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22.28%2026
2026
15.18%2025
2025
22.3%0%-22.3%
Joshua Fong
Market Review 20260713 - Less is More - Temptation is to click buttons and trade. But probably best to wait for the environment to improve first. - Nothing really new to add. Been talking about the rotation out of the AI hardware trade for a while already. Within that space, DELL and AMD holding... Xem thêm Dịch
Joshua Fong
What’s hot : Retail and Restaurant stocks. Whats not: Semiconductor and Memory stocks. $QQQ (Invesco QQQ) $MU (Micron Technology, Inc.) $EAT (Brinker Intl.) $CROX (Crocs Inc) Dịch
Đây không phải là lời khuyên đầu tư. Tác giả có thể có lợi ích tài chính đối với các công cụ được đề cập.
Joshua Fong
Market Review 20260709 - Market seems to be healing / ready for continuation. - Today the MAGs gapped down, tried lower and totally rejected, rallied into the close with very healthy price action. Eg $AAPL (Apple) is near all time highs again. - This is reflected in the SPX (given the large weighting... Xem thêm Dịch
Joshua Fong
Market Review (Mid-Day) 20260707: - Semi and Memory washout this morning, BUT still trying to hang in there. Basically all the prior hardware leading sectors, including Photonics, Data Centres etc. - I've been banging the drum about money rotating OUT of AI HARDWARE for about 2 weeks now. So this... Xem thêm Dịch
Joshua Fong
Week Ahead 20260705 - Happy 4th to all my American friends. - Prep for the week ahead. - VIX is healthy, breadth is strong. BUT, leadership is rotating. Semis and Memory have been crushed. - $SPX500 is flattish and hitting resistance but RSP is up, telling me there is strong breadth and a lot of... Xem thêm Dịch
Joshua Fong
Market Review 20260702 - "knock knock" - Friend sent me this picture today, and it captures what I've been saying in recent posts so well. The sector rotation is real. But first, the overall market is actually doing ok, for now. Cautiously optimistic but highly aware it could break down... Xem thêm Dịch
Joshua Fong
Market Review 20260701 - Rotation - Money is leaving: AI trades, ie semiconductors, photonics, memory, data centers, neoclouds, space names etc - Money is entering: Biotech, healthcare, fintech, finance, cybersecurity, selected software - The rotation has not changed much. I was cautiously optimistic... Xem thêm Dịch
Joshua Fong
Market Review 20260629 - Encouraging price action, big bounce. - However, it might still be too early to get aggressive. Why? Momentum indicators that I track have cut down but more importantly, many stocks are wide and loose. When stocks are wide and loose (their trading range per day), it is not... Xem thêm Dịch
Joshua Fong
I occasionally read Steve Blumenthal's weekly OMR article. This week's caught my eye because he featured 2 macro investors that I highly respect. This summary is what they had to say (copy and paste from Steve's article, link below, full credit to him). Just a word of caution, it is difficult... Xem thêm Dịch
Joshua Fong
Market Review 20260626 - tug of war between bulls and bears still in progress. Big sell off in Tech (especially AI hardware related). Think $BE (Bloom Energy Corp) $CRDO (Credo Technology Group Holding Ltd) etc. Photonics not much better, only GLW holding well. - Money is leaving: Semis (sorta), Photonics,... Xem thêm Dịch

Giới thiệu Joshua Fong
Singapore
Chiến lược: Đa chiến lược

Joshua Fong, CFA +20yrs investment experience Tight risk management, ride winners Sniper
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