LucasOng
LucasOng
No personal profile
32Follow
33Followers
1Topic
0Badge
First we need to understand what course the drop? Is it market fundamentals or it is just market sentiment? The companies are still the companies a week ago before mid term. Earnings are still strong. Profit is the key decision to investment
Market just trying to flush out the weak hand using a reason such a mid term result. The hyperscaler are still the same company a week ago before midterm. Earnings show otherwise. Diamond hand and buy the dip guys
D, need a stronger valuation thesis to back the current value. Otherwise is hard to support a buy decision!
$Alphabet(GOOG)$  consistently adding into a good company. As long as the company has strong moat, your average cost can still be low even with a big dip. Just have to be consistent and have strong conviction of the company. Buy the dip
D - alphabet. Spending is required before earning. I on towards capex spending in AI will provide roi to the company. Go go go
$Vanguard S&P 500 ETF(VOO)$ important to have a Diversification Position in your portfolio. Even though there might be single position that drop significantly due to market conditions. DCA into a diversified etf like voo support your portfolio generally
Thanks for sharing. Tech sell down cause market panic. Maybe time to deploy your war chest to buy the dip????
Thanks for sharing. Gold and silver ( precious metals) are always a good diversification product that is helpful in your portfolio.
Amzn strong moat. Unless their moat weaken, any dip is a good opportunity to add more to your portfolio
I think the new Ireland etf xus is a good initiative. Investing in sgd for long term growth instead of overseas exchange
Claude seems to be ahead in the AI space. But all the capex need to turn into revenue and in turn profit. Otherwise, it will just feel like a bubble. Let’s see how things turn out after the IPO.
iPhone duo, finally a product that is different from the existing past few model. I believe aapl will up till all time high as long as they continue to innovate.
I personally think that ai capex is dangerous if it does not show results in the near term. Is history going to repeat itself from the dot.com?
Good quality companies will bring higher share price. $Apple(AAPL)$ $Alphabet(GOOG)$
Next 30 days I will think mircon will do really wel

Go to Tiger App to see more news