all green liao what...Market is sinking now OMG OMG!!!! Can we see circuit breaker tonight??
Yes, buyers coming in. Lelong sales again.So far looking good tonight, should be an up day.
Of course green....all green liao what...
| Company (Ticker) | Key Investment Thesis | Current Challenges / Market Sentiment | Catalysts to Watch |
|---|---|---|---|
| Microsoft (MSFT) | AI Software Leader: Deep integration of AI across products (Azure, Office, GitHub). Strong analyst consensus with ~42% price upside potential . | Azure growth slightly below expectations; massive AI CapEx ($37.5B in Q2) raising ROI concerns. Stock recently entered a bear market . | Growth rate of Azure; evidence of AI monetization in productivity software. |
| NVIDIA (NVDA) | AI Infrastructure King: The primary beneficiary of the AI chip boom. Analysts see ~45% upside with a low PEG ratio, suggesting it's undervalued relative to growth . | High valuation (P/E 45.9); its stock performance is tied to the sustainability of its largest customers' AI spending . | Feb 25 Earnings Report: Will be a major test for the entire AI trade . |
| Alphabet (GOOGL) | Relative Safe Haven: Vertically integrated tech stack may offset spending worries. Less exposure to the recent tech rout, down only ~9% from highs . | Needs to prove Google Cloud can gain market share on Azure and AWS; must defend its core search business from AI competitors. | Growth in Google Cloud; AI integration into Search and advertising. |
| Amazon (AMZN) | E-Commerce & Cloud Giant: Dominant in two massive markets (retail, AWS). Strong revenue and EPS growth forecasts . | Facing a tech selloff with stock down over 20% from highs. Heavy AI spending ($200B planned for 2026) could consume nearly all cash flow, testing investor patience . | AWS growth rate; signs of margin improvement in e-commerce. |
| Meta (META) | AI-Driven Engagement: Strong AI integration in ad targeting and Reels. Stock rallied post-earnings despite a massive CapEx increase . | Stock is near bear market territory (within ~2.3%). Investor confidence rests on its ability to grow revenue to justify massive AI spending . | Q1 revenue guidance; user engagement metrics; AI-driven ad revenue growth. |
| Apple (AAPL) | Consumer Resiliency: Record quarterly EPS and revenue, with strong growth in emerging markets like India . | Less direct exposure to the "AI spend" narrative; analysts are less bullish on its growth potential compared to others . Valuation is a consideration (P/E 35.3) . | iPhone sales in China; growth in Services revenue; next product cycle. |
Amazon is in the bear market right now. Some people may wait for it to rebound before buying, for me I will set a lower buying price because I already have alot of it.which one most value?
AI generated
Company (Ticker) Key Investment Thesis Current Challenges / Market Sentiment Catalysts to Watch Microsoft (MSFT) AI Software Leader: Deep integration of AI across products (Azure, Office, GitHub). Strong analyst consensus with ~42% price upside potential . Azure growth slightly below expectations; massive AI CapEx ($37.5B in Q2) raising ROI concerns. Stock recently entered a bear market . Growth rate of Azure; evidence of AI monetization in productivity software. NVIDIA (NVDA) AI Infrastructure King: The primary beneficiary of the AI chip boom. Analysts see ~45% upside with a low PEG ratio, suggesting it's undervalued relative to growth . High valuation (P/E 45.9); its stock performance is tied to the sustainability of its largest customers' AI spending . Feb 25 Earnings Report: Will be a major test for the entire AI trade . Alphabet (GOOGL) Relative Safe Haven: Vertically integrated tech stack may offset spending worries. Less exposure to the recent tech rout, down only ~9% from highs . Needs to prove Google Cloud can gain market share on Azure and AWS; must defend its core search business from AI competitors. Growth in Google Cloud; AI integration into Search and advertising. Amazon (AMZN) E-Commerce & Cloud Giant: Dominant in two massive markets (retail, AWS). Strong revenue and EPS growth forecasts . Facing a tech selloff with stock down over 20% from highs. Heavy AI spending ($200B planned for 2026) could consume nearly all cash flow, testing investor patience . AWS growth rate; signs of margin improvement in e-commerce. Meta (META) AI-Driven Engagement: Strong AI integration in ad targeting and Reels. Stock rallied post-earnings despite a massive CapEx increase . Stock is near bear market territory (within ~2.3%). Investor confidence rests on its ability to grow revenue to justify massive AI spending . Q1 revenue guidance; user engagement metrics; AI-driven ad revenue growth. Apple (AAPL) Consumer Resiliency: Record quarterly EPS and revenue, with strong growth in emerging markets like India . Less direct exposure to the "AI spend" narrative; analysts are less bullish on its growth potential compared to others . Valuation is a consideration (P/E 35.3) . iPhone sales in China; growth in Services revenue; next product cycle.
All the above I'm vested, just unsure which one best bang for buck.Amazon is in the bear market right now. Some people may wait for it to rebound before buying, for me I will set a lower buying price because I already have alot of it.
Thanks Master Leong for the jinx.
Super green now! Hope Circuit breaker activates upwards because stocks go up too much.
Amazon is in the bear market right now. Some people may wait for it to rebound before buying, for me I will set a lower buying price because I already have alot of it.
MasterLeong is reverse indicator!
You can imagine the type of words coming out from his mouth until his neighbour buay lun and hoot him in the face!![]()

I've been waiting for a long time for AMZN to return to the $200 level. For the past 6 mths it's been damm strong keep hovering ard the $240 level
But now I read than AMZN has slipped into bear market and will like range bound for a long period
Yea, although it went into bear market, it is still above my avg price as I got transfer some stocks in 2022 to buy Amazon. So I am patiently waiting.I've been waiting for a long time for AMZN to return to the $200 level. For the past 6 mths it's been damm strong keep hovering ard the $240 level
But now I read than AMZN has slipped into bear market and will like range bound for a long period
Market is attempting to go down. It's a down trend now. Because of the resistance, the drop will be very painful when it happened.gg. all looking at MAG7. this year looks diff. IWM breaking out instead of SPY n QQQ.
Can you show some charts? ThanksMarket is attempting to go down. It's a down trend now. Because of the resistance, the drop will be very painful when it happened.
When did that happened? got video?![]()