Reading the news, it seemed like the Chinese government was trying to prevent h200 chip sales from properly happening, in part to avoid reliance on nvidia (and western companies as a whole) and in part to encourage their local manufacturers to produce something competitive enough. Unsurprising considering China has seen how volatile the US president is and they themselves like to string their trade partners up high and dry to get their way. It is absolutely terrible that countries do not play nice and hse trade between one another as a cudgel to whack one another to get whatever they want. This only serves to cut efficiency of using resources and serves to fragment the world. I am curious if nvda has had any expression of interest by China companies, or are they simply believing in th

Since the JP MORGAN report came out and adjusted their outook of $UOB(U11.SI)$  to neutral, it seems that people are hopping on to that train. I would be interested to see what sort of impact it has on the price, would it really drop?

Novo's mistake was underestimating what kind of success they had on hand, then not having the preparedness to accelerate production to meet the surge in demand. Technically, not being able to properly estimate how successful their glp1 jab would be, could be excused, since they were the main player entering into unfamiliar territory. But not being able to capitalise on their early lead and step up production is inexcusable. This slip up pushed the US government to allow competitors to step in to make up the shortfall, and these players exploited loopholes to continue producing even when Novo started to catch up. Similarly, Eli Lilly took the chance to produce their glp1 jab, then got the formal USA approval, to properly compete and further cut into Novo's market share. I believe that

$Micron Technology(MU)$  I believe there is more than enough demand in the market to sustain multiple big players to achieve significant growth, whether the demand is sustainable, meaningful and continuous would be another matter. I still hold the stance that the AI bubble is real and will eventually pop, when that happens, these companies will go under if they did not plan their exit strategy well. If they only have this AI frenzy as their long term plan, then they should really go down with the ship for their competitors who have a healthy and realistic view to takeover. I am happy to cash in on the short to medium term profits to avoid any huge consequences from the bubble bursting. I remain convinced that some comp

The GLP1 thing is scary, the get-thin-fast trend is biting into the inner fears that people have of their bodies. I have seen so many people look emaciated and sallow (if I had to guess, this is the problem of the 2 big names of the Wicked movie franchise) GLP1 can be a good thing especially for the obese and the diabetic, but not controlling it properly is a huge problem. Preying on people's insecurity to make big money is not the way to go. And seriously, the competition would only heat up, with Eli Lilly making their own jab, Chinese companies producing cheap knockoffs, and the companies in the US that stepped up production when Novo could not keep up with demand. If we are really looking at Novo to go further, I question their viability for the long term.

I am curious to see if there will be significant rally considering that everyone has gone on a roller coaster ride for the whole year. Personally, I feel that there should be more care and concern moving forward and that the market might not want too much excitement. But that's just me. The AI bubble for one feels extremely real despite the big players constantly trying to convince us otherwise. They would do well to properly evaluate their results and hold back on unnecessary spending. The market is waiting for the pop and they don't want to be the corpse on the floor being swept away when things go sideways.

I will just kick back and take time to decompress at home, just do nothing. It is almost unbelievable that we made it through the year, what with Trump making all possible effort to mess with the world. I actually find it amazing to see the news about how various asian countries have their currency strengthening, despite the chaos, specifically the Ringgit and the Baht. And news of various countries adjusting their expected growth upwards might hint at the adaptability of everyone In reflection, it is depressing to know that we have lost USA as a true world leader for better or for worse...

Unsurprising results. Was it Sandisk that had great results too awhile back? Either way, the players who had good fundamentals and were in the market from the get go, would likely be able to properly cash in on the AI hype. Whether they will survive the bubble popping would be their long term planning and proper due diligence of who they are in business with.

Considering Nvda is doubling down harder on AI chips and pulling back on their "old" market of PC gpu (announcing that they will cut back production for 2026), I am curious to see if their competition will take the opportunity to dominate that market. As it is, Chinese competition fighting them for the AI hip business should now be able to make decent gpu for PC assemblers having improved on their craft and know-how, and have assembly lines running. I knew that Nvda PC graphics cards were slowly looking terrible before their meteorical rise as a AI chip producer. Terrible numbering/naming convention, no significant improvements (and maybe even worsening performance) and as I recalled, a gpu that had fire problems due to poor design? So maybe Nvda was indeed no longer competitive

2% is a bubble burst? Now that's an overreaction. I think it's a correction, nothing to panic over for now. If it keeps going then the bubble would have burst. But if I'd had to guess, one of the big players have to reveal that they crapped the bed for everything to burn down, probably OpenAI or Oracle Microsoft was wise to make the decision to cool their ambitions with regards to AI, they should work on their strengths (Windows OS, MS office, etc.), enter the space vacated by competitors who pivoted to AI recklessly, then be in place to sweep up the right companies when they collapse during the bubble burst

Got no skin in the game, but this renewed slide would likely fuel negative sentiments and bring a lower dip. I would expect it to go past 80k and hover around 75k. Never expect logical results from crypto though... put in what you can afford to lose.

Hold on, so the posts I see are saying analysts are reassessing Tesla as to whether it is simply an auto company. Weren't we all told Tesla was a teh company not purely a car maker, and that the hugely inflated P/E ratio was because of that reason? I'm certain that while many investors are in this for the hype, most should be holding Tesla with the expectations that it is not only the EV production that they are interested about, it's the future robotaxi, AI related ventures etc. So why are analysts having to reassess things, this is not new news. Our focus should be whether Tesla is truly ready, and whether they are using their undue influence and wealth to affect authorities, and thereby affecting the safety of future users.

Oh thanks! I didn't even see the notification. Side note: I saw a post gassing up the Trump payout to US citizens because of the tariffs collected. But how is that even a viable strategy. Inflicting extreme pain on your own people, then giving them peanuts to tell them you did a great job, all while people stuggle to survive with the cost of living issues... It's literally like your left hand slapping your own face, then the right hand caressing the swollen cheek, it really doesn't help. JUST STOP HITTING YOURSELF. All the twisted logic of "teething pain" for the greater good is just a bizarre lie...

$Broadcom(AVGO)$  I think Broadcom could be a play considering their dip, but as usual I'll wait for it to start swinging back up before buying in, do your own due diligence though!

I am highly skeptical of Tesla Robotaxi safety considering that their claims of "full self driving" on their consumer cars is a basic camera vision system trimmed back from a more robust multi layered approach to self driving (LIDAR/infrared cams etc., working together with the camera) I hope people are really looking into their approach, otherwise 1 big crash and we will be looking at a spiral in prices. Feels very much like the imploded submarine, where a tech company claims to be pushing the boundaries of what is possible, but is constantly cutting corners to cut costs and try to frame it as innovative approach against tired safety conventions. I hope mr. musk and his company isn't looking at future users as guinea pigs...

As others have stated, the constant valuation climb is a happy benefit, the dividend would be most rational investors' main goal. I am happy that it has been keeping up the percentage even while valuations climb

$Broadcom(AVGO)$  as always the intense competition will pare down the field. Acquisitions and consolidation will occur to keep this run going. Everyone and their moms want to be a player in the AI field, but is there really so much money and patience for all parties to succeed? I fear not, the overexuberance will only lead to the bubble growing and popping. To keep the lights on and the bull run going, the market has to trim down the faat. The wasteful losers will have to go and those propped up by false hope (e.g. Oracle and their over-reliance on their friendliness with the US president). I think Broadcom can still work it out, but they have to shape up and choose their path forward carefully.

$Oracle(ORCL)$  I don't look favourably at them doing well. The AI field was already saturated and they tried to step in with their inorganic friendliness with the US president (who is a fair weathered friend most of the time, willing to throw anyone under the bus). They seem to have a serious problem of making their huge expenditure produce any viable results, with news constantly stating that they are burning through cash that they raised etc. That is extremely callous behaviour for a company so big, and should be punished for their haughty attitude to it all. Having president trump as their crutch really seems to give them a poor read of their true ability to compete. Truly a case of a company not staying in their

I find it amazing that consumers just get the short end of the deal. When streaming as a subscription service started, it was Netlfix acquiring the rights of shows from every company, allowing for a near infinite menu to choose from. Then every player wanted a slice of the pie savaging consumers' options, forcing everyone to pay for multiple subscriptions. (Disney plus, netflix, hbo max, paramount, peacock, etc.) Now the players cannot sustain themselves in the oversaturated market and have to give up, but still refuse to go quietly and ignite a bidding war to make one last quick buck. Meanwhile all these consolidation will not do anything to bring prices (that have been going up relentlessly over the years) down, if anything, a bigger player will pop up from this bidding war and fanc

Some shakiness on the SG REIT front, so I took the chance to pick up some $ParkwayLife Reit(C2PU.SI)$   it's going to recover when rate cuts are confirmed