Weekly Pulse, Record Highs and the Nvidia Mansion 🦖
Weekly Pulse, Record Highs and the Nvidia Mansion 🦖
Everyone is staring at that seized S$42 million Nvidia mansion like it is a one-off scandal, I am looking at it as a distorted mirror of something much closer to your CPF and SRS. The illegal chips and the legal AI infrastructure story are ultimately the same demand curve, one destroys a house, the other quietly props up factory output and some of the very stocks inside your retirement plan. The uncomfortable part is this, record highs and big weekly movers feel like proof your plan is working, but they can just as easily be the moment your income discipline quietly slips.
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