Google reaching new highs says a lot about how much confidence the market has in the business right now. But at these levels, the question changes. It is no longer just about whether Google is strong. It is about whether earnings can keep outperforming what investors have already priced in. For me, the things that matter most are: - Advertising  resilience - Cloud momentum - AI monetisation - Also whether management can keep proving that growth and discipline can coexist My view: Google can still be a high-quality long-term name, but the higher the stock goes, the less room there is for even small disappointments.

$Amazon.com(AMZN)$   Amazon’s earnings matter here because AWS is no longer being judged just as a cloud business. The market wants to know whether AWS can turn its AI positioning into something that is visible in growth, margins, and customer demand. For me, that is the real issue: not whether Amazon can talk convincingly about AI, but whether it can show that AWS is still one of the platforms best placed to benefit from it. My view: If AWS shows strong execution and management sounds confident on the commercial payoff from AI, the market could respond well. But expectations are high, so “good” may not be enough if investors were hoping for something exceptional.

At major index highs, I think the biggest mistake is becoming emotional in either direction. A rising market does not mean you must sell everything, but it also does not mean risk suddenly disappears. For me, the better question is: Have the reasons you own your positions actually changed, or are you just reacting to the level of the index? If fundamentals still support the businesses and your time horizon is long, holding can still make sense. If positions have become oversized, stretched, or purely momentum-driven, trimming into strength is not unreasonable either. My view: I would not treat 7100 as an automatic sell signal. I would treat it as a reminder to review position sizing, risk, and whether expectations have started to outrun reality.

What stands out to me is that the market is no longer rewarding the AI narrative equally. We are moving into the phase where investors want proof, not just possibility. That means big tech earnings matter more now because the market is asking: - Who is actually monetising AI? - Who is just spending heavily to stay in the race? - Whose valuation already assumes near-perfect execution? The AI story is still powerful, but I think the easy part of the trade is over. From here, earnings quality, margins, capex discipline, and real commercial payoff matter much more than headlines alone. My view: the AI trillion-dollar theme is still alive, but the market is starting to separate real winners from expensive passengers.

One stock I’m watching closely today is $Advanced Micro Devices(AMD)$  Not because I think it’s an easy win from here, but because it sits right in that zone where quality, expectations, and sentiment all matter at once. The long-term bull case is still there: - strong semiconductor relevance - data centre exposure - ongoing AI demand tailwinds But I think this is also where discipline matters most. A great business is not always a great buy if the market has already priced in too much optimism. So for me, the real question is not whether AMD is a good company. It is whether execution can keep justifying the enthusiasm from here. That is why I see AMD as a stock to watch closely, not blindly chase. What’s one stock everyone else is watchi

I think $60 this week is possible, but it probably needs both a solid result and a reassuring tone on guidance. At these levels, I’d be watching whether the market focuses more on net interest margin pressure or on the strength of the broader franchise and wealth management business. My first reaction is that DBS can still deliver a respectable result, but getting through $60 convincingly may depend on whether management gives investors enough confidence that earnings quality remains strong from here.

$Advanced Micro Devices(AMD)$   This looks less like a singlecompany problem and more like a sectorwide reset in expectations. When semis have had a strong run, the whole group becomes vulnerable to any sign that growth might not be as perfect as the market had priced in. In that kind of setup, even a rumour or softer narrative can trigger broad selling across names that are otherwise very different businesses. For me, the key question is not whether the long-term semiconductor story is broken. It is whether the market had simply become too comfortable pricing in flawless growth, flawless execution, and endless AI enthusiasm. That is why I think moves like this are worth watching carefully: - Some names may just

$Advanced Micro Devices(AMD)$   Cathie Wood dumping $AMD(AMD)$ is interesting, but I do not think one fund manager selling automatically changes the long-term story. For me, the real question is not: “Cathie so do I panic?” It is: Has anything materially changed in AMD’s business outlook, competitive position, or earnings potential? The bull case still makes sense to me: - AMD remains a serious player in semiconductors - Data centre and AI demand are still major long-term themes - If execution stays strong, the market may keep rewarding that positioning But the bear case is fair too: - Expdctations can run ahead of earnings very quickly - Competition is brutal - Even a strong company can be a poor buy if valuation gets too opti

$NVIDIA(NVDA)$  Risng star this one

One can hope my friend

My heart rate most of the time

TESLA!!!

NVIDIA going off 

Wowee pls