th0mastan

    • th0mastanth0mastan
      ·03-29 10:19
      $Taiwan Semiconductor Manufacturing(TSM)$   The only stock that remains resilient while all others have turned red into declined. Barring the except where energy stocks are green since this recent selloff is sparked off by the elevated oil prices due to Middle East conflict. TSM Will continue to emerge as a winner once the volatily wears off. The demand will remains or even escabated by the disrupted supply chain pushing the prices of chips even higher. Let's continue to watch on. 
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    • th0mastanth0mastan
      ·03-22
      $NVIDIA(NVDA)$   The overall market has been on a decline.  Looking at the daily chart for NVDA, it is approach a support region of around $168. These white lines are the long term support, we should expect some rebounce once that is reached.  That said if the overall market is worsen with the war escalation, we could expect further volatility and it may fall beyond the support line.  Continue to trade with market trends an technical support. It will be a choppy ride. 
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    • th0mastanth0mastan
      ·03-13
      $NVIDIA(NVDA)$   Although there is much conflict around the world, the core businesses still needs to carry on.  With the recent volatily, market has been trading headlines. This provides a good opportunity for us to accumulate companies with stro Ng fundamentals. However, no one can tell how long this conflict will last and the eventual impact.  I have been thinking hard and one rule that I will abide to is to ensure that I'm prepared even if the portfolio is down more than 50%. The worst position is to be caught in a position when the market is down and you are unable to seize the opportunity.  Keep calm and stay safe! 🙏🚀
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    • th0mastanth0mastan
      ·03-02
      $Tesla Motors(TSLA)$   Tesla will continue to grow at astronomical pace in the coming years. It's no longer just an EV company, the technology and business segments are constantly expanding which will open up the TAM. Being a pioneer in each area will definitely has its advantages. one of the core strength is its execution. We will continue to see innovation and production level matching the market demand.
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    • th0mastanth0mastan
      ·02-02
      $Taiwan Semiconductor Manufacturing(TSM)$  semiconductor wave is still on trend  Although there has been much market volatility recently, it does not af FCR the business fundamental. It's purely market driven as investors are reacting to the potential moves from FED. These would affect interest rates and lending which may have impact to business to certain extent.  Overall after the market is able to digest the news, it would be back to business again.
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    • th0mastanth0mastan
      ·01-12
      $NVIDIA(NVDA)$   2026 🚀 
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    • th0mastanth0mastan
      ·01-10
      $Tesla Motors(TSLA)$   more to come for 2026
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    • th0mastanth0mastan
      ·01-09
      $Taiwan Semiconductor Manufacturing(TSM)$  looking forward to another great year ahead
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    • th0mastanth0mastan
      ·2025-10-29
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    • th0mastanth0mastan
      ·2025-03-25
      $Taiwan Semiconductor Manufacturing(TSM)$   Given the recent push for greener industry, many of the heavy industry players like Shell, Exxon mobile have announced plans to move their operations to lower cost countries. With such a shift, Singapore has to identify new industry or expand existing manufacturing base to fill up the gap. One key industry is semiconductor fabrication plants. It's considered relatively light industry given that its able to site near residential areas, the only consideration is the blast radius for it to be away from places where there is high vibration, which our tradition heavy industrial area may not be suitable. As Singapore government continues to set aside land for such needs, we will see the companies expa
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