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LeeSJ

    • LeeSJLeeSJ
      ·11-06 13:45
      Once of the record paper loss I ever experienced it. The market was so panic just like the same moment when pandemic hit the world. Everyone was just fleeing the equities for cash.
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    • LeeSJLeeSJ
      ·11-06 01:28
      Thanks for sharing. Long and comprehensive article

      The Great Tech Rotation: Why Microsoft and Amazon Are Winning While Nvidia and Memory Stocks Struggle

      @Kentzw：
      The latest US market rally has created an interesting contradiction. The Dow Jones surged more than 1,500 points, gaining approximately 3%, while the S&P 500 and Nasdaq also finished strongly higher. Yet underneath the headline numbers, technology stocks were moving in very different directions. Microsoft, Amazon and Apple attracted strong buying interest, while Nvidia, Tesla and several AI infrastructure-related companies faced selling pressure. Semiconductor and memory stocks, including SanDisk and Micron, were particularly weak. This is more than an ordinary market rotation. It suggests investors are beginning to distinguish between companies that can monetise the AI boom and companies that need continued massive capital investment to sustain their growth. I think understanding this
      The Great Tech Rotation: Why Microsoft and Amazon Are Winning While Nvidia and Memory Stocks Struggle
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    • LeeSJLeeSJ
      ·11-04 21:33
      $NIO Inc.(NIO)$ I was attracted by EP9 back in 2020 during covid lockdown time. The design and performance of the car impressed me that I did not think that that was a racing car built by Chinese company. Eversince, I started to monitor the market price and wait patiently to get in. But the very stiff competition within China caused most of those Chinese EVs stay at rock bottom. Mainly because it is hard to tell if any of them can survive this tough market environment. 
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    • LeeSJLeeSJ
      ·11-03
      $Centrus(LEU)$ will this company make a comeback? Now I have to wait for it to grow almost 100% to breakeven my entry price. Is US no longer require nuclear energy to feed it AI electricity consumption? Nuclear energy is one of the green energy as long as it is managed properly. 
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    • LeeSJLeeSJ
      ·11-01
      $Webull Corp(BULL)$ was too late to let go and now have to hold it tight and wait for the next bull run. Might add some if cash flow allows. Any more catalysts for $Webull Corp(BULL)$ to form the bullish trend? 
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    • LeeSJLeeSJ
      ·10-31
      $NIO Inc.(NIO)$ has been performing uch better than it's peers and yet the market punishes $NIO Inc.(NIO)$  so hard that it is being seen to go under very soon. The number of cars sold is much better than the time it was below USD 4. In term of premium EV, $NIO Inc.(NIO)$  is actually doing much better and having a bigger market penetration than others. 
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    • LeeSJLeeSJ
      ·10-30
      $Enovix Corporation(ENVX)$ Despite in paper loss, this counter has just announced to supply battery for drone as well. Once the new Ceo is found, there should be more room for this counter to grow and go back to where it is supposed to be. Hopefully by end of the year, it can reclaim back above USD 5. 
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    • LeeSJLeeSJ
      ·10-30
      $PIMCO INCOME "E" (SGDHDG) INC(IE00B9HH6X13.SGD)$ This bond fund was once being considered as safe haeven with consistently monthly distribution yet with pretty stable underlying bond price is now no longer attractive. Underlying bond price drops along with reduced montly distribution made me think twice... 
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    • LeeSJLeeSJ
      ·10-30
      Very informative article enriched with good contents. The big AI spending will draw attentions from all especially when the borrowing cost is rising. Proper pace of developing AI should be the right thing to do but big techs are Fear Of Losing Out.
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    • LeeSJLeeSJ
      ·10-29
      $ISHARESHSTECH(03067)$ Continue to hold it tight despite with hefty paper loss. Have strong faith in China and it will recover much stronger than any markets in the world. Fund will start to flow back to Chinese market when the dust is settled down. 
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