More Tump tariff related tidbits: He stated 10% then within a day mentioned it would be 15%, so the world started bracing for 15% and countries that negotiated deals below 15% started sweating. After all the chaos, it was confirmed that trade deals agreed would still be in effect. However only 10% was implemented leading to further questions. Then a white house source said 15% would kick in soon after. We are in for a roller coaster ride! Trump feels like he has no clue of how to truly get things to work.

I feel Jensen is slightly concerned but wants to push the envelope as hard as he can. Hearing him speak about AI bubble fears, feels like he is trying to convince himself more than trying to calm the market down. 2025 brought so much profit to investors where the market just ran wild with AI hype, but the market is shifting to being more conservative and scrutinising the application of AI, not just buying into any companies claiming to use the technology. I am starting to wonder if the shortage of memory and storage (for 2026 and even into early 2027) is because of a bottleneck of available materials to produce, or companies like Seagate, WD, Toshiba, etc. are expecting the bubble to pop and therefore do not want to increase production volumes (the companies that go under will not pay up f

Interesting to note that the new round of usa tariffs will only last 150 days, does that mean reprieve for everyone after 5 months? All the countries that could not negotiate a trade deal, or were intentionally antagonised by the us president (Mexico, Canada, Brazil, etc.) will likely be the biggest winners. Still have no clue why there was a need to impose tariffs on countries that did not have surplus vs the usa, shows how disingenuous that action was...

Saw someone try to hype up $Decent Holding Inc.(DXST)$ saying it would be climbing back up next week. But online posts have been sharing that it is likely a pump and dump. Simply put, if you do not know what you are buying, and are just blindly following posts you see online, then you might just be separated from your money, and the crooks will be laughing all the way to the bank. ALWAYS DO YOUR DUE DILIGENCE, and do not let greed blind you. (In this case, just searching on google and reading a couple of posts about why it crashed, gives me a good hint of what is going on.)

Dinner was done before I saw this post. But we had XO fish soup bee hoon and Buddha Jumps Over The Wall soup [Chuckle] [Like]

I think Buffett has enough experience to know that it is fine to take profit, with potential downsides for holding on too long and risking the bubble popping. Diversifying out of tech and AI would also give some defence while others are going all in. Then again, they have money at the levels of which commonfolk can only dream of, so some of us can only make limited investments choices and the dream of striking it rich in AI and tech is highly tempting.

I view Paramount as a highly problematic company. A business being so opportunistic and firmly entrenching themselves with their borderline despotic president should concern investors and consumers alike. Paramount chose to fork out money and settle, when Trunp came knocking with a weak lawsuit, then made the decision to put an end to Stephen Colbert's populr Late Show. For a private company to be so willing to capitulate to their highly litigious president and part ways with 16m, all to get their merger to go through (Paramount and Skydance) should raise huge question marks. And if we look at the PSKY CEO, who seems to be using his dad as his crutch and bank to get things done, it feels even more icky. Much like his dad, who has questionable ethics (while handling Oracle, and si

From what I see, an old school stock like $Wal-Mart(WMT)$ will do well as a dark horse. People will tire of the volatility of tech and AI and turn back to "traditional" businesses that continue making money without too much ups and downs.

Let us see when Warsh gets in and whether he will follow the president's orders to cut interest rates. For all the reactions that Trunp's announcement brought (precious metal big slump, equities going up) expecting that the new fed chair is a inflation hawk. Once he acquiesce to the president's pressure, the fed's supposed independence (because of th inflation hawk) illusion will pop and markets will be in chaos. We will see.

Also for the coinbase vote, the more likely result was a decline, considering how markets have been playing out these couple of weeks. Crypto is in for a rough ride, with trunp satisfied with the wealth he made when becoming president and is no longer helping to generate hype

Apprehensive. Everything looks a little frail right now, and there is a need to sort through the noise. I believe that the time was due for many overvalued companies to have a price reset. 2025 was a wild ride upwards for seemingly everyone. It is however not easy to know if the bigger companies like $Microsoft(MSFT)$ has looked into their problems and have a improved plan moving forward. Interesting to note that gold has not continued climbing even while stocks looked bad, I might want to pick up a little more if a big drop happens.

I think the market is using emergence of AI as an excuse to force a readjustment of the software companies. I for one do not want these AI programmes to do everything for me. I believe there is an opportunity to buy, the biggest issue is knowing whether these software companies have the right idea and direction in mind. This lesson is all the more reasons for software companies to properly work on their products without constantly relying on the AI crutch. Windows is a perfect example of not building on their success, instead they kept trying to chase easy value through their openai investment, then getting caught in no man's land. The software should use AI as a booster, not as a replacement, for what they do best. Constantly trying to short-change their users will only serve to doom the

I was reminded about the food industry, specifically fast food companies like $McDonald's(MCD)$ and $Chipotle Mexican Grill(CMG)$ , where they took out their covid lockdown "losses" on consumers by jacking prices up. Consumers realised that there is no longer good value to be had, which is the market these businesses built their fundamentals on. Then it was recently revealed that Chipotle's ceo said that the company could keep raising prices and customers would not mind. I might have remembered wrongly, but I recall seeing an article where a fast food chain had to commit to re-training a large proportion of its branches to serve correct portion sizes (they were serving lesser). The fast food industry

The fact that almost anything takes a hit whether earnings were good or bad showed that the market started to realise that it overpaid, so the prices have to come back down. However it is irrational to simply chalk everything up to AI, if investors really are punishing the share prices because of AI, then AI will be the one that is overvalued, and the bubble will simply grow bigger. I believe we are expecting too much of AI, falling for the hype because the companies keep throwing the cheap catch phrase around.

Feels like the market is starting to cool off on the overexuberance. There were signs that things were not going to be as exciting in 2026, but further growth was likely fueled by investors worried that they did not enter while it was going up. Everyone has started to acknowledge that unbridled enthusiasm is illogical and that it is slowly getting too overvalued, especially with the earnings results that were just released. Nothing too worrying, but expectations for banks were that it will slow down and results would not be as spectacular as everyone saw in 2025, so no, it will likely hover around 60, with a much more gradual uptrend.

I find it interesting that whether the results were good or bad, most companies looked at declines in the market. Seems like the common denominator is capital expenditure, also the bigger companies wanting to dabble with AI face the issue of likely having too much orders that they cannot fulfill, or have to worry about the likely shortage of memory. 2026 seems like a year where investors don't just splash their cash, things are now proceeding with more caution [Thinking]

A. bullish Gold's reasons for its strong ascend is still around: mainly volatility, to be specific, the us president... If anything, I am of the view that the recent slide was an overreaction to the new fed pick.

Interesting that AMD dropped, despite decent results being announced. I guessed it gets compared to nvda, whether it wants to or not, and the most valuable company in the world puts anyone to shame. I do not believe that amd really looks at themselves to be an equal competitor to nvda though. They lack the first mover advantage, and are focusing on slightly different fields. I think amd could also look to consolidate the market for consumer facing products, specifically the pc parts where nvda looked dreadful as the days passed, before heavily pivoting towards AI. Amd could really anchor itself now and in the future as the brand that kept its focus and eke out a means of being a legitimate brand, even if the AI bubble pops.

It was a huge hit to the electric vehicles companies, with BYD leading the losses after car sales results were released. Moving forward, it would be safe to assume that ai and its adjacent stocks will be the darling and be favoured by investors. Whether it is producing hardware like chips, memory, or the final ai models itself, the hype will spillover from the west where some might find it easier to stomach parking money into smaller players.

$Apple(AAPL)$  How likely is the iphone fold coming out with the iphone 18 series? Is the market pricing aapl with that assumption? While I feel there was nothing wrong with the decision to have google's gemini be the partner for siri's ai functionalities (after all this application of ai, is likely a glorified personal assistant and it might be wise for apple to focus their time and money elsewhere), the market had to "punish" the lack of ai effort. After all apple is well known to do everything on their on, the phone's hardware, the ios software, then eventually all the motherboards for all their devices, so siri was expected to be heavily reworked, especially with apple's fame, in this ai forward era. But I cannot