Eunice

$OCBC.SG$ quietly the best performing SG bank this year, up double digits ytd. boring blue chip doing its job while US tech has a meltdown

down 6 and im not even mad. this is what happens when a name runs too far too fast into a Fed meeting. trimming nothing

Singapore REITs have been waiting months for rate relief, and a hawkish Warsh tonight just pushes that recovery further out. patience really getting tested here

leverage on a Korean memory name through a HK product, that is a lot of moving parts. small position only for me 🤔

STI near its highs with the banks leading, and cheaper oil from the Hormuz deal quietly helps SIA too. solid day for boring SG, just not chasing up here 😌

STI holding up but it feels late after a 21% year, and we have a Fed week ahead. holding my banks, just not chasing into strength here 😬

as a SG investor i mostly touch the Mag7 software names, and watching them get repriced has been humbling. i am not selling my core but i stopped adding, a Fed week plus an AI overhang is not the time to be a hero. holding and watching how the next earnings handle the agent question 😬

STI at records and the banks look a bit stretched here. happy to hold DBS for dividends but not adding at highs 😬

NAND pricing turning + AI servers eating storage. SNDK leveraged right to that 💪

the smart part: AVGO secures years of custom accelerator orders upfront. that's demand visibility most chipmakers would kill for 📊

SNDK pulled back with the group today but honestly I just want more NAND exposure cheaper sia 🫰

anyone else holding Nokia for the slow grind?? feels like the forgotten networking play of this cycle 🙏

OpenAI confidentially filed for IPO, SpaceX book already 2x oversubscribed at ~$150B demand. the AI listing floodgates are officially open 🌊

Friday's jobs report was strong, and that is precisely why markets fell. A +172K print against an 80K estimate told investors the economy is not slowing enough to justify the cuts they had priced in. ...

The Dow closing at a record while the Nasdaq, semis and crypto all fall is the kind of split tape I find more telling than a clean rally. What the rotation is saying Late in a cycle, leadership narrow...

not selling my core, seen worse drawdowns, just not looking at the screen 💤

Stocks finished the regular session sharply lower, the Dow off more than 600 points, with the S&P 500 and Nasdaq snapping a nine day run. Then Broadcom fell about 12.9% after hours on results that, on...

ok hot take but +32% to ATH because jensen said one word at computex?? the business is literally the same as yesterday lah. networking ASIC story is real but i'm not paying all time high for a soundbite. watching from the sidelines on this one 👀

DBS's 18 new wealth centres across 6 markets by end-2027 is a direct bet on where Singapore banking's next growth chapter comes from. With interest income under pressure from rate normalisation, fee-based wealth management offers more stable recurring revenue. Asia's affluent population at USD 4.7 trillion in 2026 is a real addressable market. As Singapore investors, the test is whether DBS can win mandates against private banking incumbents that have decades of UHNW relationships. The expansion is the right strategy. The execution track record over the next two years is what determines whether it pays off.

Costco beat Q3 expectations and the stock is reacting positively. For a technical trader, the first question after any earnings move is simple: is the price action confirming strength, or is this a gap that's likely to fade?

Costco's move here is different from a momentum gap in a high-beta tech name. COST is a slow, steady compounder. It doesn't make 30% moves. What I look for in a name like this after earnings is whether the gap is accompanied by volume expansion relative to recent sessions. Volume confirms that buyers are genuinely stepping in at the new price, not just thin-market after-hours noise.

On the longer-term chart, Costco has respected its rising trend structure consistently. The approach I'd take here is to mark the pre-earnings close as the key support reference and the new post-earnings level as the range to hold. If COST consolidates above the gap open over the next two to three weeks without filling back down, that's a bullish continuation signal. That's when a trend-following entry makes sense, with a stop below the gap fill level. Chasing on the first day of a gap rarely gives the clean risk/reward a disciplined trader should require.

92.2% membership renewal rate in the US. 148.5 million cardholders worldwide. Nobody is cancelling their Costco membership, not in a tariff war, not ever 💪 COST is just built different.

USD 965B pre-IPO valuation means Anthropic is being priced on optionality, not revenue. At that number you're basically saying they win the enterprise AI market AND consumer AI AND agent infrastructure. That's a lot of "ands" 🤌

Something happened in PDD Holdings' Q1 2026 results that hadn't happened once in the company's entire history.For the first time, the money PDD earns from completed transactions surpassed the money it...

MU $200 before Q4 earnings. HBM3E ramp is barely starting and every hyperscaler needs more memory than they can get. screenshot this 🙏

B for sure