Samsung Electronics

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.

With no big news until US CPI markets will just move along. Good for long term investors but lack of opportunities for traders.

Its good that people are still doubting the AI buildout. IMO, as long as they keep showing the results, the AI beneficiaries will keep trending up.

The AI buildout is being backed up by actual revenues and profit which keeps scaling up as compute requirements goes up. IMO, that is enough to differentiate itself from a ‘bubble’.

AI demand keeps getting stronger and the chip shortage could push prices higher. Still bullish on tech, but rising Treasury yields remain a big risk to watch.

10-year treasury yield and other macro factors will affect how the market reacts this week so small position size and close whenever the trends break and DCA into the stock you will like to own with a long term time horizon of 5-10 years

Iran announced the establishment of a maritime "no-navigation zone" near the Strait of Hormuz; shipping traffic there has reportedly collapsed to its lowest level in five months, pushing US gasoline and diesel prices to record highs.

The shipping market is fueling the fire: amid soaring oil prices, large vessels rerouting, and an impending tariff war, freight rates can only be raised further, thereby becoming a driver of inflation.