P&L (21 July 2026) Incredible... Just Incredible. Today's session was another reminder that patience, conviction, and disciplined execution pay off. AI infrastructure continues to dominate the market narrative, with $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , and $Marvell Technology(MRVL)$ leading the charge as demand for high-performance chips and networking solutions remains exceptionally strong. At the same time, $Rocket Lab USA, Inc.(RKLB)$ continued to build momentum on growing confidence in the commercial space sector, while Ondas Inc. showed encouraging strength as investors recognized its long-term potential. Days like these are exactly why I focus on high-conviction names instead of chasing every headline.
A +603.58 SGD gain and a 4.80% daily return is something I'm grateful for, but the journey is far from over. Every green day is built on countless hours of research, risk management, and sticking to a plan when the market gets noisy. Congratulations to everyone who stayed patient through the volatility—let's keep learning, stay disciplined, and see what opportunities tomorrow brings. 📈🚀
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