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Singapore stocks took a breather as Bank shares and even reits rose slightly after the official rate hike by the FED last night. I think Reits will start to stabilise for some time, but the worst is yet to be over as officials still want a consensus 1 more rate hike by this year.

$Ps S&P 500 Mmtm(SPMO.US)

Context: U.S. stocks surged today after the Federal Reserve raised interest rates, reaffirming its focus on taming inflation and removing a long-standing source of market anxiety. With the rate hike behind them, investors returned to their favorite themes. Tech shares gained, with Alphabet and Meta rising more than 1% each before the bell. Understandably, memory and data center stocks are also on the rise, some even going above +5%.

My Trade: I have been invested in SPMO since last year and for me, this is the slightly riskier but better returns of the top momentum S&P stocks. I am also waiting to see what additions/cuts there will be in the upcoming reshuffle.

Takeaway: The rate policy decision will be crucial in determining investor sentiment in the second half of September, historically a weak month for equities. So far this month, the benchmark S&P 500 has lost 1.7%. The upcoming reshuffle for SPMO also has investors speculating that Micron's weightage would be cut in half to 5% while increasing Nvidia slightly. @Captain's Treasure

Will a repeat of 2018 happen tonight? The last time it happened, S&P dropped drastically, led by the major tech companies. Although some of my holdings are positioned for long term, the short term drawdown could still be painful to watch

$Oracle(ORCL.US)

Context: Recent debates in the AI industry surrounding the pace of advanced model development have intensified, putting Oracle under renewed market scrutiny. As Oracle aggressively expands its cloud infrastructure and maintains close business ties with AI clients such as OpenAI, the market is growing concerned that if frontier AI labs slow down model R&D or cut related spending, it could further impact demand for cloud computing and AI compute power. Oracle is transitioning from a traditional database software company into an AI infrastructure provider, and OpenAI is one of the most critical customers in this transformation. The closer their relationship becomes, the more pronounced the impact of changes in OpenAI's fundraising, model development, and compute spending will be on Oracle's valuation.

My Trade: I have been focusing on other stocks and hasn't touch Oracle for quite a long time now since my cost is so high. However, I am now interested to lower my average, waiting for Oracle to drop to $120+

Takeaway: Oracle's long term plan is still intact, and the structure is looking good as they start to accelerate towards clearing their debt. However, their close ties with OpenAI can be a double-edged sword; as seen a few days ago when Sam Altman calls for slower AI development, Oracle's share price also dropped along with news of them cutting workers. @Captain's Treasure

I think today's trading session would be the calm before the storm, with most stocks already in "the sea of red" yesterday. FED'S rate decision on Thurs early morning would be crucial: though I believe most stock prices have already started pricing in rate hike, of it does happen, brace yourself for more impact.

$CSOP iEdge SREIT ETF S(SRT.SG)

Context: Bought more CSOP SRT Reit index ETF during the recent dip as interest rate hikes threaten the profitability of reit holdings. Besides, SG dividends are not subjected to any tax files which is great for investors.

My Trade: Added to my position to build a long term passive income stream with about 6% dividend yield while having a large basket of different sectors of Reits to hedge against.

Takeaway: The cyclical cycle of interest rates come and go every few years. Reits are great for income investing, as they are required to pay out 90% of taxable income each year to investors. With SRT holding fundamentally strong SG reits, and providing a consistent dividend payout every year, I think this is a good chance to accumulate more. @Captain's Treasure

Gold and reits continue to edge lower while banks close higher slightly after last week's continued drop in the Singapore market. We have also started to see higher interest rates and fd rates being offered in Singapore - a sign that rate hike will be arriving sooner than end of year? At least that's what majority is predicting with the probability at as high as 90%

Oracle's OCI revenue growth accelerated again, with YoY growth above 120% this quarter. 0.85GW of compute came online this quarter, slightly below the prior 1GW guide but still a clear acceleration. The most optimistic thing was cloud growth remains strong. However, Capex hit a fresh record at 28.5bn (+73% QoQ) and non-OCI legacy businesses remained sluggish with decelerating growth. The net outflow still doesn't look too positive, but the positives can continue to be magnified in the future.

As an Apple shareholder, I'm curious to see how the new foldable iPhones will affect (positively or negatively) their sales. Foldable phones are not uncommon and have been in the market for years, and despite the initial optimism for these types of smartphones, I personally do not think they ever lived up to the hype. Perhaps the Americans and Europeans would support such a product, but from what I observe in Singapore, majority of the people are comfortable with a normal smartphone

$Meta Platforms(META.US)

Context: Meta climbed 5% in premarket trading to $645.50, touching $646.10 to mark its highest level in nearly a month. The advance followed the company's Sept. 8 launch of Muse, a personal AI agent built on the Muse Spark foundation model that automates scheduling, form filling and screen monitoring. The service offers a free tier and subscription plans at $20 or $100 monthly. Chief AI Officer Alexandr Wang said early user engagement has reached 10 times beta test levels, and Function Health has integrated personal health data into the platform.

My Trade: Took partial profit to lower my cost. Also, knowing how volatile the stock can be, I think swing trades could be the way to earn some profits while still maintaining my bullish stance in the long run.

Takeaway: Meta is pretty consistent in its innovations as well as generating revenue over the years. I will look to buy back again when the stock retraces to $600 or lower. @Captain's Treasure

I'm curious for Oracle's earnings corm end of the week, though there's nothing I would probably do either ways because my cost is simply too high. Nonetheless, it could be great if the stock delivers positive prospective guidance, especially on the data center portion.

$Netflix(NFLX.US)

Context: There's no denying Netflix's highest growth days are probably in the past rather than in the future. Not only did its second-quarter year-over-year revenue growth of 13.4% -- the weakest growth rate of the past four quarters -- to $12.56 billion miss analysts' already-lowered expectations of just under $12.59 billion, but revenue guidance for the quarter currently underway was also disappointing, at only 11.7% better than 2025's Q3 comparison. Moreover, Netflix is still the leading streaming name within the United States though, and according to data from Hub Research, the first streaming platform U.S. consumers visit when they turn their television on. It isn't doing too shabbily outside of the U.S. either. Its European and Middle East arm's revenue improved 11% on a currency-neutral basis last quarter, and grew 16% in Latin America. Even its relatively small Asia/Pacific operation experienced a neutral sales growth 18% during the second quarter of 2026. That's encouraging, particularly given that Netflix currently serves fewer than half of the planet's broadband customers, and its programming only accounts for a tiny fraction of the world's total television viewing time. This means more room for growth and expansion.

My Trade: Looking for a long term rebound of above $100. The stock has still failed to push past the recent resistance of $82-83.

Takeaway: Reasonable price for long term continued growth, perhaps even better when it dipped below $70 a couple of weeks ago. The key is to be patient. @Captain's Treasure

STI and banks hit fresh highs once more today! Can we potentially see a DBS breakout of above $80 even before the small lot trading begins in October? One thing worth noting also is that while other banks have been offering higher Fixed deposit rates, DBS strategy seems to be poised towards shareholders instead of the safer F.D. routes. Their fd rates have been below other respective banks for a period of time already as DBS focus on returning capital in terms of dividend.

$NVIDIA(NVDA.US)

Context: Cathie Wood's ARK Invest trimmed its stake in AMD, the chipmaker that is Nvidia's rival in the race to build artificial intelligence chips and data center processors. On Aug. 28, ARK sold 156,286 shares of AMD for approximately $72.8 million at the closing price on that day. Meanwhile, the company bought 243,707 Nvidia shares for over $53 million. The linked transactions make the move more remarkable.

Meanwhile, Nvidia has also officially announced the acquisition of Hugging Face, sending the stock up 2%.

My Trade: I'm looking at a $210 to $240 range for swing trades. Recent key support and resistance levels are slightly elevated following strong earnings and Nvidia's strategic acquisition moves.

Takeaway: ARK seems to be doubling down on AI infrastructure. Instead, the firm is parking money between chipmakers as investors assess Nvidia's commanding position against AMD's ability to get more share in accelerators and server CPUs. @Captain's Treasure

Banks reversed higher today while Reits continue to fall with inflation concerns and September rate hike probability. Sg STI is up 20+% YTD and still has 3 months to push even higher.

$NU Holdings(NU.US)

Context: Over the past year Nu Holdings has seen mixed momentum, with a 90 day share price return of 21.96% set against a year to date share price decline of 14.51%. The 1 year total shareholder return is slightly negative, while the 3 year total shareholder return of 104.64% points to a much stronger longer term record.

My Trade: Took some profit at $14 after months of underperformance earlier in the year. Holdings out the rest because I think the stock is undervalued and can rise even more.

Takeaway: Nu is currently trading at a favourable PEG and P/e ratio as well compared to other companies in the same fintech sector. The biggest concern is concentration risk as their primary focus is in the south american region, particularly in Brazil and Mexico. @Captain's Treasure