SG Visual Research

$Microsoft(MSFT.US) The key question in the AI trade is shifting.It is no longer only about who spends the most on AI infrastructure. Investors are now asking who can turn AI capex into visible revenue, clou...

$AJJ Medtech(584.SG) AI eldercare robot deployment is not only a technology question. It also requires clear ethical boundaries.AJJ Medtech (SGX:584)'s RR-Ethics™ / HERI framework focuses on how ethical rea...

$Coinbase(COIN.US) Coinbase (COIN US) reported weaker-than-expected 2Q26 results.Net revenue fell 14% QoQ to US$1.15bn, while adjusted EBITDA dropped 31% QoQ to US$208mn, mainly due to softer crypto a...

$AJJ Medtech(584.SG) n AJJ Medtech (SGX:584) and Huaxi’s HIT-1 Public Q&A, Q53 explains how HIT-1 may connect with external devices and institutional systems.The key point is not to view HIT-1 as an isolate...

$Micron Tech(MU.US) $CXMT(688825.SH) CXMT (688825.SH) became one of the most closely watched semiconductor listings in China.IPO price: RMB 8.66First-day close: RMB 49.00First-day gain: about 465.82%Market ca...

$AJJ Medtech(584.SG) In AJJ Medtech (SGX:584) and Huaxi’s HIT-1 Public Q&A, Q22 addresses a practical question: what should a nursing-home CEO or operator ask before considering the adoption of an AI elderc...

$AJJ Medtech(584.SG) AJJ Medtech (SGX:584) announced a new AI eldercare robotics research update.The focus is RR-Ethics™ / HERI, the Humanoid Eldercare Robotics Ethical Readiness Index.If RR-Care™ FTE 2.3 f...

$Micron Tech(MU.US) $SK Hynix(SKHY.US)The AI trade is not only about GPUs.As AI servers scale, market attention is moving into HBM, DRAM, NAND, SSD, advanced packaging and semiconductor equipment.SK Hynix remai...

$AJJ Medtech(584.SG) AJJ Medtech (SGX:584) and Huaxi released a public-facing Q&A for the HIT-1 Humanoid Eldercare Robot Platform.The key point is not to present HIT-1 as a single robot purchase. The Q&A po...

$SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US) SK Hynix raised about US$26.5bn in its Nasdaq ADR debut, putting the AI memory chip chain back in focus.The key point is not just another chip listing. It ref...

$AJJ Medtech(584.SG) AI eldercare robots entering institutional care settings should not be assessed only by what they can do.The bigger question is whether the deployment system can be governed, audited, s...

$AJJ Medtech(584.SG) AI eldercare robots entering institutional care settings should not be assessed only by what they can do.The bigger question is whether the deployment system can be governed, audited, s...

$SpaceX(SPCX.US) $Invesco QQQ Trust(QQQ.US) SpaceX joining the Nasdaq-100 marks a shift from IPO hype to index-driven ownership.For investors, the key point is not that index inclusion guarantees u...

$AJJ Medtech(584.SG) The easiest way to misread RR-Care™ FTE 2.3 is to focus only on the “2.3”.The more important questions are:What task is being supported?In what care setting?Under whose supervision?How ...

$AJJ Medtech(584.SG) The “2.3” in RR-Care™ FTE 2.3 should not be read as “one robot replaces 2.3 caregivers.” It is better understood as an FTE-equivalent workload-release planning indicator for discussing h...

$AJJ Medtech(584.SG) The real question for AI eldercare robots is not only whether a robot exists, but whether it can be measured, supervised and integrated into real institutional care workflows.In institu...

$AJJ Medtech(584.SG) AJJ Medtech (SGX:584) announced on 25 June 2026 the DOI-registered public research version of RR-Care™ FTE 2.3.This is not a commercial contract announcement, and it is not a clinical v...

$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...