Gaby

The AI hardware hype is in the early stages. Expect a few new multi trillion dollar companies, and even maybe replace the MAG7. Don't get levy behind!

PDD earnings was terrible and it broke the channel in teens if price action. I would be very cautious about buying again to the floor is established. China tech is not doing well in general!

Naturally with more investments into Singapore by OPENAI, the banks are naturally going to benefit from it as more transaction will take place. Bullish on banks!

A

The Iran War narrative remains the same, Trump will not do anything to escalate and slowly pressure. All these are baked into price and should be ignored!

Singapore M&A is picking up, however regulators are very picky about this. There is significant regulator risk hence play it safe, no point looking for arbitrage.

The mid cap stocks in SG are doing so well. Especially First Resources with an amazing 100% gain. I believe mid cap stocks will continue to do well as Singapore government supports them!

The ESR is still in the early discussion phrase, continue to seat on the sideline till there is a confirmation on the benefit. Do no jump into the bandwagon in such a hype up market!

Energy uncertainty will continue to play out with the Straits closure and more confrontational actions. Don't go all in and make sure hedges are ready in the oil area. SGX have alot of good oil related companies!

Warsh will definitely be cutting rates as he believes the AI benefits will push down inflation, even from the negative impact of the Iran war. I will be longing major banks and long duration junk bond!

The non farm payroll is expected to be good and continue to signal the expected rate cut from the new fed chairman Warsh. Banks will continue to do well and expect healthy net interest rate margin!

I believe in the AI race, the memory chips will continue to soar. It has strong momentum and is expected to continue outperforming the broader market. AI is home!