To The Moon

Bullish because the demand is still more than supply. In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up. @Success88 @SPOT_ON @HelenJanet @Fen

$CapLand IntCom T(C38U.SI)$  on shopping in Singapore 

I think there is still further downside for gold. The war in Iran is far from over and the global market will take some time to react to lowered oil prices if that even happens. I don’t think a Fed cut would be enough to restart the bull market for gold. Many would have been scarred by this and gold is still at insane levels compared to historical levels and I think many would rather put their money in technology and AI for the longer run. A short spike is expected with market optimism but I don’t see a bull run as many would just likely speculate and take it as for swing trading for quick profits. I have never liked gold as they don’t offer growth. They mainly reflect the supply and demand imbalance of the market and strives when there is fear in the market. During times of fear, I ra

Got 17 squares! @Wayneqq @Universe宇宙 @Kaixiang @SR050321 @SPOT_ON @HelenJanet @LuckyPiggie @Success88 @Fenger1188 @DiAngel come join

$Frencken(E28.SI)$  riding the AI wave with SG stock!

Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible

$SATS(S58.SI)$  especially with oil prices coming down!

$CapLand IntCom T(C38U.SI)$  on the retail sector 

I see the Monday style sell off as both a correction and reaction to refreshed fears of the us-Iran war continuation. To be fair, the rapid rise of AI stocks and memory stocks this year has left many wondering how long and how much can this bull run continue. It is not surprising that every now and then many would take profit first. It is first necessary to survive first before profits can be made. It is always good not to be too greedy. Where the AI stocks are concerned, I don’t think it has reached the bubble stage but it is mostly driven by an imbalance of supply and demand and some of the potential has not been realised yet. It is important to reassess in 1-2 years whether the potential still exist. If not, the possibility of a bubble is real. I think we might be near the top of the bu

Definitely not buying on day 1. There is too much hype and euphoria for safe investment. Even swing trading is risky as many might have already taken profit. Once the emotions die down, I think many will realise that SpaceX hasn’t delivered anything that it has promised. There isn’t even a prototype yet the cash burn is at crazy amounts. How long and how much can SpaceX burn? Reality check will eventually come in the next 1-2 years. I think it will go back to more accurately reflect what the company is worth or more like what spacelink is worth. It will be less than $80 and possibly be only around $60-70, depending also if there is panic selling or selling by disillusioned retail investors who decide that the opportunity cost of putting their money with SpaceX can be better offset by buy