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SG stocks held up pretty well despite the closure of Hormuz, with the STI only retracing by about 0.1%. Despite analysts stating that a FED pause could help stabilise Singapore reits as the market prices in the hawkish position, I do think that these reits would still slide more when the FED does announce a rate hike eventually. In fact, dividend distribution for some reits has already been falling ever so slightly.

$NVIDIA(NVDA.US)Nvidia executives, including CEO Jensen Huang, recently addressed investor concerns at a non-deal roadshow hosted by Morgan Stanley, confirming that growth is accelerating as revenue nears $100 billion. The company firmly denied rumors regarding delays in its Rubin Ultra architecture and emphasized that both Nvidia and cloud providers' self-developed ASICs can coexist and grow together.

Nvidia detailed its diversified growth strategies across three major tracks: AI laboratories, traditional cloud providers, and emerging AI infrastructures, while announcing plans to allocate over 50% of future cash flow to share buybacks and dividends. With a forward P/E ratio of only 18, perhaps this is one of the undervalued stocks that people are passing up to chase after hype.@Captain's Treasure

$Apple(AAPL.US) Apple has filed a lawsuit against two former employees and OpenAI for trade secret misappropriation and breach of contract. The complaint alleges that the former employees exploited confidential information to benefit OpenAI’s hardware ambitions, including accessing Apple’s systems and using proprietary information to recruit workers. Apple seeks to halt the misuse of its trade secrets and recover damages, claiming OpenAI's hardware operations rely on stolen information. Reports suggest that OpenAI instructed former Apple employees to bring trade secrets to interviews to secure job positions. If true, this would not be the first time OpenAI is facing backlash for unethical operations. @Captain's Treasure

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$Netflix(NFLX.US) There are reports coming out to say that Netflix is interested and sizing up a bid to purchase Letterboxd. Letterboxd, founded in 2011, has been shopping itself to interested parties in recent months. The app and website (which also recently launched an online video-rental service) is majority-owned by Canadian holding company Tiny, which acquired a 60% stake in Letterboxd in 2023 at a valuation of $50 million-$60 million. If true, I won't be surprise as Netflix has been trying to complete a M&A for months now. With the earnings coming up in 2 weeks, I would be interested to hear more about their long term planning. @Captain's Treasure

No signs of stopping for our local,banks as they continue to carry the STI to new All time highs. When the new lot size rule comes into play in October, it will allow more investors to be able to afford these expensive bank shares while giving current shareholders the opportunity to dca more frequently without a whole lump sum.

$Apple(AAPL.US) Apple has expanded its agreement with Broadcom, pledging to invest over US$30 billion in US-made components by manufacturing more than 15 billion chips, thus creating numerous jobs. The collaboration includes a US$1.5 billion investment in Broadcom's production facility in Fort Collins, Colorado, focusing on advanced radio frequency components. Apple CEO Tim Cook highlighted the significance of this partnership, while he will transition to the role of executive chairman on September 1, 2026, as John Ternus takes over as CEO. Apple remains one of the only established tech companies to remain relatively stable and edged higher slowly but surely year to date. @Captain's Treasure

The SG market ripped as banks push,even higher, with UOB leading the way surprisingly with a 3% gain for the day. Although the local market looks relatively strong compared to other Asia markets, I expect the former to tone down and retrace a bit following Trump's message that the ceasefire and Iran deal is over.

$SPDR Gold Shares(GLD.US) Gold prices fell over 1% following U.S. President Trump’s announcement that the interim peace deal with Iran is “over,” raising concerns about inflation and interest rates. Spot gold dropped to $4,060 per ounce, while oil prices surged more than 5% in response to geopolitical tensions. Analysts anticipate that gold prices will remain stable unless U.S. jobs data weakens and inflation decreases, with a 66% probability of a U.S. rate hike in September. While gold is traditionally considered a safe haven, higher energy prices due to the war have raised concerns of inflation and higher interest rates, which would weigh on the non-yielding metal. @Captain's Treasure

Samsung reported amazing profits but the South Korea market collapsed another 8% after opening bell due to AI bubble fears and Korean traders playing with margins. Back home, the STI rose another 1%, with local banks continuing the bullish charge.

$Palantir Tech(PLTR.US) Nvidia and Palantir Technologies have announced a collaboration to integrate powerful open AI models into classified environments for U.S. government agencies. This partnership utilizes Palantir's intelligence engine and Nvidia's Nemotron models, ensuring data security and operational integrity while allowing government entities to maintain control over their AI capabilities. The collaboration aims to facilitate the adoption of customizable AI in sensitive areas, potentially providing significant benefits in cost efficiency and national security for the public sector. Government contracts could continue to provide security and generate huge profits for Palantir moving forward. @Captain's Treasure

STI continues to climb strongly, outperforming some others like South Korea and Japan. Turns out the "slow n steady" SG market is now gaining traction and actually delivering decent capital returns for safe investors. Not a bad time to take a look at local market.

$NVIDIA(NVDA.US) Nvidia's next product, the Kyber rack-scale architecture, has been delayed from 2027 to 2028 due to manufacturing challenges with a key circuit board. The delay raises concerns about Nvidia's product roadmap and may provide an opportunity for competitors like AMD and Google, as their in-house chips gain traction. Despite the setbacks, Nvidia's current-generation Rubin systems are set to ship this fall, and projections indicate a 20% revenue increase for their data-center compute segment in the second half of fiscal 2027. I believe Nvidia in the long term with lesser volatility expected as most divert their attention to memory stocks like Micron. @Bridge Buzz SG

$Apple(AAPL.US) Nvidia currently leads in market capitalization at about $4.7 trillion, slightly ahead of Apple's $4.5 trillion. Nvidia's rapid growth is set against a backdrop of concerns regarding AI costs, while Apple benefits from its less cyclical business and upcoming product launches, including a rumored foldable iPhone. Despite Nvidia's faster growth and cheaper stock, the long-term outlook favors Apple due to its stable earnings and capacity for expansion. Besides, Apple's brand loyalty over the years will come into play as consumers would likely stay on with Apple despite the price hike in the smartphones. @Bridge Buzz SG

$SPDR Gold Shares(GLD.US) U.S. nonfarm payrolls rose by 57,000 in June, missing the 110,000 expectation, leading to reduced odds of a Federal Reserve rate hike in September. Spot gold prices increased by 1.5% to $4,184.75 per ounce and remained above the 21-day moving average, marking a 2.4% rise for the week. Central banks added 41 metric tons of gold in May, indicating ongoing long-term demand for gold despite recent sales to stabilize currencies. I believe Gold is still trying to find a consolidation period despite the drop for the psst 2 weeks. As investors rotate from memory stocks back to safer haven, Gold might see an opportunity to rise back up. @Bridge Buzz SG

The STI remains in consolidation territory as it withstood the support levels pretty well. Local bank stocks are still on the rise slowly, while other blue chip companies like SIA & Singtel are also recovering. The returns for local market is worth noting for its great performance in the last few years.

$American Express(AXP.US) American Express is highlighted by Piper Sandler as a key holding in the payments sector, experiencing share price returns of 6.88% over 30 days and 12.21% over 90 days. The stock is currently trading around $340, with a fair value estimate of $300 indicating it may be slightly overvalued. Contrarily, a discounted cash flow model estimates AXP's value at $400, suggesting potential undervaluation, underscoring the divergence in valuation assessments. I believe the big banks are relatively stable and able to withstand economy drawdown, and I believe AXP is currently fair valued. With expectations of rising interest rate come end of year, Bank stocks may look to rise a little more. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix's stock is currently priced at US$73.78, with a significant year-to-date decline of 18.9% and a 43.0% drop over the past year. A Discounted Cash Flow analysis suggests the stock is undervalued by 23.7%, estimating an intrinsic value of US$96.72 per share. This is a great opportunity for entry and I personally do not think subscriber rate would fall even if economy declines. As long as Netflix focuses on delivering newer show additions & investing into livestreams instead of trying different sorts of M&As, I believe the company will push back up. The upcoming earnings in a couple of weeks will set the tone as to whether the stock can sustain momentum in the following months. @Bridge Buzz SG