BPLENOV@EC2612C

Optoelectronics names "ran up" yesterday, I used the inverted commas because in reality, they have fallen a distance away from their all time highs. Swing trade momentum is still relatively high, as seen in the +/- 5% in these stocks.

Looks like an ongoing rotation by the market as capital flows from the big defensive stalwarts of tech etc to the higher betas tech which to be fair looks good value.

Looks like a pretty textbook rotation from defensive tech and big caps back to high beta smaller cap techs as well as those clearly benefitting from the AI buildout.

Folderable phone is a niche area, the adoption is not so high so I wouldn’t see it as the next thing…

OpenAI claims that thier latest GPT-6 Astra model is able to do a whole new range of activities, including solving long standing open mathematics problem with a 98% score as well as being spectacular in the electrical engineering field. But the question is: Is the new frontier model really that impressive or did marketing and awareness overstate its benefits? There could also be ethical concerns raised if Astra 6 starts the revolution of taking over EE jobs and designs

The shortage of chips has been a long time conversation - in my opinion, this supports the AI capital expenditure boom the past few months.

Today's biggest topic is the increase in income for ministers. I find it hard to reconcile that their salaries are tagged to top income earners especially when we know that income inequality is widening. apparently it's to compensate for the opportunity cost of other income streams such as participating in Longbridge activities where they can potentially earn much more, given their calibre

I’m watching closely the pullback of Singapore banks to see if there are any more opportunities to increase my bank positions.

SK Hynix shares increases. But 10-year Treasury Yield reached its highest of 4.79%. Straits Times and local banks, Lenovo Group shares decrease now.

Samsung’s memory-chip inventory falls due to shortage of DRAM/NAND. They and Arm launch a joint project.

There is an exclusion zone by Iran. That exclusion zone is near the Strait of Hormuz.

Hope situation can be better.