$ServiceNow(NOW)$ I continue to look positive on software stocks like NOW, and that's why I've been consistently DCA-ing into my position recently. After the strong run in AI-related hardware and infrastructure, I believe software could be the next area to attract more attention as businesses increasingly adopt AI to improve productivity, automation and enterprise workflows. Companies like NOW have strong recurring revenue models, deep customer relationships and significant potential to monetize AI across their existing platforms, which gives me confidence in the longer-term story. The beginning of this trade hasn't been easy, and my NOW position initially suffered from the broader pullback in software stocks. However, the recent rebound has s
$SpaceX(SPCX)$ I decided to average down my $SpaceX(SPCX.US) position because the recent pullback is starting to look more like a near-term reset than a change in the long-term story. After the heavy selling pressure following its first earnings report and the post-IPO share unlock, the stock appears to be finding support and beginning to rebound. For me, this is exactly the kind of weakness I'm willing to use to improve my average entry price, especially if momentum continues to stabilize. I'm not trying to catch the exact bottom, but the risk-reward looks more attractive now compared with chasing the stock at much higher levels. Fundamentally, I still see several powerful long-term growth drivers. SpaceX is not simply a launch company — Sta
I’d say I’m definitely the FOMO trader 😂. If a stock drops 20%, my first thought is whether this could be the dip I’ve been waiting for. And if I sell only to watch it jump 15% the next day, I’ll probably feel the urge to jump back in. Watching everyone around me make money makes staying on the sidelines even harder. The challenge is knowing whether I’m seeing a real opportunity or simply reacting to FOMO. A sharp pullback can be attractive when the fundamentals remain strong, but chasing a stock just because it’s running can turn a good idea into a bad entry. I’ve learned to manage this with position sizing and DCA rather than blindly chasing every move. So, in one sentence: I’d rather risk missing the perfect entry than watch a stock take off without me—but I’m learning to turn FOMO int
I lean toward B — the Hormuz talks could stall over the blockade issue. Markets initially priced in the reopening headline, but Iran’s tougher conditions make a full resolution uncertain. If talks fail, oil could rebound quickly, so I expect continued volatility rather than a straight-line decline. For me, this is also a Fed and rates story. Softer jobs data and lower oil could strengthen Fed-cut expectations, supporting GLD and TLT while pressuring the dollar. I’m watching USO/XLE alongside GLD/TLT to see whether markets are pricing genuine disinflation or just another temporary geopolitical swing. I would avoid chasing the headline and wait for confirmation. If workable terms are reached and oil stays lower, the easing-inflation narrative becomes stronger. Until then, the actual agreeme
I don't think the recent tech sell-off means the AI bubble is bursting. To me, this is more of a reset in valuation and expectations after a massive rally. I remain bullish on the long-term AI trend, but I'm becoming more selective: $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ remain attractive due to their strong competitive positions, while $Micron Technology(MU)$ offers long-term HBM and memory exposure but comes with higher cyclicality. I prefer to buy gradually rather than trying to call the exact bottom, and I'm especially cautious with leveraged ETFs because
The AI Rally Is Being Repriced The recent sell-off in technology stocks has definitely made investors nervous. When names like Micron, $SanDisk Corp.(SNDK)$ andfall more than 40%–50% from their recent highs, it is easy to ask: Is the AI boom finally coming to an end? Personally, I don't think so. I see this more as a major reset in expectations, valuations and positioning after an exceptionally strong AI rally. The key question is no longer simply whether AI will grow, but which companies can turn massive AI spending into sustainable revenue, earnings and free cash flow. From"Buy AI" to "Prove It” The market has changed significantly. Earlier in the AI rally, almost anything related to semiconductors, data centers or AI infrastructure c
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL remains one of the positions I continue to build because I believe the semiconductor industry is still in the middle of a long-term AI investment cycle. While short-term sentiment can swing sharply, the demand for advanced chips, memory, networking, and AI infrastructure continues to grow, creating opportunities for patient investors. The recent pullback has actually strengthened my conviction rather than weakened it. Corrections are a normal part of every bull market, especially for leveraged ETFs like SOXL. Instead of chasing rallies, I prefer accumulating during periods when fear dominates, as I believe the risk-reward becomes much more attractive after significant declines. I also
$Palantir Technologies Inc.(PLTR)$ Palantir has been one of my highest-conviction AI investments, and I continue to collect shares whenever volatility creates opportunities. While the stock has already delivered impressive gains, I believe its long-term story is still in the early stages as AI adoption expands across both government and commercial customers. What gives me confidence is that Palantir is no longer just an analytics company. Its Artificial Intelligence Platform (AIP) is becoming a core operating system for enterprises looking to deploy AI securely and efficiently. As more organizations move from AI experiments to real-world deployment, I believe Palantir is well positioned to benefit from this multi-year trend. Of course, the va
One of my biggest takeaways is that STI crossing 5,000 is more than just a psychological milestone. What stood out to me was how institutional investors are looking beyond today's level, with some forecasting 6,000 and even 10,000 over the longer term. It reminded me to focus on long-term wealth creation instead of short-term market noise. I also found the discussion on ETF growth and capital inflows very insightful. The combination of MAS initiatives, growing ETF adoption and Singapore's reputation as a safe and stable financial hub gives me more confidence in the long-term outlook for the local market. My investment approach remains to stay diversified and keep investing consistently rather than trying to time every market move. I'll continue watching the STI, REITs and quality Singapor
I voted B. I believe AMD will continue gaining AI market share over the next 18 months, but Nvidia is likely to remain the clear leader. Securing commitments from OpenAI, Meta, Anthropic and Oracle proves demand is real, but converting those commitments into large-scale production deployments is the next challenge. Te biggest indicator isn't the number of partnerships but whether AMD can consistently grow data center revenue, improve margins and successfully ramp Helios. I also want to see ROCm continue to mature because software adoption is just as important as hardware performance in enterprise AI. I'm still optimistic on AMD over the long term because AI market is expanding fast enough for more than one winner. My view is that AMD doesn't need to beat Nvidia—it only needs to keep takin