$Apple(AAPL.US)$ a golden apple that has paid off very very nicely for just 3 months of ownership.
Liquidated 50pc partial holdings but will retain units worth 200k more as long term hold.
Why? I believe this baby has more upside room to run up. Still.. Don't be greedy. Cash out partially now while hedging bets for slightly  more profit over a 1 or 2 year window.
After that.. Do not encourage buying. The world especially USA is nearing a very dangerous recession given how far this bull market h...

$Intel(INTC.US)$ I am a long term Intel fan. Big believer in Pat and what he's doing as CEO.
The recent drop due to crowdstrike is a good chance to load up more units. Hold thru 2026 when Intel expects to regain tech node leadership back from TSMC.
Don't believe me? Just watch. In coming 1 to 2 months, Intel will make groundbreaking announcements with progress in 18A, Lunar Lake and it's successor Panther Lake. They are making solid progress in 5nodes4ye...

【INTC英特尔】大家可以加入自选，当下跌的时候有低价的时候可以买入做中长线操作。拿1-3个月会有很好的上涨空间。
【INTC Intel】You can add it to your favorites. When the stock price drops, you can buy it for medium and long-term operation. If you hold it for 1-3 months, there will be a good room for growth.

$CARLSBG(2836.MY)$ invested a tiny 30k sum into this on a med term hold. Looking for at least 5pc returns before selling all before GE2026.
Enter on weakness.. Around 19.

$BAUTO(5248.MY)$ the intro of xpeng should diversify it's current car offerings.
Still.. I like this stock for its management prudence and spending discipline. And it's mazda range is well diversified and very reliable with no major scandals. No other carmaker can offer 5 full maintenance warranties in its category.
Buy and hold... As long as the country doesn't flash recession signals. 2.6 is a bit high. 2.55 would be my target entry to sink another 40k more into this baby.

$HEIM(3255.MY)$ another personal sin stock favorite I like for it's strong position in the country and good dividend yields.
Recommend entering sub 22.90 on weakness.
Definitely continue holding until GE2026 and sell before the elections.. Just in case the PN religious ultras take power in the govt.. If they do, sell EVERYTHING. Malaysia.. It's economy.. It's ringgit.. And it's stock market is well n truly fucked.

$GAMUDA(5398.MY)$ I have repeatedly called this stock undervalued... With good common sense: look at all the huge infra projects it has been getting. Swimming in cash since its tolled roads disposition.
No brainer stock to buy and hold for the medium term. Buy on weakness.
Sunk 50k into this gem a month ago. No regrets. Will sell half and take profit soon. Maintain holdings until the up trend breaks.

Any weakness in $Intel(INTC.US)$ is an oppty to buy buy buy and hold long term.
This stock is down but not out. Severely underestimated and undervalued. Coming earnings will likely be good given progress it's made.
It's next gen client chip.. Panther Lake.. Successfully powered on in the lab. Right on schedule. Proves Intel is making a comeback to win tech leadership back. Buy buy buy on weakness!

$Intel(INTC.US)$ INTC may be down with the other semicon.. But don't fret. Time to buy. Support level is a solid 29 to 30. Big tech news coming end of this month... That will show progress of it's 5 nodes in 4 years strategy. Buy buy buy! Then hold for long term.

$Intel(INTC.US)$ Intel won't plummet like Tesla, and the dividends will be good. The support level is around 32, which fluctuates around 1 yuan to stabilize everyone