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Adam Khoo
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- Market Breadthpositive for stockslong-termThe host notes the US stock market has finished higher in 78% of years over 74 years, implying a strong long-term upward bias.Source
- Othernegative for stockslong-termBuying puts annually only profits in down years (~20% of the time) and sacrifices long-term returns, so the host has stopped hedging with puts.Source
- Otherpositive for stocksmid-termThe host sells put options when fear is highest and protection is most expensive, a strategy he says made money every year including 2020 and 2022.Source
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- NVDAneutralshort-termWith the new development, he thinks the odds of Jensen Huang being fired are much higher, though not guaranteed; Polymarket prices an 88% chance.Source
- Otherneutrallong-termBlack swan events cannot be predicted, so the only way to protect a portfolio is diversification — never put all your money in one stock.Source
- AI Capexpositive for stockslong-termDemand for AI training and inference chips is huge and not going away; he believes we are still at the start of the AI revolution.Source
- NVDAbearishshort-termShort term the market sells first and prices in the worst case; he guesses the stock could fall another 15-20% from $160, possibly to about $130.Source
- NVDAbullishlong-termHe discloses owning NVDA (3.85% of portfolio) and is not selling because fundamentals and the CUDA/NVLink moat are intact; his 15%-capped intrinsic value is $500, and $219 even with growth halved, so $160 offers a margin of safety.Source
- PLTRneutralThe host mentions Palantir as one of his own stocks but states no directional view on it.Source
- NVDAneutralThe host mentions Nvidia as one of his own stocks but states no directional view on it.Source
- SMCIbearishlong-termThe host avoided SMCI over three red flags: inconsistent free cash flow despite reported profits, a 2020 SEC accounting charge with a $17.5 million penalty, and a weak, replicable competitive advantage.Source
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- Otherneutrallong-termThe host discloses a large, long-held position in the three Singapore bank stocks, collected dividends every year, with a portfolio objective of dividends plus capital gains; no price direction is stated.Source
- ValuationneutralThe host argues bank stocks cannot be valued with PE or discounted cash flow and that price-to-book is the only valid method, later computing intrinsic value with five-year average P/B and justified P/B based on normalized ROE; no price direction is stated.Source
- Bonds & RatesneutralThe host says the interest-rate regime has changed and that although rates have dropped, they remain higher than in the past, using this to explain higher bank profitability; no forward rate direction is given.Source
- ValuationneutralThe host says he uses roughly a 10 to 11 percent cost of equity when valuing US banks, a valuation-input choice without a directional call on any specific US bank.Source
- OtherneutralThe host warns that special dividends and capital returns are not guaranteed, that ordinary dividends are more dependable, and that current headline yields look less attractive once special payouts are excluded.Source
- Otherneutralshort-termFrom a technical perspective, the host says DBS is still above the 40-period EMA and 50-period simple moving average and looks overbought on the monthly chart; he would not add until price nears those averages, while not predicting a short-term drop.Source
- Otherneutralshort-termThe host says short-term market direction cannot be predicted and that his discipline is to value shares and buy only when undervalued, which he credits for long-term safety and outperformance; no directional call is made.Source
- NVDAneutralThe host only cites Nvidia as an example of a stock he can value and reiterates his discipline of buying only when undervalued, without stating a directional view on Nvidia.Source
- METAneutralThe host only cites Meta as an example of a stock he can value and reiterates his discipline of buying only when undervalued, without stating a directional view on Meta.Source
- Otherneutrallong-termThe host views DBS as still overvalued on price-to-book, with a fair value range of 43 to 52 versus a current price near 70; he keeps a large long-term holding for dividends, will not sell, and will not add unless price falls below 52 or fair value catches up.Source
- OtherneutralThe host calculates OCBC fair value at 16.81 to 20.32 versus about 28.63 currently, still far above intrinsic value; he will not add unless price falls below 20 or fair value rises over time to catch up.Source
- OtherneutralThe host calculates UOB fair value at 35.72 to 38.57, with the current price at 37.31 and a dividend yield near 4.7%, calling it the only one of the three banks that is not expensive and undervalued on price-to-book; he also notes it has the slowest growth and lowest return on equity, without stating a buy or bullish direction.Source
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- NVDAbullishmid-termNVIDIA is the same company making the same profits as 48 hours ago; a 10–30% price drop is pure sentiment, not a change in intrinsic value.Source
- ASMLbullishmid-termASML, like NVIDIA, is unchanged fundamentally; the sell-off is a sentiment shock rather than any deterioration in the business.Source
- SPYbullishmid-termHe compares this drop to December 2018 and April 2025 — sentiment shocks with intact fundamentals that recovered to new highs within months — and expects the same.Source
- AI Capexpositive for stocksmid-termThe host argues the data-center ban rhetoric is pure talk that cannot pass given Senate math, a Trump veto, and states' economic dependence, so AI capex continues.Source
- Otherpositive for stockslong-termHe discloses significant money in Keppel DC REIT and Singapore data centers, which would benefit if a US ban pushed hyperscaler build-outs to Asia; Singapore-listed with no US listing.Source
- MSFTbullishlong-termMicrosoft is one of his four big hyperscaler positions; even a data-center ban would hand incumbents a monopoly moat, so he wins in every scenario.Source
- AMZNbullishlong-termAmazon is disclosed as one of his big hyperscaler positions, which he believes profit under any policy scenario.Source
- Market Breadthnegative for stocksshort-termHedge funds blowing up and leveraged retail facing margin calls could force more selling and push the market lower over the next few days.Source
- SPYneutralshort-termOn weekly candles he marks SPY supports at 716, 691, and 628, waiting for price to reach one and print a bullish reversal pattern before adding in tranches.Source
- METAbullishlong-termHe holds a big META position, pegs intrinsic value around $900–$1,000, calls the drop purely sentiment-driven, and would build a position in four to five tranches at supports like 580.Source
- GOOGLbullishlong-termHe holds a big Alphabet position, values it at $374 versus $283 now, and after the break below 295 will add only at the next support or on a bullish reversal pattern.Source
- SPCXbearishlong-termHe refuses to invest in SpaceX long-term, only trades it, and already cut loss on his trade because it fails his investment criteria.Source
- NBISbearishlong-termNebius fails his investment criteria; its moat is not strong enough for long-term investing, only short-term trades with stops.Source
- IRENbearishlong-termHe would not invest in neocloud names like IREN because their moats are too weak — they are one-night-stand trading stocks only.Source
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- AI Capexpositive for stockslong-termThe host believes the AI revolution is still early: at 3.9 years and +137% on the Nasdaq 100, it is only 13% of the dot-com boom's gains, and current valuations are far from bubble levels.Source
- Market Breadthpositive for stocksmid-termMoney is rotating from AI stocks into financials, healthcare, industrials and defensives, which the host calls a healthy broadening of the bull market, a pattern he expects to repeat over the next one to two years.Source
- SPYbullishshort-termThe host guesses that even if support breaks, the index will not go lower than 716 — at most an 8% correction — before bottoming and rallying.Source
- SPYbullishmid-termThe host sees the S&P 500 as only ~3% off its high with the uptrend intact, citing strong fundamentals, washed-out positioning and midterm seasonality as reasons to stay constructive.Source
- METAbullishlong-termThe host discloses owning Meta and Alphabet, attributing the drop to short-term panic over higher capex, which he views as growth capex that will drive higher long-run revenue and profits.Source
- GOOGLbullishlong-termThe host views the hyperscalers' capital expenditures as growth investment that will strengthen moats and lift long-run revenue and profits, so he treats the selloff as an opportunity to add shares.Source
- Valuationpositive for stocksmid-termThe S&P 500 forward P/E of 18.7x is below its 5-year and 10-year averages and below the 22x at the start of the year, so the host judges the market cheap and nowhere near a bubble.Source
- FTNTneutrallong-termThe host owns Fortinet; the ~25% drop stings but it is still up ~70% year to date with strong fundamentals, so he is unconcerned and would add if his position were not big enough.Source
- SMCIbearishThe host calls hyped-up, overvalued AI names like Super Micro and Micron too dangerous to touch and says he avoids them.Source
- Market Breadthpositive for stocksshort-termHedge funds degrossed by -7.8%, the largest in 10 years; past episodes of such selling coincided with S&P lows, suggesting most selling is done and the market is likely near a bottom.Source
- Otherpositive for stocksmid-termHistorically the 3, 6 and 12 months after US midterm elections average gains of 8.1%, 16.4% and 22% with very high win rates, so the host sees the odds favoring the market.Source
- NVDAbullishlong-termNvidia trades at only 17x forward earnings versus Cisco's 131x before the dot-com crash, so the host sees meaningful upside if the AI boom parallels Cisco's path — though he stresses this is hypothetical.Source
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- MSFTbullishlong-termThe host groups Microsoft with the other hyperscalers whose operating cash flow is growing well; negative free cash flow is only from elevated Capex.Source
- Othernegative for stockslong-termThe host explicitly avoids airline stocks because heavy maintenance Capex keeps consuming cash flow just to sustain the existing business.Source
- AI Capexpositive for stockslong-termThe host frames hyperscaler Capex as growth Capex that widens moats, and lays out three AI phases: semiconductors capture most profits in phase 1, hyperscalers compound in phase 2 once Capex decelerates, and adopters see margin expansion in phase 3.Source
- GOOGLbullishlong-termThe host owns Alphabet and says the EPS and operating cash flow drops are one-offs; using normalized free cash flow he derives ~$370 intrinsic value, about 24% above the current $283 price.Source
- METAbullishlong-termThe host owns Meta; the 37% operating income drop was a one-off lawsuit charge and the equity raise dilutes only 2.4% versus a 12% drop — an overreaction, with even a conservative valuation showing 31% undervaluation.Source
- AMZNbullishlong-termThe host owns Amazon; the EPS drop is a base effect from last year's $9B Anthropic gain and the revenue miss is Prime Day timing plus FX, while AWS grew 39% — fastest in 5 years — and intrinsic value is about $233.Source
- AMDbullishmid-termThe host names AMD among the phase-1 enablers capturing most AI profits now, with a possible deceleration once phase 2 begins.Source
- NVDAbullishmid-termThe host says enablers like Nvidia capture most of the profits in phase 1 of the AI revolution, though they may decelerate in phase 2 once hyperscaler Capex growth slows.Source
- Market Breadthpositive for stocksshort-termThe host expects a year-end rally, viewing the current pullback in hyperscalers as a chance to add at support before it arrives.Source
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