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Traditional big tech names like Alphabet, Nvidia and many more have been correcting double digits from their all time highs. The only bullish names are companies related to memory, as both traders & investors continue to pour investments into them. Overall a temporary paper loss, but I expect the year to still end with pretty decent gains. Let's see.

$Strategy(MSTR.US) The bifurcation in stock markets continued in the last week when investors dumped cryptocurrencies. Notably, Bitcoin struggled to hold support at the $60,000 level. BTC fell to around $58,000 before getting back to support levels. Strategy is leading its panicked selling. The software-turned-BTC holder has heavy dividend payment commitments for its preferred shares. The more Bitcoin falls, the deeper its mark-to-market losses get. And this is completely expected. Cryptocurrencies rely heavily on demand and supply, and with the bears taking over, the slump continues. Holding Strategy is like holding BTC with additional risks - negative sentiment around Strategy's operations/tactics. @Bridge Buzz SG

$Amazon(AMZN.US) Amazon plans to spend an additional $13 billion in India by 2030 to expand and support artificial-intelligence and cloud infrastructure in the country. The planned outlay builds on the $35 billion investment across its businesses in India that was outlined in December, the U.S. tech company said Thursday. The latest investment will go toward expanding Amazon Web Services' data-center capacity in Mumbai and Hyderabad, as well as giving enterprises and government organizations access to custom AI chips, managed AI services, cloud technologies and developer tools. This is a strategic movie by Amazon as they look to capture market share and demand in the rapidly developing economy of India, but announcing more expenditure at this juncture may do more harm than good. @Bridge Buzz SG

$Super Micro Computer(SMCI.US) Odine has entered a strategic partnership with Supermicro to enhance AI infrastructure in Türkiye. This collaboration will enable Odine to deploy high-performance GPU systems and cloud architectures necessary for AI factory solutions, addressing the growing demands for data processing and operational efficiency. The partnership aims to support diverse sectors, including telecommunications and finance, while advancing AI infrastructure capabilities across the region. Besides, SMCI received a Buy rating from analysts at current price, indicating a huge upside potential to perhaps around $50. @Bridge Buzz SG

Trump just posted on X that he has reached an agreement with Iran to "highest level Nuclear inspections long into the future" and that Strait of Hormuz is now open without Naval blockade, with about 19 million barrels of oil flowing out yesterday. I don't know how much truth there is in his words, but it seems that he is trying to calm the stock market. I personally is no longer as emotionally affected by his words anymore as we all know from time to time again that what was agreed upon may change within days, if not hours.

$NVIDIA(NVDA.US) Tech stocks came under pressure on Tuesday as a sharp global sell-off hit semiconductor names, mega-cap AI plays, and broader growth stocks. The move followed a weak session on the Street and spread quickly across Asia, Europe, and U.S. pre-market trading. Uncertainty around Iran,US & Strait of Hormuz coupled with Bank of America's estimation of 3 more rate hikes till end of 2026 have led to huge selling off, particularly in growth stocks like tech & chip sectors. Nvidia is now back to testing the $190-$200 support, and even at this price, the forward P/E ratio looks enticing. Let's see how long more the situation is going to last. @Bridge Buzz SG

$Amazon(AMZN.US) AWS’s Bedrock and AgentCore form a comprehensive platform for building, securing, and deploying AI agents, with rapidly rising usage that signals early but powerful enterprise adoption trends. AI-driven automation is already delivering tangible productivity gains for customers, reinforcing the commercial value of Amazon’s solutions. At the same time, Amazon is structurally well positioned as enterprises are still in the early stages of adopting AI, and he expects AWS to remain a leader across key layers of the generative AI and machine learning stack. Amazon’s ongoing rollout of lower-cost, Same-Day fulfillment buildings should help unlock stronger free cash flow from the retail segment in 2026 and beyond. @Bridge Buzz SG

$IREN(IREN.US) In April 2024, the Bitcoin network completed its fourth halving but block reward was cut, halving mining companies' revenue. Everyone thought a wave of miners was about to die. But they didn't. Not only did they survive, they signed contracts worth hundreds of billions of dollars, issued investment-grade bonds, and achieved profit margins higher than during the peak of mining. IREN secured a $970 million five-year GPU cloud service contract from Microsoft and signed a $340 million deal with Nvidia. The same megawatt of electricity used for Bitcoin mining results in revenue that fluctuates wildly with the price of Bitcoin. However, leasing that megawatt to an AI company to host a GPU cluster generates three times the revenue of traditional mining. @Bridge Buzz SG

$Super Micro Computer(SMCI.US) SMCI recently announced plans to raise $7 billion through an equity offering to purchase components needed to fulfill AI server orders worth $39 billion. Where otherwise a backlog would be considered positive for a company, raising money through equity issuance to fulfill that order has spooked investors. To put this backlog into perspective, the company’s revenue for its most recent fiscal year was $22 billion, so the orders will be challenging to fulfill. However, with guided revenue between $38.9 billion and $40.4 billion for 2026 and Smci set to deliver Vera Rubin-powered servers, the firm might not be in as worrisome a position as the recent drop suggests. @Bridge Buzz SG

$Meta Platforms(META.US) Meta Platforms shares rose 4.77% to $593.39 on Monday after the launch of a new AI tool for Facebook, ending a six-day decline. Despite this rebound, Meta's stock is still down about 10% for the year, contrasting with the S&P 500's nearly 9% gain. The company faced pressures due to a weaker outlook and rising costs, though analysts suggest its advertising business and user base may sustain long-term growth. Meta has continually proved to be a cash generating company, though its capex has also raised eyebrows as they tend to overspend on products that turn our unsuccessful. Regardless, I'm bullish in the long term. @Bridge Buzz SG

$Strategy(MSTR.US) Bitcoin climbed to its highest level in nearly two weeks after the US and Iran said they reached an agreement to end hostilities and reopen the Strait of Hormuz. The original cryptocurrency rose nearly 3% in early Asia trading Monday and was around $65,400 at 9:30 a.m. in Singapore. Risk appetite returned to markets after President Donald Trump said on social media that a peace deal with Iran “is now complete” and that the US would end its blockade of the strait, a critical trade waterway. This has helped Strategy to stabilise and trend upwards for now, but long term trend still looks shaky for cryptocurrencies. @Bridge Buzz SG

$Meta Platforms(META.US) Meta CEO Mark Zuckerberg told employees the company has made mistakes during an AI-driven organizational transformation and said similar issues could occur again. Meta is investing hundreds of billions of dollars into artificial intelligence to reshape its core business structure, but rapid changes in AI technology have created significant organizational challenges. Errors occurred during some staffing adjustments and restructuring efforts, and Zuckerberg acknowledged that the company will try to provide greater organizational stability going forward. Zuckerberg also said he does not expect Meta to carry out large-scale layoffs again this year. The stock is still trading at a fair discount to its intrinsic value. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius Group will join the Nasdaq-100 effective before market opening on June 22, following the Nasdaq's quarterly index reconstitution. This inclusion is expected to generate significant buying pressure as passive funds and ETFs tracking the index will need to purchase Nebius shares. Nebius has reported a Q1 2026 revenue of $399 million, marking a 684% year-over-year increase, further supported by backing from Nvidia and partnerships with Microsoft and Meta. I see a long term opportunity in the stock as there is still much untapped potential to be realised. Besides, there is a possibility that they might do a stock split in the coming years for more retail investors to afford it. @Bridge Buzz SG

The US is going all out against Iran these few days, according to Trump who is fed up with Iran not agreeing to the negotiation and taking forever to come to a deal. The stock market is close to extreme fear territory again, just 2 months after the market started to recover. However, pullback of 5% or more typically happens at least once, if not a few times a year. It presents an opportunity to buy the dips on fundamentally solid companies, though it remains to be seen whether the global sentiment is starting to turn bearish.

$Microsoft(MSFT.US) Microsoft CEO Satya Nadella cautioned against excessive AI use, advocating for efficient model selection due to rising infrastructure costs affecting Big Tech. He emphasized the importance of aligning tasks with appropriate AI models and highlighted the need for AI usage to generate value rather than simply focusing on volume. Nadella's remarks reflect broader changes at Microsoft, including restructuring efforts aimed at enhancing competitiveness in the AI sector. Moreover, Msft's gaming Xbox business is also on the decline for consecutive quarters, an area of concern for the diversified business. The stock is now trading back at attractive forward p/e, and I'm holding for long. @Bridge Buzz SG

$Super Micro Computer(SMCI.US) SMCI shares are falling in trading after announcing a $7 billion capital raise, which may dilute existing investors. The fundraising is necessary to meet a $39 billion order backlog for AI server products, indicating strong demand rather than financial distress. Investors will be focused on whether the company can convert these significant orders into revenue, as they watch for potential delays or cancellations in the order pipeline. SMCI, along with other top tech companies like Alphabet and Meta, have been issuing new shares to raise funds, which signals that the AI spending is far from over. I believe the stock will recover soon as this is just a temporary profit taking by some investors. @Bridge Buzz SG

$IREN(IREN.US) The global race for AI dominance has intensified the search for permitted electrical capacity, creating challenges for hyperscale cloud providers. Iren is transforming from a Bitcoin miner to an AI cloud infrastructure provider, securing a significant transmission agreement for a data center in South Australia to capitalize on this trend. With institutional backing and a 142% quarter-over-quarter revenue rise in its AI Cloud services, Iren is poised to become a major player in the AI economy as it shifts from cryptocurrency reliance to infrastructure stability. Typically, companies shifting from one sector to another doesn't always end well, but with structured planning and global players' support, I believe Iren will turn out good. @Bridge Buzz SG

SpaceX's upcoming IPO is probably one of the biggest blockbuster IPO in recent years, albeit at a time where inflation is on the rise and geopolitical relations are still at stake. Moreover, I don't think SpaceX is worth that much, definitely more than its intrinsic value, and a rug pull could happen for FOMO investors.

$Super Micro Computer(SMCI.US) SMCI is trading slightly higher despite a broader market selloff, recovering from an 8.5% drop on Friday. The decline was triggered by stronger May payrolls, which raised the 10-year yield and reduced expectations for Federal Reserve rate cuts, alongside disappointing earnings guidance from Broadcom impacting AI hardware stocks. Recent developments include the launch of new AI infrastructure products and a $2 billion deal in India, though a compliance scandal involving smuggling accusations still poses a significant challenge for the company. I believe the stock is poised for a long term growth, and I'll be adding if there are any further dips. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius Group's Q1 update reveals a profitable shift, driven by increased AI cloud revenue and significant partnerships with Microsoft and Meta, along with a multi-billion-dollar investment from Nvidia. The company's substantial revenue backlog and recent agreements support its growth strategy but also highlight risks related to customer concentration and overbuilding. Analysts project $24.1 billion in revenue and $378.3 million in earnings by 2029, while caution remains regarding potential downsides amidst ambitious growth expectations and rising debt. Besides, we can also see how volatile the stock is when the overall market sentiment is negative, showing that this is still a riskier investment compared to other established companies. @Bridge Buzz SG

$Meta Platforms(META.US) Meta's shares declined after reports of a potential equity sale aimed at funding its AI expansion, following Alphabet's increased stock sale. Mark Zuckerberg has invested heavily in AI talent and infrastructure, attempting to recover from setbacks with the Llama 4 release and delayed projects. This news added on to the misery on Friday as the broader market sold off following stronger than expected jobs report, which pushed the likelihood of rate hike higher in December to 42%. Despite challenges, analysts maintain a "Strong Buy" consensus on Meta stock, with an average price target suggesting a 38.1% upside potential. @Bridge Buzz SG