I am not an expert but I agree with this article. With the inflation still above 8% is more than 4 times the target of 2%. In my heart the recent rallies seems too good to be true. Maybe a correction is coming.
$S&P 500(.SPX)$ Job market becoming bad, trade wars going to take a toll on the world economy. Fed cutting interest show that there are signs of economy might weaken. But stock markets are breaking new highs. Is crazy
$Tiger Brokers(TIGR)$ Yes! TIGER never disappoint. They are growing fast, as I said previously, the more volatile the stock markets are the more revenue they earn from all those tradings. I expect them to continue growing fast in 2025. Added more, let's have a Tiger!
$Alibaba(BABA)$ The current quarterly results is ok, not the best of best. Overall, the growth in all main segments are still strong. Will continue to add BABA into my portfolio for long term growth.
$Alphabet(GOOG)$ Well done Alphabet, good results for the quarter. Choosing you over others during the crash earlier is proven a right choice! I will continue hold you till you reach $190-$200 again.
$Alibaba(BABA)$ Please crash again so I can buy more. Is a good thing that Alibaba corrected down from the high of $147, provided me an opportunity to accumulated more BABA. Traders/speculators have already took profit and left, only real investor now holding on. This is a great company with low PE, high intrinsic value, high free cash flow and fore runner in AI, E-commerce and Cloud services in China, at current price is too tempting not to buy more. Don't miss this opportunity :)
$Advanced Micro Devices(AMD)$ My faith in AI related stocks (I have Nvidia too) is kind of pay off I think...bought these during the first round of crashbut it crashed lower subsequently haha....latest news of semiconductors and computers related stuffs are exempted from tariffs, this is a great great news. I believe we will see a gap up for both AMD and Nvidia on Monday :) .... have faith.
$UOB(U11.SI)$ yes, I am Bearish you never see wrongly. Because is Bearish and current the stock price is in oversold territory, I am going to DCA in trenches. Drop I buy, drop further buy some more. Joke aside, the 3 Singapore banks fundamentals is strong, they can weather this storm. Buying OCBC too, but will wait and see for DBS as the price to book value still abit high at 1.5+.
$ocbc bank(O39.SI)$ yes, I am Bearish you never see wrongly. Because is Bearish and current the stock price is in oversold territory, I am going to DCA in trenches. Drop I buy, drop further buy some more. Joke aside, the 3 Singapore banks fundamentals is strong, they can weather this storm. Buying UOB too, but will wait and see for DBS as the price to book value still abit high at 1.5+.
$Strategy(MSTR)$ My own view on this company is RUN! AND Run far far away.... too risky to own this company, their strategy of buying bitcoins and less focus on their core business is flawed. I don't understand what they want to achieve, hope that bitcoin become reserved currency? Most probably wont happen.....DYODD and good luck.
$NASDAQ(.IXIC)$ Donald Trump is using Tariffs as bargaining chips causing fear, but unlikely he want to crash the market long term.... "Be greedy when others are fearful"....Buy the dip, best time to scoop up high quality companies at good discounts. Buy in trenches.
$Alphabet(GOOG)$ Fundementals of Alphabet has not changed, it is still a great company, and one of the best in world. Price to book at 6.1, Forward PE at 18.25, current price at $163, and 52 weeks low is $147. I think Alphabet is a good buy now at a nice discount. Ignore the news, things will get resolved and Alphabet will stand up strong again. I have bought some, if the price drop further I will DCA more. Personally see great potential in Alphabet, did you know they are also into Quantum Computing? ๐
$Tiger Brokers(TIGR)$ wow the current financial results is very good. In the current volatile market, more people will trade and invest in the stock markets. This will result in better revenues for the company in the coming quarters. With an undemanding Forward PE of 17 based on current price of $8.19, there is a potential for further growth for this company. Personally, I think this company is worth to invest. I just bought some Tiger shares. ๐
$NASDAQ(.IXIC)$ After the current 11% correction, there might be a wave up soon. However the next wave up could be a value trap, beware and monitor closely. With Trump starting trade wars every country on this planet, he might just push US into a recession which Powell is trying so hard to avoid. Can consider rebalancing your holdings or reduce your holdings in the next wave up to build up cash reserves if you are worry. My 2 cents worth...
$NASDAQ(.IXIC)$ Personal views: With US stocks overvalued, especially tech stocks, in recent weeks it seems like some funds and institutions are moving their money to China which many companies are still undervalued. Plus with all the uncertainties cause by Trump policies, these will cause many problems in US market. Bear market, maybe not. Major correction (10%), most probably. I might wrong, do your own due diligence.
$Palantir Technologies Inc.(PLTR)$ This is the new Star and has lots of potential, no doubt. However, at the current valuation it is over priced and run way ahead of its fundamentals. A pullback might happen soon. What goes up will come down eventually.
$Advanced Micro Devices(AMD)$ They were a laggard, but they now position themselves as a cheaper and energy efficient alternative to Nvidia. With China Deepseek able to prove that using cheaper and less advanced chips can produce the same results. This is in AMD's advantage.