With talks of interest rates possibly heading south, REITs are starting to look pretty good again. Lower rates mean cheaper borrowing costs for these guys, which can boost their profits and those sweet dividend payouts. Plus, property values tend to rise when rates drop, so that's another potential win. Data center REITs are especially hot right now. The cloud ain't going anywhere, and these guys own the buildings that make it all happen. It's a pretty solid long-term play, especially if rates start to cool down. Of course, not all REITs are created equal. Location, quality of properties, and management skills still matter. Anyone else excited about the potential of REITs, especially data center ones, in this changing interest rate environment$Kepp

$Apple(AAPL)$   As of 2024-07-15, the Fair Value of Apple Inc (AAPL) is 84.1 USD. This value is based on the Peter Lynch's Fair Value formula. With the current market price of 230.54 USD, the upside of Apple Inc is -63.5%. https://valueinvesting.io/AAPL/valuation/fair-value#:~:text=As%20of%202024%2D07%2D15,Apple%20Inc%20is%20%2D63.5%25. With that, the Peter Lynch Fair Value formula suggests AAPL might be overvalued. This formula estimates a stock's fair price by multiplying its earnings by its long-term earnings growth rate.  With the current market price significantly higher than the estimated fair value, there's a potential for the stock price to decline in the future to reach its intrinsic value. Slowin

$(AAPL)$   Investors hoping for Apple to expand into financial services might be disappointed by the decision to scrap their in-house program. This could be seen as a missed opportunity or a lack of confidence in Apple's ability to compete in the financial sector. How will these installment plans compare to Apple Pay Later? What are the fees and limitations? Without details, the overall impact on Apple remains uncertain. China has been a huge growth engine for Apple, but recent sales figures there have been disappointing. A decline in iPhone market share, possibly due to competition from Samsung or other factors, is unnerving some investors and contributing to the bearish sentiment surrounding Apple. 

$(XPEV)$   China's electric vehicle (EV) market is about to rev its engine, and Xpeng is in the pole position. Imagine zipping around China in a sleek, electric Xpeng - that future is closer than you think, and the company has tons of room to grow. But Xpeng isn't just about one type of driver. They're launching a whole new brand called "Mona" with a focus on smaller, super-affordable electric cars. Think everyday driver, not just tech millionaires. Here's the real kicker: Mona's teaming up with Didi, China's ride-hailing giant. That's a massive potential customer base for Mona, plus Didi's expertise in getting people around could make Mona a game-changer. The first Mona car, the M03, is rumored to be packed wit

$NVIDIA Corp(NVDA)$   Expecting some solid numbers this comping Aug 2024   With the insane hype around AI applications like generative AI, large language models, and AI-driven supercomputing, it seems like Nvidia is perfectly positioned to capitalize on this growing demand. The recent buzz around AI and their dominant position in the GPU market has me pretty optimistic.

$DBS Group Holdings(D05.SI)$   The impending retirement of Piyush Gupta, a pivotal figure in DBS' transformation, is undoubtedly a significant development. His leadership has been instrumental in the bank's ascent to a regional powerhouse. While the news may initially induce market volatility, DBS' proactive succession planning and deep bench of talent mitigate concerns about a leadership vacuum. The bank's ability to maintain its strategic trajectory and deliver consistent financial performance will be crucial in determining the long-term impact on the stock price. It will be essential to monitor the transition closely and assess the new leadership's ability to uphold DBS' strong track record. What are your v

$NVIDIA Corp(NVDA)$   Demand$NVIDIA Corp(NVDA)$  for high-performance computing is increasing and this benefits Nvidia's data center business. Moreover, Nvidia's involvement in autonomous vehicles could be a significant growth driver in the future. Early-stage AI promises rapid, explosive growth for investors.

$NVIDIA Corp(NVDA)$   NVDA has had a wild ride lately. I managed to average down to $105/share during the dip, betting on the long-term potential of AI driving the stock higher. While Nvidia's dominance in the AI chip market is undeniable, the valuation has been stretched. This pullback offers a chance to re-evaluate the risk-reward. I'm keeping a close eye on: Valuation multiples: How does the current P/E and forward P/E compare to historical averages and tech peers? AI market growth: Can Nvidia sustain its growth rate as competition heats up? Macroeconomic factors: How will rising interest rates and potential recession impact tech stocks?