Google was great value 2 months ago, not sure at these prices in this market it’s so great.

Interest rates falling squeezes margins for banks so unlikely this growth will continue.  However it's great news for new purchases so back to tech stocks. 

Energy side of the business is strong but facing increasing competition. The robotics is much more difficult to predict. What’s the market for them. Who is going to spend the cash. It will be a signicant investment. It could be 30x but so much change is needed to generate that.

$Tiger Brokers(TIGR)$  I'm very curious but still don't understand them.  I need to do a lot more learning.  I've requested the tiger options book but I'm not sure if they sent it outside of Singapore. 

No it won’t. This is the same as then. There is a massive AI buy in but until the big companies miss their earnings it will remain over bought. Trump and his Willy waving caused this upset.

I love Diwali, I will never forget watching a local in Mumbai teaching his 5-6yr old how to throw a lit rocket. Definitely wouldn’t pass health and safety in many part of the world. Where I live fireworks are basically banned. Such a shame.

Tricky times. Diversify into quality stocks. Most of my more to the moon options are gone. Need to protect my capital.

Pull back indeed, 25% on USAR in 2 days.  I don't agree with the article, the fall is because the IS-China has settled a little. Not sure I have the confidence to go in further.   However, if the US-China tensions fire up again we will be bouncing back up. 

The last few weeks have been hard. My portfolio was riding high then last Friday struck Not sure I can cope with more volatility. I’m going concentrate on buying good sold companies rather than making the trade. Nvidia at a discount sounds great. As TSMC was beyond expectations, I’m sure many of their customers will be the same. If I buy well when it all settles down I should be in a good place. Interesting that the TSMC price fell post high earnings so all of that had been priced in.

5x so risky, I be burnt by 3x. They won’t help the AI bubble. The cryptocurrency ETF will definitely be most at risk. Swings wildly sometimes. The Nvidia one will definitely be lined up some stage with the price as it is. It’s going to bounce hard.

I almost got in during the premarket but I’m still wary of last Friday. NVIDIA look suspicious and could drag the rest down.

Until this week is up I’m wary of the bears. To many big ones tittering on the edge of a cliff.

This positioning is all for APEC, to get an advantagious negotiatiing position.  As soon as it's over it will settle down again.  It's in no one's interest to have longterm hostilities between these 2 massive trading nations. 

AI needs to show the productivity gains promised to turn into a boom and avoid being a bubble. I see so many possible uses and benefits but without the results in dollars of profit all will be lost.

The rare earth company stocks are now overvalued with the recent hype buy in. The time and money investment required to make them productive is high. As soon as China releases there stocks it will devalue that investment. The only scenario that it retains a high value is one where there are longterm hostilities between China and the US which seems unlikely as the are too interdependent.

Spring is coming, bears are waking. SQQQ is where the action is going.

$Taiwan Semiconductor Manufacturing(TSM)$  Semi Conductors are bullish. TSMC earnings sure to be positive. A trade war with China will break it all though. 

Tricky week to invest. Is Trump going to rattle the markets again? APEC only 2 weeks away and both sides trying to find the negotiating advantage. On Monday the markets will be bullish but if anything upsets them we will be back to April blues.

It’s all up in the air until APEC any market re-entry needs the risk factored in. I’m going to be treading lightly for the rest of October.

China won’t back down. If Trump continues on the current path the meeting with Xi in 2 weeks won’t happen and the rest of October will follow the bear.