$CapLand Ascendas REIT(A17U.SI)$ stay calm for good investment

i think throughout 2026 is confirm beat earnings record as Mag 7 expenditure is huge. However 2027 can Mag 7 maintain its spending is questionable.  So invest on micron/storage should be short term or atleast not all in 1 basket  $Micron Technology(MU)$  $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  

$Microsoft(MSFT)$  $MSFT 20261218 380.0 PUT$ Remain strong believe to msft even deep drop. MSFT is not only software company

$NVIDIA(NVDA)$ patience comes with reward

$CapLand Ascendas REIT(A17U.SI)$ time to accumulate

$NVDA 20260410 185.0 PUT$ tension from iran war make me reduce my position to avoid shorterm market volatility. instead of hedging i choose to reduce position

$NVDA DIAGONAL 260402/260501 PUT 170.0/PUT 175.0$ roll to 1 month later , still long nvda

GOLDEN TORA! Up Tiger Up

$CapLand Ascendas REIT(A17U.SI)$  [Miser]  

$NVDA DIAGONAL 260515/260501 PUT 190.0/PUT 175.0$ this week is big tech earnings report week, lets see what will happen [Miser]