Mel

About the Iran-US issue: Trump's just throwing a lot of lies and hyperbole here and there to muddle the truth about the hole he dug for himself (and to which, he is dragging the world into). But for now, I think the markets just have to do what it has to do -- thrive and trade. A "cautious optimism" would be the appropriate way to describe how the market is responding to the oil and geopolitical crisis we have now.

About precious metals: I already have a modest position on gold since before the US-Israel-Iran conflict. I am sticking with what I already have as a hedge.

About STI as a "safe haven" : If oil prices remain high for a long time, it will be a problem for the Singapore economy in general because the country is also dependent on fuel imports. Prolonged elevated oil prices can slowdown growth and this could affect STI's status as a "safe haven". The big banks can only contribute to a certain point.

1. I think MAS's policy is suitable for the anticipated increase in inflation.

2. Considering the cost of operations going up, it may be tempting for the two remaining food delivery services to bump up their fees.

3.With the Middle East conflict jacking up energy prices, things could easily snowball into a recession.

Trump's talk of closing the war he started is doubtful. But we can only hope for the best.

$Micron Tech(MU.US) I’m staying bullish on Micron despite the recent dip. While high capex and rising oil prices caused a "sell the news" reaction, the fundamentals remain very promising: revenue nearly tripled and HBM is sold out through 2026. With 81% margins guided, I am holding on to my $Micron Tech(MU.US) shares.

(Note: This is not a financial advice)

My personal thought as a newbie investor: Investing in a volatile but (mostly) bullish stock like $Micron Tech(MU.US) requires a lot of patience and conviction.

AI is still a good bet.