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$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

Bitcoin slumps once again to 3months low as crypto sentiment weakens further with chances of rate hike in December spiking. The mass layoffs due to AI did not help as well, with unemployment rate staying high at 4.3%.

$Super Micro Computer(SMCI.US) SMCI saw a 7% decline in trading today, driven by profit-taking in AI infrastructure stocks amid a broader semiconductor sell-off, following Broadcom's decision to maintain its AI revenue target. Despite the drop, the stock remains above key moving averages and is experiencing a strong intermediate-term uptrend, though technical indicators suggest it may be overbought. The next earnings report on August 4 is anticipated, with analysts predicting a rise in earnings to 69 cents per share and revenue growth to $11.73 billion. The current drop could provide investors an opportunity to start/add to their positions for the long term, but I would advise against going all in as there is no signal yet to see when the drop will stop. @Bridge Buzz SG

$Strategy(MSTR.US) Strategy has sold off some of its Bitcoin for the first time since Saylor went public announcing that the company is going to focus on accumulating Bitcoin shares. Coupled with inflation concerns and potential for increase in interest rates, Bitcoin has been struggling to hold support and has fell below 70k. Short sell has risen significantly for Strategy as traders see the weak momentum in the stock. I do believe this stock will continue to be traded based on sentiment rather than the traditional fundamentals of a company, and it is not worth the risk of holding it long term. @Bridge Buzz SG

$NVIDIA(NVDA.US)Nvidia & Microsoft recently unveiled RTX Spark systems designed to bring agentic AI directly onto personal computers. The goal is ambitious: desktops, laptops, workstations, and enterprise PCs capable of running advanced AI agents locally rather than relying entirely on cloud infrastructure. Nvidia isn't just building chips anymore. It's attempting to create an AI ecosystem that reaches every layer of computing.

The bigger challenge is if the surrounding ecosystem can scale quickly. Shortage of memory can delay system deployments. Insufficient power generation slow data center expansion. Even if Nvidia delivers every chip customers want, customers still need the infrastructure to use them. Still, Nvidia is rewriting the future while leading in every sector of AI. @Bridge Buzz SG

$IREN(IREN.US) Iren has established a strategic partnership with Nvidia, positioning itself as a key player in the data center space, particularly for AI technologies. The deal includes Nvidia's commitment to purchase up to 30 million shares at $70 each and a five-year agreement for significant AI cloud capacity. Iren's recent initiatives, including energizing its Sweetwater 1 facility and previous contracts, indicate potential for rapid revenue growth and expanded market presence. There is much left to see how quickly Iren can turn profitable from data centres. Their story is also a successful one in transforming a company from one sector to another to capture the trend and demand. @Bridge Buzz SG

The market is overly optimistic right now with software stocks recovering sharply as well from the Saas apocalypse. The US stock market is surging to new highs everyday, with memory stocks leading the way. Yet, staple & consumer stocks that have great fundamentals like bank stocks are overlooked and remain relatively cheap with low p/e.

$NVIDIA(NVDA.US) Nvidia has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today's AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. In addition, CEO Jensen Huang recently stated that Nvidia is starting to scale silicon photonics across its networking platforms and GPU-to-GPU interconnect technology, which means that the industry will need far more photonics capacity than exists today. @Bridge Buzz SG

$ServiceNow(NOW.US) Software stocks experienced a significant surge following strong performances from Snowflake and Okta, indicating resilience amid AI disruption. The iShares Expanded Tech-Software ETF rose 8% this week, marking a 21% increase for May, the best monthly performance since October 2001. Snowflake's $6 billion deal with Amazon and positive guidance, along with Okta's focus on identity security tools, highlight the growing importance of AI in the software sector. Servicenow also benefitted from the positive sentiment, recovering sharply and pushing past the $100 resistance level. Trump's q1 purchase of NOW also reaffirmed institutional belief in Saas stocks. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius stock rose nearly 7% after Situational Awareness LP disclosed a 5.6% stake, valued at nearly $2.6 billion, making it the largest shareholder. The company has seen a significant increase in stock value, up approximately 130% in 2026 and over 420% in the last 12 months, driven by interest in AI computing capacity. Nebius reported a revenue of $399 million for the first quarter, up 684% year-over-year, and improved its 2026 guidance following the expansion of capacity with a new data center. The overvaluation of AI stocks is real, and it is satisfying to be holding a stake at a relatively lower cost, however I will be cautious trading moving forward as we are reaching ridiculously high optimism in the equities market. @Bridge Buzz SG

【Week 6 – My Portfolio Health Check, Checking back in with SMCI】

SMCI saw a significant stock gain as it collaborates with Taiwanese authorities to enhance compliance controls around its AI-linked hardware. This comes amid scrutiny from NVIDIA's CEO, emphasizing the need for better compliance following cases of semiconductor smuggling involving Super Micro's servers. The company's proactive compliance measures and a favourable tech market backdrop have boosted investor confidence. I remember writing a post on SMCI on Week 3 of My Portfolio Health Check, where I mentioned that I did not catch the exact bottom but still managed to grab some during the dip. Patience definitely paid off with SMCI's legal compliance signalling a shift in the company's direction moving forward. @Bridge Buzz SG

$Strategy(MSTR.US) Peter Schiff has renewed his criticism of Strategy, arguing that the company's five-year Bitcoin accumulation strategy has resulted in a negative total return. Schiff claims that Strategy has invested approximately $64 billion into Bitcoin since adopting its treasury strategy, yet the total return remains negative. He further criticizes the company's STRC preferred stock structure, which he argues relies on Bitcoin appreciating by 30% annually to fund its 11.5% dividend. To be fair, I don't particularly agree with Strategy's strategy, but with how volatile Bitcoin is, the stock could be used for swing trades. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google Gemini is partnering with CapCut to integrate video and image editing features into its AI assistant platform. Users will soon be able to access CapCut's editing functionalities within the Gemini app, though specific features and pricing details remain unannounced. This collaboration aims to enhance Gemini's AI capabilities while addressing competition in the creator tools market, following previous integrations between the two companies. Google is rapidly collaborating with external parties to improve Gemini, with CaoCut following the footsteps of Canva. @Bridge Buzz SG

【Week 5 – My Portfolio Health Check, Quantum stock finally paying off?】

The Trump administration is allocating $2 billion in grants to nine quantum-computing companies, with the U.S. government taking equity stakes. IBM will receive $1 billion, while GlobalFoundries is set to get $375 million; other firms like D-Wave Quantum, Rigetti Computing, and Infleqtion will each receive $100 million. Personally been holding Infleqtion for months, with majority of the time being lower than my cost price. This rally has finally brought the stock slightly above my cost price but the real question is whether this can hold. The Quantum interest is real, but before the business turns profitable, this is still a gamble. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia is reporting earnings after the market closes tonight. Numerous analysts are upgrading/maintaining their price target of $300 for Nvidia as they expect Nvidia to beat expectations. However, we have seen many times that even after beating expectations, the stock slides as profit takers are significantly more than that of people buying into earnings. So don't be surprised to see the stock eventually consolidate at current levels even after beating earnings. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius falling significantly amidst a broader sell off in the market due to rising inflation concerns and tightening of monetary policy from FED. Still no Iran truce deals as well and the broader market is selling off after a bullish few weeks. Stocks like Nebius will get hit harder as they were above their valuations and traders locking in profits. A healthy pullback in my opinion for Nebius, but now it is about where it starts consolidating or will it continue to fall even further. @Bridge Buzz SG

Wall Street’s rally was halted on Friday as a rout in global bond markets evoked fears of major central banks adopting a tighter monetary policy with the Middle East conflict driving oil prices higher, raising the specter of elevated inflation. Looks like there will be some extended losses for a few trading days minimally

$ServiceNow(NOW.US) Has the rotation of AI started? Semiconductor stocks were tumbling on Friday while the software sector was gaining. 13F filling for Q1 showed that Trump has invested into ServiceNow, presumably because the stock is at a valuation too cheap to ignore and also possibly hinting where money rotation is going to next. I'm not saying people should invest into software stocks now, but software stocks like NOW is not going away anytime soon. Business fundamentals remain solid, while super investors continue to purchase at cheap valuations. This tells me there is still a long runway for the stock to grow. @Bridge Buzz SG

$Microsoft(MSFT.US) Super investor Bill Ackman has purchased shares of Microsoft, marking another investment in the Mag 7 stocks. He believes Microsoft, with its strong enterprise technology franchises M365 and Azure, is undervalued. He also sees potential in Microsoft's 27% stake in OpenAI. Despite concerns over competition and growth, he views these as overstated. I agree with his point of view, buying great moat companies at discounted prices and looking for long term gains. @Bridge Buzz SG

【Week 4 – My Portfolio Health Check, Going long on IREN】

Started a postion in IREN as it transforms into one of the most intriguing AI infrastructure plays. The latest catalyst came as the company unveiled a massive 5 year, 3.4 billion AI cloud agreement with Nvidia, reinforcing the company’s growing position in the AI compute arms race. Under the agreement, IREN will provide managed GPU cloud services powered by NVDA Blackwell systems for Nvidia’s own AI and research workloads, while both companies also plan to collaborate on deploying up to 5 gigawatts of AI infrastructure. Nvidia additionally secured the right to potentially invest as much as $2.1 billion into IREN, a strong signal that the chip giant sees the company as a strategic long-term infrastructure partner. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia has underperformed relative to its competitors in AMD and even Intel in the last 6 months. This underperformance is mainly due to Nvidia providing less clarity on its 2027 revenue outlook compared with competitors that have offered stronger long-term guidance. Nvidia's $1 trillion opportunity discussed at its GTC conference also does not fully include future growth drivers, such as new business that has not yet been booked and potential contributions from the Rubin pod architecture. Investor sentiment has also been pressured by concerns that NVDA could face stronger competition from custom AI chips and margin pressure from rising memory costs. Yet I continue to believe that Nvidia's dominance is far from over. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius reported stronger than expected Q1 2026 results. The company posted an adjusted loss of $100.3 million for the quarter, significantly better than Wall Street expectations for a $174 million loss. Meanwhile, revenue came in at $399 million, surging 684% year-over-year and topping analysts' estimates of $375.1 million. This huge beat comes as a confidence booster for investors as the company targets more investment inflows from other top companies while working on turning profitable in the foreseeable future. However, I do think the current price is slightly overvalued and would correct down after the hype dies down. @Bridge Buzz SG