Msft still the best!

$Vistra Energy Corp.(VST)$   There doesn’t appear to be any major negative company-specific announcement. The decline is mainly being attributed to a broader selloff in AI-related power and utility stocks. The main reasons are: * AI infrastructure stocks are under pressure. Investors have become more cautious about the pace of AI spending and whether massive data center investments will generate returns quickly. Utilities tied to AI electricity demand, including VST, have been sold alongside peers such as Constellation Energy (CEG) and Talen Energy (TLN). * Profit-taking before earnings. Vistra is scheduled to report earnings soon, so some investors are reducing exposure ahead of the report. * No major company-specific bad news. Current

$Whirlpool(WHR)$  WHR (Whirlpool) stock up around 10%, the main reason appears to be a short-term rebound after heavy selling, rather than a major business turnaround. Possible reasons: 1. Earnings/cost-cutting optimism * Investors may be reacting positively to Whirlpool’s plans to improve profitability, reduce costs, and pay down debt. 2. Turnaround expectation * WHR has fallen a lot from previous highs, so some investors are betting the worst news is already priced in. Some analysts have pointed to possible tailwinds from tariffs and a future housing recovery. 3. Short covering * WHR has had high short interest. When a heavily shorted stock rises, some short sellers may buy back shares to limit losses, creating extra upward pressure. But be

$Adobe(ADBE)$   At the current level (around the low-$200s after the recent selloff), I would classify Adobe as “cheap, but not yet a classic value trap.” The stock is trading as if AI will permanently damage Adobe’s business, while the actual numbers are still growing at a healthy pace. Why it looks attractive * Revenue just reached a record $6.62 billion, up 13% year-over-year. * AI-first ARR exceeded $500 million and tripled year-over-year. * Management raised full-year revenue and EPS guidance after earnings. * Adobe continues to generate massive cash flow and buy back shares. If Adobe were a slow-growing company, the current valuation might be fair. But for a company still growing double digits with domina

$Microsoft(MSFT)$   I’m really glad to buy 130 shares of Microsoft today and it’s one of the positions I feel most confident holding long term. First, Microsoft has one of the strongest business models in the world. Its core segments like cloud computing (Azure), software (Windows, Office), and enterprise services generate consistent and recurring revenue. This gives the company stability even when the overall market is uncertain. Second, Microsoft is deeply positioned in the future of technology, especially in AI. With its partnership with OpenAI and integration of AI into products like Office and Azure, it is not just following trends, it is leading them. This gives it a strong growth runway for many years. T

Winners: • SK hynix (HBM leader) • Samsung (catching up) • Micron (strong in HBM3E) The memory business will not disappear, but it will change structure: From PC / phone driven → AI / data-center / edge-AI driven Memory demand will grow faster than logic, but: • Cyclicality remains • Technology gaps widen • Only top players survive long-term

$BlackBerry(BB)$  prediction next year will have a big company interested to take over BB. It is time to load more BB share before the news come out!

$Salesforce.com(CRM)$   Today run with profit 

$Enphase Energy(ENPH)$   Today ENPH up so much, finally can run with profit! 

$Destiny Tech100 Inc(DXYZ)$   How come it drop more than 10% today? [Sad]  

$Enphase Energy(ENPH)$   I think is buying opportunity for ENPH if don't own any ENPH

$NikkoAM-STC Asia REIT(CFA.SI)$   Power of dividend! 🦾

$Micron Technology(MU)$  Earning meet expectations and forecast is good, how come the share price drop? 😩

$Guess?(GES)$ Guess Shares Surge 30% After WHP Global's $13-Per-Share Buyout Proposal

$Richtech Robotics(RR)$  up more than 30% single day. Crazy!!!!! 🦾

Based on recent news and economic data, it seems likely that the Fed will cut interest rates. In the stock market, which sectors benefit the most from rate cuts? I believe REITs and small-cap stocks will see the biggest gains. I’m preparing to invest heavily in Singapore REITs since their dividends are tax-free, unlike US stocks, where dividends are subject to taxation. This is just my personal opinion and forecast—no guarantees. Please do your own research before investing.

Adobe Inc. (NASDAQ: ADBE) is scheduled to release its fiscal first-quarter earnings report for 2025 after the market closes on March 12, 2025.  Analyst Expectations: • Earnings: The consensus among analysts is an adjusted earnings per share (EPS) of $4.97, representing an 11% increase year-over-year.  • Revenue: Projected revenue stands at $5.66 billion, a 9% rise compared to the same period last year.  Stock Performance and Analyst Ratings: As of March 12, 2025, Adobe’s stock is trading around $438 per share. The consensus price target is approximately $551, suggesting a potential 25% increase from current levels. Among 17 analysts tracked by Visible Alpha, 10 have rated the stock as a “buy,” six as “hold,” and one as “sell.”  Considerations: While Adobe has a history of meeting or ex

$Richtech Robotics(RR)$  recently AI stock down a lot