Tongdadd
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Contemplating my Next Move
Instead of an opinion piece, I woke up this morning thinking about writing a survey piece. Have been putting some thoughts over the past week on where I should place some available funds next. Since Tiger does not have an option for polling, guess I should put this in an article and source for opinions through comments. The base scenario is that there will be 2 pots of funds (Fund A and Fund B). Fund A Fund A can undertake higher risks in expectation for higher returns. Investment timeline is about 2-3 years. I have always liked to place this pot into thematic investments. Results have been positive so far. (a) Given the risk profile and investment timeline, this pot definitely suits thematic investment. AI is the rage now. Went up too
From a consumer's viewpoint, Shopee is no longer as appealing as it once was. Many of the vouchers given out have increasingly stringent T&Cs attached that make them mostly inapplicable. Unwittingly, myself and many of my friends are gradually moving back to Lazada. Sea Capital is basically useless, ShopeePay is not widely used, except when one needs to apply discount vouchers on Shopee. It imposes charges when topping up with credit cards and utilisation rate will continue to be curtailed and trail GrabPay as long as this continues. Free Fire is slowly misfiring. Garena urgently needs new hit games. I sold out when it was around $140-$150. Have not found a reason to re-enter yet.
Sea Limited: Finally A Buy After The Drastic Plunge
Take Profit, Take a Breather, but continue to Auto-Invest
Finally took my money off the table for my exposure to Semiconductor sector. Had intended to slowly accumulate while waiting for the next sector upturn which I have expected to happen in another 2-3 quarters. Didn't expect the AI craze to whip the sector into turbo mode, so reminiscent of the dotcom boom in 2000. Too much, too fast, too soon. I sold out completely, taking a decent gain (about 60+%) in the process. Will look at the sector again when the AI craze cools. Meanwhile, will continue to auto-invest in my conviction stocks despite some pretty decent paper gain. These are for the future.
While the $5bn cash balance is compelling, there is just too much overhang with Grab's shares, not to mention the gigantic float. From a consumer's perspective, the Unlimited subscription package is simply crap. I had been a subscriber of most of their packages for years but just could not see value in this Unlimited package. Have since unsubscribed for some time.
Grab Holdings: This De-SPAC Is Different
$SUPER HI INTERNATIONAL HOLDING LTD.(09658)$ Why is this in my portfolio all of a sudden?
Keep being bearish and you will be right one day. Is it so difficult being an analyst? All you need is a basket load of excuses and explanation.
Wall Street’s "Crystal Ball" Shatters as Stocks Stage Big Rally
When every man in the street is talking about Nvidia, it's about time to let go. Amongst the 7 I would sell Nvidia and switch to TSLA and Alphabet. Be a contrarian.
Strange hackers
Hackers return $258 mln of stolen digital coins to Poly Network, blockchain tracker says
Since when is DBS considered "Wall Street Expert"? [LOL]
Buy/Sell: Wall Street's Top 10 Stock Calls This Week
$Digital Turbine(APPS)$ When you take profit it shoots right through the roof. When you HODL, it comes right back down[Angry]
Like n comment
Nasdaq closes up on tech stocks strength, as hawkish Fed limits S&P
This fella is really playing the market [Facepalm]
Powell Says More "Restriction" Is Coming, Including Possibility of Hikes at Consecutive Meetings
Amazing if Amazon pulls down Nasdaq single-handedly
Stocks Are Likely To Drop After Amazon’s Massive Guidance Miss
$Viant Technology Inc.(DSP)$ Everyday down 5%. Tasteless.
Is Nio or Xpeng better?
Sorry, the original content has been removed
With all the bull stories going around AI and chips, and many companies suddenly having AI strategies, I am now seriously wondering if it is now time to sell out... so reminiscent of the Internet Bubble days
There's a New King in Chip ETFs After Record $805 Million Inflow
Slow and steady wins the race?
On Wall Street, Slow Is the Way to Go - Just Ask a Real Trader
$PING AN(02318)$ What's with Ping An? Only participating in the drop along with wider market, but not the rebound.
Could be a pretence for future data collection
Why Apple's Plan To Scan iPhones For Child Sexual Abuse Content Is Worrying Experts
maybe he didn't take the flight too
Virgin Galactic acknowledges Branson's pre-launch bike ride never happened
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