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Fed's hawkish dot plot risks tightening into slowdown. SpaceX dip not a buy yet. SG NODX winners: AEM, UMS, Frencken; driven by AI memory sustainability.

Fed's hawkish dot plot risks tightening into slowdown. SpaceX dip not a buy yet. SG NODX winners: AEM, UMS, Frencken; driven by AI memory sustainability.

Storage trade is crowded but momentum-driven. Nvidia's bond raise is smart leverage, not a worry. Singapore airlines and importers win big with cheaper oil; offshore/marine lose.

Storage trade is crowded but momentum-driven. Nvidia's bond raise is smart leverage, not a worry. Singapore airlines and importers win big with cheaper oil; offshore/marine lose.

TSMC hike confirms AI chip trade back. SpaceX IPO too big, skip. Adobe fall shows market punishing leadership risk; screen for stability.

TSMC hike confirms AI chip trade back. SpaceX IPO too big, skip. Adobe fall shows market punishing leadership risk; screen for stability.

Trim rate-sensitive REITs and airlines. AI trade has flipped to shorting capex. SpaceX IPO is peak euphoria at the top; do not chase on Friday.

Trim rate-sensitive REITs and airlines. AI trade has flipped to shorting capex. SpaceX IPO is peak euphoria at the top; do not chase on Friday.

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

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.

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.

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.

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.

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.

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.

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.

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.