1. Pelosi’s recent trade is to maintain a long position in big tech $Alphabet(GOOGL)$ 2. The key takeaway for retail investors is to stay invested in large tech $Microsoft(MSFT)$ 3. Retail investors should follow the index $SPDR S&P 500 ETF Trust(SPY)$ instead of other traders 4. $UnitedHealth(UNH)$ has a highly uncertain business model at this time and is not investible

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. 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. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do

$CoreWeave, Inc.(CRWV)$ has higher growth potential relative to $Circle Internet Corp.(CRCL)$ however circle benefits more over the long term over increased need for internet services. Pick from these two is $CoreWeave, Inc.(CRWV)$ over circles due to high pricing of circles

$Straits Times Index(STI.SI)$ and the Singapore economy have benefitted from positive economic conditions and increased economic capital flows to Asia amid uncertainty in the USA with tariffs. This also benefits SGD Singapore dollar through purchases of sgd and sales of usd. Whether or not sgd reaches parity with the usd depends on the actions of the central bank of both USA and Singapore. While short term trends indicate increase in sgd value. Longer term gmtrends indicate a reversal is likely, with other currencies in Asia benefiting

In this year in which trump has mid term elections. Trump is in a strong position and would need to create or manufacture a world event to keep people interested in his style of politics. This is highly negative to the stock market with further declines in $SPDR S&P 500 ETF Trust(SPY)$ and $Invesco QQQ(QQQ)$ due to the reintroduction of tariffs on American public. This is likely to increase the value of bonds and decrease the value of equity markets

1 micron’s new fabs in Singapore is to increase capacity & profits $Micron Technology(MU)$ 2. Micron is a stronger player in the memory manufacturing market 3. Chasing gold is less at risk of oversupply in the memory market 4. Both gold and memory are quality investments

B this is a structural change with a decline in overall market valuations. $SPDR S&P 500 ETF Trust(SPY)$ this indicates that further losses are eminiant

Intel 1. AMD is currently trading in the range 200 to 300 with a fair value of 280 2. Memory has larger supply constraints than cpu in the short term 3. More ai capex increases demand for memory over cpus which have greater supply