SG Visual Research

$Micron Tech(MU.US) $NVIDIA(NVDA.US) $Western Digital(WDC.US)The AI trade is moving beyond GPUs into memory and storage.Investors are not only watching Nvidia. They are also watching HBM, high-end DRAM and data-center sto...

$UBTECH ROBOTICS(09880.HK) $MircroPort Medbot-B(02252.HK) $AJJ Medtech(584.SG) Robotics is moving from technical demos into real-world deployment.From a China market perspective, robotics is not a single-company story. It is a mul...

$iShares Bitcoin Trust ETF(IBIT.US) $SPDR Gold Shares(GLD.US)After progress in U.S.-Iran talks, markets moved into risk-on relief:Oil fell, stock futures rose, inflation concerns eased, and safe-haven de...

$AJJ Medtech(584.SG) $Tempus AI(TEM.US) $Intuitive Surgical(ISRG.US) Eldercare is more than nursing homes.Singapore’s Age Well Neighbourhoods show how ageing services are moving closer to homes and communities through Ac...

OpenAI: generative AI platformAnthropic: enterprise AI and AI safetySpaceX: space infrastructure and satellite internetLarge funds can usually own multiple companies in the same sector. But capital, p...

OpenAI has said it confidentially filed IPO paperwork with the U.S. SEC.This is not a public S-1, and it does not mean an immediate listing. But it signals that the AI IPO race is moving closer to pub...

$Tesla(TSLA.US)SpaceX Breakdown, Part 3.This time, the key question is valuation. If SpaceX lists at US$135 per share and around US$1.75 trillion valuation, what exactly is the market buying?For many in...

$Tesla(TSLA.US) SpaceX S-1 Breakdown, Part 2.This time, it is not just about Musk or rockets. The more interesting question is what SpaceX is actually built on.Based on the S-1, SpaceX no longer looks l...

$Tesla(TSLA.US) One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic.On the surface, Anthropic is a major player in the AI model race....

$Raffles Medical(BSL.SG) $AJJ Medtech(584.SG) Singapore's ageing trend is accelerating.By 2030, around 1 in 4 Singaporeans is expected to be aged 65 or above.This means the silver economy is not only about nursing ho...

$NIO Inc(NIO.US) $NIO-SW(09866.HK) CMB International upgraded NIO Inc. (NIO US / 9866 HK / SGX: NIO) from HOLD to BUY, with target prices raised to US$7.00 / HK$55.00.Key 1Q26 numbers:Revenue: RMB25.53bn, +...

$Alphabet - C(GOOG.US) SpaceX IPO speculation is heating up, but most investors still cannot buy SpaceX directly. That is why the market is looking at listed names with possible indirect exposure: early invest...

$AJJ Medtech(584.SG) 【Company Observation】After AJJ Medtech released its 1Q2026 results, the market has already seen the short-term financial pressure. At this stage, simply repeating single-quarter revenue...

$ULTRAGREEN AI USD(ULG.SG) The report frames the company as a combination of:high-margin ICG consumables + global market leadership + AI surgical data platform optionality.Key points:Rating: OUTPERFOR...

$AJJ Medtech(584.SG) Company UpdateAJJ Medtech announced its 1Q2026 results. For the quarter, the company reported revenue of approximately S$0.47 million, gross profit of approximately S$0.26 million, and ...

Latest update: The White House has confirmed that NVIDIA CEO Jensen Huang will join Trump’s China trip.

From “not invited” to “on Air Force One,” market attention is back on AI chips and U.S.-China tech dialogue.

Bullish for NVIDIA and U.S. stock sentiment?

$NVIDIA(NVDA.US)

Trump is set to visit China with 16 U.S. business leaders, including Elon Musk and Tim Cook, across technology, finance, aerospace, payments and semiconductors.One notable absence: NVIDIA CEO Jensen H...

$Coinbase(COIN.US) Coinbase’s 1Q26 report is not about a strong crypto market.The environment remained weak:Total revenue: US$1.41bn, -31% YoYAdjusted EBITDA: US$303mn, below consensusTransaction reve...

$Alphabet - C(GOOG.US) Alphabet’s 1Q26 report is not just about whether AI will disrupt Search.The results suggest AI is helping both Search and Cloud accelerate.Key numbers:Revenue: US$109.9bn, +22% YoYOpera...

AJJ Medtech has released its FY2025 Sustainability Report.$AJJ Medtech(584.SG) What stands out is not just the publication of another ESG document, but the way the report starts to connect sustainability wi...

$Meta Platforms(META.US) The key question from Meta’s 1Q26 report is not whether AI is working.It already appears to be showing up in the ad business:Revenue: US$55.0bn, +33% YoYOperating income: US$22.9bn, +30...

$AJJ Medtech(584.SG) List-Co UpdateAJJ Medtech announced that Dr Tan Wei Jie will be appointed Chief Executive Officer and Executive Director with effect from 15 May 2026, while Ms Zhao Xin will step down f...

AI is no longer just a software story. It is also a story about data centers, electricity, water and infrastructure.That is why sustainability reporting matters more now. It is becoming a way to expla...

$AJJ Medtech(584.SG) $ISDN(I07.SG) $LS 2(ENV.SG) The market already assigns meaningful valuations to robotics companies with real-world deployment.So the next question is whether there are earlier-stage Sing...

$Tesla(TSLA.US) After Tesla’s Q1 earnings release, the market focus is no longer just EVs.What matters more now is the broader Musk ecosystem: Tesla, SpaceX, xAI, X and how these assets connect throug...