I am most heavily positioned between shops and tech giants in the model layer. I see them as the real catalyst for further use cases and innovation and these are the real income sources. Also, there are adequate investors to ensure that the stocks remain with good bid-ask spread and will be liquid enough for both trading and investing. I don’t think the market underestimates energy. It is just unpredictable and the supply and demand can be easily manipulated by the opec countries. It is not easily understood by most investors and so l prefer to stay out of it. With the unpredictability of the war that makes prices of all stocks volatile and unpredictable, I don think the GTC will be the main reason for price moves. I would prefer to hold off any trades and watch for the effect of the w

Iran’s warning is just a fear strategy towards the commoner. Its military means has been crippled largely and I see that as empty threats. Energy stocks might be the current leader due to rising oil and gas prices. However, it is volatile and highly unpredictable. The war could escalate and prices could go up but it could also end quickly or even stabilise just like how the Russia Ukraine war is still ongoing but energy prices have already stabilised before this new war. I won’t rotate out of tech stocks. I see it like what happened during Covid where the longer run tech would still shine and where the growth story really is. I would prefer to buy the dip. I have not added defensive stocks as growth is limited in the longer term. I prefer to invest for growth for the US market. Defen

$Suntec Reit(T82U.SI)$  Singapore economy is still going strong

$CapLand IntCom T(C38U.SI)$  for the short term due to the war. But holding as believing it will recover

I think stablecoins will drift further away from cryptocurrencies as after all these years, cryptocurrencies have yet to broken themselves to be an investable asset beyond speculation, unlike stablecoins. Beyond the use cases, investors want to be able to evaluate and invest in it as an asset class that cryptocurrencies have yet to shown. I won’t chase after circle’s surge as the earnings reflect the last quarter where the hype was still strong. I would prefer to take profit and use the next earnings to re-evaluate the fundamentals of the company to determine if it is worth investing for the longer term. BTC has been unfortunately just a speculative tool after the rise over the past few years with the expectation of supply dwindling. I expect a larger decline as many take profit and move t

I would say b. Market is just relieved that Netflix decided to walk away from a risky deal that might not pay off. However, fundamentally the company remains the same, with the same challenges. It has always been about subscriptions and whether it can generate other streams of revenue such as from advertisements. The real report card is still earnings and expected performance in the coming quarters. Investors want to know this as income is undeniably vital for any company to stay afloat. This has not been addressed and so Netflix is not in a strong position to acquire Warner bro and this talk about acquisition is nothing but a distraction that has spooked fears in investors. Netflix still needs to address the crux of the issue which will shed light on its viability.

I did not buy gold or oil as I think commodities are quite speculative to me. I prefer to invest direct in stocks or ETFs. I think the market sentiment has been one where there has been great fears of a market crash since the upward march 2 years ago. Nonetheless, the market continues to climb last year, leaving many to regret that they gave in to their fears and were out of the market. What happened to Nvidia is not unique to it, I do think it will happen to any of the stocks related to the AI frenzy. However, if we look at the longer term, I think the stock prices will still climb in the next 2-3 years so there is no need to panic. It’s is just market sentiment and profit taking. Overall market valuation is similar to historical values but I have chosen to manage my risk by taking profit

$CapLand IntCom T(C38U.SI)$  retail stocks rebounding strongly

$TENCENT(00700)$  for the long term

This will be a year of highs. Looking forward to taking profit at highs! @LuckyPiggie @Wayneqq @Kaixiang @HelenJanet @SPOT_ON @SR050321 @Fenger1188 @Success88 @Universe宇宙 @DiAngel come join

$CapitaLandInvest(9CI.SI)$  rebounded!

$CapLand Ascendas REIT(A17U.SI)$  can't go wrong with this SREIT!

I think ROI payback test, FY guidance update and beat but sold off would characterise this earnings week. With the stiffening competition, investors would want to see how much ROI there would be after all the investments by the companies into R&D. Fy guidance is also important for forward planning by investors and give a guide to where the company stands against its competitors. Even with a stellar earnings, poor guidance would cause investors to shun the stock as no one wants to be trapped with the stock. Unfortunately, with the announcement of the new Fed chair, market is still trying to figure out his narrative and what it means for the stock market. I wouldn’t be surprised that many would want to take profit now and the selling would drive the prices of many stocks down, independ

I think PLTR will remain in the range of $140-$160. Most would expect PLTR to meet or exceed analyst expectations given the many big contracts that PLTR has managed to secure recently. This should help push the stock price up. However, the room for upside would be limited due to its already high valuation and some of these expectations have already been priced in by the market with the news of the big contracts. Also, the following week is expected to be a volatile one especially with gold and silver recording the record drops in a single day. This might drag the prices for stocks down. With a new Fed chair who is expected to be hawkish and likely to hold rates steady than to cut it, this would further limit the upside for stocks like PLTR. With all these macro factors, there is a chan

Gold has no intrinsic growth potential. It is all about supply and demand. The price action is all speculative with demand outstripping supply with no real fundamentals to support the frenzy rise. So, it can swing either way depending on how policies pan out. Based on the latest inflation data and strong labour market, rate cuts seem unlikely for now. As long as rate cuts remain steady, I believe the bubble for gold will pop. Of course, it is important for the uncertainties to remain steady or reduced as gold has always been as a safe haven in such times. The next few months will reveal what is going to happen to gold. I don’t think in the short term gold will be able to defend the $5000 level as many would be rushing to cash out to secure their profits. It is always better to make l

$CapitaLandInvest(9CI.SI)$  uptrending!

$Lendlease Reit(JYEU.SI)$  on the retail recovery

I will be watching data centres mainly as AI and technology will remain key global theme for the year and I think data centres will continue to do well, especially in land scarce Singapore. Retail and office space have pretty much recovered though expected rate cuts will continue to lift most reit prices. Logistics and industrial should continue to recovery as demand picks up. Singapore housing market has always been strong, driven by the limited supply and ever increasing demand as the population grows, along with more singles and unmarried people wanting their own space, especially after covid. As long as there is no recession or major global shocks, I believe that SREITs will continue to do well which will lift the stock prices. Further rate cuts are definitely going to be helpful a

$CapitaLandInvest(9CI.SI)$  $3 soon!