$NVIDIA(NVDA)$  I am an eternal optimist on this counter. It will be interesting to see how the deepseek news has impacted it so far. I have seen NVDA breach 150 levels and then trace back soon after. So, if it crosses 150 again, I plan to book profits to reenter on a dip in some time. 

I have built my Singapore portfolio based only on the basis of blue-chip stocks- especially DBS, OCBC, UOB, Singtel & Singapore Airlines. All the banks have done excellently while the others are a bit disappointing considering their potential. 

$Tesla Motors(TSLA)$  I think it is time Tesla is not judged based on short term price movements. It has grown beyond short term targets & sentimenta. But it is time it increases its market footprint and has alternatives for manufacturing also outside of china to derisk.

$Tesla Motors(TSLA)$  the recent upgrade to buy is a welcome relief. Tesla is too big a brand to be down for prolonged periods and requiring Elon's association with Trump administration to boost its value. Hoping it will regain the $400+ mark soon and sustain the same for longer.

I closed $SUPER MICRO COMPUTER INC(SMCI)$  ,Basically a swing trade to leverage on the sharp moves - bought at 37 and sold at 43.

$Tesla Motors(TSLA)$  will it go below $300? How much I wish we knew the answer! I have started adding on the dip and in case it does go near 300 I would add some more. But I do feel the ride up is unlikely to be very soon unless the tariff war started by US is cooled down. 

$Tesla Motors(TSLA)$  I do see Tesla going sub $350 due to its own recent performance and also due to the potential tariff and overall international climate.

I am surely bullish on Nvidia with a high target of around $140 - 145. Given that it fell down to $115 recently, I think, $150 is a stretch needing a leap of faith.

I opened $Advanced Micro Devices(AMD)$  ,While I have trust (or hope) on this counter's long term potential, its continuous fall of late, has made me wonder if it has started to resemble a gamble more than an educated trading bet. All said and done, I am trying to average down the holding price whenever possible in the hope of a rise in a couple of quarters. I will reassess this counter around June 2025 end to decide whether to continue or hold. 

I opened $Tesla Motors(TSLA)$  ,Buying the dip

Fiven that lanterns carry the hot flame within but still give out light to the world and add colour and happiness to everyone: they are definitely focused, pensive and WISE. An emoji like that of a glowing Buddha would be apt.

I opened $Alphabet(GOOG)$  ,Buying the dip

There could be a short term slump for a long term recovery.  I feel Trump should temper down his moves rather than go all out to even get acceptability back home too.

Warren Buffett reputedly one said that it's wise for investors "to be fearful when others are greedy and to be greedy only when others are fearful". With that logic I do feel now is the time to buy Nvidia for the long term.

I closed 250.0 share(s) $Palantir Technologies Inc.(PLTR)$  ,Booking profit to reenter at potentially lower levels.

I opened $Palantir Technologies Inc.(PLTR)$  ,I'd booked profit on this counter at $85. Trying to keep adding in small tranches to rebuild the holding at a lower price as I see potential in this counter.

I opened $T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$  ,Trying to leverage, in small tranches, the present correction in Nvidia prices as I see an opportunity here for the long term.

What I write below is purely my own thinking & not necessarily applicable to others. I think, compared to my overall  portfolio, I have a sizeable investment in NVDA directly. Of course, I believe Nvidia has immense potential at this price and at 120 levels would be a good point to add. However, I would prefer to add NVDX (rather than NVDA ) now as it could potentially provide an accelerated growth trajectory. I need to be extra careful to weigh the risk & reward ratio here owing to the intrinsic leverage built into NVDX. 

I opened $Micron Technology(MU)$  ,Take a look at the latest order I posted！

This deepseek is a disruptor for sure. But it's not a doomsday event. Personally I think the scene now is something like what 8t was when xiaomi first entered the market as a competitor to iPhone at around 30% its price. But now it is as expensive and also pushes ads on even their premium phones now. And Apple & Samsung still hold forth. Perhaps this is how the AI scene would unfold in the future too with the likes of Nvidia, Micron, Palantir etc. having their own share.