TSMC’s higher capital expenditure may pressure short-term profits, so the market is reacting to near-term cash flow. However, if AI demand continues to grow, today’s investment could strengthen its long-term competitive advantage. I also think some funds may rotate into more defensive sectors such as insurers like Prudential and major banks while investors wait for the next AI buying opportunity. A healthy rotation doesn’t necessarily end the AI story—it can simply create opportunities for patient long-term investors. This is just my market view, not investment advice.
Part 1: Beginner’s Guide to Singapore Airlines (SIA) –
✈️ Understanding Earnings, Profits, and Why Changi Airport’s Expansion Could Benefit the CompanySingapore Airlines (SGX: C6L) is one of the world’s leading premium airlines and is also Singapore’s na...


































