@Kaixiang:$AMD(AMD)$  - Investing in the future 1. PC Market Sustained by Enterprise DemandOne may argue that there us a foreseeable dent in the performance for semiconductor companies due to a softening demand in consumer markets. This is corroborated by the global drop in PC shipments in 2022 so far. However, the recent earnings by Microsoft have shown that enterprise demand remains resilient, whichwill help sustain the overall PC market demand. 2. Accelerating Demand for Data CentreThe Covid-19 pandemic has accelerated digital transformation for most enterprises as they migrate to cloud hosting/services. With the burgeoning demand for cloud adoption, there will be robust growth in the data centre chips, w

@Kaixiang:Marina Bay Sands (MBS) is definitely one of the most iconic landmarks / recognisable skyscrapers for Singapore. The enticing panoramic view ofthe skyline and plethora of shopping/dining options make it exceptionally attractive for both locals and tourists [Grin] @Venus_M @DiAngel @RDPD富爸穷爸 @MHh @pete13 @HelenJanet @SPOT_ON @Bonta @Boo2020 @koolgal @Big Cat @Bellabing @EKT @SR050321 @VivianChua @Wayneqq @wywy @WYCKOFFPRO @Jaydenkho @Furore @AliceSam @TinyTiger

@Kaixiang:Year of Rollercoaster with Opportunities AheadIt has been a highly volatile first half for many investors out there, and many will agree “rollercoaster” is an apt description for the equities market. To sum it up, the half-year performance can be perceived in many ways: “catastrophic”, “volatile” or “depressing”. My portfolio is down by over 15%, with $NVIDIA Corp(NVDA)$ taking the biggest hit as investors are concerned about the prospects of growth stocks. I am invested in both US and SG market, with my portfolio diversified over technology, infrastructure, transportation, consumables etc.Madness of Mobs in this VolatilityWith the ongoing geopolitical conflict, persistently high inflation at historical highs hitting all facets of daily life,

@Kaixiang:$Apple(AAPL)$has undisputedly one of the most valuable branding and strongest economicmoat out there. Let's also not forget its large base of loyal supporters globally. Apple is currently near the support price and if it can sustain given the current volatility, I might consider adding more positions. Else, I willload up in tranches at the next level around $120, followed by $105 etc. I have confidence that Apple will thrive in the long term as it continues to innovate. The recent BNPL offering is a good testament of Apple strengthening its ecosystem and flexing its financial muscles. 

@Kaixiang:Inflation is rampant globally, and unfortunately no longer transitory as Fed had framed it a few months ago. Rising prices are so prevalent these days, from daily essentials such as food to petrol prices. Headlines of US inflation hitting 40-year high are plastered all over media, and the same problem is happening right here in the tiny red dot, i.e. Singapore. Our core inflation has risen to a 10-year high of 2.9% year-on-year, albeitit being far lesser than US' 8.6%. 1. Food prices at our local hawker centres and restaurant have spiked, and recently aggravated with the restriction in chicken export from Malaysia (thankfully that has been partly relaxedand we still get to have our hainanese chickenrice). 2. Petrol prices have also hit a record high, with the highest grade above $4/li

@Kaixiang:Choosing Tiger Brokers is a straightaway and easy decision. In fact, it is one of the best decisions in my investment journey. The Tiger Brokers app has subconsciously become one of the indispensable apps in my daily life. The reason is simple - it has transcended as the best investment platforms out there and evolved to be a community where like-minded individuals come together and share their ideas. Many would agree that the following features are what makes Tiger Brokers their number 1 choice: 1. Low and affordable commissions and fees -it is clear that Tiger Brokers offers one of the most competitive rates with no custodian fees. Investing has never been so affordable. 2. User friendly interface (on both mobile

@Kaixiang:Despite the recent massive tech sell-off, my conviction for $Microsoft(MSFT)$remains unwavered. Microsoft's recent Q3 earnings in late April was stellar and proved that it is not just a leader,but a dominant one as it continues to innovate. Key highlights of the earnings are as follow:· Revenue was $49.4 billion and increased 18% YoY· Operating income was $20.4 billion and increased YoY· Net income was $16.7 billion and increased 8% YoY· EPS was $2.22 and increased 9% YoYMost notably, its revenue in Intelligent Cloud was up 26%, of which Azure cloud services clocked a revenue growth of over 46%. With most companies adopting a cloud-first for scalability and flexibility, demand for Microsoft's Azure will remain robust as it continues

@Kaixiang:One company with high ROIC over the last few years (apart from 2020) is $Starbucks(SBUX)$Starbucks is a renowned global brand with more than 30,000 stores worldwide. Its addicting products combined with a well-respected brand has allowed its coffee to be sold at premium prices and generate recurring business from its base of loyal customers. Let's also not forget that Starbucks loyalty program encourages customers to load and spend via the Starbucks Card - Starbucks actually holds more cash than many banks in the US!ROIC for Starbucks ranges from 35% to 47% in years 2015 to 2021, with the exception of 2020 when it dropped below 15% due to globallockdowns in response to the Covid-19 pandemic. With the reopening of the economies and countries moving

@Kaixiang:The simplest approach is to have a diversifed portfolio. For most retail investors, the term "diversification" may sound complex or even daunting. The key essence for diversification is not about having the full range of products, but ratherhaving enough variety that can help your portfolio thrive in any economic condition. It is common for most investors to choose only the "sexy" and popular technology companies, and value or defensive stocks are often perceived as "boring" and offer low returns. However, one must be cognizant that differentstocks perform differently in each stage of theeconomic cycle. For example, tech stocks perform well in a booming economy, defensive stocks act as a buffer in a recessionary environment and companies with strong pricing power thrive in t

@Kaixiang:The rising inflation, potentially larger rate hikes, inverted yield curves as signs of impending recession have spooked immense fear in many investors. In times of such volatility, it is of paramount importance that investors are vested in fundamentally strong companies with pricing power. For example, $Coca-Cola(KO)$,$NVIDIA Corp(NVDA)$, $ASML Holding NV(ASML)$, Procter & Gamble, MicrosoftThe rising costs, exacerbated by the supply chain issues, increasing wages, geopolitical conflict, will put intense pressure on companies' ability to maintain the profitability. This is a major concern as the valuation of most US stocks are still rela

@Kaixiang:Cybersecurity is definitely one focus area, not just because of the Russia-Ukraine conflict but for many years to come. Organisations have been increasing their cybersecurity spendingas cloud computing and remote working became essential. As a result, demand for better security in this new digital era is stronger than ever. Furthermore, cybercrime is becoming more rampant these days and companies do not wish to be a victim of data breaches (whether IPs or personal data)There are multiple facets to cybersecurity, andbelow are some of the notable names in this fast-growing industry: 1. $CrowdStrike Holdings, Inc.(CRWD)$- leader in end-point security, providing protection for devices such as laptops, PCs and servers. Its soft

@Kaixiang:The implementation of the new Vaccinated Travel Framework, otherwise known as reopening, is a positive catalyst for $SINGAPORE AIRLINES LTD(C6L.SI)$. Target price may be in the range of $5.80-$6. Looking at pre-pandemic levels, SIA share price has been on a downtrend, having averagedaround $8.50-$9 in the year prior to the Covid-19 breakout. The intense competition from budget airlines, coupled with the constant price war from other regular airlines, put great pressure on SIA's share price. Before one gets overly optimistic on the magnitude of VTF on SIA's near-term prospects, it is imperative to look at some key aspects driving share prices: revenue, cost, profitRevenue - SIA has shown that passenger capacity

@Kaixiang:With news of Chinese tech stocks rocketing over 30% splashed across virtually all headlines, it is human tendency to believe that the worst is over when the market has been shrouded in such intensive negativity over the last few weeks.  Most people would perceive such price spikes as signs or even start of a reversal, especially when the Chinese tech stocks are clearly oversold. However, it is imperative to ask ourselves - Have the key risks really been mitigated?   It is comforting to most investors that China has openly declared a much more cooperative stance compared to the past. However, whether the Chinese government can fully address US concerns are yet to be determined, not forgetting that China's stance towards the Ru

@Kaixiang:The recent plunge in Chinese tech giants, growing regulatory scrutiny, geopolitical tensions,slowing economic growth and not forgetting impending rate hikes have raised tremendous doubts in the investment value of these companies. It is imperative to note that as investors, we need to look at the longer horizon and not get distracted over the short term volality. While there's increasing regulatory scrutiny in China, these regulations aren't necessarily evilas they set clear set guidelines for the Chinese companies to follow in the long run. From a growth perspective, China has a large domestic market and some of these tech giants been actively venturing overseas. For example, $Alibaba(B