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Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.
Singapore tariff risk is overblown; minimal export impact. SpaceX IPO still overvalued despite demand; avoid. Broadcom financing platform bullish for AI infrastructure and AVGO.
Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.
Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.
Oil shock plus strong NFP favors commodity plays and banks. Apple’s AI event doesn’t threaten NVDA. SpaceX IPO faces risk-off week; avoid day one.
Oil shock plus strong NFP favors commodity plays and banks. Apple’s AI event doesn’t threaten NVDA. SpaceX IPO faces risk-off week; avoid day one.
Rotation from AI to value looks healthy, not a crack. Economy strong enough for Fed hold. Shift from AI optical to financials; prefer DBS over tech-adjacent names.
Rotation from AI to value looks healthy, not a crack. Economy strong enough for Fed hold. Shift from AI optical to financials; prefer DBS over tech-adjacent names.
Broadcom’s drop signals AI hardware valuation fatigue. Fed hike talk threatens tech multiples. SpaceX IPO at $1.75T is overvalued—avoid day one.
Broadcom’s drop signals AI hardware valuation fatigue. Fed hike talk threatens tech multiples. SpaceX IPO at $1.75T is overvalued—avoid day one.
MRVL is a must-own but move priced. Avoid SpaceX IPO hype, wait for post-listing dip. AVGO needs to crush, not just in-line, to maintain AI momentum.
MRVL is a must-own but move priced. Avoid SpaceX IPO hype, wait for post-listing dip. AVGO needs to crush, not just in-line, to maintain AI momentum.
Wait for Anthropic’s revenue and margins. Alphabet’s dilution is worth it. AI hardware easy money is made, but not over.
Wait for Anthropic’s revenue and margins. Alphabet’s dilution is worth it. AI hardware easy money is made, but not over.
China is now a rounding error for NVDA. Berkshire’s bet is decade-long supply, not rates. Narrow ATH rally is concerning—buy pullbacks cautiously.
China is now a rounding error for NVDA. Berkshire’s bet is decade-long supply, not rates. Narrow ATH rally is concerning—buy pullbacks cautiously.
Private AI valuations bubble risk, monetization still lags. Li Auto's profit > Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.
Private AI valuations bubble risk, monetization still lags. Li Auto's profit > Xpeng's losses. Hedge crude oil for escalating Mideast strikes weekend.
SpaceX IPO forces passive buying; good for Nasdaq 100. Huawei’s claim is PR, not breakthrough. Singapore CPI eases, favoring REITs over banks.
SpaceX IPO forces passive buying; good for Nasdaq 100. Huawei’s claim is PR, not breakthrough. Singapore CPI eases, favoring REITs over banks.
Quantum is policy hype, not commercial yet. Intuit’s drop is a buying opportunity. SIA’s Air India drag breaks the thesis—rotate out, don’t wait years.
Quantum is policy hype, not commercial yet. Intuit’s drop is a buying opportunity. SIA’s Air India drag breaks the thesis—rotate out, don’t wait years.
Rotate from REITs to DBS as rates rise. Underweight GOOGL structurally on AI search cannibalisation. Record commercial S$14.7B deal is a one-off, not a retail re-rating.
Rotate from REITs to DBS as rates rise. Underweight GOOGL structurally on AI search cannibalisation. Record commercial S$14.7B deal is a one-off, not a retail re-rating.
Storage dip is a buy. AI platform consolidation lifts Keppel DC and Singtel. Geopolitical de-escalation is fragile – risk-on with a defensive hedge.