$NVIDIA Corp(NVDA)$   I have entered a small position last night as I think the share price is severely oversold and represents a good buying opportunity. the question to hold long term is more of whether it is a fair company at wonderful price or a wonderful company at a fair price . Here to hold for at least a week and see how the stock movement goes .

$IFAST(AIY.SI)$  Results are coming out tonight and market have priced in good results (edit : 25 Oct instead !). The question now is not whether the results are good compared to previous year but rather how good the results are . The PE ratio is crazy high which implies a high peg but sometimes I wonder if the price is too high. Am scared to average up my holdings. Vested in for a long time and this stock will be a mult bagger in years to come 

$IFAST(AIY.SI)$  Ifast is reporting its results on 25 July and while the market seems to be pricing in a normal set of results . While the results will be better than last quarter ; we have to ask ourselves if 55 Pe TTM is a high price to pay for such a company.  In the meantime ; I will still continue to hold my positions in the company and will add more shares as and when when the price is showing weakness .

$Upstart Holdings, Inc.(UPST)$ Not too sure why it went up considering the results are mediocre , hope to get rid of it as I have been bag holding it since 155+ usd per share 

$Grab Holdings(GRAB)$  Share price increased 15% in 1 month with no noticeable news around . Noted that the price of the stock is still below the SPAC price when it was first listed . Market could be pricing in good results when results are out early next month.  Going to average down my position the moment I have spare cash as the share price is pivoting to an upward trend . this is a Long term position as the company I believe will be profitable not just on a adjusted ebitda basis but also all the way down till NPAT line 

$IFAST(AIY.SI)$  To continue holding !

$BB 20241011 2.5 CALL$ Closed my call to earn some coffee money and roll the call to the next 2 week . The amount may not be so much but it is enough to pay for one week of my daily coffee at work . Covered calls are a good way to earn some side income on shares that you are stuck in. In the meantime , the IV of the shares has been reduced which means that premiums on the options are not so high. Will continue rolling the covered calls on partial holdings of blackberry .

$JAPAN FOODS HOLDING LTD.(5OI.SI)$ Expect better net profit for the future period as they are pivoting towards halal segment . Net cash company that is not heavily affected by rising interest rates 

$Garmin(GRMN)$  Garmin is reporting its earnings at the end of the month. Am excited for its results as I love their products .  Will be adding more when announcement is up it is currently near the all time high and I expect the price to break all time high this year .

$CBHB(09668)$ Just to try , break 1.96

$Illinois Tool(ITW)$ itw reports its results today! And though I hold a small position in it , I believe that the price will decrease due to weakening economic outlook. In the meantime , the company has very strong cash flow and has been constantly increasing their dividend for the last 25 years . I hope the price will dip for me to scoop up some shares at cheap price

$IFAST(AIY.SI)$ Sell or hold ?

$Vici Properties(VICI)$ I am keen to initiate a position in Vici properties for the following reasons . 1. Trading at an attractive 13x price to AFFO . 2. Attractive 3.7% yield post withholding tax  3. Properties all have long leases which makes income predictable  4. US interest rate forecasted to go lower and with it , AFFO Will increase 

$SPDR Portfolio S&P 500 ETF(SPLG)$ the s and 500 has rallied up since the drop last week. The question now is how long will this current rally last ? Given the fact that interest rate is now going to be reduced in the future and that the us economy is not doing so well . I forsee the rally will be ongoing all the way till Christmas And this is a good time to purchase some spy for the long term. Will hold this etf for the next few years and see the returns on this 

There can be only one which is$IFAST(AIY.SI)$   As long as the company keeps growing it's AUM, revenue will increase .. as the company is based on software to maintain its system, an increase in revenue will have a less than proportionate increase in costs.  besides being a traditional stock and unit trust brokerage company , it also has a UK banking arm which should be profitable in the coming years . Bear in mind that ifast is moving towards more like a bank as shown when they tried to bid for a digital banking license in Singapore . 

$ocbc bank(O39.SI)$  Reporting its results on the 2nd of August . While the price has risen a lot in the last few months , it took an approximate 4% decrease in share price over the last few sessions.  While it is expected to report a good profit and maintain the same dividend of 0.42 , the question is how good will it perform.  I might add a little more if the price remain as it is now 

$IFAST CORPORATION LTD.(AIY.SI)$ For the long term 

$BB 20240927 2.5 CALL$ Closed out my covered call on high IV but still losing money on the underlying shares . I kind of like blackberry breaking even this quarter , but I hope they will go on to achieve profitability . In the meantime , will roll the covered call to the next week .

$IFAST CORPORATION LTD.(AIY.SI)$ Buy sell or hold 

$BB 20231229 3.5 PUT$ Time to liquidate