I see $AMD(AMD.US) strong results as a positive sign that AI demand remains healthy, especially with revenue growth and …

I see $AMD(AMD.US) strong results as a positive sign that AI demand remains healthy, especially with revenue growth and forward guidance beating expectations. However, I would not rush to declare the semiconductor selloff over just yet. The recent rebound could still be a relief rally, with valuations, AI spending returns and broader market sentiment remaining important factors. I am staying constructive on the long-term AI story, but I prefer to accumulate quality names gradually on pullbacks rather than chase short-term momentum.

For Singapore, $UOB(U11.SG) earnings miss and the STI correction deserve attention, but I am not ready to turn bearish on the banking sector. I will be watching $DBS(D05.SG) and $OCBC Bank(O39.SG) results closely for confirmation of whether this weakness is company-specific or a broader trend. My approach remains patience and risk management. Market volatility can create opportunities, but preserving capital and maintaining a disciplined entry strategy matter more than trying to catch every rebound.