$XAU/USD(XAUUSD.FOREX)$ is dropping but not bottoming. If you have held gold for long term, you might want to consider catching the dip. But, I am sure the price is still very high consider many might have purchased $UOB(U11.SI)$ physical gold way below sgd 200 range… Like mentioned by @koolgal, investors are just rotating the hot money to others like bonds or SpaceX🤣… Physical gold does not give immediate dividend, but it hold its value well even when being corrected. @Tiger_SG @Tiger_comments @tigerstar
I definitely agree that the price is a pause. For those who bought etf gold to cash out their profits and replenish more for the next bull wave. Be sure to give it time. It will react with certainty.
In the May, I will hold. But will base on the reactions to the policies rolled by the new fed chair and reactions from Mr market. Afterall, nothing is certain, the market needs to down so that we can replenish our positions [Happy]
Not just $NTT DC REIT USD(NTDU.SI)$, $Keppel DC Reit(AJBU.SI)$ wasn’t moving much too. It seems like the the data center isn’t part of the ai infrastructure movement and did not gain from the forward movement. There are limited stocks in Singapore, so just have to wait for the right time and price to enter in for a position. Other them $AEM SGD(AWX.SI)$ are you considering?
If the intent is to hold long for $SIA(C6L.SI)$, then this is a good opportunity to gain some position. Event like such should have already been factor in their strategy plan since oil takes up at list 30% of their expenses. And, oil crisis is not new kid in the block. Once the crisis is over, I have confidence that it will spring and all pressure will disappear.
Space stocks is likely to be the next up rising sector, since AI will be part of the infrastructure for satellite networks, connectivity, and defense integration. The main debate is which stock has the best valuation fair value and identify the best opportunity to own a position.
The market is repricing the AI stack, moving from a blanket bid on all things "AI" to a discriminating focus on profitability and reasonable valuations. The Strategy is shifting from "Hardware Heavy" to "Balanced," favoring companies with proven software monetization channels.