$CoreWeave, Inc.(CRWV)$ has higher growth potential relative to $Circle Internet Corp.(CRCL)$ however circle benefits more over the long term over increased need for internet services. Pick from these two is $CoreWeave, Inc.(CRWV)$ over circles due to high pricing of circles

1. Precious metals breakout: $LYNAS RARE EARTHS LTD(LYC.AU)$ market moves are difficult to predict with trump’s daily comments, missed 2. $NVIDIA(NVDA)$ is a long term investment hold 3. China repricing moment investments are challenging outside china missed 4. $Advanced Micro Devices(AMD)$ is an earlier stage company hold 5. $Tesla Motors(TSLA)$ is an established company hold

$Straits Times Index(STI.SI)$ and the Singapore economy have benefitted from positive economic conditions and increased economic capital flows to Asia amid uncertainty in the USA with tariffs. This also benefits SGD Singapore dollar through purchases of sgd and sales of usd. Whether or not sgd reaches parity with the usd depends on the actions of the central bank of both USA and Singapore. While short term trends indicate increase in sgd value. Longer term gmtrends indicate a reversal is likely, with other currencies in Asia benefiting

With us stocks at all time high the highest quality stocks are outperforming. Key stocks to watch are $NVIDIA(NVDA)$ $Microsoft(MSFT)$ and $Apple(AAPL)$ second half is looking strong for these stocks

Most excited for 1. $Microsoft(MSFT)$ due to windows 12 2. $Alphabet(GOOGL)$ due to quantum computing 3. $Apple(AAPL)$ due to Mac Pro refresh

$Alphabet(GOOG)$ is currently trading at a discount relative to it’s future prospects. While the outlook for advertising revenue is reduced with the reduced economic conditions. There are positives for this stock with the transition to quantum computing. Current chips are stable and used do compute. Next generation chips look to extend this lead and compete with $Microsoft(MSFT)$ ‘s quantum chips

$Intel(INTC)$ has a low stock value at the moment with government intervention the primary driver of a stock bounce. Further government intervention is likely which is a catalyst for future stock price appreciation which outweighs wholesale weakness to competitors ( $Taiwan Semiconductor Manufacturing(TSM)$

Great post to identify the differences in bearish share chart patterns the false breakout is a particular problem with value investing. In detail, an investor in $Microsoft(MSFT)$ may see a chart and view it’s in decline when the volumes are actually low. Another good example is $Alphabet(GOOGL)$ which is also in decline over low advertising volumes

1. My favourite high dividend stock is $UnitedHealth(UNH)$ due to high consistent dividends. 2. Analyst price target is $325 3. $Simon Property(SPG)$ is also interesting due to consistency of dividend amount

Cathie wood’s ark investment fund has focused on technology as a driver of economic growth and has performed strongly over the recent past with investments in $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Intel(INTC)$ $Meta Platforms, Inc.(META)$ all of these companies are on the forefront of future developments driving future economic growth which has a high future growth potential

1. Character is a momentum investor in Singapore stocks 2. The biggest theme this year was us stocks on the s&p 500 index $SPDR S&P 500 ETF Trust(SPY)$ 3. My character for 2026 is defensive to buy as much $Gold.com(GOLD)$ $ETFS Physical Gold(GOLD.AU)$ as possible

1. Gold is on track to each 5000 very shortly with an increase in price close to 50000 already 2. To benefit from the increase in price of silver & gold, I plan to trade $ETFS Physical Gold(GOLD.AU)$ and $Gold.com(GOLD)$ and gold miners $NEWCREST MINING LIMITED(NCM.AU)$ which are etfs

1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$ $Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$

1. November performance: while the month started successfully with $Apple(AAPL)$ results above expectations, market volatility and a large volume of expiring call options resulted in a loss for the month with $SPDR S&P 500 ETF Trust(SPY)$ down over the month. 2. Santa rally: while history pre 2020 showed evidence of a Santa rally, there have been substantial changes in markets this year with tariffs in the USA. Likely outcome is further losses . 3. December trading plan is put option protective put contracts on $SPDR S&P 500 ETF Trust(SPY)$

$Amazon.com(AMZN)$  great opportunity for Amazon with consumer sentiment positive this quarter 

$BHP GROUP LTD(BHP.AU)$  High value share with big earnings potential on china growth story

1. Is this the nvidia moment for micron: micron is benefiting strongly from artificial intelligence workloads which benefit from large fast memory. This is an opportunity for micron to capitalise on greater memory demand 2.current forecasts for memory demand indicate tight supply for first half of 2026. While it is possible that this could continue throughout 2026 and into 2027. 3 this supply demand imbalance is due to orders for memory for new data centres which are planned for deployment over 2026 and 2027. Further data centre demand is critical to future performance of $Micron Technology(MU)$

Nvda is a high performing company leading in ai technology which is the best pick for earnings growth $NVIDIA(NVDA)$ earnings growth is averaging >10% per quarter which is by far the leader in ai space

$ETFS Physical Gold(GOLD.AU)$  has a bright outlook as a store of value. There is further upside in holding gold due to the increased uncertainty in the USA and concerns over the US dollar due to inflation concerns in the USA

$DBS Group Holdings Ltd.(DBSDF)$ it’s time to take profits and sell. The latest macro news is negative which is negative for dbs’ business. In addition in the event of a large market crash, holding economy exposed stocks are likely to fall further than other stocks