Friday, 7 February 2025

Next week DBS earnings

 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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