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Nvidia's next gen delay could add more oil to fire as the stock is already under pressure as investors rotate into safer staple stocks while traders continue to pour into memory stocks. However, it is completely normal for companies to experience hiccups along the way, what's more important is how Nvidia focus on recovering and delivering as soon as possible.

$Amazon(AMZN.US)Anthropic, the AI company behind the Claude models, filed for a public offering, buoyed by a $65 billion funding round and a $965 billion valuation, with anticipated revenue reaching $50 billion.

Amazon holds a larger stake in Anthropic, potentially valued between $135 billion and $160 billion. If Anthropic lists at $1 trillion, Amazon's exposure is expected to provide significant gains relative to its size, offering a more favorable investment compared to investing straight into Anthropic's IPO which carries more risk. I think it will be safer to invest into Anthropic indirectly through Amazon to avoid experiencing the huge volatility, but the downside would be lesser gains as well. @Bridge Buzz SG

US job reports cools, bringing down the probability of rate hike from 60% to 50%. Entering the 2nd half of 2026, I believe the market will be more choppy than ever, with potential to continue gaining but over several ups & downs. Memory stocks' valuation have dropped a little following sell off to a slightly more reasonable level.

$NU Holdings(NU.US) Nubank emerged as Brazil's leading primary financial institution, with approximately 30% of the population relying on its services to manage salaries and payments according to a recent NPS Prism report. The company plays a crucial role in increasing financial inclusion, particularly in "banking deserts" where physical branches are scarce, banking nearly 31.5 million Brazilians. Nubank's influence extends to regions with lower GDP, contributing significantly to credit availability and enabling consumers to save R$134.7 billion in fees and charges, showcasing its transformative impact on financial accessibility. Nubank's inclusion in the US market will be very competitive, but I believe its low cost operations could rake in more profits. @Bridge Buzz SG

The memory hype would more likely than not continue for a period of time. Supply bottleneck is not something that can be easily solved within weeks, especially with more demand coming in. However, I believe the memory companies have been overhyped, with traders trying to capture the best selling point by pumping while others fomo in. I intend to go with the safer alternative route through compounding rather than chasing.

$NIO Inc(NIO.US) Nio Inc delivered a record 40,597 vehicles in June, a 62.88% increase year-on-year, but fell short of its second-quarter guidance with total deliveries of 107,658 vehicles. Strong demand for flagship models, particularly the ES9, which quickly surpassed 10,000 deliveries, supported the company’s overall performance. Nio achieved a cumulative total of 191,123 vehicles in the first half of 2026, marking a 67.43% increase year-on-year, and continues to focus on expanding its charging and battery swap network. I'm still holding the stock for a potential long term swing but also bearing in mind that short term consolidation/loss is inevitable. I believe Nio would be able to constantly innovate & be able to compete at the highest level against other Chinese EV makers. @Bridge Buzz SG

$Amazon(AMZN.US) Amazon is launching a new division within its AWS cloud unit that will employ forward-deployed engineers to assist customers in adopting artificial intelligence software. The company is investing $1 billion to deploy teams for 45-day periods, addressing high demand for AI integration support. Despite entering the market later than competitors like Palantir and Google Cloud, AWS anticipates significant growth in demand for these engineers, having already seen a 42-fold increase from 2023 to 2025. So far AWS has been Amazon's spotlight, with many tuning in to their earnings for AWS's quarterly performance & growth rate. @Bridge Buzz SG

Mag 7 companies recovered a little but are still probably in a drawdown as the attention spans across other IPOs & memory stocks. Overall market direction probably still bullish till end of year but short term technicals leaning towards bearish/consolidating.

$SoFi Tech(SOFI.US) SoFi carries well-scrutinized native flaws, yet in H2 2025 the stock briefly surged to a $42bn market cap, implying a 12M fwd EV/EBITDA north of 30x, ahead of many high-growth fintech peers. Even after two follow-on offerings and meaningful dilution that drove a sharp pullback, today’s ~$23bn market cap still trades at a premium vs. traditional financials. The private student loan market is expected to grow, fueled by policy shifts, while personal loans are targeted by high-demand debt consolidation. Yet, the stock may not have bottomed out based on technicals. I started buying the dips when it corrected from $30, thinking that a short term bounce can lead to some profit. However, the hype train has left, leaving me stranded with dca-ing my cost down. @Bridge Buzz SG

The market looks to settle down after Trump's "temporary peace" with Iran. Definitely not deploying too much at this stage without technical confirmation as the markets are still trading on headlines. Dca carefully into long term stocks while holding some for future drawdown.

$Netflix(NFLX.US) Despite surpassing Wall Street expectations in its Q1 report, management still set a cautious full-year guide for revenue and subscribers, and investors didn't like the anticipated slowdown in revenue growth. Additionally, the announcement of co-founder and chairman Reed Hastings's departure hasn't helped matters either. Besides, people have been turning to World Cup for these few months, lowering consumer growth for Netflix. However, I view this as a temporary event that would most likely not affect for long. The bigger concern is Netflix's expansion & how they are going to compete against other low cost rising streaming platforms. @Bridge Buzz SG

$NU Holdings(NU.US) Needham analyst Kyle Peterson initiated coverage of Nu Holdings with a Buy rating and a $17 price target. The report highlights the neobank's strong position in Latin America, serving over 135 million customers, and its planned US expansion within 12 months, which could unlock substantial value. Nu's 'low and grow' strategy targets unbanked populations, driving rapid customer acquisition and revenue growth through interest and fees. Nu saves substantial costing through digital banking while still offering great customer service in South America - an aspect to watch out for if they can replicate the same thing in America. @Bridge Buzz SG

I would say this is a healthy pullback given how much the stock market has ripped despite inflation and macroeconomic concerns all year. However, for stocks that have already been struggling like Microsoft and Meta, the further drop has been painful for investors that have been loading up the dip. Tough watching others earn from chasing momentum while sticking to investing in undervalued stocks that have yet to recover.

$Microsoft(MSFT.US) Investor enthusiasm has soured, driven by concerns over the sheer scale of Microsoft's AI spending. The company is pouring unprecedented sums into data centers, chips, and cloud infrastructure to support AI workloads, with capital expenditures running at levels that would have been almost unimaginable. While Azure and AI-related revenue continue to grow, investors have questioned when those investments will generate returns sufficient to justify the costs. As a result, the market narrative has shifted from excitement over AI opportunity to scrutiny of AI monetization, margins, free cash flow, and return on investment. That is why Microsoft has been struggling so much without any significant recovery. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix's stock has fallen 32% since its last earnings call, hitting a 20-month low, raising concerns over its growth prospects. The company's recent shift towards mergers and acquisitions, including a failed bid for Warner Bros. Discovery, has alarmed investors who fear it signals desperation for growth. Analysts suggest that Netflix's engagement in high-cost areas like sports rights may further pressure margins, amid broader declines in the communication services sector. I have been holding the stock for quite some time and it has failed to recover. Perhaps Netflix should focus more on Shareholder Returns rather rather than expanding through M&A. Their upcoming quarterly results is crucial to determine if growth is still intact. @Bridge Buzz SG

What a perfect print for Micron, huge swings in both directions within hours. Am I surprised by this? No. Should I have chased after the hype? Maybe. However, I'm focused on building my long term portfolio and when I missed the opportunity to buy earlier, I told myself to stay disciplined and not fomo. Traders are playing with memory stocks due to their momentum and supply bottleneck, but expectations are just going to be set higher than ever. And when they don't have a perfect quarter, the stock will definitely crash down.

Sk Hynix slowing its HBM4 & Nvidia cutting forecast for Rubin output has spurred the uncertainty over AI memory supercycle. The global crash last night was due to many Koreans playing with margin calls, forcing them to liquidate their US assets for stop losses. Besides, I don't think the memory supply bottleneck can be solved overnight, though the sector has already exploded exponentially. Hence the pullback was reasonable, and in fact I think there should be more, but knowing that traders are playing with the memory stocks, I believe they will recover promptly.