To The Moon

1. 2,5 percent interest rate is below the risk free rate for interest payments 2. The equity investment in dbs has a higher expected return than reits and other property holding groups 3. Dbs group is growing and can increase earnings and payments to shareholders

1. Arm has a high market share which it needs to protect in phones 2. There is no reason for a pullback in share price at this time. 3. CPU is a system component for running large memory models on Gpus and slows down processing time

1. Google’s newly released turboquant reduces memory usage pressure for larger models 2. Memory stocks are very highly valued at this time 3. The investment thesis in memory stocks has not changed at this time

To the moon: musk is likely to deliver of any individual, however what is the value of a space exploration company if it succeeds? Also there is a high likelihood of low valuation with high competition

A bottom fishing addiction: it is difficult to distinguish value from low growth stocks b. No stop loss: it is difficult to apply stop loss since changes could be structural or temporary C. Overtrading: my issues are undertrading D falling or fakeouts: I do not adequately assess high growth stocks

1. The current gold and silver sell off is a bear trap since there is high market volatility and the price of gold is likely to increase sharply 2. To benefit from this position the best position is to short $ETFS Physical Gold(GOLD.AU)$ 3 at the moment gold is falling in value and oil is appeciatinf in value, however over supply of oil is forecast in the near term to benefit from selling oil today

Samsung: while sk Hynix has more volumes of production and micron has more advanced HBM memory, Samsung has greater scale and integration with other technology divisions

1. Bank stocks are higher profit margin relative to leveraged property stocks 2. Follow the trends in purchasing ai stocks 3. Ltd rules tightening do reduce profitability of money related stocks

1. Reserves be shortage: the g7 release is intended as a short term measure which is insufficient for a longer term war with Iran which will continue to increase prices 2. Portfolio pivot: a better decision is to long $Gold.com(GOLD)$ 3 market outlook: . The Iran war has already started while the us may lose the war the adverse impact of high oil prices has already occurred

1 $DBS Group Holdings Ltd.(DBSDF)$ is more attractive that ocbc and uob due to higher growth prospects and higher dividend yield. Smaller banks tend to outperform larger banks in times of economic prosperity 2. Middle East war is an ongoing issue and has no signs of stopping anytime soon. This is likely to weigh on market returns for an extended period. 3. Dbs share price has not bottomed out with further falls expected due to economic upheaval and disruption