1. $ETFS Physical Gold(GOLD.AU)$ is a long or buy 2. Gold is a buy today above 4500 3. Gold is the only safe haven for high inflation and interest rates 4. If I wanted gold exposure today I would buy $ETFS Physical Gold(GOLD.AU)$

1. $Space Exploration Technologies(SPCX)$ is forecast to open +10% 2. Long buy more $Space Exploration Technologies(SPCX)$ 3. One year from now $Space Exploration Technologies(SPCX)$ will trade above ipo price of 135

The World Cup curse states that investments in a city for the World Cup result in economic losses to the host country. This statement is true in that the government's investment in one time use infratructure is not profitable. However for the broader economy Including sponsors there is an economic return on advertising revenue through higher sales 

1. World Cup increases economic activities due to government investment 2. World Cup investment increases economic activities in infrastructure and crowds out other activities 3.my biggest winner is investment in the USA World Cup

1. Yes $NVIDIA(NVDA)$ is a bubble investment 2. The market correction is due to adverse economic conditions and a recession in the USA 3. I own both $SK Hynix, Inc.(HXSCL)$ and $SAMSUNG SEMICON(03132)$ 4. The increase in fixed interest yields and decline in consumer confidence is a sign of recession

$Micron Technology(MU)$   is forecast to appreciate in value further after verification of new hbm memory standard and signing of deals with $NVIDIA(NVDA)$   for memory supply agreements. Long $Micron Technology(MU)$  

1. Bitcoins new low is just a short term market dip with new highs for bitcoin forecast 2. Further interest rate increases are likely as the economy slows further 3. Iran war continues and oil prices continue to remain high and have priced in further disruption

1. In this cpu war $ARM Holdings(ARM)$ has the better position, however $NVIDIA(NVDA)$ is also a strong contender 2. Yes $ARM Holdings(ARM)$ has a high valuation due to the value of royalties of the arm chipset instruction set 3. Yes, $NVIDIA(NVDA)$ new cpu has higher performance that legacy x86 cpu chipsets 4. $Intel(INTC)$ is highly valued for its current position in the market which is second to amd and nvda

1. My performance was below the $SPDR S&P 500 ETF Trust(SPY)$ 2. Global retail frenzy $Amazon.com(AMZN)$ is benefiting from increased demand for goods and high inflation forecasts which is a top signal 3. Ai pc forecast for $Microsoft(MSFT)$ is a growth sector and hardware manufacturers

1. $Roundhill Memory ETF(DRAM)$ is the most prospective etf investment for chips 2. The window most worth investing in is ai infrastructure. 3. $Space Exploration Technologies Corp(SPCX)$ is a research and development company rather than a for profit venture . 4. ETFs vs single stocks are both great investments depending on the underlying companies of each 5. For the space sector $Space Exploration Technologies Corp(SPCX)$ is the most prospective investment

$Gold.com(GOLD)$ is a long term investment in store of value for further price appreciation. The divergence among major banks is driven by a divergence in view of the value of gold and it’s inflation appreciation value. ETF outflows: the selling of units in the etf is driven by these divergent views and is an oppportunity to buy at reduced prices

1. Within the artificial intelligence ai stack I am across all parts of the stack 2. $Micron Technology(MU)$ is highlight valued due to the shortage of supply of memory this year which is forecast to continue to next year prior to resumption of manufacturing 3. $Micron Technology(MU)$ provides both memory and storage and profits from the decision by antropic to increase storage. Optical is networking which competes with other providers 4. Power is in short supply and is a necessary component for high technology and is investible

1.$SpaceX(SPCX)$ valuation is based on hype and marketing with it’s recent ipo. It is a high valuation of potential future value. 2. $SpaceX(SPCX)$ is a space focused research and development company with limited revenue potential. 3. Yes spending capex and writing off capex is a loss which reduces valuation

1. The spacex ipo is highly anticipated and is like to perform strongly due to this hype 2. It is likely to spike on day on with positive performance due to this hype. 3. It’s current valuation is consistent with market expectations and is likely to increase further 4. Spacex is a better investment on day one before the hype and increased. While there are competitors. $Rocket Lab USA, Inc.(RKLB)$ $Firefly Aerospace Inc.(FLY)$ these competitors do not have us government contracts

1. $NVIDIA(NVDA)$ is forecast to grow earnings strongly this quarter which requires additional investments by technology companies in nvidia’s products. It is more likely that nvidia will continue to grow at high rates but may underperform earnings expectations 2. With rising inflation due to increasing oil prices the forecast for interest rates is further growth in rates. With these developments in a raising interest rate environment, it is necessary to reduce interest rate exposure 3. The fed is likely to raise interest rates however the impact on markets is uncertain which depends on market conditions and the economy. The fed is likely to raise interest rates

1. I have a long position in the market $SPDR S&P 500 ETF Trust(SPY)$ 2. Sell in May recommends selling $NVIDIA(NVDA)$ which is a consideration. 3. I have a long position in the market $SPDR S&P 500 ETF Trust(SPY)$ which I will sell 4. $NVIDIA(NVDA)$ may fall in share price this week due to underperformance

Trump is changing his portfolio to take advantage of the changes in value of software and hardware. $Microsoft(MSFT)$: trump is using this opportunity to sell at a high price to re buy at a lower price $Intel(INTC)$ with the negative outlook for this company trump is likely to sell this stock to take advantage of the high prices for hardware and re invest in software $meta the future of Facebook and social media is bright with a positive outlook for media

1. $Rocket Lab USA, Inc.(RKLB)$ rocket lab is a is based space exploration company focused on research and development. 2. While $Rocket Lab USA, Inc.(RKLB)$ is a leader in research this company has yet to become profitable. Similarly $AusNet Services(AST.AU)$ has yet to become profitable 3. Spacex $Tesla Motors(TSLA)$ is a highlight profitable company with deep funding which can fun new ventures such as spacex Tera fab. This company is yet to be sufficiently profitable for third party capital

$KOSPI 200 Index(KOSPI200.KR)$ Korea index is driven by the importance of future technologies which is an investment in the electronics and products of Samsung. $SAMSUNG SEMICON(03132)$ high quality company with stable revenue and outlook

1. Within the seven the one with the most room from here is $Microsoft(MSFT)$ which is the leader in copilot ai 2. Is the rotation a short term blip or the market repricing which part of the ai stack is the real bottleneck. The bottle net for ai for $Microsoft(MSFT)$ is their ability to invest in computer hardware for their azure data centres 2. Positioning hardware software of balanced. $Microsoft(MSFT)$ has both a hardware division with surface and a software division with windows 11