I don't think his letter moved the stock by 5%. Maybe because the whole market was up and the stock was down 5% in the last two days? Regardless, AWS is a strong core business and will indeed lead the company to success. Best to focus on long term prospects and growth and ignore short term fluctuations. This is a stock to buy and hold and a generational opportunity to accumulate.

This is why Singapore is so successful. It is run by smart people who are pragmatic enough to adapt to take note of economic data prior to making decisions. Not stubborn old fools that don't understand that Friedman's Nobel prize for monetarism was granted in 1976. A lot has changed and blindly raising interest rates is not always the answer. CPI includes oil and rent - clearly not correlated to interest rates right now. Thank you Singapore government!

Tesla valuation relies on the assumption of it maintaining and continuing to leverage off its first mover advantage in EV's. However this assumption breaks down when you have a fool for a CEO. If there is no innovation, people stop buying Tesla and switch to other brands. Example Blackberry, Kodak, Nokia, Sony (TV's). Without innovation Tesla will fail As their technology fades. To have continuing innovation itneeds a CEO who doesn't think he is Tony Effing Stark! Elon needs to refocus or a new CEOneeds to be appointed.

Key concern is the state of the economy and the impact on revenues in the coming year. Overly optimistic to expect a soft landing in Australia when such a large portion of loans are exiting the fixed rate honeymoon period. This will have a huge impact on the economy. Offsetting this will be the reopoening of borders and influx of students/tourists, but this will have minimal impact on CBA's income.

For non US residents I find it hard to invest in these banks because of the withholding and inheritance tax. Prefer the Singaporean, Australian and Chinese Banks where yields are even higher. If the strategy is to invest for growth, there are better alternatives in my view (FANG) which are trading at historically low levels.

They should just remove the tax and ban property purchases from prople of a particular country that is the source of driving properry inflation all around the world Based in statistics ti al has Information and data of past sales. This is not racism but just using the data and addressing the source of the problem based on facts. 

All that is required is for all measures of inflation to really start to turn. If that occurs Apple will rise rapidly back to previous highs. However, I don't see another IPod, IPad, Iphone, Apple Watch moment. If there is one - then the stock could spike, but just cannot see one. I don't believe Apple glasses will do it. Need something new.

Tesla is now leveraging off its economies of scale to squeeze and price out competitors. This will further embed its first mover advantage.  This was always the plan. You don't leave prices high when competitors are coming in cheaper. By eliminating providing price advantage they will consolidate the market. This is a great development for Tesla.

Misleading. Low box means low vol which means lower probability of major fluctuations. CS are not saying that low acid means we are going to see a higher chance of drop. They are saying less preparedness or anticipation of drop. I hate articles that plays on reasoning to get a flashy title to attract readers.

Apples AI strategy is to wait and see. once the technology has reached a level of maturity it will sweep in with an upgrade of Siri and other items. The ultimate stage of AI is to have a personal assistant that can do anything you ask - merging Siri with a future flawless AI will be exactly that. Apple has often waited and not rushed products. Eg IPhone and Apple Watch and IPad. once it does join it swamps the market - it is now the biggest phone, watch and tablet seller in the world. 

There is a lot of validity in this but there is an assumption that the big boys will sit there and do nothing. Google has already responded with a major AI upgrade which is far more impressive than chat GPT. My bets are on Google to win this given there size and resources. Amazon is not in search engines and will be less effected in my view. 

I think this is a positive. The company has moved away from the Jeff Bezos transformational era where the focus was on growth and innovation and domination of market share. It now needs to trim its fat now that it has firmly established itself as the world leader in this space. New CEO should now focus onleveraging the economies of scale its competitive position provides it. Once it dies this And if executed correctly, the world will see a global retailer and Company that has been seen before. 

At the end of the day, if I was going to buy anelectric car I will buy Tesla, not Ford, GM, Toyota or the Chinese brands (don't even know what they are called). First movers enjoy a stickiness competitive advantage unless there is a major technological disruption. This is why it is still a highly profitable company. Elon is a fool but what he has done is ruin his own brand.The Tesla brand is still strong when it comes to Electric Vehicles. I will start buying soon andhold long term. EV's are the future. Forget all the fancy analysis - EV's are here to stay (not digital currency!)

If you are planning to invest and take profits in the short term the S&P500 is not the right place. if you want to gamble go to the casino. However, if you are value investing for the long term to build wealth, the S&P 500 is the investment to look at. Trying to time the market is impossible. What if the fed doesn't raise? Dollar cost averaging into the S&P has beenproven to be a solid, defensive long term growth strategy that has outperformed 80-90% of fund managers. Ignore this noise - in the long run this will work.

Don't try to pick the bottom - if you like Apple stock than consistently average in

Sometimes just need to cut positions and move on. Don't be stubborn. Reinvest in something else. 

He must have a crystal ball. I wish I could get one as well when I go to the casino. Nobody knows what the price will be in the short term. However, in the long term, the chances of it being a higher price with healthy returns year on year depends on the value of the company, the business metrics, the competitive positioning and the management amongst other things. Amazon is a long term buy - short term fluctuations are irrelevant to the long term value investor. If you want short term gains - go to the casino. 

Taking drugs is terrible.  

DBS has no idea when it comes to REITS. They made the wrong call every single time.