To The Moon

1. My year end price target for $SanDisk Corp.(SNDK)$ is $1000 2. Yes, earnings per share or eps is likely to be revised higher 3.yes, Lta prepayments will increase further as spending increases

1 I thin dbs will close at $59 on Friday 2. Yes, dbs is likely to outperform q1 net profit estimates

1. Intel has a lot of future growth potential 2. Yes above $40 is possible 3. No cpu silicon is a depreciating asset 4. Thankyou

1. Nvda nvidia can appreciate further by partnering with google 2. Tesla’s future earnings are driven by innovation which can continue. Ai spend at Tesla is less 3. Amd price appreciation is driven by higher costs for technology

1. Anthropic is a start up company with limited capital, the contract term is longer than company lifespan. 2. Amazon can sign a deal with google if necessary to obtain technology 3. There is limited purchasing power among the biggest consumers of technology, with suppliers with greater power

1. Tesla is likely to underperform expectorations 2. Within the MAGA seven I am most bullish on Microsoft 3. S&P 500 is likely to fall this year with negative eps

1. Removing pattern day trading rules is a liberation for retail investors to be able to trade similar to large investors 2. Yes removing pdt will increase trading volumes 3. Largest trading stocks will have higher volumes

1. Currently holding $DBS(D05.SI)$ 2. Largesr earnings risk this quarter is in retail lending growth rates 3. Bank valuations are very high historically on high growth prospects 4. Current valuations of 1.1x to 1.6x price to book ratio with dividend yields of 5% to 6% is in line with historic rates

B cohr with broader exposure to the nvidia story and ai spending Optimal techniques to reduce the pitch density are likely to continue to enable higher density memory

1. Holding the line on crm and pltr, these are high growth industries with strong prospects for further growth. 2. No, subscription model is the usual in this industry 3. Plantir is a government. Contracting agency which depends on government contracts