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Anthropic is probably one of the most exciting upcoming IPOs aside from SpaceX. Over the past couple of months, sentiment has been shifting from OpenAI to Gemini and eventually to Anthropic. The rise of Anthropic would certainly create attention and interest for both investors and traders, and the direction of the company looks awesome for now. I believe it could be a great long term opportunity but it must be at a decent entry price.

$NVIDIA(NVDA.US)Nvidia is entering the PC market with the new RTX Spark Superchip, targeting a shift away from Intel's dominance and aiming to modernize computers for AI applications.

Nvidia's collaboration with brands like Dell and Lenovo brings the chip that combines a microprocessor and graphics chip, enhancing power efficiency and performance while supporting Windows for Arm. Nvidia's venture aims to secure its role in AI development, allowing PCs to run complex models and improve software capabilities, with expectations that it won't be affected by current component supply issues. With how CPU comes with AI capabilities nowadays, it would be interesting to see an AI leader of Nvidia's caliber enter the PC market and rival the established brands of Intel and even AMD. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia announced the full production of its 88-core Vera CPU, specifically designed for AI agent workloads, with early adopters including major companies like Anthropic and Oracle Cloud Infrastructure.. This new chip, featuring a custom Olympus architecture, promises significant performance improvements over existing x86 processors and is aimed at redefining CPU demand in data centers driven by AI developments. Nvidia is going into CPU business to rival Intel & AMD, but little has been seen yet on its products efficiency and how price competitive they would be. Regardless, with the current cpu shortage as well, Nvidia venturing into that area could diversify revenue and strengthen its operations. @Bridge Buzz SG

This week's earnings main focus is on Broadcom, where the company is helping others to develop their own custom AI chips for their businesses. The revenue generated from this part of the business will soon be reflected in earnings and that is what most investors are looking forward to. AI spending is still increasing, so AI chipmakers still have a long runway to go before anything major shifts the whole structure.

$Sea(SE.US) Sea has set up a dedicated team to scout for new investments in AI, part of a broader effort to accelerate forays into the technology as it hunts for its next growth engine beyond e-commerce. The investment unit sits directly under the president’s office and is one of several initiatives Sea’s established to dedicate capital toward internal and external AI projects. Sea is making structural shifts after chief executive officer Forrest Li declared in 2025 that a trillion-dollar market capitalisation was possible if the company doubled down on AI and “makes the right calls.” Let's hope these new investments into AI can actually benefit and be monetised eventually. @Bridge Buzz SG

$Palantir Tech(PLTR.US) Palantir saw a significant share price increase of 9% after positive developments in the AI sector, thanks to Snowflake's earnings indicating strong enterprise spending on AI tools. Investors believe Palantir is evolving into a foundational AI infrastructure platform, showcasing improved profitability metrics as compared to traditional software businesses. Despite traditional valuation concerns, analysts have maintained a Buy rating, suggesting that Palantir's growth potential outweighs the associated risks, with a consensus of potential upside of 18%. This comes as a relief after months of downsides and struggling to maintain support level. Glad to have held through the noises. @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia has invested $6.5 billion in photonics technology over the past three months, aiming to enhance AI infrastructure by using light for data transmission instead of electricity. This shift is crucial for overcoming energy consumption challenges associated with AI deployment. Nvidia's investments include $2 billion in companies like Lumentum and Coherent. While photonics will become more prominent, challenges in manufacturing and production scale remain, with large-scale adoption expected only by 2028. Hence, I think this is the early long term investment for the future move by Nvidia, and with Jensen steering the ship, I hope to see Nvidia prospering even more. @Bridge Buzz SG

【Week 6 - Patience finally paying off】

Oracle is trading at a more reasonable valuation of around 34.7x earnings and 8.7x sales. Analysts expect the company's revenue to grow around 20% year over year to $19.1 billion in fiscal 2026's Q4. In fiscal Q3, revenue rose 21.7% year over year, while adjusted operating margin was 43%. The remaining performance obligations also jumped 325% to $553 billion, giving the company unusually strong visibility into future AI cloud demand. However, the risk is that Oracle's AI backlog still must be converted into working data center capacity. The company has estimated fiscal 2026 capital expenditures to be around $50 billion. Oracle has also announced plans to raise $45 billion to $50 billion in 2026 to fund data center expansion. Once this data center backlog starts coming into play, we could then see the company profiting substantially from the cloud business as well. As the tech & software sector slowly recovers, I'll continue to stay patient on Oracle. @Bridge Buzz SG

$Microsoft(MSFT.US) Microsoft has experienced a significant decline of about 13% in 2026, despite strong fiscal results showing an 18% revenue increase and a remarkable 123% growth in AI revenue. The company plans to shift towards a per-user and usage-based pricing model while facing challenges from substantial capital expenditure on data centers, impacting its gross margins. It's crazy to think that just months back people were screaming buy when Msft was at 40x p/e but now people are afraid to buy when it's 22x p/e. Goes to show investing right now could be better for the long term. @Bridge Buzz SG

Sold my Quantum stock last night following double digits gain in a single session. Could have held on for a little bit longer but the last time I did that, I held on for too long and the hype died down again. So let's see how quantum stocks perform this time round after the hype dies down - if it dips back to my target, I might scoop some up again.

【Week 5 - Half long, half swing trade on Gold】

Gold prices decreased by 0.3% to due to a stronger U.S. dollar and rising oil prices, prompting expectations for interest rate hikes by the Federal Reserve. There are good signs in U.S.-Iran talks, although issues regarding Iran's uranium stockpile remain unresolved, contributing to higher oil prices and inflation risks. The percentage of rate hike in December has now risen to 60%, and this is not going well for precious metals like Gold. While I can't time the exact bottom, I have started a small position in Gold, adding on the dips and trimming when it hits my profit targets. Let's see how the macro situation pans out. @Bridge Buzz SG

$Palantir Tech(PLTR.US) Palantir is advocating for the U.S. Defense Intelligence Agency to adopt commercial data analytics tools over existing in-house systems, reflecting its strategy to enhance its role in government contracts. The outcome of this dispute could impact the procurement preferences of other agencies, potentially allowing Palantir to secure larger, long-term software deployments. For now, Palantir is trading near analyst price target. Theoretically, it is still trading at a premium P/e ratio but practically I think this should be the consolidating price range. @Bridge Buzz SG

$SPDR Gold Shares(GLD.US) Started a small position following dips in the precious metals sector. The drop in Gold & silver was due to rising bond yields to above 5% while concerns over rate hikes continue to grow. Economic sentiment is starting to turn bearish as the lagged data from Middle East conflict starts to show up iver the next few months, hence the rise in bond yields. I believe in investing in gold for long term, and is waiting for pullback opportunities. @Bridge Buzz SG

$Celsius(CELH.US) UBS highlights Celsius's promising long-term growth prospects despite recent declines in beverage sales. The company benefits from increased household penetration and distribution through its partnership with Pepsi, with new product launches expected to enhance shelf presence in 2026. However, investors are still worried about the competitiveness of the energy drink industry and are hesitant to buy the dips, albeit long term price target remains significantly higher at around $55. @Bridge Buzz SG

$Meta Platforms(META.US) Meta is set to lay off about 8,000 employees as part of a restructuring effort, following a series of previous cuts that total 21,000. The company is increasing its investments in artificial intelligence, raising its capital expenditure guidance significantly, amid widespread layoffs across the tech industry. I am currently waiting to see if the 600 support line holds, and if they breaks down to 500+ again, I will consider to add more. @Bridge Buzz SG

$Figma(FIG.US) Figma shares increased significantly following strong first-quarter results, with a particularly encouraging growth rate of 46%. The company highlighted broad-based growth drivers, including seat expansion and enterprise adoption, along with a notable net revenue retention rate of 139%. Despite these positive metrics, uncertainty remains regarding the long-term impact of Figma's AI tool, Make, on sustained revenue growth. I'm still down from my entry price as the stock has been on a downtrend following its IPO. Only sustained positive back to back earnings can lead to stock back up. @Bridge Buzz SG

$American Express(AXP.US) People are looking past bank stocks, and I understand why as they chase after momentum and hype. After all, who wouldn't want to do swing trades and earn through the volatility from stocks like SanDisk? However, to build a resilient portfolio, you have to have staple stocks like American Express that is fundamentally solid and dominant in its sector that you are comfortable to be holding for years. These are the stocks that may not skyrocket but are the ones that remain strong amidst volatile periods. I personally bought the dip in AXP and is still holding on, waiting for the next wave of catalyst to push it back up again. @Bridge Buzz SG

【Week 4 - Opened a new position in Celsius】

Celsius has been down over 50% from its ATHs while continuing to dominate the energy drink sector. Energy drink maker Alani Nu, which was acquired last April, helped fuel Celsius' overall growth, with pro forma revenue jumping 60% to $368 million. The company also saw $67 million in sales from its recently acquired Rockstar brand, another line of energy drinks. Revenue from the flagship Celsius brand, meanwhile, returned to growth, up 6%. Overall, company sales surged 138% to $782.6 million. Meanwhile, retail sales increased by 29.8%. Celsius brand retail sales were up 6%, while Alani Nu retail sales doubled. However investors are fearful due to compressed gross margins as well as slowing growth. This drove the stock lower, and right now it is only trading card about 21x earnings estimates which is rather attractive to start a new position. Now it is all about patience as the stock begins to recover. @Bridge Buzz SG

$Oracle(ORCL.US) Oracle is receiving support from Wedbush amid discussions on its AI investments. Wedbush believes Oracle is positioning itself well for the AI cycle's next phase, emphasizing the importance of infrastructure and data access. They argue that Oracle's capital spending is justified by visible demand and customer commitments, with a capex-to-remaining performance obligation ratio of 9%, significantly lower than the peer average of 33.6%. Oracle could still be a long term potential, but investors are obviously still cautious of the valuation. @Bridge Buzz SG

$Sea(SE.US) Sea just reported earnings yesterday and total revenue came in about $7.1bn, +47% YoY, well above last quarter’s growth and the expectations of 36%. The outperformance was driven primarily by gaming, though e-commerce and fintech also delivered strong growth. On profitability, adjusted EBITDA came in at $1.03bn, which was also 15% above consensus. Shopee continues to be the main driving factor for Sea's performance, which their e-banking services Maribank continues to operate at a loss. Margins were slightly compressed but investors are fully focused on the growth potential that Sea can bring in the next few years. @Bridge Buzz SG

$iShares Silver Tr(SLV.US) Took partial profits last night when silver skyrocketed about 7% amidst profit taking and fresh waves of inflation concerns. As expected, US inflation rises to 3.8%, higher than expectations and silver is pulling back a little. Shared in my portfolio health check previously that I was going to do some swing trades on Silver and so far so good! Going to continue to hold some for the long term though. @Bridge Buzz SG

$Apple(AAPL.US) Apple's shares rose about 2% after news of an initial agreement with Intel to produce chips for its devices. The deal aims to diversify Apple's supply chain away from Taiwan Semiconductor Manufacturing Company amid a chip supply shortage impacting its iPhone and Mac production. This deal is bullish for both companies and Apple is now closer to $300. @Bridge Buzz SG