October Portfolio Update: Goldman Sachs profit soared 45% in Q3.. ASML plunged 16% .. NVDA fell 4% from All-Time High.. US Weighs tightening Exports of AI Chips.. Is it time to bail out from semicon?

Sunny Soh OP : https://youtu.be/QJmSytvFRRw?si=iFcbUEZS2FHa09h0

Sunny Soh OP : We are seeing valuations getting stretched as US stocks hit all-time highs and are priced near to perfection. We may go into a gridlock as cyclical stocks (US banks) gain offsets pullbacks in tech/semicon. US election and China Policies Briefings likely to cause more volatility. Singapore stocks could be a safe haven while we wait out the election and China Policies. Looking to close out my positions and call it a year. It's been a good year so far. Here is my latest comments on the markets: https://youtu.be/QJmSytvFRRw?si=go3ERlThnnKpvQAA

Cui Nyonya Kueh : I found already thanks

mr_cashcow : wah daily returns 16k....

Sunny Soh OP mr_cashcow : Not everyday my friend..