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Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.

Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.

Oil shock plus strong NFP favors commodity plays and banks. Apple’s AI event doesn’t threaten NVDA. SpaceX IPO faces risk-off week; avoid day one.

Rotation from AI to value looks healthy, not a crack. Economy strong enough for Fed hold. Shift from AI optical to financials; prefer DBS over tech-adjacent names.

Broadcom’s drop signals AI hardware valuation fatigue. Fed hike talk threatens tech multiples. SpaceX IPO at $1.75T is overvalued—avoid day one.

MRVL is a must-own but move priced. Avoid SpaceX IPO hype, wait for post-listing dip. AVGO needs to crush, not just in-line, to maintain AI momentum.

Wait for Anthropic’s revenue and margins. Alphabet’s dilution is worth it. AI hardware easy money is made, but not over.

China is now a rounding error for NVDA. Berkshire’s bet is decade-long supply, not rates. Narrow ATH rally is concerning—buy pullbacks cautiously.

Private AI valuations bubble risk, monetization still lags. Li Auto's profit > Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.

SpaceX IPO forces passive buying; good for Nasdaq 100. Huawei’s claim is PR, not breakthrough. Singapore CPI eases, favoring REITs over banks.

Quantum is policy hype, not commercial yet. Intuit’s drop is a buying opportunity. SIA’s Air India drag breaks the thesis—rotate out, don’t wait years.

Rotate from REITs to DBS as rates rise. Underweight GOOGL structurally on AI search cannibalisation. Record commercial S$14.7B deal is a one-off, not a retail re-rating.

Storage dip is a buy. AI platform consolidation lifts Keppel DC and Singtel. Geopolitical de-escalation is fragile – risk-on with a defensive hedge.