Saturday, 1 February 2025

CNY 2025

 Stoks

  • Fed meeting this week, as expected no rate cuts for this round and lesser for this year.
  • Higher for longer here we go.
  • Mon started with a bloodbath where Deepseek caused a massive selloff in NVDA, -17% for the day at almost 600B market cap gone.
  • DCA more and brought average down from 137s to 132 now but still down almost 10% after Trump confirmed his tariffs on 3 countries.
  • Bought into ASML and MSFT after the big sell off, topped up abit more into LINK, TSLA and TSM.
  • ME8U also got whacked hard due to its nature of business, lesser demand for chips storage.
  • Got some more for TBL account since the price was getting interesting.
  • CFA payment next thursday.

US P/L 269910.61

SG P/L 292122.99

HK P/L 160211.24

Up-ed approx 28K for the week.





1.3530 USD FX

Withdrew everything from MMF.









+ TSLA/MSFT/ASML


+ LINK






Life
  • Went for CNY celebrations from Tues afternoon all the way to later Saturday.
  • Got angpows shameless as a 31yo unemployed single guy.
  • Left eye decided to chu pattern and popped a stye out but it was already prepped for few days ago as the symptoms came back.
  • Somehow the body managed to tahan till the last day of the celebrations.
  • Gonna get a haircut next week, bth the length liao.
  • Month of Jan has just ended, 11 more mths to do something new...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...