To The Moon

$NVIDIA(NVDA)$  I am an eternal optimist on this counter. It will be interesting to see how the deepseek news has impacted it so far. I have seen NVDA breach 150 levels and then trace back soon after. So, if it crosses 150 again, I plan to book profits to reenter on a dip in some time. 

I have built my Singapore portfolio based only on the basis of blue-chip stocks- especially DBS, OCBC, UOB, Singtel & Singapore Airlines. All the banks have done excellently while the others are a bit disappointing considering their potential. 

$Tesla Motors(TSLA)$  I think it is time Tesla is not judged based on short term price movements. It has grown beyond short term targets & sentimenta. But it is time it increases its market footprint and has alternatives for manufacturing also outside of china to derisk.

$Tesla Motors(TSLA)$  the recent upgrade to buy is a welcome relief. Tesla is too big a brand to be down for prolonged periods and requiring Elon's association with Trump administration to boost its value. Hoping it will regain the $400+ mark soon and sustain the same for longer.

I closed $SUPER MICRO COMPUTER INC(SMCI)$  ,Basically a swing trade to leverage on the sharp moves - bought at 37 and sold at 43.

$Tesla Motors(TSLA)$  will it go below $300? How much I wish we knew the answer! I have started adding on the dip and in case it does go near 300 I would add some more. But I do feel the ride up is unlikely to be very soon unless the tariff war started by US is cooled down. 

$Tesla Motors(TSLA)$  I do see Tesla going sub $350 due to its own recent performance and also due to the potential tariff and overall international climate.

I am surely bullish on Nvidia with a high target of around $140 - 145. Given that it fell down to $115 recently, I think, $150 is a stretch needing a leap of faith.

I opened $Advanced Micro Devices(AMD)$  ,While I have trust (or hope) on this counter's long term potential, its continuous fall of late, has made me wonder if it has started to resemble a gamble more than an educated trading bet. All said and done, I am trying to average down the holding price whenever possible in the hope of a rise in a couple of quarters. I will reassess this counter around June 2025 end to decide whether to continue or hold. 

I opened $Tesla Motors(TSLA)$  ,Buying the dip