MSALIBA@EC2701D

BREAKING NEWS: AMD middle managers are wasting over 20+ engineers’ time trying to grow their fiefdoms & get promotions on a useless side project called their “ATOM Inference Engine,” instead of spending that effort on inference engines that actual customers like Meta/xAI actually use, such as SGLang/vLLM.

An interesting opinion I read the other day when someone said the typical Singaporean "safe investment" of chasing STI etf/ 3 local banks could be riskier than one would think it is. The heavy concentration in the banking sector and lack of diversification could prove risky from time to time as the financial sector is tightly linked to interest rate cycles, property markets and non wealth products. On the flipside, the blue chip companies have been proven over time to generate decent and stable returns (including consistent dividend payouts).

Those who bought AI stocks are likely waiting for NVIDIA's earnings report tonight. While AI is a long-term trend, the 阶段性 performance of key players can directly impact short-term investor sentiment and cause volatility. Over the past year, whenever tech companies post strong results, the market has often reacted with sharp swings. NVIDIA's market reaction to its last earnings release was relatively mild.

Besides stocks, Bitcoin and cryptocurrencies have also seen recent gains. For mainstream crypto assets allocated beyond stock investments, returns should be managed based on longer-term expectations; ignoring short-term noise is key to holding steady.

For companies with unchanged fundamentals and promising business prospects, sharp drops following earnings reports or negative news may present opportunities to test the waters. I recently took a small position in Alibaba after their latest update to validate my thesis.