Chip Slump would only be getting worst for the facts 1) Recession is happening now. Chips suppliers won't be spared. Companies & individuals would hold back spending on pc replacement to save costs. 2) Biden keeps imposing chips sales sanctions on China using NSA reasons & disregard on the interest of chips makers 3) With oil price keeps on hiking, demands for new cars will be dropping. Each new cars consume 50-300 chips. So, easily millions chips will be evaporated. 4) Tech & fintech companies have stopped new hiring...even worst many are firing workers to normalize spending. So, demands for pc & servers will be drastically reduced. 5) Phone sales are not immuned to recession. Many phone makers are forecasting flat demands or not admitting to
My overall Portfolio is in RED a. Surprisingly my US stocks were still in little GREEN with the help of biotech & energy stocks.b. HKE & SGX were all in REDs as I bought in mainly expecting funds would flow out of NYSE markets to this region like 2008. Unfortunately it was not happening. Many factors stopped that. China Covid lockdown, US-CHINA trade war, Ukraine war, chips shortages & etcc. Going forward, I see Asian countries will be the engine of growth while US is in recession. I pin on to my perspective on the "return of Jedi " to HKE. Expecting many Chinese concept Stocks to be delisted from NYSE & listing in HKE & pools of IPO listing in HKE. My opinion, HKE is still in good shape to growth as HK's strength is a financ
Good info but all data used were history. All comments are after thought i.e. very much 1 sided positive view. Back steps & look at the negative view of early year such as Kodak & Xerox as examples. These 2 companies were equivalent to Qualcomm or Nvidia of today ❗ What happened to these 2 companies now ❗❓Are you expecting to see 30X gain or 30X lose ❓ Imagine if you held them till today ❗❗❗😂
Qualcomm Vs. Nvidia: The Better Buy Might Shock You
$WILMAR INTERNATIONAL LIMITED(F34.SI)$This stock makes me lost confidence on SGX market. Malaysia plantation stocks keep rising n cheering investors. While SGX plantation stocks keep mum n dumb😰
Look at USDJ future☝️, US S&P future☝️, & US Tech 100 future☝️, all are soaring higher❗❗❗ Is the good CPI number can sustain a bullrun ❓ Or... Just another possibility ❓ Does it mean that money flowing in to stock markets from the Crypto meltdown ❓❓❓🥀🥀🥀 My gut feel, if next week continues green all the way, the possibility is very high due to Crypto factor. The meltdown won't stop n hot money keep pulling out from the Crypto Exchanges have to park somewhere comfortable to those Crypto phobias traders 🤔 Other possibilities of bulls are 1) Good news from Democrats not losing Senate is catalyst for a mini bull❓ 😂 2) Hopeful Peace Talk about to happen to end the Ukraine war & stabilise Oil & Gas prices. This will help to control EU s
$Alibaba(BABA)$It's on the SEC chopping board of delisting. When the name is up there, it's a matter of time that delisting will be a Done deal.So, BaBa will be " suffering " or facing in less abrasive term exactly the same fate like BaiDu (09888). Making its way to HKE as primary listing ❓When BaiDu was listed at HKE, it was HK$200. Now, it is about HK$137which is 40% down. It falls out of investors' radar for good.By same analogy, can BaBa primary listing be at HK$690 roughly by US$-to-HK$ exchange rate❓Will the price be down by 40% from its initial listed price when falling out of investors'radar ❓My guess it will suffering the same fate ❗🤔
FED & Powell being somehow indirectly accused by Biden on failing to control the inflation. Clearly, FED's earlier rate hikes looked not effective on controlling inflation as last 2 months CPI remained above 8%. They would probably change their minds from 75bp to 1bp to prescribe a stronger medicine to tame the inflation faster before November deadline. Wallstreet is expecting it & thus pushing forward to sell down on the last 3 days. If 75bp is decided, markets will rise due to oversold positions earlier. It's fun to see how things turns out at 1bp rate hike 🤞
Delisting Fever Or Runaway Before Putting On The Chopping Board ❓Following China's Big names report to delisting from US markets1. BaBa Alibaba2. PDD Pinduoduo3. LFC China Life Insurance4. PTR PetroChina5. SNP Sino PETROLEUM & CHEMICAL6. Is TIGR throwing in the towel too...❓❓❓❓😨🤢Hope small fishes like us are not to be covered by the bloody-towel❗🙏
After TWTR 50% employees layoff, it's META's turn for employees layoff. Time to scale back VR or META Verse development after realising VR won't be a reality at all.😂 The reality is most people are worrying about no foods on the tables with escalating inflation in the real world. Other big names in queue for employees layoff are AMZN, INTL, TSM, n possibly AAPL... Is financial meltdown sign emerging from the ashes now❓❓❓😨
I don't think So ❗The rise was just happened to be the big tech companies earnings beating analysts estimates. Now, some come out to adjust their next Q numbers downwards like AMD, WMT n etc. Yes, oil price comes down. It has lagging effect of at least 3 months to tame the inflation. Old inventories need to be depleted. Will OPEC+ increases crude supply is still a question.❓Other factors such as Ukraine war is still there. Food supplies are in constrained.US-CHINA tension still high due to Pelosi problem 🤔1 good factor, US individuals savings are at highest PT which means Retail players still got money to help meme stocks but fund managers are doing the opposite I guess. The best case is volatile markets in play if not trending downwards ❗
Like Elon Musk, Tim Cook knows the company inside out. 1st Thing 1st, He needs to stop company from bleeding cash. Slow hiring is the fastest way till he can sort out many possibilities of missing the promised numbers or company sales revenue drops n re-aligment company structures in anticipating the recession coming 🤔
I think the writer may miss out on Japanese battery makers partly due to language barrier. FYI Japanese material science is world class. They usually don't like to share much until ready for production. Don't be surprised the best EV battery brands come from Japan. I bet Japs can do it n beats all 🤔
So far, all comments I read Recommended1) Don't Panic, Don't Sell.2) Waiting For Your Target Prices n buy your preferred stocks.3) Keep DCA on stocks at your portfolio.4) Buy ETF to minimise losses.The above recommendations all need cash, lots of cash, to fulfill...🥺So in short, Cash is King in bear markets....Warren Buffet always keep cash on his portfolios to wait for the right moment 😂Congrats to those with CASH n Lot of CASH to dispose Now✌️💪👏👏👏