Friday, 2 February 2024

HK ICT over

 Stoks

  • Closed at 187.15 after hours from last week of 184.08.
  • Big underperformance from them given QQQ rose 1% thanks to fantastic results from META n AMZN.
  • Good decision to buy into META at 390s and also for AMD when they missed their earnings.
  • Also went heavy on the DCA after Fed meeting where JP said first cut won't happen in March and that brought a huge sell off.
  • Meanwhile, AI hype is still ongoing and as reflected on NVDA share price, up only.
  • 3 more weeks to see its guidance but very likely to beat and rocket again so can buy.
  • Didn't get chance for SGX for myself but bought DBS and sold LL for TBL.
  • Overall earnings for big tech this week was better than expected and GOOG like previous quarter sold off big but recovered back afterall.
  • Bought another batch when it went red on Fri, making it the largest US holding as of now.
  • No changes to DCA plan and sad that MMFs are coming down.
US P/L 264096.01

SG P/L 19224.50






1.3398 382248.95











Bought into AMD



















Life
  • Finished 2 weeks of HK ICT, tbh really enjoyed the social interaction, felt like back to camp days where most had nothing to worry about.
  • Cutted hair on 1/2 and had to pay $2 surcharge but all is well.
  • Not saying I have things to worry about and seeing alot having their career progressions means all is good.
  • HQ still felt like the old batch since 8years ago but ofc some distanced themselves away.
  • Next cycle will be on Jan the following year unless unit gets activated this Apr.
  • Went back to TP after 10years and saw many changes, was commenting how the cutlet went from $4 to $6.70, lol.
  • Will be resuming MW caretaker till then, sub should arrive next week.
  • CNY next week, time to repeat the same old process but see one time, less one time...pkl

No comments:

Post a Comment

No fed cut but one member say next month possible.

 Stoks Another down week for local banks, while not much directions for US markets despite the wars or whatever ongoing saga. Biggest news w...