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$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

$ NVIDIA.USNvidia 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

$Oracle(ORCL.US) Oracle stock has dropped approximately 33% since its June earnings report, despite strong revenue and earnings figures driven by AI cloud demand. The decline is attributed to a projected $95 billion in capital expenditures for fiscal 2027 and concerns about rising debt and profitability pressures. Investor Steven Fiorillo argues that this selloff overlooks long-term earnings potential from Oracle's AI investments, predicting a significant upside as new infrastructure starts generating revenue. The drop continues further with the escalation of US-Iran war, though I see this as an opportunity to lower my cost. @Captain's Treasure

$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

What a wild swing in Asia markets as majority opened lower this morning before reversing towards the end of the session. STI surprisingly managed to edge even higher despite being down 0.9% at the open, with local banks heading the swing. Even memory and chip stocks look to have rebounded pre market. 

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. 

Our local market finally fell following consecutive days of gains, but managed to recover slightly at the close. Reits remain relatively stable for now, but I expect prices to fall if and when the FED announces rate hikes eventually. Banks cooled off a little but are still in the midst of a bullish run. 

$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

$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

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. 

$Microsoft(MSFT.US) Recent declines in AI stocks have been influenced by a disappointing chip sales forecast from Broadcom and investor rotation towards upcoming IPOs like SpaceX, Anthropic, and OpenAI. Despite a 15% drop in Microsoft stock this month, the company has shown significant revenue growth, with its AI-related business reaching an annual revenue run rate of $37 billion. While some investors express concern about AI replacing software, Microsoft is positioned to benefit from AI advancements, making it appear to be a strong long-term investment opportunity rather than a declining asset. Besides, partnership with Nvidia for the AI PCs could be a form of revenue diversification with the downfall of Xbox business. @Bridge Buzz SG

$Alphabet(GOOGL.US) AI firm Anthropic plans to lease and manage its own data centers, seeking financial backing from Google's Alphabet for lease payments. The company has signed over a dozen preliminary agreements for U.S. data centers with more than 1 GW capacity and discussed lease payment guarantees with Google. This expansion, driven by strong demand for its AI models, comes as Anthropic prepares for a U.S. IPO, having previously filed confidentially and raised significant funds. Alphabet is trying to find its spot as it has been fluctuating between 340 to 360 over the past 2 weeks. Let's see whether they can finally stabilise and push back up. @Bridge Buzz SG

$Sea(SE.US) Southeast Asian e-commerce and fintech company Sea also dominates its region, much like MercadoLibre. However, its shares have traded down sharply over the past year. The company's margins dipped while it defended its territory through seller incentives and various promotions. While this is a reasonable reaction from the market, I think it has been overdone -- especially as Sea grew sales by 47% in its latest quarter. Best yet, Sea's VIP membership grew by 40% to over 10 million customers, and Brazil remained the fastest-growing market for Shopee. In general, the ecommerce sector is suffering from the macro concerns of inflation & the Middle East war, but long term it should technically recover. @Bridge Buzz SG

$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

$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

$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