Can ai stocks assure the market rally? No, $NVIDIA(NVDA)$ is currently in a bear trend as markets react to low profitability of ai services Who will prove themselves in the new ai era $Alphabet(GOOGL)$ is the strongest of the declining ai stocks

A: $NVIDIA(NVDA)$ has strong earnings growth and momentum which increases likelihood of further price growth in the near term driven by data centre capex spend

Replying to @MojoStellar:Return. Next: interest rate//@MojoStellar: @vodkalime Year-to-Date (YTD) Year-to-Date refers to the period starting from the beginning of the current calendar or fiscal year up to the present date. It’s commonly used to measure performance, such as YTD return on an investment. Last letter: E

1. Buffett’s decision to sell $Apple(AAPL)$ is specific to his portfolio which is underweight cash 2. No. This is a Buffett portfolio liquidity issue 3. Yes, long 20%+ of the us economy is a good investment in $NVIDIA(NVDA)$ and $Microsoft(MSFT)$

Long distance horse: while choosing high performance horses is beneficial, it’s easier to choose long term horses with better long term growth prospects not impacted by short term macroeconomic events

1. There is concern over ai spending with monetisation a long way in the future 2. The Nasdaq will fall 40% on ai spending fears 3. No, there is no need to sell at this time with no chance in underlying other than sentiment

1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. 2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence

1. So earnings season is strong with earnings uplifts from major businesses on the sgx 2. Yes the piyush Gupta effect has been priced in with increases in prices broadly 3. SGX dip opportunity, yes there is an opportunity to purchase at lower prices due to the dip in pricing

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

B this is an overreaction with not all features of software companies able to be easily replicated by large technology companies

D both pull back due to the recent macro economic news with high volatility & valuation concerns for SGX & Keppel high technology stocks

And: jump smci: jump qcom: jump arm:jump Reason: silicon demand is high for the entire sector with manufacturing as a key constraint on the sector for volumes. The entire sector is positive outweighing recent underperformance of the silicon sector due to manufacturing concerns on ability of key manufacturers to scale

1. $Palantir Technologies Inc.(PLTR)$ is forecast to close at above $160 or 172 2.Yes, $Palantir Technologies Inc.(PLTR)$ will stage a come back by growing revenue in 2026 3. Yes it is possible for $Palantir Technologies Inc.(PLTR)$ to reach 200 by end of 2026

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

1-4-7 Ai capex surge: investments by $Alphabet(GOOGL)$ Roi payback test by $Alphabet(GOOGL)$ Beat but sold off by $Microsoft(MSFT)$

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

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

1. Which theme is the next market storyline: rare earths and magnets 2. Would I join the resource stock trade yes $BHP GROUP LTD(BHP.AU)$ 3. Will the trump trade last for another 4 years: trump is likely to win the next mid terms and be president for another 4 years

1 A 2 B 3 C 4 A 5 C 6 C

I choose $Alphabet(GOOGL)$ since google is a strong stock which is likely to appreciate in value over the period 2026 to add returns to investors over this period to outperform other stocks