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US CPI came in hotter than expectations and now suddenly its not a question of when the next rate cut might happen. It is an if it would even happen. We still don't know how the new FED chair Warsh is like and his work style as market start to price in concerns of a rate hike instead. Yet the S&P remained relatively strong with the assurance from Trump, signalling that the stock market continues to trade on Trump's words more than fundamentals.

$Alphabet(GOOGL.US) The AI trade is shifting focus from semiconductor companies to those that can monetise AI effectively, with Alphabet Inc gaining prominence. Alphabet's first-quarter revenue rose to $110 billion, driven by significant growth in Google Cloud while they continue to invest and innovate in their TPUs. It is still too early for companies to shift away from Nvidia's chips but if Alphabet is able to create a similar ecosystem like Nvidia's chips, they could take away a significant portion of the AI chips market share. Besides, Google is also thriving in other sectors like autonomous driving, with Waymo successfully launching thousands of rides. Right now, investors are mostly interested in whichever companies are able to monetise AI effectively. @Bridge Buzz SG

$Microsoft(MSFT.US) OpenAI and Microsoft have agreed to cap their revenue-sharing payments at $38 billion, enhancing OpenAI's attractiveness for its upcoming IPO. Microsoft will remain OpenAI's primary cloud partner, with products launching on Azure first, but OpenAI can also serve other cloud providers. Despite positive early partnerships, close competition from Gemini and Claude has caused the hype for OpenAI to die down massively. Microsoft being a major Shareholder also hasn't benefitted much yet, with the shares plunging more times than skyrocketing whenever news of OpenAI appear in the press. @Bridge Buzz SG

Silver was ripping yesterday amidst fresh inflation concerns while memory stocks continue soaring higher. With Trump visiting China and rumours of China investing into facilities in US, will this lead to more optimisim and new ATHs or that just being another fake partnership? Regardless, CPI data will perhaps lead to some profit taking sooner or later.

Trump's latest comments suggest that Iran deal is far from over (surprise surprise). There is still no concrete long term ceasefire plans as they have not come to a resolution yet on nuclear energy. However, markets barely react as traders have gotten used to the bluff situations and with Trump visiting China, let's see what's next in store for the world.

CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once more strikes fears into investors as they sell off the stock. Feels like AI Capex spending is going to be the hottest topic of 2026.

$SoFi Tech(SOFI.US) SoFi's crypto business achieved $121.6 million in transaction revenue during Q1, countered by costs of $120.7 million, leading to a net revenue of $852,000. The company has recorded 239,509 crypto accounts, which are defined as opened accounts rather than active users. Sofi is currently still under massive pressure and unable to recover its losses since ATH from November, but past trends suggest that the stock may take off once more after a period of drawdown. @Bridge Buzz SG

【Week 3】Software stocks under pressure, pick only the great ones that will recover!

#My Portfolio Health Check

The software sector hasn't improved as many still believe that AI will disrupt and replace software companies. Yet, stocks like Microsoft and ServiceNow are fundamentally sound companies that fell along with the whole sector without justification. The former trades at 5 years low P/E ratio while being invested across many other industries, and the diversity makes it an undisputed leader in the market for decades. The latter continues to collaborate with AI companies to improve its services yet I'm supposed to believe it will be replaced by AI? If anything, this is the right opportunity that people have been crying for - great companies at discounted prices. @Bridge Buzz SG

AMD continues to soar higher following outstanding earnings. However, I believe it is in the overbought territory and would prefer to sit on the sidelines, wait for prices to come down and stabilise before making a move. AMD's potential is real, but forward price to earnings ratio is also significantly higher than its competitors like Nvidia, so naturally the risk is also greater.

$Netflix(NFLX.US) Netflix has been falling into a slump recently with share prices failing to hold over the 90 support line. This is similar to the situation a few months back when the stock kept falling slowly with no new catalyst. However, I am not worried as this is an accumulation period. Fundamentals are strong and with constant innovation, I believe Netflix is a great stock to hold as the entertainment industry never dies. @Bridge Buzz SG

$Alphabet(GOOGL.US) Anthropic has committed to spend $200 billion with Google Cloud over five years, indicating its significant role in Google's revenue backlog. This commitment, alongside contracts with OpenAI, contributes to over half of the $2 trillion in backlogs at major cloud providers. Google enjoys continued success past its earnings and is now rivalling Nvidia for the biggest market cap. Probably one of the best investments to hold for years. @Bridge Buzz SG

OCBC - OCBC's recent acquisition of HSBC's retail and wealth management operations in Indonesia aims to enhance its fee income and expand its wealth franchise in Southeast Asia. Especially in high-growth ASEAN markets where global banks are reducing retail and wealth operations, this strategic move comes as a way to diversify earnings sources. I am not surprised with OCBC's latest acquisition given the fact that they have been expanding into the Southeast Asia market, particularly in China as well. I believe OCBC can deliver strong results quarter after quarter as well as competitive dividend yield. What I'm looking out for is how they are going to manage business given the widespread understanding that interest rates may continue to be lowered, and whether special dividends will be given.

UAE intercepted missile from Iran last night and both Israeli and US Army are now put on high alert. This is the first time an attack on other middle east countries has happened since the start of ceasefire and the market reacted accordingly. S&P had a mini pullback before stabilising again. Monitor the situation carefully as stocks might start pulling back soon.

$NVIDIA(NVDA.US) Is it too early to say that Nvidia is no longer that explosive growth stock that can get investors rich? Over the past few years, Nvidia has had stock splits and enjoyed its fair share of insane bullish runs, but recent trends point towards CPU and memory shortages mean that "smart money" is flowing to other companies like Micron, SanDisk and even AMD. Huge Capex concerns also had investors thinking twice parking their money in the Mag 7 stocks. Yet Nvidia continues to trade at a low forward P/E ratio that makes it attractive to remain invested in. While everybody is rushing to board the Google hypetrain, I choose to remain on board with Nvidia and not sell their shares as I believe it is the steady ship that allows me to sleep well at night. @Bridge Buzz SG

$NIO Inc(NIO.US) NIO has been performing exceptionally well over the past earnings, but concerns remain when they can turn profitable as well as the tight competition in China EVs. Long term chart levels point towards higher level, but it could take months before achieving them. A bit of a gamble going into the stock at this levels, but staying patient for the long game. @Bridge Buzz SG

After DBS outstanding results last week, all attention now turn to OCBC and UOB. The 3 major local banks have usually been carrying the STI, and the STI is currently hovering around 5000. If earnings are inlign with expectations, we could see the STI stabilise above 5000 for a period of time.

$Alphabet(GOOGL.US) Alphabet wowed investors with its latest earnings. Google cloud gaining traction, Waymo completing 500,000 autonomous rides per week. It just seems like Google is excelling in all segments of its business. This is clearly reflected by the huge surge in demand where massive inflows have been pushing Alphabet to new ATHs. However, it is important to note that it is currently in the overbought territory, and it is only a matter of time before traders take profit and the stock pulls back to a reasonable price before stabilising. Do be careful not to get caught by the fomo trend. @Bridge Buzz SG