Jian Lim @jianswang: "2025! 🥳🥳 We achieved a 2025..."

Malaysia

2025! 🥳🥳 We achieved a 2025 portfolio performance of approximately 40%, driven largely by strong contributions from $GOOG (Alphabet) , $AMD (Advanced Micro Devices Inc) , and $MU (Micron Technology, Inc.) . This result allowed us to outperform many well-known investors and major market indices, a genuinely proud achievement. Our goal is to replicate a similar level of performance in 2026, while remaining disciplined and realistic about risks. Investment in AI infrastructure and capital expenditure by major hyperscalers such as $META (Meta Platforms Inc) , $MSFT (Microsoft) , $AAPL (Apple) , $AMZN (Amazon.com Inc) and $TSLA (Tesla Motors, Inc.) shows no clear signs of slowing. In particular, tight memory supply and rising memory prices have significantly benefited $MU , which delivered a very strong performance in 2025 and has started 2026 on solid footing. This trend reflects not just cyclical recovery, but also structural demand from AI workloads, data centers, and high-performance computing. While some market participants view AI as a potential bubble, real-world AI adoption has expanded meaningfully, across enterprise software, cloud services, semiconductors, and consumer applications. This view has also been echoed by $NVDA (NVIDIA Corporation) ’s Jensen Huang, who has consistently emphasized that AI demand is being driven by tangible productivity gains rather than speculation alone. That said, geopolitical and financial risks remain important uncertainties. One notable development in 2025 was the strong performance of $GOLD , occurring alongside rising equity markets, an uncommon but telling signal. This suggests that investors are simultaneously pursuing growth while hedging against macroeconomic, geopolitical, and monetary risks. Although short-term market movements are inherently difficult to predict, I continue to believe that long-term investing in productive, cash-generating assets remains the most reliable strategy. We will stay focused on identifying high-quality companies with durable competitive advantages, and long-term growth potential, with the aim of outperforming again over time. Above all, success will require patience, discipline, and consistency. By continuing to add capital steadily and maintaining a long-term perspective, we position ourselves to benefit from compounding and to navigate inevitable periods of volatility.