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Content

Timestamp

0:24 Flow, Positioning & Sentiment

3:40 Market (SPX)

5:00 Nvidia $NVDA

10:05 Watchlist Review (CROX, ENPH, WCN, PSTG)

12:10 Watchlist (EBAY, NU)

13:17 Residential REIT(INVH, CPT, AMH, MAA)

Comments

Kop

Ah ju, reits 要唔要計埋dividend per share 穩唔穩定,又或者會唔會用哂啲錢黎派息而缺乏本身增長?

Aaron Leung

Do you think the rally (starting from Oct 2023 to now) is inconsistent with the fundamental as the economy of US seems going down?

Notwarren.b420

Hi ah ju, could you clarify whether your bullish view on REIT stocks is in terms of trading or medium term investment?

Erkc

每次睇update 都有種溫故知新既感覺,Thank you 呀豬

Oscar Chan

如果要炒REIT點解唔炒債?

Khvicha Kvaratskhelia

Hi ah ju, would you have any update about ur view on RDDT ? Thank you

Postmodernity

Hi Ju, sorry to ask a silly question. What are the meanings of the green, purple, and red lines in the watchlist section? Thanks so much.

samuel9607

You’re not a guy who believes in fundamentals right?

Floris Choi

分析得好舒服,學到2成都好勁

neo Chan

Thank you for the roadmap and reminding the tail risk of nvda

neo Chan

另外依排好多reits都上左radar, $amt睇落好似有setup

Kyle Cheang

Thx u ar Ar, 又學到好多野

Vince

Great update again, appreciate your explanation of your thought process!

Yuzu

Hi Ah Ju, URA 會趁而家溝貨嗎?

MingKi Lee

Thank you Ah Ju, 很喜歡你的講解及分析,獲益不少

loading Wait !

15.43 correct me if i’m wrong, their trend seem in phase most of the time EXCEPT during the period 2023 year end to May 2024 rite ?

Ocean

新來, 請問 NVDA scenario A, 係咪即係會跌? 定係依家入緊 scenario C? 謝謝阿豬

Leo Lam

Ah Ju, 你會allocate幾多%落residential REITS?

Chris Wong Ho Ming

hi ah ju, any comments on recent uranium trend? as quite some pull back in etf eg urnm. are u still in it?

club_cleafa

想請問阿豬會唔會有short嘅推介?

Leo Lam

這些REITS長揸可以嗎?