$DBS Group Holdings(D05.SI)$   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

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

$NVIDIA Corp(NVDA)$   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.

$NVIDIA Corp(NVDA)$     Let's talk about Nvidia The Good Stuff: Demand: Nvidia is basically the king of AI chips. Everyone wants them, so there is a huge demand   Growth potential: AI is still in its early days, so there's a ton of room for Nvidia to grow. Innovation: They keep coming up with new stuff, which keeps them ahead of the game. The Not-So-Good Stuff: Pricey: The stock has gotten pretty expensive. Some folks think it's overvalued. Economy might slow down: If the economy takes a hit, people might spend less on tech stuff, including AI. Competition: While they're leading the pack now, other chip makers are trying to catch up. So, what should you do? Honestly, it depends on your risk tolerance a

$NVIDIA Corp(NVDA)$   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?

$NVIDIA Corp(NVDA)$   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.

$Apple(AAPL)$   Apple has undoubtedly invested heavily in AI, but is it a game-changer or a costly distraction? While the promise of AI-infused products is enticing, the reality of seamless integration remains elusive. Can Apple deliver on the hype without compromising the core iPhone experience? With the iPhone 16 rumored to be a significant leap in AI capabilities, is it reasonable to expect a slowdown in iPhone 15 sales? Will consumers be willing to pay a premium for AI features that may still be in their infancy? Investors should carefully consider whether Apple's AI-focused strategy is a sound long-term bet or a potential risk to its bottom line. As the tech giant navigates this uncharted territory, it's e

$Apple(AAPL)$  When everyone's feeling optimistic and buying like crazy, stock prices can become inflated. This can be a sign that the market is overheated, and you might be buying an investment for more than it's actually worth. Be cautious when the market is doing well and everyone's feeling optimistic. Don’t get sexed up and swept up in the hype of a hot market.

$Apple(AAPL)$   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

$Apple(AAPL)$   Weaker-than-expected earnings on August 1st are likely for Apple, driven by delayed consumer purchases due to iPhone 16 anticipation and slow Vision Pro X adoption.

$Apple(AAPL)$   Arguments against Apple stock in 2024 include its overvaluation despite underperformance. Apple's revenue growth has stagnated, with a notable sales decline in 2023, the first since 2019. Intense competition, particularly from Huawei in China, is eroding Apple's market position.  Furthermore, Apple's recent AI initiatives are seen as reactive rather than innovative. These factors suggest that the current high valuation of Apple stock is not justified by its recent performance or competitive standing. Additionally, Apple faces legal and regulatory challenges. The U.S. Department of Justice has filed an antitrust lawsuit against Apple, which could lead to significant penalties and increased s

$(AAPL)$  due to the cyclical nature of Apple 1. Discretionary Spending: Apple products, particularly iPhones and iPads, are seen as discretionary purchases. Consumers are more likely to buy these items when the economy is strong and feeling flush with cash. During economic downturns, people tend to tighten their belts and prioritize essential goods over new gadgets. 2. Product Upgrade Cycle: Apple relies heavily on releasing new versions of its flagship products to drive sales. This creates a cyclical pattern where sales surge after a major release, then taper off until the next upgrade. For instance, iPhone sales might be phenomenal after a major redesign, but then level off until the next significant update. http

$(XPEV)$   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

$(AAPL)$   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.