Exactly my sentiment. Heavily vested but seeing the cut throat competition in e-commerce and now ai/cloud also make me a bit cautious. A mix of high dividend shares and big tech is my strategy
Ok. My take is that there is probably going to be some profit taking near term and also it's results update on the 20th may move the needle. Medium term it's looking pretty good. Why? Baba has been reducing it's shares by a few % and mutual funds are coming back to china due to the deepseek revelation. Mutual fund inflow will push up baba as baba is the top% weighted stock is msci china index
I parked some money in Intel iver the past year as I am a contrarian type of investor. I can wait. Some good product launches recently. GPU is selling like hot cake and the CPU got good reviews too. Too bad the gaudi 3 ai acc disappointed but hope the learn and come back stronger with a cutting edge 18a process
Is Intel Stock Done Going Down?
Intel's stock will enter 2025 in the penalty box, with an uncertain timeline for when it may return to the rink.Shares of Intel have plunged 60% year to date, badly lagging the 29% advance for the Nasdaq Composite . Meanwhile, shares of rival chip player Nvidia have surged 173% this year as the company takes a wide lead on artificial intelligence chip innovation compared to Intel and AMD . AMD's stock is down 17% this year."I think to some extent they [the stock] can still go down, but I think most of it is priced in," Manhattan Venture Partners head of research Santosh Rao said on Yahoo Finance's Morning Brief . "They really missed the boat. I think the chips have evolved, and they still stayed with the original compute business, but now it's more about training and AI and inferencing and all the other areas ... so they need to catch on on that side. It's going to take a while.". To be sure, 2024 was not a stellar year for the storied chip giant.Intel's fourth quarter sales dropped
$TUAN SING HOLDINGS LIMITED(T24.SI)$DBS target ? $0.46. good stuff to come. My FB gets bombarded with nice rendering of opus bay.https://web.master-live.sgresearch.pwsg.sin.auto.prod.pc0.dbs.com/research-tr/aics/templatedata/article/recentdevelopment/data/en/DBSV/032021/TSH_SP_03082021.xml