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🌟🌟🌟Buckle up! We have arrived at the most exciting week on the calendar. $NVIDIA(NVDA.US)is stepping up to the podium with its highly anticipated Q2 earnings. In another event, the world's central banking elite are packing their hiking boots for the Jackson Hole Economic Symposium where Fed Chair Kevin Warsh will be delivering a defining policy address.

What can investors expect:

Tech optimists are convinced that Wednesday will provide the ultimate fundamental validation to blast the S&P500 straight toward 8,500 by 2027.

If Jensen Huang takes the stage in his signature leather jacket and guides forward revenue into the stratosphere, the entire semiconductor sector will be ignited.

Conversely the Bears are not looking at GPUs. They are staring at the bond market. The US 30 year Treasury Bond yield is near its historic high of 5.33% in 19 years.

The Bears are betting that Kevin Warsh may give a hawkish speech with interest rates higher for longer due to stubborn inflation.

Whatever the outcome maybe, expect fireworks to tear through the trading pits this week.

🌟🌟🌟If you are looking for proof that Crypto Winter has melted, the fundamental data points to 3 catalysts:

1. Bitcoin spot price has jumped, hitting a USD 72,500 baseline.

2. The Clarity Act has gained traction in the US Congress.

3. The world's largest asset managers including BlackRock, Visa, Mastercard and DTCC are actively launching institutional tokenisation infrastructure. With real world assets, corporate bonds and money market funds being absorbed in the blockchain pipeline, the technological foundation of global finance is being permanently rewritten.

$iShares Bitcoin Trust ETF(IBIT.US)is a good way to get back into the crypto market. It tracks the physical spot price of Bitcoin and its fund manager is BlackRock, the largest asset manager in the world.

🌟🌟🌟As the Straits Times Index drifts lower today, do you hunt for value or flee the storm? If you are a patient long term investor, this is a great time to accumulate $STI ETF(ES3.SG). The STI isn't a speculative tech bubble. It is an index dominated by massive, cash rich banking monopolies and blue chip stocks.

The Big 3 local banks $DBS(D05.SG)$OCBC Bank(O39.SG)and $UOB(U11.SG)have fortress balance sheets. They also pay great dividends too.

Singapore remains the premier wealth sanctuary in Asia and it is backed by stable government. A good strategy is to dollar cost average STI ETF for the long term. Slow and steady wins the race.

🌟🌟🌟I will be watching $BABA-W(09988.HK)as it reports its latest earnings on Thursday August 20 2026. While Alibaba's top line cloud and ecommerce volumes are successfully expanding, massive structural investments into AI infrastructure are eating away at its immediate bottom line.

The consensus revenue estimate is RMB 268.5 Billion or USD 38.63 Billion, representing an uncharacteristically strong 11.7% increase YoY.

Consensus EPS is USD 1.94, which marks a decline of 5.8% compared to same quarter last year.

If CEO Eddie Wu can prove that cloud monetisation is finally expanding profit margins, the stock has a clear path to unlock its deeply compressed value.

I am optimistic on Alibaba because Alibaba Cloud is the undisputed digital infrastructure king of China. While massive Capex have temporarily squeezed margins, that infrastructure is the vital oxygen for China's unfolding generative AI boom. I believe that this quarter will finally prove that enterprise AI demand is translating into high margin, sticky recurring revenue.

🌟🌟🌟Black Gold is back with a vengeance! Brent Crude has officially broken through the USD 90 per barrel threshold, sparking a fresh wave of panic across global markets and sending inflation weary tech stocks running for cover.

A good tactical bet is to invest in $SPDR Energy Select(XLE.US) as it provides exposure to the Top US Energy giants. These include $ExxonMobil(XOM.US)$Chevron(CVX.US)$ConocoPhillips(COP.US)$Marathon Petroleum(MPC.US)and many more.

The expense ratio is a low 0.08%. The current distribution yield is 2.44%.

Performance wise, XLE is up 37.09% year todate. With the current Iran war, XLE stands to benefit as institutional funds may actively rotate out of high flying tech stocks and pivot to XLE as a macroeconomic hedge.

🌟🌟🌟It is a strange paradox that $Genting Sing(G13.SG)latest H1 financial results showed that its net profit plunged an eye watering 33.5% to SGD 156.1 million, yet it closed up a spectacular 6.4%, making it the single top performing blue chip on the Straits Times Index.

Welcome to the whimsical wonderland of corporate earnings season, where bad news is the catalyst for a massive green candle.

If you look past the scary net profit decline, Genting's Q2 performance was an absolute rocket. Adjusted EBITDA for Q2 hit SGD 210.8 million, surging a spectacular 18% quarter on quarter and 12% year on year.

The actual bottom line squeeze came from heavy depreciation and asset refresh works. Genting is spending massive capital to upgrade Resorts World Sentosa.

While VIP rolling volumes softened, Genting's non gaming segment which includes theme parks, hotels and dining, jumped 6% year on year to SGD 388.6 million.

Management also maintained an unchanged interim dividend of 2 cents per share, keeping local income hunters perfectly content.

Is it still a buy? Yes but it is an accumulation play for patient long term compounders, not a speculative short term flip.

Genting is a rock solid value fortress sitting on a huge SGD 2.95 billion cash buffer. The RWS 2.0 transformation is fully funded and perfectly aligned with the government's Greater Sentosa Master Plan through to 2030.

At these deflated historical prices, you are essentially buying a highly liquid infrastructure monopoly trading at a defensive value baseline.

I would tread with caution but looking to accumulate $Genting Sing(G13.SG)at these prices.

🌟🌟🌟I am watching $CapitaLandInvest(9CI.SG)closely and wonder why a 14% profit increase to SGD 327 million still result in fall in its stock price.

While the net profit rose, total revenue actually fell 2% to SGD 1.02 billion. Revenue from their direct Real Estate Investment business dropped by 24%. This is because CLI is executing an asset light strategy by divesting its heavy, legacy corporate housing platforms and building to recycle cash.

Management announced that they are divesting SGD 7 billion to SGD 9 billion worth of legacy non core assets.

Is Capitaland Investment a buy?

Yes CLI is a compelling Long Term Buy for patient value investors. It is Singapore's largest real estate manager and majority owned by Temasek Holdings.

🌟🌟🌟$Coreweave(CRWV.US)proved the bears wrong when its Q2 revenue skyrocketed 112% year over year to USD 2.58 billion, comfortably clearing Wall Street expectations. What is amazing is that Coreweave's contracted revenue backlog swelled to a massive USD 104.2 billion. Coreweave also revealed that it doesn't even include another USD 25 billion in brand new commitments signed just in the early weeks of the current quarter.

CEO Michael Intrator informed the market that its near term computing capacity is effectively 100% sold out. Because tech titans are aggressively fighting over limited server space, Coreweave is locking in long term compute deals on increasing premium favourable terms.

Coreweave is currently rated as a Moderate Buy for high conviction growth investors with an average price target of USD 138, an upside potential of 30%.

If you are a long term investor, Coreweave is a Buy as its earnings have verified that the global demand for physical AI infrastructure is not a speculative bubble.

🌟🌟🌟$Alphabet - C(GOOG.US)has just suffered a brutal double digit haircut, tumbling 20% below its recent all time high of USD 404 to USD 343. The financial talking heads are treating the world's undisputed king of information like a failing tech startup. They are panicking but I am buying.

This drop is nothing more than a temporary noise obscuring an absolute monopoly engine.

Google still commands over 90% of global internet search and 95% of smartphone search traffic. People don't "Bing" things. They "Google" them. That digital real estate is a literal licence to print ad revenue.

At USD 343 per share, Alphabet is trading at a P/E ratio of just 17.2. It is deeply undervalued relative to its mega cap peers.

Investing is about zooming out. The market is giving me a golden opportunity to buy one of the most powerful corporate empires in human history at a big discount because it decided to invest heavily in its own future.

I am happily buying this dip and letting time do the heavy lifting.

🌟🌟🌟$Lumentum(LITE.US)and $Coherent Corp.(COHR.US)are 2 top optics stocks I am watching. They recently fell because investors are aggressively taking profits and de-risking ahead of their consecutive earnings report. After a parabolic triple digit runs year todate that was fueled by intense AI data centre demand, the sudden drop offers a great buying opportunity.

Wall Street expects Lumentum to report an EPS consensus of USD 2.97 to USD 2.99 with a skyrocketing revenue estimate of USD 988.56 million for its fiscal Q4 results. This is an explosive 105.7% jump in revenue & an approximate 240% increase in profit compared to same quarter last year.

Are Lumentum and Coherent good buys?

They are fundamentally stellar businesses sitting right at the heart of the AI infrastructure boom. If they beat expectations and provide phenomenal future guidance, today's drop will look like a flash sale.

$Rocket Lab(RKLB.US) reports its Q2 2026 financial results today, August 10 2026 after the US market closes. Wall Street expects around USD 231 million in revenue. This is a staggering 60% jump year over year. If Rocket Lab hits it, this is 5 record breaking quarters in a row.

Rocket Lab has just won a massive USD 397 million contract with the US Space Force. Total order backlog stands at a record USD 2.2 billion as of Q1 26. This is a huge increase of 108% year over year.

Rocket Lab is currently down 57% from its all time high of USD 151 achieved in May 2026.

Is it a buy? Analysts are bullish with a Buy rating despite the correction. The average price target is USD111.31, an upside potential of 49%.

Ultimately buying this stock isn't about looking at traditional P/E ratios. It is about believing that humanity's future belongs to the stars.

🌟🌟🌟$STI ETF(ES3.SG)has reached a historic all time high following an absolute blockbuster earnings season from Singapore's banking giants $DBS(D05.SG)$OCBC Bank(O39.SG)& $UOB(U11.SG) today . This isn't just a minor technical breakout. All 3 banks threw a party, delivering towering net interest margins and sparked an institutional stampede in Singapore stocks.

While the rest of the world chases speculative AI hype, the STI quietly delivers some of the most reliable rock solid dividend yields in the entire Asia Pacific region. Singapore remains the ultimate global textbook example of economic stability, fiscal discipline and bullet proof institutional governance.

There is no better tribute to the Singapore story than seeing its primary economic engine outperforming in the global stage as we celebrate Singapore's 61st National Day this Sunday. Majullah Singapura.🥰🥰🥰🇸🇬🇸🇬🇸🇬