while US chips got wrecked, STI closed at a fresh record 5,342 and $Dominion Energy(D.US)05.SG$ is right at the heart of it. this is the whole "boring is beautiful" thesis paying off, banks and REITs doing quiet defensive compounding while the AI trade wobbles. i've held DBS since the low 60s for exactly days like today. not selling a single lot, this is my ballast.
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