1. Precious metals breakout: $LYNAS RARE EARTHS LTD(LYC.AU)$ market moves are difficult to predict with trump’s daily comments, missed 2. $NVIDIA(NVDA)$ is a long term investment hold 3. China repricing moment investments are challenging outside china missed 4. $Advanced Micro Devices(AMD)$ is an earlier stage company hold 5. $Tesla Motors(TSLA)$ is an established company hold
1. Plan for Christmas is short $SPDR S&P 500 ETF Trust(SPY)$ on us economic weakness and reduced trading activity 2. Us markets are still trading over Christmas & actively trading 3. Travelling plans are to remain connected in Singapore to watch the us markets over the holidays
$SPDR S&P 500 ETF Trust(SPY)$ is impacted by economic weakness with high inflation and slowing economic growth. Strategy is put options on $SPDR S&P 500 ETF Trust(SPY)$ to benefit from decline of the s&p 500 index as the currency depreciates and the economy slows
1. Is this the nvidia moment for micron: micron is benefiting strongly from artificial intelligence workloads which benefit from large fast memory. This is an opportunity for micron to capitalise on greater memory demand 2.current forecasts for memory demand indicate tight supply for first half of 2026. While it is possible that this could continue throughout 2026 and into 2027. 3 this supply demand imbalance is due to orders for memory for new data centres which are planned for deployment over 2026 and 2027. Further data centre demand is critical to future performance of $Micron Technology(MU)$
1. Nasdaq decline is a response to negative macro news with interest rates declining and rising inflation 2. $SPDR S&P 500 ETF Trust(SPY)$ put options for broad market declines 3. Ai sector is only a small part of nasdaq, inflation is the driver of interest rates
1. My favourite high dividend stock is $UnitedHealth(UNH)$ due to high consistent dividends. 2. Analyst price target is $325 3. $Simon Property(SPG)$ is also interesting due to consistency of dividend amount
Great post to identify the differences in bearish share chart patterns the false breakout is a particular problem with value investing. In detail, an investor in $Microsoft(MSFT)$ may see a chart and view it’s in decline when the volumes are actually low. Another good example is $Alphabet(GOOGL)$ which is also in decline over low advertising volumes
1. Yes I am ready to adjust positions in banks to increase 2. Yes banks are a key economic stock to hold 3. Yes $SGX(S68.SI)$ is a key bank stock 4. Yea the Singapore stock exchange will reach 6000 points