$Singtel (Z74.SG)$ closer to the Dividend dates in August 2026....most likely the share will go towards $4.88 my 6 cents for you
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$SpaceX (SPCX.US)$ when you think it is more expensive, then the stonk continue to rise
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$Advanced Micro Devices (AMD.US)$ $Astera Labs (ALAB.US)$ $Nova (NVMI.US)$ $Kraneshares Public Private AI And Technology ETF (AGIX.US)$
Gains:
When I left ByteDance, I sold some options and converted the proceeds into the following four positions—accidentally ending up with half my portfolio in AI:
– AMD (+320%): Started selling half of my calls. Locked in until it reaches a 5x return.
– Alibaba (+290%): Withdrew my initial principal when it doubled; holding the rest for the long term.
– NVIDIA (+110%): Withdrew my initial principal when it doubled.
– AGIX (+60%): Haven’t touched it. Its weighting hasn’t been adjusted upward despite rising valuations of Anthropic and SpaceX, making me question whether there’s a flaw in my logic. If it can’t hold its ground, I should reallocate part of it into ETFs like TOPT that won’t get diluted by AI-related index rebalancing. (As I’ve always said: AGIX is the baseline asset of this era—if you can’t beat AGIX, don’t claim you’re doing AI investment research.)
Losses:
– Spent ages researching storage and compute infrastructure but completely missed the biggest storage play. At the time, I had no way to buy SK Hynix, and Micron was still seen as a consumer-focused company with declining core business. There wasn’t much I could do—given another chance, I’d probably still miss it.
- Sold a very small amount of EWT due to the US-Iran conflict...
Gains:
When I left ByteDance, I sold some options and converted the proceeds into the following four positions—accidentally ending up with half my portfolio in AI:
– AMD (+320%): Started selling half of my calls. Locked in until it reaches a 5x return.
– Alibaba (+290%): Withdrew my initial principal when it doubled; holding the rest for the long term.
– NVIDIA (+110%): Withdrew my initial principal when it doubled.
– AGIX (+60%): Haven’t touched it. Its weighting hasn’t been adjusted upward despite rising valuations of Anthropic and SpaceX, making me question whether there’s a flaw in my logic. If it can’t hold its ground, I should reallocate part of it into ETFs like TOPT that won’t get diluted by AI-related index rebalancing. (As I’ve always said: AGIX is the baseline asset of this era—if you can’t beat AGIX, don’t claim you’re doing AI investment research.)
Losses:
– Spent ages researching storage and compute infrastructure but completely missed the biggest storage play. At the time, I had no way to buy SK Hynix, and Micron was still seen as a consumer-focused company with declining core business. There wasn’t much I could do—given another chance, I’d probably still miss it.
- Sold a very small amount of EWT due to the US-Iran conflict...
Translated
+12
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reacted to
$Tesla (TSLA.US)$ sell to y'all later at $430
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$Singtel (Z74.SG)$ Singtel is a quality company. I always think it should be trading above 5....
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$Nokia Oyj (NOK.US)$ Nokia is still in early teens. it is making a comeback....I give this stock a $30 target
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$Singtel (Z74.SG)$ board in before it fly
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$Singtel (Z74.SG)$ many poor old folks started to sell the egg-laying goose thinking that they made lots of money. but they forgo all their future income by collecting $7000+. they will start crying when Singtel goes further north of $6 or 7, 8. this part where KKR won't tell anybody... I suspect it is oredy in their plan. sell my balance stock to y'all later at $8.88. me HuaT to the Bank
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$Singtel (Z74.SG)$ coming Dividends is $103.3 per lot, is a good income. End of the year still got one more payout. yet to be announced.
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$Singtel (Z74.SG)$ Singtel is no ordinary Telco. it is a corporation that is trading less than $5. we sickporeans are giving away something people offer(call it offer?? or conn?) that a corporation stock lesser than 5 dollars use your brain to think you still want to sell to them?
and feed the birds
means their pots and pans have to hang up still got so long years ahead of them. 
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