To The Moon

I think CoreWeave’s $CoreWeave, Inc.(CRWV)$ Q3 results confirm strong AI infrastructure demand. Its 168% revenue growth and $132.5 billion backlog are impressive, but I am more concerned about its huge debt, rising interest expenses and heavy capex. Strong demand does not always translate into sustainable profits. I remain bullish on the long-term AI theme, but I see $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ as relatively established plays compared with CRWV, which carries higher financi

I remain bullish on AI infrastructure, and CoreWeave's $CoreWeave, Inc.(CRWV)$ 168% revenue growth and $132.5 billion backlog highlight strong demand. However, its nearly $47 billion debt and massive capital expenditure remain major concerns. Revenue growth does not guarantee sustainable profitability. Personally, I would favour NVIDIA over CoreWeave for the long term. $NVIDIA(NVDA)$ has a stronger competitive moat through its GPU technology and CUDA ecosystem, while CoreWeave faces greater financing and execution risks. I am not c

I remain bullish on $NVIDIA(NVDA)$ long-term fundamentals. Its CUDA ecosystem, technology leadership and strong AI demand will not disappear because of negative headlines. However, this situation highlights governance and geopolitical risks, especially given investors' strong reliance on Jensen Huang. Personally, I am more concerned about potential changes in US-China chip export restrictions than the investigation itself. I will be watching the investigation outcome and November 17 earnings for any impact on revenue growth and business outlook. $Advanced Micro Devices(AMD)$ is also worth watching as a potential benefi

I would put Yangzijiang Shipbuilding $YZJ Shipbldg SGD(BS6.SI)$ at the top of my watchlist. Its US$6.98 billion in new orders and strong backlog provide good earnings visibility. However, delivery execution, profit margins and cash flow remain important. For the banks, $UOB(U11.SI)$ deserves closer attention after its disappointing earnings reaction. Lower net interest margins remain a concern, but $DBS(D05.SI)$ and $ocbc bank(O39.SI)$

I believe the latest CPI report signals continued market volatility, especially for high-valuation tech stocks. However, I would not consider this the end of the AI growth story. Companies with strong fundamentals, earnings growth and cash flow should remain attractive long term. For $NVIDIA(NVDA)$ , I remain bullish on its AI leadership and data-centre demand, but I would avoid chasing a rebound. I prefer accumulating gradually at more attractive prices while monitoring QQQ for broader market direction. My strategy remains unchanged: stay disciplined, keep sufficient cash and avoid emotional decisions. Market volatility can create opportunities, but I would rat

I would lean towards Option B – Wait and see. GTA VI has enormous commercial potential, and the strong preorder momentum is encouraging. However, Take-Two $Take-Two(TTWO)$ has already benefited from substantial expectations surrounding this launch, so I would rather avoid chasing the stock just days before release. For me, the real test is whether actual sales, player engagement and recurring in-game revenue can justify the current valuation. A blockbuster launch could certainly provide further upside, but even a successful release might trigger a sell-the-news reaction if expectations are already too high. I prefer to stay patient and let the numbers do the t

I still believe AI has enormous long-term potential, and Anthropic's latest models show how quickly the technology is evolving. However, impressive benchmarks do not guarantee sustainable profits. What matters is how efficiently companies turn AI capabilities into real business value and healthy cash flow. Among the four options, I would lean towards C — Chips and memory. $NVIDIA(NVDA)$ , AMD and MU are essential to AI infrastructure, and increasingly complex AI agents could drive further demand for computing power and HBM. However, I would remain selective because strong industry growth does not mean every stock is attractively valued. I think AI is entering a

Earnings night always brings the same temptation. Should I sell before the numbers come out, or hold and hope for a big jump tomorrow morning? Hold or Sell? Personally, I think that is the wrong question. My approach is usually HOLD, especially when I own a company because I believe in its long-term growth. But holding does not mean doing nothing. Before earnings, I ask myself one important question: If the stock drops 10% tomorrow morning, would I still want to own the company? If my answer is yes, I am normally comfortable holding through earnings. 🟢 Why I Usually Hold Through Earnings For quality companies, particularly in technology, AI and semiconductors, I don't want one quarter to determine my entire investment decision. Companies like $NVIDIA(

Personally, I would lean towards $Applied Materials(AMAT)$ because of its established business model, consistent earnings and healthier profitability. With growing concerns over AI capital expenditure and monetisation, I believe companies that can translate AI demand into sustainable earnings and cash flow will attract stronger investor confidence. I still see long-term potential in CRWV and NBIS, as AI computing demand remains strong. However, their massive capital expenditure, financing costs and cash flow requirements make me cautious. Rapid revenue growth alone is not enough without a clear path to profitability. My strategy is to wait for earnings and management guidance before making further moves. I would rather miss the initial rally th

Personally, I see the stronger-than-expected jobs report as a double-edged sword. While it reflects a resilient US economy, it gives the Fed less reason to ease monetary policy. I will be watching CPI closely, as persistent inflation could push Treasury yields higher and put further pressure on high-valuation growth and AI stocks. I remain cautiously optimistic about US equities over the longer term, particularly companies with strong earnings, healthy cash flow and sustainable business models. However, the market is becoming more selective. Strong AI revenue growth alone may no longer justify premium valuations if capital expenditure and financing costs keep rising. My strategy is to avoid chasing the rebound and keep some cash ready. I would rather accumulate quality companies gradually