$DBS(D05.SI)$  buy and sell over a few years... I think peaking at $56. Going to sell If hit $56

Dbs above 50. Yes. Ocbc 17.78

$Alibaba(BABA)$   May 28, 2025 -  If you blinked yesterday, you might have missed the carnage. **PDD Holdings (NASDAQ: PDD)**, the parent company of Pinduoduo and Temu, just dropped a financial bomb that sent its stock tumbling **17%** in a single day . Meanwhile, **Alibaba (NYSE: BABA)**, its archrival, has been quietly (well, relatively quietly) meeting expectations and even gaining ground in key areas like cloud and AI. So, what’s really going on here? Is this the moment Alibaba finally reclaims its throne as China’s undisputed e-commerce king? Or is PDD’s bloodbath just a temporary stumble in its relentless rise? --- ## **PDD’s Brutal Quarter: What Went Wrong?** Let’s break down the disaster: 1. **Profit Nosedive** – PDD’s net

$Alibaba(BABA)$  results briefing Q&s session. I did listen to yesterday briefing, super slow and boring and in both languages, which took double the time. I was very interested in what they shared regarding AI adoption and growt. Jan to Mar was slow as it included the CNY period. They are seeing high adoption rate in this quarter already!!! Something that was not reported. Buy! ### Key Takeaways on AI Growth and Seasonal Representation: 1. **AI-Driven Cloud Growth**: AI products are the fastest-growing segment (18% cloud revenue growth), but margins are impacted by infrastructure spending . 2. **Q1 Limitations**: Management cautioned that January-March performance is influenced by post-holiday adjustments and investment cycles, making i

$Alibaba(BABA)$   **Alibaba’s 2025 Results: Hits and Misses Against Expectations** Alibaba just released its Q4 FY2025 earnings, and the results were a mixed bag compared to market expectations. Here’s a breakdown of how the Chinese tech giant performed. ### **Revenue Slightly Misses Estimates** Alibaba reported revenue of RMB 236.45 billion ($32.58 billion), up 7% year-over-year. However, this fell just short of the expected RMB 237.24 billion. Analysts point to weaker consumer spending and global trade uncertainties as key factors. ### **Net Income Disappoints Due to One-Time Factors** While net income surged 279% YoY to RMB 12.38 billion ($1.71 billion), it was far below the projected RMB 24.7 billion. The mi

Bible - everything you need in your life

Even though China buys 80% of Australia's iron ore, U.S. tariffs would still cripple the industry because: 1. **Price Control** - Iron ore trades in USD, with prices set in U.S. markets - A 25% U.S. tariff could crash global prices 20-30% (2018 steel tariff precedent) 2. **China's Bargaining Power** - With reduced U.S. demand, China would demand discounts - 2020 coal boycott precedent: Australia had to sell to India at 25% discount 3. **Secondary Impacts** - AUD would weaken as export revenue falls - Mining giants (BHP, Rio Tinto) face profit squeezes - Threat of U.S. pressuring allies to avoid Australian ore **The Bottom Line**: The U.S. influences global commodity pricing power - even small tariffs create massive ripple effects. Australia's iron ore sector remains vulnerable despite Chin

"How U.S. Tariffs Backfire: Protecting Industry at the Expense of Citizens and Allies" *New analysis reveals Trump-era tariffs primarily burden American consumers while reshaping global trade alliances based on bilateral deficits.* ### **Introduction** The United States has wielded tariffs as a weapon against trade imbalances since 2018, but mounting evidence suggests these policies disproportionately hurt U.S. households while fostering a transactional approach to international relations. With the 2025 tariff expansions targeting China (54%), Vietnam (46%), and the EU (20%), the Biden and Trump administrations have doubled down on a strategy that economist Paul Krugman calls "self-inflicted economic wounds." --- ### **Key Findings** 1. **The Consumer Burden** - A 2024 *Tax Foundation* stu

$BABA-W(09988)$  the daily chart looks like a fully loaded spring, either a strong rebound or a total breakdown to $120. Fully vested now, pray for the rebound

$Tesla Motors(TSLA)$  say whatever you want, but tesla sales are down in EU and China, 20% and more. There is no way this is worth > $200.

$Alibaba(BABA)$ $BABA-W(09988)$   Based on yesterday night's trading. It seems to be big boys holding the price high while distributing out their shares. My guess is that it is poised for a huge drop rather than a gap up. As such I sold off half my shares at $146.2 yesterday. Also sold 4 x call options $146, with $2.6 premium. I could be terribly wrong here.... but hey that's the fun of trading.

https://www.linkedin.com/posts/zainkahn_china-just-delivered-another-deepseek-moment-activity-7304094017141530624-rDZL?utm_medium=ios_app&rcm=ACoAAAHdodUBZrBqqkVT3AgkP-Y4WuTeomLs2oU&utm_source=social_share_video_v2&utm_campaign= Research & Development • Market Research & Analysis:  Property research example - Manus AI collects and analyzes market data, identifies trends, and generates detailed reports. Also research on nearby good schools. • Literature Review & Summaries: Resumes scanning - It searches pdfs and create a comparison table for all the resumes with its own set of criteria's. 2. Data Processing & Analysis • Batch File Processing: Manus AI processes large volumes of files, extracting and organizing data efficiently. For example, it can process 50

$Rigetti Computing(RGTI)$$IONQ Inc.(IONQ)$  $D-Wave Quantum Inc.(QBTS)$  $Rigetti Computing(RGTI)$ still reeling from the painful drop from $12 to $7. But at least it is recovering well.  IONQ is the worst performing of all. it Sold off some much shares at market price. huge dilution.  Lost a huge %. Luckily bought small to pay with. I like this article. Few bad things about IONQ - they changed CEO, meaning lack of leadership vision and continuity. Secondly, the sale at open market is just bad business acumen. They could have adopted

Intermittent fasting, eating only 2 meals between 11am to 7pm. Good for health too. Cook 3 scrambled egg for the first meal and instant coffee. About $2. 2nd meal, eat food court rice, tofu and cabbage. $4. Still have $4 left for in between black coffee at food court. Suggestion to camp in library is a fantastic idea.

$Redfin Corp(RDFN)$ lost 11% within hours. Thought that being bought up by Rocket would be fantastic news