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Gold and silver have been acting like a market seesaw — big falls followed by quick rebounds. Forced selling, a strong dollar and thin liquidity exaggerated moves, but this doesn’t mean the bull thesis is dead. If uncertainty, inflation worries or central bank shifts return, precious metals could regain upside. Think of recent swings as stress testing the trend, not killing it.
@這是甚麼東西:The recent volatility in gold and silver markets, characterized by a significant swing in prices, reflects the complex interplay of market forces, including investor sentiment, liquidity, and external economic factors. The dramatic plunge and subsequent rebound in gold and silver prices underscore the challenges of predicting market movements, especially in assets known for their volatility. Understanding the Market Dynamics Forced Selling and Profit-Taking: The sharp decline in gold and silver prices can be attributed to forced selling and profit-taking. Investors, particularly those with leveraged positions, may have been compelled to liquidate their holdings to meet margin calls or to offset losses in other investments. This selling pressure, combined with a lack of buying interest, led
CSE Global isn’t just another tech name — Amazon’s conditional warrants show real commercial intent, not cheap hype. They’ll only vest if big data-centre orders hit, which ties the stock to actual demand, not headlines. Electrification and comms revenue trends plus a healthy backlog point to structural growth in data centre power infrastructure. Think of it as betting on the power that keeps AI running, not just the AI fireworks. Execution and order timing still matter — but the setup looks solid.
@Fistein:$CSE Global(544.SI)$ 2 Target Price. CSE Global: Powering the Data Centre Boom When Amazon (NASDAQ: AMZN) secured rights to acquire up to 63 million shares in CSE Global (SGX: 544) in November 2025, the move validated the systems integrator's pivot towards data centres. CSE Global strategic partnership with Amazon, extending through 2030, signals where the cloud giant sees opportunity in CSE Global cutting-edge power conservation technology. AI workloads are notoriously power-hungry, requiring massive computing infrastructure with sophisticated electrification and automation systems. CSE Global, operating across 15 countries with over 2,000 staff, delivers precisely these capabilities. For the first nine months of 2025 (9M2025
Microsoft’s rare ~10% drop slapped a bit of caution into the market — not fear, just a reminder that even mega-caps can stumble when sentiment shifts faster than a GPU price cycle. If NVidia keeps its footing, the AI narrative still hums; if not, tech bears might sniff broader cooling. The S&P 500 ETF (VOO) is now our macro barometer: stabilize there and this looks like rotation, break down and it’s broader caution. Volatility isn’t a villain — it’s just opportunity wearing a mask. Long-term: growth story intact; short-term: stay disciplined.
@Williamlow85:$Vanguard ETF(VOO)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$
SanDisk and WDC: Are We Still Early or Has the Room Filled Up?
If there’s one theme that’s been hard to ignore lately, it’s the data storage complex suddenly behaving like it’s the hottest nightclub in tech. Two names have dominated the chatter: SanDisk and Western Digital (WDC). Over the past couple of trading days, both stocks have shown meaningful strength, and understanding whether this is an early innings supercycle or a crowd-crowded rally is the million-dollar question. Let’s start with SanDisk — the proverbial party host right now. The stock continues to attract attention because it has been ripping higher regularly, with multiple analysts elevating targets and maintaining bullish ratings months before the latest surge. A recent price target boost from Lynx Equity to a street-high level well above current trading highlights that some seasoned
Bernstein calling AT&T a “Top Telco 2026” makes sense on paper: bundling wireless with fiber means stickier customers and higher lifetime value, and its fiber build-out plus EchoStar spectrum and satellite partnerships widen its connectivity moat. That’s a strategic narrative, not a fairy tale.But reality bites: U.S. telecom is saturated, margins get chewed by discounts, and short-term earnings and price action look weak. So if you’re in it for the long-term convergence story, AT&T has merit — but don’t expect a turbo boost overnight just because a research house likes it.
@JC888:Bernstein says AT&T, Best Telco 2026 ! Sure ?
Gold and silver’s surge is acting like the market’s “end of slowdown” whisper — safe havens flash first, then base metals often follow if real demand and benign rate cuts arrive. But not all easing lifts industrials — only when factories hum and construction flows. And markets are starting to treat Trump’s “TACO” tariff drama like a sitcom rerun: scare, then back down, rinse, repeat. If the Fed actually cuts without recession and demand stays solid, base metals could finally join the party — but don’t mistake political noise for real industrial strength.
@Ivan_Gan:Trump’s TACO Play Delivers—But How Long Can Gold and Silver Keep Soaring?
Tesla is clearly pivoting from “EV delivery counts” to an AI-first narrative. Musk doubled down on autonomous tech, FSD penetration (~12% of vehicles), and Robotaxi plans for 1H 2026, signaling the company sees itself as more than a carmaker — think AI, autonomy and robotics firm. With >$20B capex for AI compute, Optimus, batteries and factories, Tesla isn’t just selling cars anymore — it’s selling tomorrow. Recent market action, where TSLA and META rally while MSFT lags, shows investors now price narrative + growth optionality, not just units delivered.
@Shyon:My stock in focus today is Tesla $Tesla Motors(TSLA)$ , as the market is shifting from EV delivery metrics toward its AI-led future. Elon Musk emphasized that Tesla’s long-term value lies in autonomous driving, robotics, and AI, even suggesting a potential in-house chip fab—reinforcing Tesla’s positioning as a vertically integrated AI company, not just an automaker. Tesla disclosed 1.1 million FSD subscribers out of 8.9 million vehicles, a ~12% penetration rate. Musk said FSD is already running fully unsupervised in Austin, with Robotaxi services targeted for 1H 2026 across multiple U.S. cities. This pivot is backed by aggressive investment, with 2026 capex exp
Tesla and Meta danced to their own earnings beat — TSLA climbed about $9 (+2%) as buyers jumped in, and META sprinted up over $48 (+7%) in the overnight session, signaling stronger-than-expected results or upbeat guidance. Microsoft, in contrast, took a breather with a ~$24 drop (-5%), suggesting its numbers left traders underwhelmed. Keep an eye on this week’s jobless claims (205k expected) and Apple’s after-hours print (EPS est $2.67, rev est $138B+) — because macro data and big tech earnings often set the next market mood swing.[微笑]
@Queengirlypops:$Tesla Motors(TSLA)$
so maybe it’s time to ask: Is this a safe haven — or the most expensive panic button ever?[Doubt]
@Mrzorro:Gold Tops $5,000 for First Time Ever: What's Next for Investors? $XAU/USD(XAUUSD.FOREX)$
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