@KYHBKO:Some of us are not waiting for the AI bubble to burst. The AI revolution is here to stay. It is the returns and expected returns that we have concerns with. There is more hope than value and investments; thus, it is concerning. If we cannot reduce infrastructural and energy costs, it does not seem sustainable in America. $Oracle(ORCL)$$NVIDIA(NVDA)$$Microsoft(MSFT)$$Taiwan Semiconductor Manufacturing(TSM)$
@koolgal:πππThe current opinion on $Micron Technology(MU)$ is positive as the consensus estimates point to a blockbuster quarter driven by surging demand for High bandwidth memory (HBM) chips used in AI data centers which command premium pricing. Revenue is estimated to be USD 12.8 to USD 12.9 billion , an increase of 48% YoY. EPS is projected to be USD 3.96, more than double the same period last year. @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger Focus will be on
@koolgal:πππOne word to describe my experience of holding $DBS(D05.SI)$ and $OCBC Bank(O39.SI)$ is "GRATEFUL ". I am grateful that both DBS and OCBC are performing well and a deep feeling of being secure, knowing that my capital is parked in the backbone of Singapore's economy, protected by solid returns and nice juicy dividends. Grateful that I have invested in our strong Singapore banks that are dominating the wealth management space and delivering great value to shareholders. Go Long Go Strong Go DBS and OCBC π₯°π₯°π₯°πππππππ°π°π°πΈπ¬πΈπ¬πΈπ¬ @Tiger_SG @Tiger_comments
@Firestar76:$ServiceNow(NOW)$ Dropped a fair bit due to M&A news. Opened a small position to gain Some exposure believe in 3-5 years will at least have a 30% returns