SoftBank

$SoftBank(SFTBY.US)$Microsoft(MSFT.US) tested all day, couldn't stop. ChatGPT-6 is incredibly strong this time around; the key isn't coding, but its extremely fluid compute use and superior long-task performance unlocking new use cases that Claude struggles with. Let's see how these two tickers perform next week.

I see $SGX(S68.SG) as one of Singapore's highest-quality blue-chip companies because of its resilient business model, consistent dividend record, and ability to benefit from growing capital market activity.SGX recently reported a 72% year-on-year increase in securities trading value for June, capping a very strong FY2026. Higher trading activity directly supports transaction and clearing income.

SGX continues to expand beyond traditional exchange services, such as

introducing Singapore Depository Receipts (SDRs) for companies such as Grab, Sea and SpaceX, allowing investors to trade them in SGD during local market hours.Supporting Singapore's efforts to deepen its capital markets and attract more listings and investors.SGX has a long track record of paying dividends and generates strong cash flow with relatively low capital expenditure requirements, making it appealing for income-focused investors.Unlike high-growth technology stocks, SGX is more of a steady compounder. Returns are likely to come from a combination of dividend income and gradual earnings growth rather than rapid share price appreciation.

$Arm(ARM.US) | Jefferies maintains 𝐁𝐮𝐲 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟎

$Intel(INTC.US) sitting around $120 after rolling off the $139 high. Nvidia and SoftBank stake news put a floor in the story but i already trimmed hard into the $130s. keeping a small starter. the AI chip tailwind from Samsung's print might lift it a bit but i'm not chasing a name up 270% YTD that just had a 14% pullback.

“What matters is not the eggs, it is the Goose itself”