hopefully the MAS reform can at least get some of names like Grab and SEA limited to dual list here. The reduction of board lot from 100 to 10 for high price counter is a good start. But why not to 1?
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yes, I still think AI will remain the dominant theme in 2026. I am neutral on Dan Ives list and my conviction is still with Nvidia, Microsoft, Google and Apple. These are the ones I can sort of understand.
Last year, AMD was spat upon where it's price slid monthly after month even with beat result. Come this year, everyone is sudden hyper bullish on it - the no. 2 in the chip space is now the darling and the leather coat NVDA camp is now in its shadow. I sold AMD at the 180 level and held on to NVDA which I think have a stronger moat with it's CUDA ecosystem. But who knows?
If I had 18,900, I would keep them as dry powder to be used for buying OCBC and/or UOB shares as their prices steadily drop towards 1 times book value for this rate cut down cycle. Opportunity to get them for cheap. The dinner with Ms Tan wouldn't likely benefit me as I'm just a insignificant retail investor and anything useful shared would NOT be actionable by me with my peanuts capital.
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For the test question, Jan-Mar. 2024 NVDA is clearly in an up trend confirmed by both the higher highs and the high.green volumes throughout. At the beginning of 2025, around mid Jan-mid Apr, there was a breakdown to a down trend with more red volume bars with one huge one.