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$Apple(AAPL.US) Apple's shares rose about 2% after news of an initial agreement with Intel to produce chips for its devices. The deal aims to diversify Apple's supply chain away from Taiwan Semiconductor Manufacturing Company amid a chip supply shortage impacting its iPhone and Mac production. This deal is bullish for both companies and Apple is now closer to $300. @Bridge Buzz SG

【Week 6 - Patience finally paying off】Oracle is trading at a more reasonable valuation of around 34.7x earnings and 8.7x sales. Analysts expect the company's revenue to grow around 20% year over year to $19.1 billion in fiscal 2026's Q4. In fiscal Q3, revenue rose 21.7% year over year, while adjusted operating margin was 43%. The remaining performance obligations also jumped 325% to $553 billion, giving the company unusually strong visibility into future AI cloud demand. However, the risk is that Oracle's AI backlog still must be converted into working data center capacity. The company has estimated fiscal 2026 capital expenditures to be around $50 billion. Oracle has also announced plans to raise $45 billion to $50 billion in 2026 to fund data center expansion. Once this data center backlog starts coming into play, we could then see the company profiting substantially from the cloud business as well. As the tech & software sector slowly recovers, I'll continue to stay patient on Oracle. @Bridge Buzz SG

$NVIDIA(NVDA.US)Nvidia is entering the PC market with the new RTX Spark Superchip, targeting a shift away from Intel's dominance and aiming to modernize computers for AI applications.Nvidia's collaboration with brands like Dell and Lenovo brings the chip that combines a microprocessor and graphics chip, enhancing power efficiency and performance while supporting Windows for Arm. Nvidia's venture aims to secure its role in AI development, allowing PCs to run complex models and improve software capabilities, with expectations that it won't be affected by current component supply issues. With how CPU comes with AI capabilities nowadays, it would be interesting to see an AI leader of Nvidia's caliber enter the PC market and rival the established brands of Intel and even AMD. @Bridge Buzz SG

Anthropic is probably one of the most exciting upcoming IPOs aside from SpaceX. Over the past couple of months, sentiment has been shifting from OpenAI to Gemini and eventually to Anthropic. The rise of Anthropic would certainly create attention and interest for both investors and traders, and the direction of the company looks awesome for now. I believe it could be a great long term opportunity but it must be at a decent entry price. 

$Meta Platforms(META.US) Meta is set to lay off about 8,000 employees as part of a restructuring effort, following a series of previous cuts that total 21,000. The company is increasing its investments in artificial intelligence, raising its capital expenditure guidance significantly, amid widespread layoffs across the tech industry. I am currently waiting to see if the 600 support line holds, and if they breaks down to 500+ again, I will consider to add more. @Bridge Buzz SG

$Unitedhealth(UNH.US) Been Averaging down on this ever since the whole overhaul of medical claims and policies in US started. Unh is one of the leading companies in healthcare and yet even Buffet's investment could not stabilise the stock after a few months. Overall healthcare sentiment is down and with other macro situations to focus on, I don't think Unh will rise massively in the short term. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia announced the full production of its 88-core Vera CPU, specifically designed for AI agent workloads, with early adopters including major companies like Anthropic and Oracle Cloud Infrastructure.. This new chip, featuring a custom Olympus architecture, promises significant performance improvements over existing x86 processors and is aimed at redefining CPU demand in data centers driven by AI developments. Nvidia is going into CPU business to rival Intel & AMD, but little has been seen yet on its products efficiency and how price competitive they would be. Regardless, with the current cpu shortage as well, Nvidia venturing into that area could diversify revenue and strengthen its operations. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google cloud exceeding expectations and Alphabet in general setting mew records for quarterly earnings, what a time to be a Google Investor! Google being one of the only performing Mag 7 stocks YTD, even increasing dividend for the future as well. This signals strong confidence within the board directors and gives investors a peace of mind heading into future earnings. If Alphabet continues performing exceptionally at this level, we could see it hit 400 comfortably by the end of the year. @Bridge Buzz SG

$Microsoft(MSFT.US) Microsoft has experienced a significant decline of about 13% in 2026, despite strong fiscal results showing an 18% revenue increase and a remarkable 123% growth in AI revenue. The company plans to shift towards a per-user and usage-based pricing model while facing challenges from substantial capital expenditure on data centers, impacting its gross margins. It's crazy to think that just months back people were screaming buy when Msft was at 40x p/e but now people are afraid to buy when it's 22x p/e. Goes to show investing right now could be better for the long term. @Bridge Buzz SG

$Palantir Tech(PLTR.US) Palantir saw a significant share price increase of 9% after positive developments in the AI sector, thanks to Snowflake's earnings indicating strong enterprise spending on AI tools. Investors believe Palantir is evolving into a foundational AI infrastructure platform, showcasing improved profitability metrics as compared to traditional software businesses. Despite traditional valuation concerns, analysts have maintained a Buy rating, suggesting that Palantir's growth potential outweighs the associated risks, with a consensus of potential upside of 18%. This comes as a relief after months of downsides and struggling to maintain support level. Glad to have held through the noises. @Bridge Buzz SG

$AMD(AMD.US) I like that I'm holding both AMD and Nvidia as they are both leading the AI chips industry. I see them still exploding in terms of growth wise in the next 5 years, where I will just let compounding over time work its magic  @Bridge Buzz SG

$Sea(SE.US) Sea has set up a dedicated team to scout for new investments in AI, part of a broader effort to accelerate forays into the technology as it hunts for its next growth engine beyond e-commerce. The investment unit sits directly under the president’s office and is one of several initiatives Sea’s established to dedicate capital toward internal and external AI projects. Sea is making structural shifts after chief executive officer Forrest Li declared in 2025 that a trillion-dollar market capitalisation was possible if the company doubled down on AI and “makes the right calls.” Let's hope these new investments into AI can actually benefit and be monetised eventually. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix fell sharply after earnings where they just beat earnings but management did not raise guidance for forward quarters. Investors expect more optimistim following the WBD breakup deal but they also need to understand that Netflix continues to spend on expanding their showd catalogue as well as adventuring into the games and live sports category. The sell off was definitely overdone. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle's impressive backlog is still one of the defining factors in the turnaround for the company as they look to strengthen ties with other companies like Amazon as well. The upcoming earnings will be an important one to determine whether it tests the 200 resistance line or Ince again fall lower to 160. I still think long term the stock will recover, but the pain is in the waiting game for those who bought at its highs. @Bridge Buzz SG

Day 3 Operation: Continue added CFA at 0.802 Insights: Market slightly down today. Bought some and am waiting for the big one to come

$NVIDIA(NVDA.US) The fomo has faded and normal services resume. Up 30+% YTD in stock price is no joke, though I'm not expecting similar returns for next year. With geopolitical and recession fears looming, I will be conservative heading into the new year. That being said, the AI boom is far from over, and I hope to be there when it happens. @Bridge Buzz SG