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th0mastan

    • th0mastanth0mastan
      ·02-02 07:19
      $Taiwan Semiconductor Manufacturing(TSM)$  semiconductor wave is still on trend  Although there has been much market volatility recently, it does not af FCR the business fundamental. It's purely market driven as investors are reacting to the potential moves from FED. These would affect interest rates and lending which may have impact to business to certain extent.  Overall after the market is able to digest the news, it would be back to business again.
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    • th0mastanth0mastan
      ·01-12
      $NVIDIA(NVDA)$   2026 🚀 
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    • th0mastanth0mastan
      ·01-10
      $Tesla Motors(TSLA)$   more to come for 2026
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    • th0mastanth0mastan
      ·01-09
      $Taiwan Semiconductor Manufacturing(TSM)$  looking forward to another great year ahead
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    • th0mastanth0mastan
      ·2025-10-29
      $NVIDIA(NVDA)$  
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    • th0mastanth0mastan
      ·2025-03-25
      $Taiwan Semiconductor Manufacturing(TSM)$   Given the recent push for greener industry, many of the heavy industry players like Shell, Exxon mobile have announced plans to move their operations to lower cost countries. With such a shift, Singapore has to identify new industry or expand existing manufacturing base to fill up the gap. One key industry is semiconductor fabrication plants. It's considered relatively light industry given that its able to site near residential areas, the only consideration is the blast radius for it to be away from places where there is high vibration, which our tradition heavy industrial area may not be suitable. As Singapore government continues to set aside land for such needs, we will see the companies expa
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    • th0mastanth0mastan
      ·2025-03-23
      $NVIDIA(NVDA)$  Innovation is the key to growth and development. Although GenAI has always been largely revolves around talks hype or fancy use cases. It needs to penetrates into everyone daily lives to create the same effect as the industrial age.  Given the cost of technology falling as adoption continues to improve, it will reach a point where it's readily accessible for the vast majority of us. That's when we will need its application becoming common just like how emails changed the way we walk and communicate. Let's see how long it will take us! In this coming 5 years?  
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    • th0mastanth0mastan
      ·2025-03-05
      $Taiwan Semiconductor Manufacturing(TSM)$ Good time to continue to accumulate quality stocks with strong moat.  This position was started based on a deep thought on what are the next biggest opportunity in the next decade. By narrowing down to AI, most of the big tech companies are relying on TSMC for the hardware.  Profit is also a result of holding on to the stock through the period of consolation. The period was close to a year where the price ranges around $100. It built up a strong support for future rally. 
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    • th0mastanth0mastan
      ·2025-02-22
      $NVIDIA(NVDA)$  Small Position can grow into a large position. When you started small you tend to hold it for longer without the temptation of taking profit. The long you holder you higher you gain with fundamental strong companies. 
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    • th0mastanth0mastan
      ·2023-12-29
      Come join in the challenge

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