Stoks
- Relatively flat week for indexes, some of the big tech reported earnings.
- AMZN, GOOG, MSFT were sold down but NVDA managed to shake off the Deepseek fears and rose back from 111s to close at 129.
- PLTR shot up more than 30% after earnings, making it even more overvalued.
- Decided to sell 51 shares out of the 111 shares, locking in around 3K SGD of profits.
- Link finally went green after some US guy said stuff about lowering the 10yr rate.
- But looking at USD going back up and also 'higher' jobs data on Fri, think reits will be sold down again as % of cut next meeting increased to 90+%.
- DBS will be releasing earnings on Mon, should be an easy beat, hoping for a special div maybe.
- If not, another pump of share price will be nice also.
- Bought into GOOG/AMZN as a new position this week as they were sold down after earnings.
- Rotated CFA into ME8U on Mon as yield became more attractive on the individual counter.
- Got some more CICT/ME8U for TBL acc as well.
- Sold a PLTR call for 0.01 after using market order, like wtf.
US P/L 273313.91
SG P/L 291785.76
HK P/L 168211.24
Up-ed approx 5.4K SGD for the week
1.3491 USD FX
+ NVDA/IBIT/MSFT/GOOG/TSLA/AMZN
- PLTR abit
Life
- 1 week since CNY visit, bloody fast time flies.
- Cut hair on start of the week, went for watch viewing at Far east and Png watch.
- Still contemplating whether to get the white roman or the TOG. Both looks great, just that the prices can be better.
- Sec school fren decided to tolong me for help but end up didn't reply back and he deleted the msg.
- Guess he knew my stance towards lending any more money to people.
- Went IKEA/Courts on Fri to get a look at the next mattress to buy after KYP moves out or before that.
- Valentines next week, another day of chopping carrots out of couples, let's hope Piyush gives me one also...pkl
8.3K watch only 2004
9.1 Box n card 2012
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