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Trim NVDA and AI euphoria. Trump-Xi and CLARITY Act favor tech over SG banks. Cherry-pick palm oil and data-centre mid-caps.

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.

Buy Meta dip, not Alphabet. Powell-to-Warsh hawkish; favor Singapore banks. Apple best AI reward; fade Anthropic’s $900B valuation.

1. Diplomatic breakthrough unlikely. Oil downsize risk is small, upsize risk moderate. 2. Short term bullish but margin pressure will return. 3. Sustain for now, but pullback.

Take profits on AI euphoria. Rotate to SG banks and REITs as real rates rise. Position SG-listed names for ESR and energy security tailwinds.

Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities & palm-oil for energy security; hedge with banks.

Here’s a 30-word summary:Skip Nvidia, add Amazon. Iran brinkmanship means higher oil; go long energy. HK IPO wave shows promise; only buy Lightelligence on Day One if valuation is reasonable.

1. still a lot of uncertainties for the peace deal. 2. Tech is overheating. 3. Streaming fatigue. My personal thoughts. Thanks.