To The Moon

I don’t believe in Musk’s ultimate civilisation story. Scientists have yet to find water on mars to suggest that life can even be sustained on mars. A tour to mars for a few hours perhaps but I don’t think civilisation is scientifically viable at this point. So I definitely do not think this vision is worth paying for and there is already much hype to it that it is crazy expensive now. I consider this for speculation and not as an investment. Musk is visionary and he is capable of execution as shown by Tesla. However, he is eccentric and I think it is futile to fight against the essential basics of living that has not been established yet. This eccentricity might work against him. So, for now, I prefer to stay away. @HelenJanet

I am invested in the chips but not the rest. Although storage still has a good and safe runway for at least the next 1-2 years, the run up has been rapid and I do not know how long this can sustain for or a crash might come soon as many one’s cash out. Or I would prefer to stay out of MU for safety. Data centres and power crunch that might come are still too early to ascertain the winners. Data centres take time to build and consume much energy and space. So, I think the upside can be limited. Potential sources of energy are plenty including nuclear and hydrogen, so it is still not clear to me which sources would prevail and with the limited cash that I have, I would like to have greater clarity before investing. It would be better to make less than to be a bag holder. Also, there are just

$VanEck Semiconductor ETF(SMH)$  for the long term 

$UnitedHealth(UNH)$  who doesn't need healthcare?

$Frencken(E28.SI)$  that it will continue to ride the AI wave!

The COE is insane but demand for a car will continue to drive this up. Personally, I don’t have a real need for a car and cannot justify spending so much money to buy an asset that depreciates immediately upon purchase. I will stick to my MRT. If necessary, the ride hailing services in Singapore is also convenient and competitive and all in, is still cheaper than getting a car. Also, it is better to be driven around than to drive my own car. I think byd has pretty much saturated its market share in China and has to look at Southeast Asia market to increase its market share. Indonesia looks like a promising market and is big enough. Also, EVs is a mature market in China unlike many of the Southeast Asia markets where there is still untapped market. For a premium market of $300k, I think

I think both will go up with more AI capex. The technology and use cases advance rapidly and all industries are FOMO and fear of being the laggard. AI promises productivity which means more output with less manpower. With agentic AI, more are looking to learning costly manpower or in industries where manpower is always a limit. In the short term, however, I think memory has a bigger upside. For years, many recognise CPU as being crucial but only recently that memory became talk of town and this creates awareness of demand being far greater than supply. This along with many rushing to buy the stocks create upward pressure. So I believe memory stocks will see the gains that CPU has 2-3 years ago. I think AMD’s fair value is probably another year 10-20% more as it is hard to have data centres

There must be something that the smart money knows. Not sure why Goldman is going against the general flow. As usual, the smart money manipulates the market and we never know if goldman is trying to trick retail investors to pour money into the stock market. I don’t dare to chase the highs at this current level. It looks over extended though valuation is near the past 5 years. Technology and AI has driven the gains. Considering that it is driven by specific sectors rather than market as a whole is concerning even with strong labour reports. AI and technology could go higher but I prefer to wait for pullbacks to give me bigger bang for my buck. There is no hurry to jump in with my investment horizon of at least 10 years. Rate cuts will likely fuel technology and AI stocks to rise but there

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

Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. I have never held Nvidia as a lone stock as I believe this is a scene where no company