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

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