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melph

A) Still bullish for now. NVIDIA’s moat comes from far more than powerful chips. Its biggest advantage is the CUDA software ecosystem, which developers and AI companies have spent years building around. Switching away from NVIDIA often requires major redevelopment costs and performance trade-offs. The company also benefits from scale, strong relationships with cloud providers, rapid innovation cycles and leadership in AI networking through Mellanox. Its GPUs dominate AI training and increasingly inference workloads, creating a self-reinforcing ecosystem where more developers, customers and software tools attract even more users. Competitors may catch up in hardware, but matching NVIDIA’s integrated ecosystem and developer loyalty remains extremely difficult. Hence still bullish for now until competitors catch up.

Meta is pushing aggressively into AI infrastructure, smart glasses, and advertising automation, betting that massive AI investment today will strengthen its ecosystem, user engagement, and long-term revenue growth.

Singapore stocks could remain firm this week, led by banks, industrials and transport stocks, as investors focus on earnings resilience, stable dividends and improving regional sentiment.

AI memory demand likely is a real multi-year super cycle driven by AI growth, but markets have already priced in much of the optimism, leaving mixed upside.

AMD stock is surging on strong AI-driven earnings with guidance beating expectations. Key risk could be rising competition especially Nvidia/Intel, and potential slowdown in PC/gaming segments later in 2026. 

Higher interest rates not only increase debt refinancing costs for retail businesses but also broadly compress equity market valuations, creating a scenario where reducing exposure to consumer-dependent sectors is defensive strategy. 

US Iran talks do not seem to be going anywhere. Too many uncertainties, will be cautious while taking advantage of opportunities 

The S&P 500 remains near record highs, supported by AI optimism and resilient earnings. Not sure if investors are correctly pricing future growth, or are expectations becoming a little too ambitious

Semiconductor stocks continue benefiting from strong AI demand, but valuations remain a key debate. Can earnings growth keep pace with expectations, or is the sector due for a pause?

Investors are prioritizing strong corporate fundamentals and AI-driven growth over short-term geopolitical noise. Think the conflict will remain contained.