Victor y - Part of Longbridge's Investor Led Community

$SoFi Tech(SOFI.US)is trading with a more balanced tone today, easing modestly after recent selling pressure. After opening higher, the stock briefly tested lower levels before attracting buyers, helping price recover from its intraday low and stabilise around current levels

📊

• Early selling absorbed → buyers showing support on dips

• Recovery from intraday lows → stabilisation efforts emerging

• Consolidation near current levels → foundation for potential rebound

Overall, SOFI appears to be transitioning from a sharp correction into a consolidation phase. If buying interest continues to improve, confidence may gradually return and support a recovery attempt once broader market sentiment strengthens

SpaceX is a high quality company, its lofty valuation and limited public float could drive sharp volatility, making patience and price discovery more attractive than chasing IPO enthusiasm

TSMC’s planned price hike signals that AI chip demand still exceeds supply, reinforcing the long term AI growth story despite a more selective market.

SpaceX is a high quality company, its lofty valuation and limited public float could drive sharp volatility, making patience and price discovery more attractive than chasing IPO enthusiasm

TSMC’s planned price hike signals that AI chip demand still exceeds supply, reinforcing the long term AI growth story despite a more selective market.

$Sasseur Reit(CRPU.SG)- Rebound/Stabilisation Momentum

CRPU continues to consolidate near current levels as investors assess the latest Fed interest rate outlook. The REIT’s attractive dividend yield above 9% remains a key support factor while expectations of a more accommodative rate environment could improve sentiment towards yield focused assets. If buying interest strengthens, CRPU may gradually build momentum for a recovery in the coming sessions

Watching for signs of a sustained rebound as the interest rate environment becomes more supportive

Rising oil prices and the risk of delayed Fed rate cuts mean investors can no longer ignore fundamentals, especially in rate sensitive sectors.AI story is still alive companies now need to prove that billions in spending will eventually translate into real profits and cash flow.Potential SpaceX IPO even great businesses can become expensive investments. More than ever investors are asking one simple question: where are the sustainable returns

This looks less like an immediate earnings shock and more like headline-driven volatility leading into the July 7 hearing. In the meantime markets are likely to trade on uncertainty. Export heavy and trade sensitive sectors may keep seeing swings, while more domestically focused and defensive stocks should be relatively stable. Overall, it’s more of a sentiment-driven move than a structural issue.

$Keppel(BN4.SG)closed marginally higher today, recovering from a soft start to finish at the session high of $10.53.After slipping early to around $10.38, buying interest gradually emerged, helping the stock reclaim lost ground and move back above the previous close. Momentum strengthened into the final stretch of trading, suggesting improving intraday sentiment as buyers stepped in on weakness

From a technical standpoint, the stock continues to exhibit a stabilising tone. As the stock continues to trade within a consolidation range, support emerging at lower levels points to ongoing base building rather than deterioration. Holding above the mid range keeps the near term outlook constructive, with $10.53 now serving as the immediate reference level

AI spending is becoming increasingly broad-based. Hyperscalers are investing across multiple layers of the stack, from compute to foundry and memory. Intel is capturing incremental demand as customers diversify suppliers, while NVIDIA retains its leadership in AI compute. SK Hynix remains a key beneficiary as demand for high bandwidth memory accelerates.

Strait of Hormuz remains key market risk. Higher oil may pressure airlines, logistics and consumers, while benefiting energy stocks.Strong jobs data reduces Fed rate cut expectations near term.Markets face rising volatility from geopolitics, inflation pressures and shifting central bank policy expectations.

Weekend Portfolio Analysis and Review - # My Portfolio Health Check

Portfolio performance continues to diverge, with growth and infrastructure holdings showing improving momentum while Singtel remains the primary drag on overall returns.

Keppel and Grab are emerging as key outperformers supported by stronger sentiment and improving price action, while SoFi continues its gradual recovery despite ongoing volatility. REIT holdings remain relatively stable benefiting from yield support but still facing upside constraints from the higher rate environment.

Overall the market appears to be in a selective recovery phase rather than a broad based rally with leadership concentrated in stronger names.

As a result Portfolio remain selectively bullish focusing on capital preservation, letting winners run and only considering additional exposure when support levels hold and trend confirmation becomes clearer 🚀 @Bridge Buzz SG

$Keppel(BN4.SG) traded in a tight but slightly softer range, slipping modestly from its previous close as early strength near the $10.70 zone failed to hold.Intraday action showed an initial push toward the highs, but momentum faded gradually, with price drifting back toward the lower end of the range into the close.

Despite the mild pullback the stock continues to show signs of base building, with turnover remaining steady and no signs of aggressive distribution. The overall structure still suggests consolidation rather than trend reversal. Holding above the mid region keeps the broader setup stable, with any renewed strength likely requiring a clean reclaim of the $10.70 zone to rebuild upside momentum

【Follow-up – My Portfolio Health Check - Divergence in Performance, Selective Strength Emerging】

Portfolio shows a clearer split this week, with growth and infrastructure names outperforming while Singtel continues to lag. Overall structure remains in a stabilization phase, but internal divergence is becoming more defined.

🇸🇬 SG Assets (Equities / REITs)

Singtel (Equity - Telco) - Extended weakness persists despite defensive fundamentals. Sentiment remains the key drag, with price structure still under pressure 🔴

Keppel (Equity - Infrastructure) - Steady upward bias supported by infrastructure, asset management, and energy transition exposure 🟢

Daiwa House Logistics Trust (REIT - Logistics) - Range-bound with mild pressure as higher-rate environment caps upside ⚪

Sasseur REIT (REIT - Retail) - Defensive stability intact, supported by steady yield profile ⚪

Genting Singapore (Equity - Hospitality/Gaming) - Momentum is improving as tourism and gaming support earnings recovery, though stronger catalysts are needed to drive a sustained breakout 🟡

🇺🇸 US Assets (Growth Equities)

SoFi Technologies (Equity- Fintech) - Mild recovery trend forming, though volatility remains elevated 🟡

$Grab(GRAB.US)(Equity - Growth Fintech)- Strong relative outperformance with improving momentum and sentiment 🟡

📊 Market continues in a selective recovery phase, with growth and infrastructure leading while defensive and lagging names remain mixed. Divergence across sectors is becoming more pronounced.

💡 Stay selective and disciplined, letting winners run while avoiding averaging into weak trends. Focus remains on capital preservation and confirmation-based entries only.

📈 Mildly to moderately bullish with leadership concentrated in Grab and Keppel while income holdings provide stability and Singtel remains the key position requiring monitoring

$SoFi Tech(SOFI.US)long term growth story remains supported by its expanding financial services ecosystem and growing member base.However, today’s price action suggests investors are taking a more cautious stance after the stock’s recent gains, with profit taking and weaker risk appetite weighing on sentiment.

📊

• Broad based selling → near term sentiment softens

• Trading near intraday lows → buyers remain on the sidelines

• Support levels under pressure → consolidation may continue

Overall the recent pullback suggests momentum has cooled following the rally. Stabilisation around current levels could help rebuild confidence, while a decisive move back above near term resistance may be needed to signal that bullish momentum is returning

AI fundamentals remain strong, but expectations are now much higher. As long as the economy cools rather than stalls,stay constructive on equities, with a slight preference for quality financials like DBS Bank over chasing AI names after a sharp run

$Sasseur Reit(CRPU.SG)CRPU pulled back slightly to close at $0.665, retreating after repeated attempts to hold the $0.67–$0.675 intraday zone. The move appears to reflect mild profit-taking rather than any meaningful shift in sentiment with price action continuing to trade within a relatively tight consolidation range. Overall the broader trend remains largely sideways with the market still awaiting a decisive breakout to establish a clearer directional bias.

📊 Dividend yield (~9%+) continues to provide downside cushion

A sustained reclaim of $0.670 would be needed to restore short-term recovery momentum, while failure to hold $0.665 may open a retest of lower support levels

AI remains a strong theme but markets are now focused more on future expectations than earnings beats.Even Broadcom's solid results couldn't spark much enthusiasm while higher rate risks continue to pressure tech valuations. In this environment chasing IPOs like SpaceX on day one may carry more risk than reward

$Genting Sing(G13.SG)recovering from its opening and intraday low to finish near the day’s high. The steady intraday climb, supported by strong trading activity and above average volume, suggests buyers are gradually returning after the stock recently tested support near its 52 week lows.

Fundamentally Genting Singapore remains supported by its resilient resort operations, strong balance sheet, attractive dividend yield and the continued recovery in tourism and gaming activity. Its valuation also keeps the stock appealing to value focused investors.

Recovery momentum is slowly building. Buyers continue to defend the support zone and a successful break above recent resistance could help drive the next leg higher as sentiment improves

MRVL got a big credibility boost from Jensen, +32% in a day already feels like a lot of good news priced in long term wait for pullbacks

SpaceX is a quality company IPO pricing sounds rich. Usually better to wait out the initial hype and see where it settles after listing

AVGO is in a tough spot expectations are now very high after the whole AI chip rally this week. A solid quarter might not be enough they probably need to really impress on AI growth and raise guidance to keep the momentum going

MRVL got a big credibility boost from Jensen, +32% in a day already feels like a lot of good news priced in long term wait for pullbacks

SpaceX is a quality company IPO pricing sounds rich. Usually better to wait out the initial hype and see where it settles after listing

AVGO is in a tough spot expectations are now very high after the whole AI chip rally this week. A solid quarter might not be enough they probably need to really impress on AI growth and raise guidance to keep the momentum going