$NVIDIA(NVDA)$  fair price is 210 to 220 thereabouts. At 180, if you don't have any shares is a BUY. If you are holding and average cost is much lower, it's a HOLD. I would only add closer to 160. There's always stories threatening NVDA. But as of now, NVDA's eco system is a real moat and top dog. All these"bad" news will fade away with time.

this week market will chiong. don't panic and buy everything. buy the undervalued ones like AMZN and META.  AMD and GOOGL if got retracement, can also buy.

no HK/CHINA rally is not over but everyone's taking profit whenever there's a flush up. that's because everyone waited so long and losing patience with China/HK. I couldn't wait and sold BABA at almost break even. re invested in higher growth US stocks.  Another way to get income is to sell covered calls on your ChinaHK stocks when there's a flush up. 

$Meta Platforms, Inc.(META)$   If you are urgent, you can buy now If you have shares and are patient, can wait 605 monthly 20ma, or 577 weekly 100ma. Unless there are further bad news for META, I don't see META dropping further than that. This is a more than 1000 bucks stock by next year. The lowest PE and forward PE of the Mag 7.  It founder led, so Mark has skin in the game. He can be a little obsessive in his spending sometimes, but if you invest in META, you gotta trust the guy.  GOOGL is next best to META but has run up in valuation and is no longer as attractive as when it was 200 buck. Buy the dip for Google as well when the time comes. 

$Palantir Technologies Inc.(PLTR)$   After earnings, if Karp gives grand predictions and says he's gonna burn the short sellers, PLTR is going to the moon. 90 first, then 100 to 120. If earnings do not give good guidance or cannot match expectations, PLTR is going to 60 bucks. 60 bucks quite high for entry. I prefer 45.

Do. Or Do Not. There is No Try.  That's how Elon Musk approaches all his businesses, and none more so than his managing of Twitter 🐦 right now. For Elon's recent selling of Tesla shares, there might just be two reasons: 1. To pay a portion of $44 billion Twitter acquisition, or  2. To have cash for Twitter running costs in the near to middle term  First reason doesn't seem so, as Musk had already sold shares in Aug this year and explicitly mentioned it was to fund the acquisition. There was no further news that he needed more cash with loans secured. The second reason is more plausible. Revenue is forecasted to drop dramatically, as executives and advertisers flee Twitter. Elon said that the company might face bankruptcy next year, and that's why he

$SoFi Technologies Inc.(SOFI)$   This stock is bullish but I don't buy it. Got other more stable stocks in the finance sector like $MasterCard(MA)$  and $BlackRock(BLK)$   I'm not too sure about SOFI's economic moat. But it's going up up up for now.

$Tesla Motors(TSLA)$   It is bullish short term because the market is raising, but 7% yoy growth leaves much to be desired. That's not a growth stock. For Long term, if this growth carries on for a few quarters, the share price is going to fall.  Look at the forward PE ratio, and you see it's the same as $Palantir Technologies Inc.(PLTR)$  . Compare PLTR growth with Tesla, and you see a vast difference. Tesla stock price is raising on Hopium. They need to change that to reality. If Robocars and AI Robocops can come true... Skies the limit for Tesla.  If not, it's going to fall flat on the ground.

Eat, Pray, Trade. $Archer-Daniels Midland(ADM)$Eat - Everyday we eat. Food prices are skyrocketing. Time for some payback! Decide if it's worth "investing" in ADM. ADM produces, stores, processes and transports agriculture products. It is also a nutrition company - "Healthy Living!".  It is a jack-of-all-trades, go-to agricultural play.Pray - Tongue-in-cheek. In today's choppy/bear market, sometimes you can only PRAY for good news.  On a serious note, nothing to worry. Just hold. It will go up... eventually. [Happy]  Trade - This is not a long term hold.  Agriculture, like all commodities go through cycles. Current bull cycle still has some way to go.  Find a good entry price to trade this sto

$AMD(AMD)$   Long term bullish, short term unsure of market makers. We can push this down to 90 bucks before bringing back up to the 100+  With the demise of $Intel(INTC)$  AMD will continue to rise. Being in 2nd place to$NVIDIA(NVDA)$  is ok.. As long as market share grows. 

$Sea Ltd(SE)$   Aiyo not plunge lah... You check weekly 20 moving average. The drop went there and it's still respecting the moving average. Just a pullback for a breather. If next week, price start dropping down and close below the moving average, then you panic. If it bounces off the weekly moving averageat 170, it's possible to add. But don't add too mch. Price ran up a while already. I don't know anything about SEA fundamentals, only looking at technicals.

The Anticipation is Killing Me The last two days were green with $S&P 500(.SPX)$Bullishbouncing off key support 3900 like a trampoline. Not even a moment's hesitation before rallying again SPX? [Helpless] $NASDAQ(.IXIC)$followed suit, rebounding from similar support of ~11454. Looking at SPX, there's a high chance of the index ranging between support and resistance for the next two weeks till Fed announces Sep's rate hike.  75 basis points I presume? [Doubt] - SPX next resistance at 4108- NASDAQ next resistance at 12125SPX price-to-earnings is at 20x now (2nd plot). I take this as fair value in our current macro environment.Are bargain

$Taiwan Semiconductor Manufacturing(TSM)$   TSM will probably beat estimates, but the key is to give strong guidance. That's what everyone wants to hear. Hopium is addictive.  Like Star Wars, A new hope.

Right now, the most "powerful" man in America is not the US President Joe Biden, but is Jerome Powell, the Fed chairman.  Look at Joe Biden's mid term review in the first picture. It's 56% disapproval rating on his job performance. Luckily, he's not depending on this for his year end bonus.[LOL]  In contrast, when Powell speaks on inflation, interest rate hikes and economy, the stock market shudders in fear. Investors listen intently to his speech. Even people who don't invest, feel the weight of his rate hikes, as it influences borrowing costs and spending decisions of households and businesses.  Historically, after mid term election is over, the stock market rises and volatility drops.  The best result for the stock market happe

Putting numbers into perspective. Yes, everyone says doomsday is coming in the market. It's going to crash further.  But by how much? Let's see the NASDAQ. It closed 10575 last Fri. That's down ~34% from all time high of 16023.   Taking the resistance just before COVID and subsequent support of 9717 as the next major support, that's 8% down from current level (10575). If there's a black swan event that crashes the markets, I am taking 6843 (COVID bottom low) as the lowest low. That's 35% and 57% down from current and ATH NASDAQ levels, respectively. See plot and table for visualization. This means we are slightly more than halfway from my worst predicted drop. In other words, when buying NASDAQ index fund/etf at this level, there's a risk of 8-3

ETF is the safe and brainless way to invest. Safest ETF are the ones that track SPX index and Nasdaq. For e.g. $SPDR S&P 500 ETF Trust(SPY)$  and $Nasdaq 100 Trust(QQQ)$   The index always goes up long run. Underperforming stocks get replaced by new growth stocks. 100% win over 5 years. If you go for fanciful ETF, then no guarantee win. If you go for triple leveraged ETF, then can win big but must enter right time and sell right time. If not, lose bigger than normal ETF. If you want to beat the index, then buy strong growth stocks when they are depressed for no reason. That's where some homework is required on trading analysis

When the Going gets Tough, the Tough gets Going!-- The Going Gets Tough--On hindsight, it's pretty obvious why the markets are down.1. The $S&P 500(.SPX)$Bearishrally that started mid June was overextended and could not break 200 day moving average.2. When SPX was peaking, together with $NASDAQ(.IXIC)$, Jerome Powell had to talk that week. That created some uncertainty and caused the market to retrace, slightly. 3. If Powell's speech was dovish, we probably would have hovered at 4108 support for SPX. However, Powell's speech suggested at 75bp hike in Sep! This wasn't priced in by the markets and down we go to the 2nd support of 3900. We'll probably reach the support

tonight now... buy Google before it goes up. if I'm wrong and it drops after post market. don't worry can buy even more because it's undervalued. it's a win win situation

not much but good enough for me. hold the banks for good dividends and growth. DBS is solid.

Earnings season is coming!Although the big companies have not reported earnings, but make no mistake, its near.Some companies have reported earnings this week for e.g. $BlackBerry(BB)$ [Spurting]Nothing much to say about that [Blush] The expectations for S&P 500 Q3 22 earnings growth have dropped from 9.8% (predicted in June 22) to 3.2%. SPX Forward price to earnings (PE) ratio is expected to be 15.8x which is below the 5 year (18.6x) and 10 year (17x) PE.That looks pretty fair value, unless the forward earnings growth drops more moving forward.  From the plot, we see that forward PE drops all the down to 13-14x in a recession. This is due to share price plummeting.  Last few days, SPX was h