To The Moon

$CapLand IntCom T(C38U.SI)$  shopping never goes out in Singapore 

I’m partly B and D. I think AI will benefit in the longer term but the huge run up this year makes me feel that it is now safer to take profit from a portion and to reserve my cash. Financials can be quite cyclical so I do not buy the individual stocks. If I do have them, it is mainly because they are part of indices that I buy. i only hold Singapore banks which are safe haven for Singaporeans. I won’t add into defensive positions yet as the market is still generally going strong. I would prefer to watch a little longer and probably go into it after I have taken profit from my AI related stocks. The US employment data do suggest that market is still strong. Prices are high so I wouldn’t add positions now. As a busy working professional, I don’t have time to trade or monitor every single

$OCBC Bank(O39.SI)$  what not to love about SG bank?

Bullish because the demand is still more than supply. In the near term, there is no competitor in sight yet. It will take probably at least another 2 to 3 years before equilibrium will be reached. The demand for AI is booming and with agentic AI and more use cases with the many companies pivoting to utilise AI to increase productivity and reduce headcount to save cost or re-strategise their manpower utilisation, I am bullish on it. Beyond 3 years, might be a different story as companies re-evaluate their AI outcomes and competitors catch up. @Success88 @SPOT_ON @HelenJanet @Fen

$CapLand IntCom T(C38U.SI)$  on shopping in Singapore 

I think there is still further downside for gold. The war in Iran is far from over and the global market will take some time to react to lowered oil prices if that even happens. I don’t think a Fed cut would be enough to restart the bull market for gold. Many would have been scarred by this and gold is still at insane levels compared to historical levels and I think many would rather put their money in technology and AI for the longer run. A short spike is expected with market optimism but I don’t see a bull run as many would just likely speculate and take it as for swing trading for quick profits. I have never liked gold as they don’t offer growth. They mainly reflect the supply and demand imbalance of the market and strives when there is fear in the market. During times of fear, I ra

Got 17 squares! @Wayneqq @Universe宇宙 @Kaixiang @SR050321 @SPOT_ON @HelenJanet @LuckyPiggie @Success88 @Fenger1188 @DiAngel come join

$Frencken(E28.SI)$  riding the AI wave with SG stock!

Definitely mag7 for now because SpaceX has not proven profit. The concept is promising but I prefer to look at the balance sheets and want to see profit first. In any case, history has demonstrated that prices fall after IPO and there is no rush into mangos until the next year before we re-evaluate them. In the next phase of AI, I rather own both compute and infrastructure because we can’t do without the other. It is always good to diversify. I think the long term winner could be SpaceX if it is successful with data centres in space. Infrastructure on earth is quickly saturating. SpaceX has been successful with its rockets and satellites so far but real success to support its vision is still a stretch goal for now. If it could pull off into a financially sustainable and truly feasible

$SATS(S58.SI)$  especially with oil prices coming down!