The investment thesis has been "AI AI AI". While my portfolio benefited from $NVIDIA(NVDA.US)$ 's relentless rise to $3T, the position in $Arm Holdings(ARM.US)$ has yielded an even greater %return. This is surprising, as I don't think ARM's business model justifies the exponential growth that is being priced in. Likely to be trimming this position later on before earning to avoid risk.
This brings us to future projection 👀 As the interest rate goes down, presidential ele...

$PWRWELL(0217.MY)$
Let's not be greedy and thanks for the extra drumsticks 🍗🍗
Waiting for next dip 😎