY2025/2026, and upon completion, MPACT’s portfolio will comprise 15 quality commercial properties located across the five key gateway markets of Asia, with a total lettable area of 10.4 million square feet independently valued at $15.9 billion.
MP Materials stock surged following a series of announcements regarding strategic partnerships and investments, particularly with Apple and the U.S. Department of Defense. These deals are aimed at boosting domestic rare earth magnet production and reducing reliance on China, driving significant investor interest and a substantial increase in MP Materials' stock price. Apple Partnership: A $500 million agreement with Apple involves MP Materials supplying magnets made from recycled rare earth materials, further strengthening the partnership and potentially reducing China's dominance in the rare earth supply chain, according to The Economic Times. Department of Defense Investment: The U.S. Department of Defense (DoD) has invested significantly in MP Materials, including a commitme
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$Replimune Group Inc.(REPL)$ just from 24 hours. what are the potential upside? let's just hope the slump is temporary from the panick selling. let's go.
$NVIDIA(NVDA)$ Have been accumulating NVDA since 2021. It is by far the shiniest star in my portfolio. Think it still has a long runway to go with high demand for unrivalled products. Recommend to have it in your portfolio and accumulate on the dips.
Tech Stocks Teeter: Hedge with VIX, Puts, or Defensive Plays?
$Invesco QQQ(QQQ)$$NVIDIA(NVDA)$ The U.S. stock market is soaring, with the Nasdaq smashing past 21,000 and the S&P 500 hitting 6,263.26, driven by tech titans like NVIDIA and Microsoft. Yet, warning signs are flashing: seasonal trends point to a 7-10% pullback in late summer, and yesterday’s tech sell-off, led by semiconductors, saw NVIDIA and TSMC dip 3-4%, while defensive sectors like consumer staples and utilities gained ground. With valuations stretched and risks like tariffs and geopolitical tensions looming, how should you protect your portfolio? Should you buy VIX products like VIXY, purchase put options, or shift to defensive sectors like consumer staples (
Alphabet Inc. ( $Alphabet(GOOGL)$ ), Google’s parent company, has set the stage ablaze with its Q2 2025 earnings, reported after market close on July 23, 2025, delivering a robust beat on revenue and earnings per share (EPS). With $96.43 billion in revenue and $2.31 EPS, surpassing estimates of $94 billion and $2.18, Alphabet showcased strength in search, YouTube, and cloud, fueled by AI advancements. However, a $10 billion increase in 2025 capital expenditure (capex) to $85 billion, aimed at bolstering AI and cloud infrastructure, sparked mixed investor reactions, with the stock dipping initially before recovering 3% in after-hours trading. As the tech sector drives global markets, including Singapore’s Straits Times Index (STI) with its 12-day