GJALIBA@EC2701F

Curious and excited for the brand new Fed Chair speaking tonight. Looking out if interest rates drop, will the market respond and SREITS price go up as borrowing costs drop.

Jackson Hole has my attention. With the 30-year yield above 5%, I’m watching how Kevin Walsh responds. This isn’t just a bond-market story—higher long-term rates mean more expensive mortgages, loans and corporate refinancing. If yields stay here, the Fed’s job gets a lot harder.

After a single ssssion, Nvidia shares increases 8.74%. S&P 500, Nasdaq, Dow, Okta, Salesforce, Crowdstrike shares increases.

Two local banks partnered with cross border payment companies Stripe and Swift blockchain.

Local companies report their progresses.

Hang Seng, Baba, and PDD Hongkong companies shares decreases and hope they can make it work again.

Musk said SpaceX could reach $3.5 trillion of annual revenue by 2033.

Jackson hole is probably the most important for this week, although details may be scant

📌 It’s TGIF baby, hope later session wrap up with a good weekend close. A few stocks apparently went UP and hope it continues as it should be, the rest will pick up as swinging is part of this game. 🤺🇺🇸⬆️⛳️

BREAKING NEWS: AMD middle managers are wasting over 20+ engineers’ time trying to grow their fiefdoms & get promotions on a useless side project called their “ATOM Inference Engine,” instead of spending that effort on inference engines that actual customers like Meta/xAI actually use, such as SGLang/vLLM.

An interesting opinion I read the other day when someone said the typical Singaporean "safe investment" of chasing STI etf/ 3 local banks could be riskier than one would think it is. The heavy concentration in the banking sector and lack of diversification could prove risky from time to time as the financial sector is tightly linked to interest rate cycles, property markets and non wealth products. On the flipside, the blue chip companies have been proven over time to generate decent and stable returns (including consistent dividend payouts).

Those who bought AI stocks are likely waiting for NVIDIA's earnings report tonight. While AI is a long-term trend, the 阶段性 performance of key players can directly impact short-term investor sentiment and cause volatility. Over the past year, whenever tech companies post strong results, the market has often reacted with sharp swings. NVIDIA's market reaction to its last earnings release was relatively mild.

Besides stocks, Bitcoin and cryptocurrencies have also seen recent gains. For mainstream crypto assets allocated beyond stock investments, returns should be managed based on longer-term expectations; ignoring short-term noise is key to holding steady.

For companies with unchanged fundamentals and promising business prospects, sharp drops following earnings reports or negative news may present opportunities to test the waters. I recently took a small position in Alibaba after their latest update to validate my thesis.

In short as said many times, trust your thesis love your leader, all things will comes into flow cos the leader cannot lose more than us. We are nothing compared to their own reputation. Swings is inevitable as this is a stock market. Bottom line love your leader !💪🇺🇸🤺🎢⛳️😎❤️

$Alibaba(BABA.US) | BofA Securities 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗔𝗹𝗶𝗯𝗮𝗯𝗮 𝗚𝗿𝗼𝘂𝗽, maintains PT at $𝟭𝟳𝟮

It will be interesting to see if US-Canada trade war ends up being just a negotiation tactic. It’s not the first time the Trump administration has done this.

Markets are turning more volatile as trade tensions, higher yields and geopolitical risks weigh on sentiment, while AI remains a key long-term growth theme.Singapore equities continue to show resilience, supported by strong banks and solid underlying fundamentals.

📊 Stay selective: focus on quality, cash flow and valuation and use market pullbacks to build positions rather than chase momentum.

Baba is relatively weak in AI infrastructure; its core business has been impacted and struggles to recover. While AI investments have provided necessary capital, the company likely faces significant headwinds. Its investment layout was actually quite promising, but it may face a sharp decline in the short term.

Hang Seng Tech Index tumbled over 4% intraday, dragged down by Alibaba’s 8.5% plunge, which soured sentiment across the entire sector.

Poor Minimax (-10.1%) and Z.AI (-10.8%) also got hit hard, both down double digits today😭

apart from the US Canada fall out, it was relatively quiet over the weekends, and it felt like the lack of substantial news affected the markets today. like to see what sanctions will be imposed on Iran, and how they will be perceived by the markets.

The tariff escalation increases the risk of a broader US-Canada trade conflict, raising costs for businesses and potentially adding inflationary pressure. Canada’s planned retaliation could further disrupt cross-border supply chains and weaken business confidence. The immediate market reaction reflects higher uncertainty, particularly as rising Treasury yields already pressure equity valuations. While the affected goods represent a relatively small share of total bilateral trade, prolonged tensions could weigh on growth, corporate margins and investor sentiment if negotiations remain stalled.