Apparently, Nvidia has the strongest moat in AI infrastructure; GPUs and CUDA.

Not a great scout to spot the first true "dark" horse. Only spot a great horse in the "shade" recently - DBS.

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Think 5% bounce may not be sustainable in current high volatility market.

Best to be more cautious in "extreme violent" tech cycle. Funds can deplete fast.

Valentine in investment is not romantic. Patience to withstand high volatility for long-term hold.

With huge capex spending, free cash flow is of concern. Nvidia and  Alphabet are currently considered most successful in monetization.

Hold on and ignore short term fluatuations.

One word this week: add Market rather volatile lately and there are opportunities to add more and wait for rebound.

Short term volatile, wait further dip for buy opportunity.

After January jobs surprise, market sees low odds of rate cuts till June, so guess perhaps 1 or 2 rate cuts this year.

Don't think of AI agents replacing apps but rather just an interface level which streamlines daily tasks.

More familiar with Wendy's than Chipotle's. They have been closing underperforming stores and trying to focus on profitability over expansion. Likely to face a challenging "turn around" this year .

No secrets to building a "fortune". Pay for selective "adventures" and always buckle up for the "roller coaster rides".

Suppose future of cryptocurrency market depends on demand of digital currency. No idea how to weigh the risks of digital assets as higher risks do not equate to higher returns.

Prefers gold over copper.

If DBS dips further, it is good buy opportunity for long term investment with its strong dividend track record.

Target faster innovation cycles of consumer products in age of AI.

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Have Keppel and SGX in watchlist but no action taken so far as funds are deployed elsewhere. KIV