InvestToRetire
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My opinion, I believe market has already priced 25 bps. If that is the cut that happens then it is a small cut. REITs will surely benefit. Bank share prices would depend on how fast and often (example, would they cut 25 basis points each month until end of the current year /early next year). I think the US Fed cut will be slow measured as the US economy still seems strong and inflation can come back.
Great. Indian economy is doing good. Dont see challenges with Trump administration for India. Singapore government and CapitaLand Investment (9CI) is looking more investments there as I understand. Rupee seems to be somewhat stronger over tge last couple of months against Sing dollar. Financially CY6U / CLINT seems to be doing good FCF per share, EPS wise as I see.
DBS Buys 675,000 Units In CLINT for $0.7 Mil
This is going to be great. About the $ 3K machines, companies might save a lot of money that they could spend on the cloud if they could test stuff on their local laptops/desktops. They probably will save more money than they would spend on buying those machines with Nvidia chips. I like it.
Nvidia Unveils Gaming Chips, Desktop Computer to Protect AI Lead
Trading and Investing buy/sell indicators and basis of decisions would be different since one is short term (hours, days, weeks, months) and other long term (years). Buy some to hold long term and some to trade. Market sentiment I think plays when you trade since it is a short term and you have that decision made to trade and you know that the stock was not bought with a mindset to hold for a long term. I generally research the company whether to invest or trade.
$CapLand India T(CY6U.SI)$ Great set of results https://investor.clint.com.sg/newsroom/1.CLINT_Press_Release_-_2H_FY_2024_27_January_2025.pdf The DPU looks good.
$PropNex(OYY.SI)$ Great to hear this news https://www.bnnbloomberg.ca/investing/2024/10/15/singapore-home-sales-see-minor-recovery-after-us-rate-cuts/
Great so now NVIDIA is bringing AI beyond traditional computing and have more consumer use cases. Awesome.
NVIDIA Corporation (NVDA) Launches $249 Jetson Orin Nano Super, Expanding AI Accessibility for Hobbyists and Small Businesses
SG and US markets both did good. Banks, REITs in SG and Tech in US.
Wow. This is good. 👍
Novo Nordisk Reports 22% Weight Loss in Early Subcutaneous Amycretin Trial
$Occidental(OXY)$ Bullish. Trump speech on oil drilling https://youtu.be/Z2cbVzfnTHQ?si=qefisZxbsz6o7SLF
$NVIDIA(NVDA)$ bullish as it makes essential chips for data centres, gaming and with Jetson Orin is adding more consumer use cases for its products. AI is growing and so will the use of Nvidia's chips.
Nvidia is going end to end ecosystem. Chips, machines, software. All out AI.
Nvidia Unveils Generative AI Workflow for Digital Shopping Assistants
Great. PropNex should do well.
Singapore Home Sales See Minor Recovery After US Rate Cuts
I am thinking of waiting until the earnings report to see how Nvidia did.
Great.
Ozempic's FDA Approval Just Sent Shockwaves Through the Kidney Disease Market
$NVIDIA(NVDA)$ If DeepSeek's claims are true then Amazon and Microsoft shares should rise because then they would need less chips to run in their data centres and less cost of energy.
DeepSeek news, delays in Blackwell racks because of issues for top customers. What else is coming? Disruptions and disruptors nobody can predict when they come.
Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks
Great. Will help lot of people. The wardrobe overhaul will give additional boost to economies. 🙂
This Wegovy user spent $5,000 on a new wardrobe after losing 80 pounds - and she's not alone
Nvidia is a great stock. Company is innovating at rapid speed. However, the recent delays in ordering by Nvidia's biggest customers of AI chip racks because of glitches is a bit concerning to me. Wondering what the impact would be on its earnings report next month.
This Is Nvidia's Secret Weapon And It's Likely To Propel The Stock In 2025
Wonder what the impact of this be on the earnings report next month? Hope everything is sorted properly and quickly.
Nvidia’s Top Customers Face Delays From Glitchy AI Chip Racks
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