$CapLand IntCom T(C38U.SI)$  on the retail sector 

I see the Monday style sell off as both a correction and reaction to refreshed fears of the us-Iran war continuation. To be fair, the rapid rise of AI stocks and memory stocks this year has left many wondering how long and how much can this bull run continue. It is not surprising that every now and then many would take profit first. It is first necessary to survive first before profits can be made. It is always good not to be too greedy. Where the AI stocks are concerned, I don’t think it has reached the bubble stage but it is mostly driven by an imbalance of supply and demand and some of the potential has not been realised yet. It is important to reassess in 1-2 years whether the potential still exist. If not, the possibility of a bubble is real. I think we might be near the top of the bu

Definitely not buying on day 1. There is too much hype and euphoria for safe investment. Even swing trading is risky as many might have already taken profit. Once the emotions die down, I think many will realise that SpaceX hasn’t delivered anything that it has promised. There isn’t even a prototype yet the cash burn is at crazy amounts. How long and how much can SpaceX burn? Reality check will eventually come in the next 1-2 years. I think it will go back to more accurately reflect what the company is worth or more like what spacelink is worth. It will be less than $80 and possibly be only around $60-70, depending also if there is panic selling or selling by disillusioned retail investors who decide that the opportunity cost of putting their money with SpaceX can be better offset by buy

I am bearish on SpaceX’s current valuations. It is quite an insane bet that any company that compound revenue at almost 50% annually for the next 10 years. That is asking for 10 years of consistent outsized performance. In the longer term, I do believe that SpaceX might be able to pull off its space data centre but it is still speculative at this point in time as nothing has been demonstrated yet, not even a prototype is available. Sending rockets and satellites are not quite the same as the picture painted by Elon. I think this is the most expensive leap of faith that the Wall Street has taken and most are forced to take it as the various index fund managers buy it. This feels like FOMO where many buy the latest hype of town. I think the next one year will give clarity. There is no ne

$UnitedHealth(UNH)$ bullish as funds rotate into a resilient sector 

I think bitcoin’s new low merely reflects the movement of funds to other areas like AI, aerospace and resilience areas such as healthcare. There is no reason to put money in bitcoin and other cryptocurrencies when in the near term there are clear stocks that can almost guarantee good returns for the next 1-2 years. With the US market being resilient, I think market fears rate hikes which would impact tech and AI stocks. Market has pulled back slightly on Friday in a knee jerk reaction. Market taking a breather now is also expected as the rise this year has already cause many of the indices to hit 52 week highs. I think the market has mostly priced in the oil prices and potential of inflation being sticky but market always reacts to the potential for rate hikes. As long as there is no s

Definitely won’t get on board next week. The cash burn is scary. The storyline is great but sounds close to fantasy. Humans on mars? Scientists have not even found water that is essential for life and only selected fit astronauts go there. I think it will take a good number of years before even humans can go there for a tour and this will be limited to the few rich ones- how to rapidly turn profitable? How to support a lunar factory unless it is not manned by any humans or water is transported to mars too which is costly. AI data centres in orbit sounds maybe like a more feasible short term goal. Otherwise this stock sounds like for anyone who is willing to pay a part of Elon’s dream which can be very speculative. I prefer to await for better clarity on its prospects and potential for real

$Vanguard Total Stock Market ETF(VTI)$  a less volatile option

I don’t believe in Musk’s ultimate civilisation story. Scientists have yet to find water on mars to suggest that life can even be sustained on mars. A tour to mars for a few hours perhaps but I don’t think civilisation is scientifically viable at this point. So I definitely do not think this vision is worth paying for and there is already much hype to it that it is crazy expensive now. I consider this for speculation and not as an investment. Musk is visionary and he is capable of execution as shown by Tesla. However, he is eccentric and I think it is futile to fight against the essential basics of living that has not been established yet. This eccentricity might work against him. So, for now, I prefer to stay away. @HelenJanet

I am invested in the chips but not the rest. Although storage still has a good and safe runway for at least the next 1-2 years, the run up has been rapid and I do not know how long this can sustain for or a crash might come soon as many one’s cash out. Or I would prefer to stay out of MU for safety. Data centres and power crunch that might come are still too early to ascertain the winners. Data centres take time to build and consume much energy and space. So, I think the upside can be limited. Potential sources of energy are plenty including nuclear and hydrogen, so it is still not clear to me which sources would prevail and with the limited cash that I have, I would like to have greater clarity before investing. It would be better to make less than to be a bag holder. Also, there are just

$VanEck Semiconductor ETF(SMH)$  for the long term 

$UnitedHealth(UNH)$  who doesn't need healthcare?

$Frencken(E28.SI)$  that it will continue to ride the AI wave!

The COE is insane but demand for a car will continue to drive this up. Personally, I don’t have a real need for a car and cannot justify spending so much money to buy an asset that depreciates immediately upon purchase. I will stick to my MRT. If necessary, the ride hailing services in Singapore is also convenient and competitive and all in, is still cheaper than getting a car. Also, it is better to be driven around than to drive my own car. I think byd has pretty much saturated its market share in China and has to look at Southeast Asia market to increase its market share. Indonesia looks like a promising market and is big enough. Also, EVs is a mature market in China unlike many of the Southeast Asia markets where there is still untapped market. For a premium market of $300k, I think

I think both will go up with more AI capex. The technology and use cases advance rapidly and all industries are FOMO and fear of being the laggard. AI promises productivity which means more output with less manpower. With agentic AI, more are looking to learning costly manpower or in industries where manpower is always a limit. In the short term, however, I think memory has a bigger upside. For years, many recognise CPU as being crucial but only recently that memory became talk of town and this creates awareness of demand being far greater than supply. This along with many rushing to buy the stocks create upward pressure. So I believe memory stocks will see the gains that CPU has 2-3 years ago. I think AMD’s fair value is probably another year 10-20% more as it is hard to have data centres

There must be something that the smart money knows. Not sure why Goldman is going against the general flow. As usual, the smart money manipulates the market and we never know if goldman is trying to trick retail investors to pour money into the stock market. I don’t dare to chase the highs at this current level. It looks over extended though valuation is near the past 5 years. Technology and AI has driven the gains. Considering that it is driven by specific sectors rather than market as a whole is concerning even with strong labour reports. AI and technology could go higher but I prefer to wait for pullbacks to give me bigger bang for my buck. There is no hurry to jump in with my investment horizon of at least 10 years. Rate cuts will likely fuel technology and AI stocks to rise but there

$Frencken(E28.SI)$  riding the AI wave!

Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. I have never held Nvidia as a lone stock as I believe this is a scene where no company

Definitely team alphabet and Amazon. The main driver for alphabet has always been its cloud. Add to that its successful AI venture with Gemini, it’s like having twin engines for growth. Microsoft is like its competitor on the same twin engines but yet to deliver its full potential. Amazon has ride well on its e-commerce and this is also expected to have increased demand. Compare this to meta which despite its heavy investment in AI, it has yet to yield the economic results that the market is looking for. I would wait for more clarity on the economic returns from all these AI investments before I would consider buying meta. There is no rush into buying the dip when there are many other better companies around that has more promising returns. However I won’t exit it as not all is lost yet. A