alexliam
alexliam
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avataralexliam
2025-12-17
$NVIDIA(NVDA)$  Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow Goldman Sachs Asset Management https://tigr.link/s/70D6i2M
avataralexliam
01-25 10:57
Microsoft is substantially undervalued after their dip over the past few months, considerable upside at current pricing for sure
Earning Preview: Microsoft Q2 Growth Hinges on AI and Cloud Uptake
$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!
avataralexliam
01-25 09:33
Remaining bullish on Apple! Steady fundamentals and consistently good results
Earning Preview: Apple Revenue Expected To Rise By Double Digits, Institutions Skew Bullish On Margin Resilience
avataralexliam
2025-12-23
$NVIDIA(NVDA)$  Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an u
avataralexliam
2025-12-10
As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.
ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say
avataralexliam
2025-12-30
$NVIDIA(NVDA)$  BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr
avataralexliam
2025-12-25
I think the surge is just beginning for semis like Nvidia! It's been volatile for the past month but it will not stop the inevitable surge.
The New Year Could Bring Massive Upside for These Semiconductor Stocks
avataralexliam
2025-12-06
$NVIDIA(NVDA)$  https://www.fool.com/investing/2025/12/05/prediction-nvidia-will-become-a-10-trillion-compan/
avataralexliam
2025-12-12
Best news of the day!
Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say
avataralexliam
2025-12-30
Yes, yesterday was a blip. The gold bull run is not yet done
Gold Bounces Back From Two-Week Low, Silver Recovers
avataralexliam
2025-12-25
More good news for Nvidia!
Nvidia, Groq Strike AI Tech Licensing Deal -- Barrons.com
avataralexliam
2025-12-09
Finally!
Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says
avataralexliam
2025-11-22
$NVIDIA(NVDA)$  https://www.reuters.com/business/feds-jefferson-ai-related-stock-gains-unlikely-be-dot-com-boom-replay-2025-11-21/
avataralexliam
2025-11-26
Great article, would you like to share it?
Nvidia Says Its GPUs Are a "Generation Ahead" of Google's AI Chips
avataralexliam
2025-11-18
Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.
avataralexliam
2025-12-19
Reading this just warms my heart. Nvidia has opened the door to a golden age!
Nvidia Stock Rises. The Road to Sales in China Opens Up
avataralexliam
2025-12-19
This is fantastic news for Nvidia!
US Launches Review of Advanced Nvidia AI Chip Sales to China, Sources Say
avataralexliam
2025-12-18
I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!
avataralexliam
2025-11-23
I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.

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