To The Moon

So far, $Palantir Technologies Inc.(PLTR)$ shares have added more than $27 billion in market value this year. On Tue, 16 Jul 2024, it moved lower following a downgrade from a Wall Street analyst. This comes about as Palantir inches closer to its Q2 2024 earnings reporting in 3 weeks’ time on 05 Aug 2024. Co-founded by billionaire investor Peter Thiel in 2003, investors have continued to bet that the data-analysis software provider's foothold in artificial-intelligence (AI) technologies would drive faster earnings growth.  Key to Palantir’s outlook is the group's AIP Logic platform, that enables companies to build specific functions that leverage its large language models (LLMs) without having to use complex computer coding. Palantir

$Frasers Cpt Tr(J69U.SI)$    Frasers Cpt Tr - She is trading at 2.20, yield is about 5.47 percent of which I think is quite a good yield level! Gearing below 40% for this rare local retail mall reit counter! Pls dyodd. Today, after Attending SATS AGM went over to Tanjong Pagar and bought some atas pie to try! Looks delicious! Their top 2 seller is Nutella, Wild cheese and Yuzu. Bought them and try. FCT (Frasers Cpt Tr) - Nibbled a bit at 2.17 after locked in profit for KDC! At 2.17 yield is about 5.55 percent seem quite a good yield! Frasers Cpt Tr - She is trading at 2.12, yield is about 5.69 percent, which is a good yield level! Gearing below 40 percent, NAV 2.26. Looks like boat is back! A good pivot point would be at 2.10 level

Semis Sell Off: Buy the Dip? The semiconductor industry, often referred to as the "backbone of modern technology," has recently faced a significant sell-off. This sharp decline in semiconductor stock prices has left investors pondering whether this is a more significant market correction or an opportunity to "buy the dip." Understanding the Sell-Off Several factors have contributed to the recent sell-off in semiconductor stocks: 1. **Market Sentiment**: Broader market volatility and fears of a slowing global economy have hit tech stocks particularly hard, and semiconductors are no exception. 2. **Supply Chain Disruptions**: Ongoing supply chain issues, exacerbated by geopolitical tensions and the lingering effects of the COVID-19 pandemic, have led to production delays and increased costs.

The semiconductor industry $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   led by its poster boy $NVIDIA Corp(NVDA)$   which has recently been riding on the stock market frenzy over anything that is associated with artificial intelligence suffered one of its greatest setbacks on news that the US is exploring tougher trade rules to further restrict the Chinese chip industry. The stellar earnings announced by ASML has not allayed the market's worries that more stringent crackdown on semiconductor exports to China is going to hurt future earnings of the likes of Nvidia, TSMC, AMD, ASML, etc, as they fall victim to the ge

There is a saying, “Never mix business with pleasure”. Could a similar saying of “Never mix business with politics” be enforced? This was what has transpired in the pat 2 days as dusty politicians - Biden & Trump alike decided to turn up a notch in their political rhetorics. First, it was the Biden administration saying that it may ratchet up restrictions on companies working with China, including ASML Holding NV and of course Nvidia. (see above) There are already restrictions on the equipment that can be sold into China, but limiting how workers can maintain equipment could curb demand even further. To be seen on equal footing, the returning buffoon told Bloomberg Businessweek that Taiwan should pay the US for its defense as it does not give US anything in return. (see above) Making

Due to the formidable rival— $Roche Holding Ltd(RHHBY)$ 's oral weight loss drug is coming!On Thursday's closing, $Eli Lilly(LLY)$ declined by 6.26%. By the time of Friday's opening, Eli Lilly had declined by 10.49% for the week, erasing all the gains since June 7th. In the meantime, $Novo-Nordisk A/S(NVO)$ fell over 4% on Thursday, with a weekly drop exceeding 8%, falling back to the price before May 10th.I have been keeping an eye on weight loss drugs before, and my friend was bullishly believes that $Eli Lilly(LLY)$ can rise above $1,000.1. Let me took a closer look at what happened?It turned out that their competitor i