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However, only one soft landing has been achieved since the 1980s and this was when the job market was actually improving... A soft landing is indeed our base case but the tail risk (i.e hard landing) should be assigned a reasonable probability
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$NVIDIA (NVDA.US)$ $Palantir (PLTR.US)$ $Taiwan Semiconductor (TSM.US)$ $Tesla (TSLA.US)$ $Netflix (NFLX.US)$ $Microsoft (MSFT.US)$ $Alphabet-C (GOOG.US)$ $Apple (AAPL.US)$ $TransMedics (TMDX.US)$ $Novo-Nordisk A/S (NVO.US)$ $Walmart (WMT.US)$ $Coinbase (COIN.US)$ $Roundhill Magnificent Seven ETF (MAGS.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$ $Advanced Micro Devices (AMD.US)$ $Vanguard S&P 500 ETF (VOO.US)$ $SPDR S&P 500 ETF (SPY.US)$ $iShares Core S&P 500 ETF (IVV.US)$ $Invesco QQQ Trust (QQQ.US)$ $Invesco NASDAQ 100 ETF (QQQM.US)$
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$Venture (V03.SG)$ was it a commercial “plan” to drop price so that company can buyback their shares at a lower price? Gurus, please enlighten me…
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$UMS (558.SG)$ $AEM SGD (AWX.SG)$ $Venture (V03.SG)$
Semi con business is on the decline with demand continues to drop. Not wise to buy any semi con stocks now. AI euphoria is ebbing. Take note.
Semi con business is on the decline with demand continues to drop. Not wise to buy any semi con stocks now. AI euphoria is ebbing. Take note.
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$Venture (V03.SG)$ basicslly mgt is fooling us with their buyback. bad
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