$Tesla Motors(TSLA)$ of course Trump will help out his buddy Elon. After the Tesla commercial he staged at the White House I wouldn't expect anything different. [Facepalm]
$Broadcom(AVGO)$ Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.
$NVIDIA Corp(NVDA)$ This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for $NVIDIA Corp(NVDA)$ stock... [Miser]
Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'
single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. $ocbc bank(O39.SI)$ $DBS Group Holdings(D05.SI)$ $UOB(U11.SI)$
@Emotional Investor:$Palantir Technologies Inc.(PLTR)$ yet one more example of a total market overreaction. The reality is that pltr will SAVE the government money with its software, why would you dump a product that will reduce your spending in the medium term? Wake up and smell the coffee! This is just another $NVIDIA(NVDA)$ another opportunity to take advantage of market stupidity. As retail investors we all need to realise it when hedge fund market manipulators use fear to drive the market down so they can pick up stocks cheap
$Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ The Mag 7 now represent almost 35% of the S&P 500, and they matter far more than staples stocks. Let’s hope their underperformance isn’t the start of a similar period of decline.
@Ultrahisham:Is It Time for AMD to Rise? For years, Advanced Micro Devices (AMD) has been a well-known player in the semiconductor and computing world, but its journey has been anything but smooth. After facing significant struggles against its primary rival, Intel, for much of the early 2000s and even through the 2010s, AMD found itself on the brink of irrelevance in the tech world. However, in recent years, AMD has begun to rise from the ashes, and many believe its time to shine may be now. Let’s take a closer look at AMD’s past struggles, its recent comeback, and whether it’s positioned to continue its rise in the highly competitive world of technology. A Rocky Journey: AMD’s Struggles in the Past In the early 2000s, AMD gained ground against Intel with its successful Athlon and Opteron series. Its