Saturday, 10 May 2025

Flat week for US markets based on index

 Stoks

  • Not much movement for indexes this past week although there were some big movements in memestocks.
  • No fed cut as expected this meeting, next will be Jun but foresee no cuts as well.
  • Bought into 8 new positions this week cause fk it.
  • Followed Contraturtle position for Axon and Nflx, rather buy high than miss out.
  • Went into MIT at 1.97 and also BABA/TECENT via SDR. Small small positions just to start the ball rolling on them.
  • Earnings for 3 local banks have been reported, all reported lower YoY drop in net income but wealth management portion was a big jump.
  • Tariff effect has probably not set in yet and DBS is still under Gupta work for Q1. Can only see TSS power next Q.
  • Ex div next fri and payout on 27th Tuesday, may just drip back 400 shares next fri. Def not going to add any more above 40.
  • Don't mind just holding and collect the 2.6% from MMF.
  • Bought back OCBC also cause GE as an additional cash cow.
  • Trump did another pattern on Thurs asking people to buy but doesn't seem to work this time round.
  • GOOG got fked by AAPL due to them possibly wanting to replace them as a search with AI.
  • Will not add any more US positions for now.

US P/L 270556.97

SG P/L 258674.52

Not adding HK P/L anymore

Up-ed approx 25K SGD but still negative YTD.

Hope US will give it a boost cause I dw DBS to go up anymore.











1.2930 USD FX













+ OCBC/MIT/TECHY

+ NFLX






+ BABA

+AXON/IBIT/PLTR/HIMS/TSLA





Life
  • Another LWE thanks to Vesak day on next Mon but nothing fantastic since everyday is a PH for me.
  • Going to cut hair next week and then also anticipating next set of CDC vouchers lol.
  • OMG 12 more weeks before going to be a lonely Uncle...pkl

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