$CoreWeave, Inc.(CRWV)$ 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

With us stocks at all time high the highest quality stocks are outperforming. Key stocks to watch are $NVIDIA(NVDA)$ $Microsoft(MSFT)$ and $Apple(AAPL)$ second half is looking strong for these stocks

1. Yes I am ready to adjust positions in banks to increase 2. Yes banks are a key economic stock to hold 3. Yes $SGX(S68.SI)$ is a key bank stock 4. Yea the Singapore stock exchange will reach 6000 points

$NVIDIA(NVDA)$ is the largest driver of the data centres and ai construction boom and is a buy at $180 1. While there is an ai chip war, nvda’s cuda is the dominant Gpu in this war 2. Nvda’s revenue is growing not shrinking 3. $180 is a buy not a sell, there aren’t many other ai stocks

Most excited for 1. $Microsoft(MSFT)$ due to windows 12 2. $Alphabet(GOOGL)$ due to quantum computing 3. $Apple(AAPL)$ due to Mac Pro refresh

$Alphabet(GOOG)$ is currently trading at a discount relative to it’s future prospects. While the outlook for advertising revenue is reduced with the reduced economic conditions. There are positives for this stock with the transition to quantum computing. Current chips are stable and used do compute. Next generation chips look to extend this lead and compete with $Microsoft(MSFT)$ ‘s quantum chips

$Intel(INTC)$ has a low stock value at the moment with government intervention the primary driver of a stock bounce. Further government intervention is likely which is a catalyst for future stock price appreciation which outweighs wholesale weakness to competitors ( $Taiwan Semiconductor Manufacturing(TSM)$

1. Artificial intelligence is a strong theme with continued outperformance forecast for $Alphabet(GOOGL)$ $Microsoft(MSFT)$ 2. Ives ai list is comprehensive listing all major technology firms 3. Coreweave shoplift Iren are technology companies not artificial intelligence companies 4. My top artificial intelligence pick is $Microsoft(MSFT)$

1. November performance: while the month started successfully with $Apple(AAPL)$ results above expectations, market volatility and a large volume of expiring call options resulted in a loss for the month with $SPDR S&P 500 ETF Trust(SPY)$ down over the month. 2. Santa rally: while history pre 2020 showed evidence of a Santa rally, there have been substantial changes in markets this year with tariffs in the USA. Likely outcome is further losses . 3. December trading plan is put option protective put contracts on $SPDR S&P 500 ETF Trust(SPY)$

Cathie wood’s ark investment fund has focused on technology as a driver of economic growth and has performed strongly over the recent past with investments in $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Intel(INTC)$ $Meta Platforms, Inc.(META)$ all of these companies are on the forefront of future developments driving future economic growth which has a high future growth potential

$Amazon.com(AMZN)$  great opportunity for Amazon with consumer sentiment positive this quarter 

$BHP GROUP LTD(BHP.AU)$  High value share with big earnings potential on china growth story

Nvda is a high performing company leading in ai technology which is the best pick for earnings growth $NVIDIA(NVDA)$ earnings growth is averaging >10% per quarter which is by far the leader in ai space

$ETFS Physical Gold(GOLD.AU)$  has a bright outlook as a store of value. There is further upside in holding gold due to the increased uncertainty in the USA and concerns over the US dollar due to inflation concerns in the USA

$DBS Group Holdings Ltd.(DBSDF)$ it’s time to take profits and sell. The latest macro news is negative which is negative for dbs’ business. In addition in the event of a large market crash, holding economy exposed stocks are likely to fall further than other stocks

1. This week’s market rally is already in reverse with significant pull back from $SPDR S&P 500 ETF Trust(SPY)$ 2. Now is a great time to invest in $ETFS Physical Gold(GOLD.AU)$ before more market turmoil occurs

The difference between top down and bottom up investing is the intent and research required for investing. Top down investing in $SPDR S&P 500 ETF Trust(SPY)$ involves researching broad economic risks. Bottom up investing in individual stocks involves researching a much broader set of stocks $MEGAPORT LTD(MP1.AU)$

$Malaysia Airports Holdings BHD(MYPRF)$ $Genting Sing(G13.SI)$ Malaysia airlines competes in the south east Asia market with the leader for these destinations $Singapore Airlines Ltd.(SINGF)$ for these destinations, Singapore airlines is the volume leader expanding to new destinations. Trade for Malaysian airlines is a put with lower earnings forecast

$C3.ai, Inc.(AI)$  ai bubble is an investable opportunity #nvidia