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$NVIDIA(NVDA)$ Don't understand why chip related companies stock price wiuld jump if the CHIPS act is scrapped. CHIPS act as I understood was to attract chip companies by giving them some subsidies in terms of cash. Not sure maybe my understanding was wrong.
$NVIDIA(NVDA)$ Chips I think will get even more expensive and limited I think with control restrictions by US, retaliation by China by putting curbs on rare earth minerals to US. Not sure what is going to happen. Like I said a couple of times will wait and watch until there is some clarity. Will see after the next earnings call of Nvidia. The last one was not that great, mixed as I thought.
Bullish long term. How much to invest or take profits depends on performance and hence waiting to see what earnings report says and what company executives say on growth. Currently with DeepSeek, delays in Blackwell, issues with Blackwell racks , Trump decisions etc too many things going on so I am waiting to see what the earnings call says.
$Grab Holdings(GRAB)$ Grab price drop is overdone I think. The business of Grab is entirely in South East Asia. Good price.
$Grab Holdings(GRAB)$ Grab's been profitable last couple of quarters so money is being made and used to grow business better than losing money as it was before. The share should do well. My thoughts.
Nvidia chips will be bought for sure but how much more growth is there remains to be seen. Trump has tariffs and selling to other countries is a challenge unless they want subpar chips like H20 or with 50% efficiency of the Blackwell chips insulting other governments not to mention possibility of backdoors in such chips. Nvidia will have to build such chips separately. Microsoft, Amazon, Meta are buying Nvidia but I understand they are also building their own. China is working on building its own might take a couple of years but they will get there. With 50% tariffs on India they are also getting started on their own chip ambitions. China and India that's roughly two biggest roughly 35% of world's population with two big countries requiring massive data centres to manage and process data h
Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown
AI is going to stay and be more and more part of our lives. Sure Nvidia is a big player in the AI space but now others are trying to erode its lead. AI is not Nvidia but is a player in that ecosystem.
Nvidia Stock Dips in November, But Wall Street Smells a Massive AI Comeback
Wonder how Grab's tag of "Driving South East Asia Forward' will change where they feature employment for people because of their platform. At least that's what I understand. Number of driver cars would eventually go down and Grab would earn more money since they could take 100% of fare with self driving cars working 24/7 instead of the 30% comission from the drivers. But this is going to be reality for all cab companies.
ComfortDelGro and Grab Set to Launch Autonomous Vehicle Services in Punggol
Great. Indian economy is doing good. Dont see challenges with Trump administration for India. Singapore government and CapitaLand Investment (9CI) is looking more investments there as I understand. Rupee seems to be somewhat stronger over tge last couple of months against Sing dollar. Financially CY6U / CLINT seems to be doing good FCF per share, EPS wise as I see.
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This is going to be great. About the $ 3K machines, companies might save a lot of money that they could spend on the cloud if they could test stuff on their local laptops/desktops. They probably will save more money than they would spend on buying those machines with Nvidia chips. I like it.
Nvidia Unveils Gaming Chips, Desktop Computer to Protect AI Lead
Trading and Investing buy/sell indicators and basis of decisions would be different since one is short term (hours, days, weeks, months) and other long term (years). Buy some to hold long term and some to trade. Market sentiment I think plays when you trade since it is a short term and you have that decision made to trade and you know that the stock was not bought with a mindset to hold for a long term. I generally research the company whether to invest or trade.
$CapLand India T(CY6U.SI)$ found this article so sharing, shows growth and future prospects https://www.pressreader.com/india/mint-bangalore/20250211/282136412120993 These should grow DPU further.
My opinion, I believe market has already priced 25 bps. If that is the cut that happens then it is a small cut. REITs will surely benefit. Bank share prices would depend on how fast and often (example, would they cut 25 basis points each month until end of the current year /early next year). I think the US Fed cut will be slow measured as the US economy still seems strong and inflation can come back.
$SamuderaShipping(S56.SI)$ shipping in general should be slowing because of trade tariffs and countries trying to figure out alternative destinations other than the US to sale products.
$Aztech Gbl(8AZ.SI)$ seems to have good free cash flow to pay good dividend.
Good to see both DBS and JP Morgan are giving positive signals for S-REITs. 👍
S-REITs Surge Today Amid Recession Fears and Falling Rates, Says JP Morgan
$iShares MSCI India ETF(INDA)$ US and India discussions between Trump and Modi concluded a couple of hours ago. Looks good. Trade going to double in next 5 years to USD 500 billion. Read more - https://www.cnbc.com/amp/2025/02/14/us-india-to-boost-bilateral-trade-to-500-billion-by-2030-modi-says-.html
Circular financing is interesting. Left pocket, right pocket? Softbank and now Peter Thiel dump entire Nvidia stake. Need to be careful.
Peter Thiel Dumps Entire Nvidia Stake, Slashes Tesla Holdings Amid Bubble Fears
$CapLand India T(CY6U.SI)$ Great set of results https://investor.clint.com.sg/newsroom/1.CLINT_Press_Release_-_2H_FY_2024_27_January_2025.pdf The DPU looks good.
Meta is a solid company whose products and services are used by billions each day.
‘Time to Buy,’ Says Analyst as He Upgrades Meta Stock to Buy
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