$Keppel DC Reit(AJBU.SI)$  on the data centres!

I think Morgan Stanley’s predictions are too bullish. While I expect the next year to continue to rally forward, I don’t think it is as rosy as painted. No one can be completely sure of what events are going to play out next year and the world is increasingly contentious and fragmented with each more obviously looking out for their own interest. I do think that equities will outperform credit and government bonds as for most years and so most likely to come true. Earnings reports have been strong and definitely many expect rate cuts to happen next year as the Fed chair changes and is expected to align with trump’s wish of rapid rate cuts. This will be significant in driving the US stocks rally and AI definitely will be centre stage as the world capitalise on its potential and with the ra

As I am still young, I definitely choose blue chip stocks and high yield REITs over bonds. Blue chip stocks mainly for growth and high yield REITs for the dividends and potentially some capital gain. I prefer CPF for now as the compounding in SRS means that eventually I still have to pay tax at a later time because I would amass a sum larger than the tax free withdrawal amount and with my current salary, the tax savings is not significant yet. With CPF, I can withdraw without worries about paying tax and the interest from the special account can be considered as a good dividend rate, though at the expense of liquidity which is similar to SRS. The main limitation with CPF is that the amount I can top up is lesser than SRS which limits my ability to fully maximise it for tax savings. At

$CapLand IntCom T(C38U.SI)$  on the favourite pastime of SG- shopping!

Although there is a drop in the market, I don’t think this is the time to add. Market response has been mainly towards rate cut expectations and have ignored that fundamentally, the labour market remains strong and economic data have not suggested impending recession. Many of the companies have delivered earnings that beat expectations. The pullback has been painful but not big enough for me to add positions. I prefer to stay calm in this time and continue to watch the macroeconomic situation. The current valuation of most stocks are near historical ranges where they are neither too expensive to be considered a bubble but also not cheap enough for me to consider adding positions. I would need to wait for another 5-10% pullback before adding. I believe once the panic settles, there will act

I prefer top down investing as a good company also needs the right economic conditions, policies and macroeconomic factors to survive and perform well. So, I look at macro then sectors, with a focus beyond just the current cycle but also longer term if I wish to invest for a longer horizon such as IT and AI sectors. For such sectors, if the macro are not conducive but I think they will grow in the longer term, I would seize the opportunity to invest in them if the price drop like tech companies during the rate hike years. I generally pick ETFs as it reduces the risk for a busy investor like me who may not want to keep studying the company on a regular basis and reduces the risk for me if I choose to invest for the medium to longer term. I might couple with bottom up investing once I identi

$CapLand IntCom T(C38U.SI)$  on Singapore retail

I don’t think google’s rally has peaked for the year as I expect further rate cuts by the Fed which would drive it further up. I wouldn’t add more google now as it has already rallied significantly this year and potential upside would be limited. I wouldn’t buy meta too as I don’t see much potential in its business model to expect a huge rally. I think there is a good chance of S&P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally. Nvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affec

I do think this price and volatile is attractive for selling puts because I am being paid to wait till my strike price to buy or add a position. However, the strike price needs to be chosen carefully and the position added will be more significant than just a nibble. I do think there is a good chance of bitcoin rebounding at around $90k but I would prefer a strike price at $80k to be have a greater safety margin. I wouldn’t take profit at $90k as the long term potential price is defin more than it. Neither would I add positions as the safety margin is not there. I would prefer to add at below $80k for a long position. I am also looking at ETH and COIN as alternatives to bitcoin. ETH is currently seen as stable alt coin with long term potential and COIN has always been seen as an altern

The sell-off has been significant and I don’t think it will take much for it to rebound especially if the earnings beat analysts’ expectations. I do expect it to beat expectations given the strong demand. The main wet blanket would be if Nvidia gives a poor forecast because of the geopolitical tensions and rising competition from other chipmakers. Of course, there is always the possibility of profit takers once the Nvidia rise on its earnings report, and this will lead to the dip closer to market closing or after market hours. As long as analyst continue to be upbeat about AI and do not stoke fears of an AI bubble, Nvidia should rise easily. @SR050321 @Success88

CoreWeave offers AI infrastructure to notable clients like OpenAI and Microsoft, while Circle is transforming payments for legacy financial businesses with dollar-pegged stablecoins. In the shorter term, coreweave will be able to see returns faster as market sentiment is up and the use cases along with the demand for AI infrastructure will be strong. On the other hand, circle requires a transformation on how payment is made and how businesses and consumers make this shift and might require some form of mindset shift before we see explosive growth. So, this might take longer before returns are more firmed up even with the genius act. Coreweave’s growth is driven in part by debt but with expected rate cuts, this shouldn’t be too much of an issue. I will wait for further pullback before

I don’t think novo Nordisk is undervalued. Its antiobesity drug has been comparatively inferior compared to Eli Lilly’s and historically it also has been running into stock issues. So, I see it as inferior to Eli Lilly in both clinical performance and logistic capability which could be detrimental. Given novo Nordisk’s expected comparatively lower growth to Eli Lilly, Novo Nordisk is not undervalued and I prefer to buy a winner than a laggard. UNH has pulled back already. However, I believe the new leadership can turn things around. It is a major player for insurance in the US and trump looks set to introduce his own ways of keeping healthcare costs affordable for the Americans though not the same strategy as Obamacare. I expect premiums to pour in as Americans depend on it to keep their

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$TENCENT(00700)$  Bull has returned. Expecting earnings report to boost this further 

I would call it disappointed. Everyone went into his 2nd term thinking it should replicate his 1st term but he did many unexpected things like tariffs and then taco. While stock markets like HK and China rising has allowed me to profit, I think if he is collaborative, the US market would have rose along at a wider margin too. That would definitely make me happier. Trump will definitely try to push the stock market higher and one way is to push the Fed to cut rates faster. This will not only boost optimism in the stock market, it will also reduce the load of the US’ massive debt. Moving into his mid term, he will have to make sure the market rally along. Eccentric as he may be, he also values the performance of the stock market and that was his election promise- to make America great agai

$TENCENT(00700)$   Waiting for the reversal

I think this pullback is just a short pause. Investors are just taking profit considering that the bull has been for some time now but overall valuations are fairly close to the average. I think retail investors have been trained to buy the dip which explains the rapid reversal for the last 3 months and I expect this pattern to repeat itself again. Burry has been shorting for a while already, even through this bull. He is a doomsday man so I generally ignore him except to look for opportunities to buy when he rocks the market. I think US stocks will keep rising into mid 2026. Thus far, warnings of most companies have been good despite the fears of a recession. Inflation also looks like it is under control. Trump will likely continue to press the Fed to cut rates and this will help with

I have never tried any of these unorthodox trading tricks and I would like to know if they really worked out well. It is not easy having access to data to retail traders who always loses and there is no guarantee that buying an uptrendinf stock at closing would allow a profit by selling at the next day’s open. The next day open can drop big time if there is some mega news or earnings disappoint. And I also need to avoid those that has a huge rally already. And also need to avoid big cap stock. Overall, it sounds like gambling by betting on small to medium cap stocks. Maybe I am just boring. I prefer to have the knowledge to know what I am doing with fair confidence that it will pay off. Risk management is important to me. One day, I might use a tiny capital to try these ‘rebel’ strategie

Definitely think there would be another uptober sequel in November. As the market processes a potential no further rate cuts for the year, investors will continue to buy as many companies continued to give strong earnings reports and forecast. In spite of all the threatened tariffs, TACO seems to be dominate with renewed international relations that the US has with China and Japan. This will help fuel the world’s economy. October has been a great month except the last few days for my HK stock which I was glad I took some profit before the tumbling and took the opportunity to also buy stocks. I am hopeful that they will turnaround in nov-dec which will be helpful for me to lock in profits. Although I am optimistic about HK stocks, I have learnt that if is better to lock in profits as vola

I am not sure if owning Nvidia is the best path to becoming a millionaire. In order to make this extent of returns, it takes a great deal of conviction to buy this stock in large amounts and to hold through the years. Even if the strategy is to buy options, the cash outlay is also no small sum. In some sense, this feels like gambling to me as it means many ordinary people would be putting a significant portion of their worth on it. I still believe that a better way to do this is still a combination of ETFs and a portion into stocks that one feels really convicted about. I wish I can say I made my $1 million from the stock market, let alone a single stock! This is no small sum for a ordinary person like me, who still has a full time job! Happy to learn from those who can make this kind