Looks like the AI trade still has some legs left. AMD has delivered and I am waiting for ARM’s earnings later to see what she has in store. Still defensive overall.
Based on today’s Business Times, the insurance arm of OCBC reported a slight 0.2% increase in net profit to S$346.3 million for the first quarter ended March 31, 2026, up from S$345.5 million a year a...
I believe the AI supercycle has already been fore ran and hence the market has been consistently demanding the exceedingly, overwhelming perfect beats to drive the euphoria; nitpicking and reading bet...
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I think the market is quite stretched at the moment. But sentiments have a funny way of extending so the market might still have some fuel left to go up a bit more. But I am a scaredy cat so I will st...
Middle east conflicts continue and presently in dead lock. Oil price spikes and induce lots of market volatility. Stay vigilant, search for good fundamentals, look for opportunities, and are ideally ...
Uncertainty periods counteract with uncertainty methods, stay calmly and look for opportunities.
What the case of Brent price, I'll just eat whichever tasty drop that drops be it bank or REIT since I'm vested in both and has built a cash war chest unlike the liberation day period when I'm high an...
UAE intercepted missile from Iran last night and both Israeli and US Army are now put on high alert. This is the first time an attack on other middle east countries has happened since the start of cea...
I am sticking to AI hardware such with a lean towards accelerators and optics which I believe has another swing higher into the week probably off the upcoming results. Still defensive though overall. ...