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

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