To The Moon

$Linde PLC(LIN)$   1️⃣ Why am I making this trade now? I’m adding Linde now because I want more exposure beyond tech while still owning a high-quality business with strong pricing power, recurring demand and long-term growth. The recent entry at $456.50 gives me a reasonable starting point, and the 7.33% unrealised gain is a good early confirmation that the timing wasn’t too aggressive. 2️⃣ What’s my plan from here? I’m not looking to trade this for a quick profit. I plan to hold and let the business compound over the long term. If the share price pulls back meaningfully without a change in fundamentals, I’m open to adding. If valuation becomes excessive or the business thesis weakens, I’ll reassess rather than hold. 

$Advanced Micro Devices(AMD)$  

$Advanced Micro Devices(AMD)$  

If oil reaches US$100 a barrel, producers and oil-exporting countries are likely to benefit from higher revenue and stronger cash flow. Energy stocks, oilfield-service companies and some commodity-linked businesses could also gain. The losers would include airlines, logistics firms, chemical manufacturers and other businesses with high fuel costs. Consumers may face more expensive petrol, transport, food and everyday goods. Oil-importing countries could also see wider trade deficits and greater inflation pressure. For my portfolio, I would avoid making a sudden concentrated bet on oil. Will consider maintaining some exposure to energy for diversification while favouring financially strong companies. Will also keep a balance of defensive sectors, dividend-paying stocks and cash, since highe

$Eli Lilly(LLY)$  

Agree, focus on companies with strong fundamentals, margins, balance sheet strength, cash reserves and moats. Good to diversify into strong companies in other sectors too.

I don't think every technology stock should be treated the same during a market sell-off. Some businesses have strong earnings and cash flow behind them, while others depend heavily on very high future expectations. $Tesla Motors(TSLA)$ is the one I would treat with more caution. The company has enormous potential in electric vehicles, autonomous driving, robotics and AI, but the share price also reflects a lot of that future potential. If expectations around robotaxis or Optimus are delayed, the stock could fall sharply even if the underlying business remains healthy. For me, Tesla has more characteristics of a bubble-risk stock because investors are paying heavily for future growth that has not fully materialised yet.

$Vanguard S&P 500 ETF(VOO)$   Sharing P&L

B) Overreaction. Agree with Jensen Huang that AI is more like an efficiency layer than a full replacement. Just like we didn’t rebuild Excel from scratch when new technology appeared, AI will be added into existing tools to make them faster and easier to use. The software that will survive are the ones people already depend on every day, such as spreadsheets, design tools, and business systems, because they are deeply built into how work gets done. Weaker or nice-to-have apps may disappear, since AI can easily copy what they do. In the end, AI doesn’t replace everything, it strengthens the most important software and quietly pushes out the rest.

Congratulations to Tiger for the 10th Anniversary! 👍