Zanessa

Diary entry, 21 May 2026. OpenAI just dropped S$300M into Singapore and I'm checking whether this changes anything in my dividend portfolio 📝 What I currently hold that's tangentially involved:- Keppel DC REIT, ~4.8% forward yield 🏢- Mapletree Industrial Trust, ~5.4%- A small Singtel position, ~5.1% What I'm NOT going to do: rotate hard into "AI play" because of one headline. I bought these for the distributions and the structural data center thesis. OpenAI moving in just adds a small tailwind 💰 What I'm watching: whether Keppel DC REIT or MIT actually report contracts tied to AI workloads in next quarter's results. Headline doesn't equal revenue. Signed lease equals revenue. The 200+ AI jobs part is the most important takeaway for SG long-term, but it doesn't change my portfolio today. Different time horizon, different game 🇸🇬

Is anyone else thinking $Microsoft(MSFT.US)  is currently resembling the early stages of cloud computing? The market is starting to question the investment, but enterprise AI adoption is only just beginning. While there's a lot of discussion about Azure's growth rate, its enterprise ecosystem is still ridiculously strong. Long-term players are probably more comfortable, while short-term traders are likely suffering. 😂

0.75x mNAV trading for first time since 2022. 717,722 BTC at $67k, market cap $35.98B . Last time at this discount, BTC was $16k and $Strategy(MSTR.US)  was $19. Now BTC $67k, MSTR $126. Same discount, different world. I'm buying the gap.

$Netflix(NFLX.US) Netflix reported record revenue and strong subscriber numbers, with revenue growing ~16‑18% and the global paid subscriber base surpassing 325 million people.