NewUser_CkrdqW
In an AI era where everyone is actively leveraging on the latest technology for accessibility, my imagination for the integration of AI into investing can be discussed through 3 points:
1. Personal Assistant - I believe majority of the people have a regular 9 to 5 job without having the time or energy to keep a close lookout for stocks information or to research a company's performance thoroughly. That's where AI steps in to act like a PA to help swiftly consolidate any information/news for us on the go. Brief review of our holdings after a session, breaking headlines and how they could affect us, or even the hottest momentum stocks that are surging. This info could be crucial for investors who lack the time & effort to do every minute detail by himself.
2. Acting on behalf through commands - Aside from investors, many traders, especially the amateurs who just started out, wish they have an AI/robot that could help them to carry out trades throughout the session without having them to glue themselves to the screen for hours. I imagine AI to eventually be able to do simple but accurate coding based on commands to be able to build a software to allow traders to key in their conditions and let AI do the work. Ofc this would require AI to be advanced and efficient.
3. Personalised Recommendations - I imagine AI to be able to understand me through my search & chat history, portfolio holdings as well as personality. This would then allow AI to know my risk tolerance, what kind of portfolio I want to build, and more importantly, providing insightful and personalised recommendations. Not just say memory sector is imploding right now, and you should invest early; I imagine AI to be able to give more than just surface information, but more of when and why I should enter a trade/investment into a certain sector or equity.
I am genuinely amazed at how efficient Longbridge is in improving its platform and is looking forward to the presentation on 15 July!
@Captain's Watch
This week could be a volatile week with CPI on Tuesday and PPI on Wed. With Iran closing Strait of Hormuz again, precious metals continue to slide. I'll also be tuning in to Netflix's earnings on Friday morning to learn more on the past quarter's results as well as their ambitions and targets moving forward, particularly with their 2 times failed M&A in the first half of the year.
$Alphabet(GOOGL.US) Alphabet has been developing its TPUs, positioning them as competitive alternatives to Nvidia's graphics processors. Google's investment in TPUs aims to reduce AI computing costs by up to 30%, potentially transforming its data centers and impacting Nvidia's market share, which currently stands at 86%. The introduction of a neocloud business model enhances this threat, as Google plans to rent TPU capacity to other tech companies, challenging Nvidia's pricing power and profit margins. Many other tech companies are also looking to custom processors to make their AI models more efficient and reduce costs. SpaceX is building what some are calling a "sovereign AI" in which they own everything from the chip design and manufacturing to the AI model itself. @Captain's Treasure
$NU Holdings(NU.US) Nu Mexico has received authorization from the National Banking and Securities Commission (CNBV) to begin operations as a bank. With more than 15 million customers, Nu will become the largest digital bank in the country. This authorization consolidates the model Nu has built in the country: simple, transparent, innovative, 100% digital, and customer-focused. Nu is building a new way of delivering financial services in Mexico, one truly centered on people. Mexico is a key market for Nubank, and this is a decisive step in their long-term commitment to the country, with a total projected investment of USD 4.2 billion through 2030. @Captain's Treasure
1A, 2A, 3B
England vs Norway. Can the former finally "bring it home" or the latter create history by beating England and reaching the semi finals? I'll be watching this entertaining match at my friend's house tomorrow morning! I am supporting England and hoping that they can at least get to the semis this time round, but if Haaland & Odegaard can pull off the unexpected with Norway I wouldn't be surprised either. Let's hope for a goal fest and great match later! @Captain's Watch
1A, 2B, 3B
Chips led the rebound last night as markets shrugged off macro risk despite early indications that inflation will come in hotter than expected with the Middle East situation continuing for another period. Local banks seem to have all the momentum as SG market outperforms majority of the Asia market in the past 10 days. Glad to have diversified into our own "boring" market too
$Meta Platforms(META.US) Meta has introduced Muse Spark 1.1, its latest AI model aimed at competing with OpenAI and Anthropic, which is now available for a public preview. This upgrade follows the private release of the original Muse Spark model in April and features an aggressive pricing strategy, starting with $20 in free credits and subsequent charges per token. Meta's focus has shifted towards monetizing proprietary AI models, although it remains committed to open-source developments, with future plans for a variant of Muse Spark. Besides, Meta is considering renting out AI compute amidst tight supply, which could bring more value to the business. @Captain's Treasure
US continued attacking overnight as Trump says he is fed up and peace deal is over. WTI and oil prices spiked once more and chip stocks continue falling as the top has been priced in. Not a massive drop for now as people choose to rotate around from the highly volatile memory and AI sector to the more conversative and stable staple stocks.
$NIO Inc(NIO.US) Nio Inc surpassed 150,000 cumulative new vehicle deliveries in Shanghai as of July 8, 2026, contributing significantly to a total of 1.19 million vehicles delivered in China. The company ranked first in Shanghai's passenger vehicle market with 16,582 retail sales from January to May 2026, driven by strong demand for models like the ES9 and ES8. Nio's expansion includes a new battery R&D base in Shanghai, aimed at enhancing its manufacturing and research capabilities while supporting impressive year-on-year growth in vehicle deliveries. Despite the impressive feat, I'm closely monitoring the company due to China's strict regulatory policies as well as intense multi front EV competition. @Captain's Treasure
Memory stocks continue to slide but I wouldn't say they are I a bearish market just yet. They are still way higher from where they started taking off and this is just another correction that I think will last for another 10% thereabout. The S&P continue to hover around current levels, unable to push past resistance but also staying relatively stable. This implies that most people are still staying in the equity market, and we are just seeing capital flowing from one sector to another.
$Amazon(AMZN.US) More than $460 billion in outstanding debt has been issued in recent years by six major companies in the AI race. AI debt is selling off sharply Tuesday as Amazon brings raises another $25 billion. Most of the weakness in hyperscaler bonds today reflects investors raising cash to participate in Amazon's new issue, not a change in the underlying credit story," said John Lloyd, global head of multisector credit at Janus Henderson. That said, investors are increasingly questioning how much additional debt the sector will need to fund AI-infrastructure spending over the coming years. Eventually, the more debt a company takes on, the more risk imit carries despite the long term potential. @Captain's Treasure
Chip and memory stocks recovered last night with AMD & WD leading the way. Trump's call to go and buy a Dell computer worked magic once more as the stock soared 7%. Overall stock market edged higher but the last 2 times it reached this resistance, a pullback ensued. Let's see whether this rise can hold this time round.
$SoFi Tech(SOFI.US) SoFi shares have surged as they expand their lending options with new small business loans and participation in the Trump Accounts program. The company, known for its diverse financial services, is trading above key moving averages, which indicates a near-term uptrend despite longer-term challenges. Analysts project SoFi's earnings per share will rise to 11 cents, with a revenue estimate of $1.11 billion, while recent ratings reflect mixed sentiments among investment firms. Despite recent strength, the share price remains a far distance from its highs. The upcoming earnings report would be crucial to determine the sentiment of investors and the direction of the company moving forward. @Bridge Buzz SG
Nvidia's next gen delay could add more oil to fire as the stock is already under pressure as investors rotate into safer staple stocks while traders continue to pour into memory stocks. However, it is completely normal for companies to experience hiccups along the way, what's more important is how Nvidia focus on recovering and delivering as soon as possible.
$Amazon(AMZN.US)Anthropic, the AI company behind the Claude models, filed for a public offering, buoyed by a $65 billion funding round and a $965 billion valuation, with anticipated revenue reaching $50 billion.
Amazon holds a larger stake in Anthropic, potentially valued between $135 billion and $160 billion. If Anthropic lists at $1 trillion, Amazon's exposure is expected to provide significant gains relative to its size, offering a more favorable investment compared to investing straight into Anthropic's IPO which carries more risk. I think it will be safer to invest into Anthropic indirectly through Amazon to avoid experiencing the huge volatility, but the downside would be lesser gains as well. @Bridge Buzz SG