Sheng Siong
NVIDIA Diamond HolderTSM stood out — short-term slowdown expected, but AI-driven re-acceleration in 2H26 keeps the long-term story intact.
No major portfolio changes yet, just watching earnings closely.
Bullish on semis/AI, cautious on banks near-term. $Taiwan Semiconductor(TSM.US)
🔥 U.S. Market Pulse | Jan 15, 2026: Trump's 25% Chip Tariff in Effect, Awaits Supreme Court; Banks & TSMC Report Today! 🔥
👋 Hey brilliant investors — markets are navigating a fresh wave of policy and earnings crosscurrents this Thursday. Here’s your updated take:
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