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melph

NVIDIA actually generates enormous cash from its AI business, giving it flexibility to invest and grow. Strong fundamentals support the company, though expectations remain high.

Google continues benefiting from its dominant search, cloud, and AI businesses. However, regulatory scrutiny and the challenge of monetizing AI investments remain key risks.

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 is steadily expanding its presence in AI and data centers, leveraging strong product execution to challenge larger rivals. However, intense competition and high expectations leave little room for disappointment. Good to be cautious. 

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.

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

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

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?

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. 

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

Eli Lilly continues to benefit from strong demand for its diabetes and weight-loss treatments, which have become major growth drivers. The company also has a promising pipeline that could support future earnings growth. However, the stock trades at a premium valuation, meaning investors are expecting continued success in both its current products and future drug development efforts.

As an OCBC shareholder, I appreciate the bank's strong balance sheet, steady dividend payments, and diversified business model. Its exposure to banking, wealth management, and insurance provides resilience across market cycles. While lower interest rates could affect earnings growth, I believe OCBC remains a solid long-term holding that can continue generating value and income for shareholders.