$NVIDIA Corp(NVDA)$ Anyone holding NVIDIA (NVDA) is facing significant losses, with the stock touching double-digit lows this week. The October crash is expected to severely impact at least three of the "Magnificent Seven" tech stocks. I’m quite certain that META $Meta Platforms, Inc.(META)$ , NVDA, and TSLA $Tesla Motors(TSLA)$ will not emerge unscathed and may even face substantial declines or be wiped out altogether.
🌟🌟🌟$CapLand IntCom T(C38U.SI)$ is the largest Singapore Real Estate Investment Trust with a market capitalisation of SGD 13.7 billion or USD 10.3 billion. It debuted on Singapore Exchange in July 2002 and was renamed CICT in November 2020 following the merger with Capitaland Commercial Trust. I have invested in Capitaland Commercial Trust in 2021 prior to the merger and have held CICT since then. In that time I have seen CICT grow slow and steadily. What makes CICT so special when other SReits were not doing so well? First of all, CICT has a strong sponsor in $CapitaLandInvest(9CI.SI)$ which holds properties in ove
$NVIDIA Corp(NVDA)$ In the next two weeks we have two of the biggest catalysts until the election in November. Jackson Hole and $NVDA earnings Have to think Powell will be dovish at Jackson Hole after last week, maybe a dip early next week to set the stage for a rally into Nvidia’s report.
$Palantir Technologies Inc.(PLTR)$ OFFICIAL: NEXT S&P 500 REBALANCE DATE IS SEPTEMBER 20TH, 2024 Palantir $PLTR has all the qualifications to join the index but has missed it for the past 3 rebalances due to, in my opinion, low institutional ownership. Last quarter, $CRWD Crowdstrike, GoDaddy $GDDY, and $KKR got into the index.
Ray Dalio 13F 2024Q1 position change: Increased position in Li Auto by 3,265 shares, the number of shares held increased 5.29% compared to the previous period and now represents 0.01% of the total position.
$Alibaba(BABA)$ is the best way to bet on Chinese economy and Chinese domestic consumption story.Image $Alibaba(BABA)$ is a no-brainer at 6x EV/FCF and 1.39 P/B They're buying back shares at incredible rates reducing the share count by 3.2%. For reference, $AAPL are managing 2.6% reduction per year. Further bullish catalysts: There's been 10% growth in Chinese online retail sales 60% growth in revenue international e-commerce Cainiao grew 30% YoY The Chinese economy is recovering. $Alibaba(BABA)$ will give great returns. Wouldn't bother trying to time it. Get in and hold!