I find it interesting that whether the results were good or bad, most companies looked at declines in the market. Seems like the common denominator is capital expenditure, also the bigger companies wanting to dabble with AI face the issue of likely having too much orders that they cannot fulfill, or have to worry about the likely shortage of memory. 2026 seems like a year where investors don't just splash their cash, things are now proceeding with more caution [Thinking]

A. bullish Gold's reasons for its strong ascend is still around: mainly volatility, to be specific, the us president... If anything, I am of the view that the recent slide was an overreaction to the new fed pick.

Interesting that AMD dropped, despite decent results being announced. I guessed it gets compared to nvda, whether it wants to or not, and the most valuable company in the world puts anyone to shame. I do not believe that amd really looks at themselves to be an equal competitor to nvda though. They lack the first mover advantage, and are focusing on slightly different fields. I think amd could also look to consolidate the market for consumer facing products, specifically the pc parts where nvda looked dreadful as the days passed, before heavily pivoting towards AI. Amd could really anchor itself now and in the future as the brand that kept its focus and eke out a means of being a legitimate brand, even if the AI bubble pops.

It was a huge hit to the electric vehicles companies, with BYD leading the losses after car sales results were released. Moving forward, it would be safe to assume that ai and its adjacent stocks will be the darling and be favoured by investors. Whether it is producing hardware like chips, memory, or the final ai models itself, the hype will spillover from the west where some might find it easier to stomach parking money into smaller players.

$Apple(AAPL)$  How likely is the iphone fold coming out with the iphone 18 series? Is the market pricing aapl with that assumption? While I feel there was nothing wrong with the decision to have google's gemini be the partner for siri's ai functionalities (after all this application of ai, is likely a glorified personal assistant and it might be wise for apple to focus their time and money elsewhere), the market had to "punish" the lack of ai effort. After all apple is well known to do everything on their on, the phone's hardware, the ios software, then eventually all the motherboards for all their devices, so siri was expected to be heavily reworked, especially with apple's fame, in this ai forward era. But I cannot

AMD, SMCI, QCOM, ARM: all jump I don't think every company should really try to go all in on the ai hype... they are big names for a reason. If they choose to abandon what made them successful (like Qcom and their strength in the mobile phone industry), they are going to collapse spectacularly when the bubble bursts. Simply put, there really is nothing wrong with solidifying your base, and if you can properly branch out into the ai, then by all means, go for it. But if you have to cut off whatever you are doing well, in order to cash in on the hype (looking at tsla and their insistence on doing "ai" and trying con people into investing continually), then that is poor long term planning. I will be more than happy to invest in Qcom if they still place a heavy focus on their bread and butt

The slide of silver may look huge (biggest wipeout of market value in human history!), but it mostly just took away the gains from the month of January. It might have been worrying if it took us back to the value of say... June 2025, that would have everyone questioning why and re-evaluating what we truly knew. However wiping a month of gains is small matter, and easily explained by the market's overreaction to the new fed pick, Warsh. I still cannot come to terms with this hilarious situation. Everyone was worried that the us president would pick someone who is like putty, easily pressed into doing his bidding. Now an inflation hawk is picked, and he is someone who supposedly would not allow infringement of the fed's independence, then everyone decides that safe haven assets is no lo

There is absolutely no reason (in my mind) to not buy this dip. People who made money selling could pat themselves on the back, but honestly the market is overreacting. Firstly, gold, silver and other precious metals shot up simply because of the volatility that the usa president brought to the rest of the world. Any perceived slight and he threatens tariffs, be it on friends or foes. His new tactic is to threaten invasion, even more reason for safe haven assets to shine. Secondly, this is an obvious baseless meltdown because of the new fed pick, Warsh. Why is everyone so certain that he is indeed an inflation hawk (for perspective of people who don't keep up much, there is either someone who favours jobs growth or favours tackling inflation, which then affects whether the prefer to mainta

It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google

Got to watch $Tesla Motors(TSLA)$   So the announcement is that model s and x would be discontinued, which is fine in itself, maybe tesla would be more competitive by trimming the options and banking on 3 and y. However, I believe that trying to pivot to the optimus robot will likely be the first step to tesla's eventual irrelevance. Firstly, their cars is what commonfolk know them for, a robot might not be what the actual consumers want. Secondly, this almost feels like a gamble that by committing to it, there will be some hype, but it could just as likely fizzle out because of the impracticality (vs a car or the energy storage part of tsla). Lastly, the robot would simply not have the market dominanc

Seems like both MT were trying to pivot too, and I was surprised it looked so bad, their fundamentals look right though. There is still time to adjust to the lower interest rates, so that would be the easy lever to pull. It would also be wise to look to get ahead of their remaining tenancies and lock up the leases to calm the nerves of investors (I recall that one of the two had an average of less than 3 years which sounds shaky). It is also worrying that their DPUs are dropping, while in contrast OUE is going up. Undoubtedly, OUE emerged as the dark horse, +8.3% is impressive, totally unexpected.

If you could know their trades as they make it, then it would be good to follow, because it is obvious they are trading with information that only they have by being political big wigs. However all these declarations come out with some, and can only hint at certain trends, and therefore would be context to consider when making decisions. With regards to UNH, if more disclosures show these politicians disposing, then it would be conclusive evidence that the healthcare insurer is undergoing repricing where the current price would become the norm.

$NVIDIA(NVDA)$  nvda bulls rejoice! China has allowed a first batch of h200 chips into the country. This is a little surprising considering that some analysts thought China was squeezing nvda in a signal to the usa that they wanted more concessions, likely leveraging Mr. Trunp's April visit. It could be likely that the recent pentagon report that they are pivoting away from China as their main security priority, was enough to pacify president Xi.

Is this an official Tiger account? 🤔

I never found it realistic when people said there were profit taking happening and whether the gold rally was ending. How could it end, when the fundamental reason for the rally, the us president, is still out and about. Just recently, the slapping of 25% tariff on South Korea and the president's comment that usd has not fallen too much, has added more pressure on the greenback, causing it to slide to 4 year lows. These all add to gold's glitter, with us dollar no longer a safe asset to hold.

I don't think a new focus will appear, the headlines will still hover on rare earths and magnets, simply because China has a firm grip, and it is not easy for everyone else to ramp up production in the short term and maybe the medium term. The expertise required poses a challenge even if there are sites found to have good concentration of rare earths. Both the act to retrieve them, and not causing adverse environmental problems would be important things to balance.

How funny that pres. trump predicts interest rates to come down with a new fed chair... I am sure he will not put a lapdog there, and he will not instruct the new fed chair to have interest rates lowered. (sarcasm for those who don't recognise it) At least we know that there's lower interest rates on the horizon.

$UnitedHealth(UNH)$   this huge slide seems like a closing of the chapter, nearly reflecting the rally in 2025, on August 15. If normal sentiments ruled, I would have little faith in UNH really succeeding in their announced plans going forward. However in this situation, it would likely be worth looking at whether the ownership has any ties to the us president, which can give it a second wind. If so, suddenly an announcement could come that certain regulations would be put on hold and a rally would occur. Healthcare in the usa is bizarre to say the least, so I doubt insurers will be out of business. Maybe everyone will scale back on their expectations and the market will reprice itself and this will be the new norm.

Honestly considering how high it jumped, that was an anomaly, likely hinting that the rally will still continue. If anything, it seems like the world has fully bought into the idea that the turbulence will not go away quietly, especially with the us president wanting to stick his fingers in the pies of friends and foes alike. The trend of seeking refuge in precious metals will continue. I seriously worry for the industrial application side of silver, specifically for solar panels as there will be no suitable substitute, despite claims of looking for viable substitutes among common metals. Solar panel prices dropping over the years, has been a accelerant for a greener and more sustainable future, but is now threatened by the volatility of the world. How ironic that the us presiden