I believe the truth is in-between and not binary. While agents will be able to take on more tasks that were done by humans, human oversight is necessary to ensure things don't go awry. Tasks which not mechanical in natural often have nuances which agents may not respond correctly. Again, market loves to take any opportunity to sell on news before someone comes out with another story to move the market again.

The performance of my portfolio in 2026 Q1 was simply unbelievable good when compared to previous years. As my decades old portfolio consists ST Engineering (58%), Banks (23), REITS (17%), the geopolitical chaos did little harm and I was able to sleep soundly through the night while others had indigestion due to their frequent binge on TACO. For my portfolio, the banks counterbalances the REITs while ST Engineering went on a growth spurt.

I've to say B. Although I have a trading plan, my emotions gets the better of me causing me to hang on while I should have bailed out. Things have started to improve lately and I have managed to start to respect the stop loss. This is after being forced to become "long term investor" (bag holder) for a few counters.

(1) & (3): instead of hoarding gold and oil as hedges (as I'm not familiar with these), I had sold 1/3 of a position which had tripled in value over the cost price. (2) After consecutive blockbuster earnings, the "market" has set unrealistic expectations for Nvidia, this is not the first time and long term investors are already expecting this to happen.

The era for AI as a headline buzzword seems to have come to an end. However, the narrative on this theme hasn't - it has just pivoted to the market demanding to see real returns aka monetisation. A new business model after SaaS need to be presented to convince the market

The deep pocket - buffet style CNY dinner with dishes ranging from curry to salad. Wishing all a Huat year ahead!!

Every investor's situation is different and it is more so between retail investors Vs institutions. For retail investors like you and I, we lose to inflation if we try to time the market and sit on cash. For the Oracle, he has a never been a serious investor in tech and hence his actions may not be indicative of a tech bubble burst. For NVIDIA and Microsoft, the formers' hardware is pretty much needed especially when AI is no longer fantasy stuff. For Microsoft, their software are deeply entrenched in corporates and it wouldn't be. possible to unravel it overnight when a respectable alternate is not apparent over the horizon for a silky smooth plug-n-play. Unless Microsoft wishes to be the next Kodiak, I wouldn't imagine that it will sit around and do nothing. Would it be possible then to

16 cute tigers counted.

The switch from AI-Euphoria to AI-phobia is not new as we have seen the same trick last year while Deep Seek was paraded as the bogeyman. It's the convenient excuse to peg a time to take a pause and lock in the profits when the naive retail investors catches the falling knifes. I believe a new narrative will emerge soon that the tech giants are in-fact already in the game or that the new kids on the block are being acquired under their fold. What can't be solved with their deep pockets? Unless they would like to be another kodiak. I've started accumulating on companies that will still be dominating in immediate future.

Traditionally banks stocks are considered cyclical in nature and the results have shown that the net interest income will definitely take a hit following the rate cuts. However,  banks are no longer the dinosaurs and they have evolved their business model for growth and diversification. We should continue to monitor the results for the coming 2 or 3 quarters before we pass our judgement. For investors, the price actions are just noises and it is the fundamentals that matters. 

The dip for $Microsoft(MSFT)$ seems more like a valuation rest, it may be a good to take a small initial position to be scaled in after more clarity at the next earnings. $Tesla Motors(TSLA)$ is not likely to deliver as Elon Musk has consistently hyped the market repeatedly.