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Buy the dip. Even if this quarter earnings arent spectacular, the growth will continue. Apple issues are systemic. Long $fb

$STRAITS TRADING CO. LTD(S20.SI)$https://shentonwire.net/2021/08/05/esr-cayman-to-acquire-ara-asset-management/ESR Cayman to acquire ARA Asset Management for US$5.2BStraits Trading has a 22.1 per cent stake in ARA. It also owns 89.5 per cent of property investment vehicle Straits Real Estate (SRE), a 30 per cent stake in Far East Hospitality Holdings, a 10 per cent deemed interest in Suntec Real Estate Investment Trust, and a 54.8 per cent interest in Malaysia Smelting Corporation.

Thoughts after reading this:1. Is the pie not big enough for all players to share? I think the pie is not growing fast enough for the big boys at their current slice. Shareholders demand for faster and larger growth and executives have to deliver (their bonuses at stake). Is this positive? Maybe. Asa shareholder I benefit from revenue growth and increasing margins. But could this be mutually destructive and lead to low/no growth for all parties? Time will tell.2. The article paints Microsoft as the weaker of the pair, trying to elbow for more space at the table. It is at the mercy of Google’s adtech dominance and has to run to papa to complain. No one likes a tattletale.. Is this an accurate reflection of the situation? Maybe, if we were just looking at the advertising/

$Walt Disney(DIS)$Significant breakout of the downtrend line.Need to clear the 50 EMA to sustain momentum for further upside Fundamentally bullish for long term with strong cash-generating businesses and deep content pipeline. Short term will benefit from reopening of theme parks and restarting of cruises.Please like and comment!

Big tech FUD may lead the next correction. Watching closely$Amazon.com(AMZN)$

$AMD(AMD)$Another failed breakoutWe may be seeing a descending triangle formation hereShort term target is $74

“Prices have been tamped down by the greatest anti-inflation force of our lifetime, that being technology, specifically the explosion of consumer technology.”

Brings to mind a recent Luckin coffee..A listed company is not immune to fraud commited by its leaders

Please don’t pay dividends. Use the cash and acquire other companies or make the amazon ecosystem stronger and faster. Share buybacks as a last resort.