To The Moon

Nvidia may be the cheapest now but that is a reflection of market’s confidence in it remaining as the leader being shaken. Its main advantage is being challenged with AMD’s chips being not too inferior yet coming at a fraction of nvidia’s cost which challenged Nvidia’s ability to continuing charging at a premium. Given how fast the market’s demand continue for chips is rising and nvidia’s inability to meet all the demand, this is the time for AMD to shine and I think in about 1 year, Nvidia’s share will drop to 60% and even less as more players rise to the scene. Alphabet looks set to be the next to break $5T with its cloud and Gemini. It is well positioned to be a relevant AI player on many levels. I have never held Nvidia as a lone stock as I believe this is a scene where no company

Definitely team alphabet and Amazon. The main driver for alphabet has always been its cloud. Add to that its successful AI venture with Gemini, it’s like having twin engines for growth. Microsoft is like its competitor on the same twin engines but yet to deliver its full potential. Amazon has ride well on its e-commerce and this is also expected to have increased demand. Compare this to meta which despite its heavy investment in AI, it has yet to yield the economic results that the market is looking for. I would wait for more clarity on the economic returns from all these AI investments before I would consider buying meta. There is no rush into buying the dip when there are many other better companies around that has more promising returns. However I won’t exit it as not all is lost yet. A

I see this as temporary only. Many individuals and companies are starting to see the potential of AI and many are jumping onto the bandwagon. While AI is promising, none has set done to carefully calculate the cost of it. AI is not free and could be more expensive than the exact manpower savings that it boost of. Who is studying the balance sheets? This supply constraint is driven in part by hype and fomo-mindset. When the dust settles, capex has to come down. Also, even with more use cases, there will also be more competition and this will further drive prices and capex down. We are seeing this with Nvidia already. It is impossible for any of these AI companies to charge at a premium forever. I do see the capex coming down within 2 to 3 years. All is good while the music lasts. These comp

I am definitely more worried about FOMC. The next fed chair can lift the entire stock market or cause it to crash depending on how dovish or hawkish he is. This is independent of the performance of big tech. Of course, big tech has risen quite a fair bit and some corrections might happen. If warsh doesn’t cut rates as the market expects, equities will definitely come under pressure. Afterall, the market has already priced in rate cuts as trump would like to see. The market has been trained to fed manipulating the performance of equities since Covid. 5 years is more than enough for conditioned behavior. I think whatever pullback in the AI narrative will only be temporary. AI is for the future and use cases will expand exponentially which would create further pressure on demand.

$Frencken(E28.SI)$  riding the AI wave with a SG stock

@DiAngel come learn more

I think with AI, innovation becomes more imperative. Consumers will be less patient and will demand products that are relevant, with the latest technology and high performance. Ternus is the guy behind all the products which shows that he has an eye and a pulse on what is going to be the future trend and what consumers want. Over the years, the products have helped Apple dominate. Without products, Apple is irrelevant to consumers. Operations and global expansion can only come on the foundation of a good product that consumers like and are willing to pay the price for. In the past years, he has played complementary role to Cook. I am not sure if he has strengths on operations and global expansion but within such a big company, I’m sure he can find someone to be the lead in this area to

Demand for chips will only get stronger. I believe Nvidia will break to new highs as it still has the most sophisticated chips. The main limitation is its cost and ability to meet the demand within the stipulated timeframe that its buyers have. Tesla’s AI infrastructure spending will definitely be one of the many factors supporting the AI rally but there are many other buyers and demand to support the AI rally. AMD breaking $300 is a good sign, demonstrating that demand is going strong and the market is beyond Nvidia. The chip supply is still clearly behind demand and I believe this situation will last for a number of years especially with the exponential increase in use cases with many trying to get onto the bandwagon. I personally like Nvidia and Taiwan semiconductor but for a busy

$AUNTEA JENNY(02589)$ bullish but decided to take profit first, buy back later 

I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers