---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000969600.md"
description: "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."
datetime: "2026-11-04T10:31:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000969600.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000969600.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000969600.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I see $AMD(AMD.US) strong results as a positive si…


### Related Stocks

- [O39.SG](https://longbridge.com/en/quote/O39.SG.md)
- [STI.SG](https://longbridge.com/en/quote/STI.SG.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [U11.SG](https://longbridge.com/en/quote/U11.SG.md)
- [D05.SG](https://longbridge.com/en/quote/D05.SG.md)
- [UOVEY.US](https://longbridge.com/en/quote/UOVEY.US.md)
- [DBSDY.US](https://longbridge.com/en/quote/DBSDY.US.md)
- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)

## Comments (1)

- **deskok · 2026-11-04T16:04:54.000Z**: ok.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**