SoftBank Group Corp.

I see $SGX(S68.SG) as one of Singapore's highest-quality blue-chip companies because of its resilient business model, consistent dividend record, and ability to benefit from growing capital market activity.SGX recently reported a 72% year-on-year increase in securities trading value for June, capping a very strong FY2026. Higher trading activity directly supports transaction and clearing income.

SGX continues to expand beyond traditional exchange services, such as

introducing Singapore Depository Receipts (SDRs) for companies such as Grab, Sea and SpaceX, allowing investors to trade them in SGD during local market hours.Supporting Singapore's efforts to deepen its capital markets and attract more listings and investors.SGX has a long track record of paying dividends and generates strong cash flow with relatively low capital expenditure requirements, making it appealing for income-focused investors.Unlike high-growth technology stocks, SGX is more of a steady compounder. Returns are likely to come from a combination of dividend income and gradual earnings growth rather than rapid share price appreciation.

Former Senior Director, SoC Design & Development, Data Centre & AI Group at Intel:

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: BofA Sees Server CPU Market Reaching $𝟭𝟳𝟬 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 by 2030 - $AMD(AMD.US) $Intel(INTC.US) $NVIDIA(NVDA.US)

$Arm(ARM.US) | Jefferies maintains 𝐁𝐮𝐲 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟗𝟎

Meta’s chip push explodes with help from TSMC, MediaTek, Qualcomm, Arm, Broadcom, DigiTimes reports:

Source: Dan Nystedt

• Nasdaq composite rallies, retaking a key level as AI chip stocks surge.

$Intel(INTC.US) sitting around $120 after rolling off the $139 high. Nvidia and SoftBank stake news put a floor in the story but i already trimmed hard into the $130s. keeping a small starter. the AI chip tailwind from Samsung's print might lift it a bit but i'm not chasing a name up 270% YTD that just had a 14% pullback.

$Arm(ARM.US)

Tech futures pointed to a strong post-holiday bounce, lifting ARM as the market revisits the AI trade. The recent pullback may have cleared some short-term excess and brought buyers back in.

The bigger story is still custom architecture and licensing momentum, which looks stronger than the old royalty model. Demand for specialized compute keeps ARM’s ecosystem sticky and hard to replace.

I’d rather watch the structural trend than react to every daily move. As long as ARM’s architecture edge holds, there’s no need to chase.

@Bridge Buzz SG

Just dropping these 3 slides from Agility Robotics ( $Churchill Capital XI(CCXI.US) ) presentations.

$AMD(AMD.US)

AMD is a well known challenger who has famously done it against Intel and now is giving Nvidia a run for its money. It has carved out for itself a niche in the inference segment and is up against ARM as its closest competitor especially in the agentic AI arena.

Technically though, she probably is still early in her cycle but she is due a breather and will probably pull back a bit before roaring ahead.

@Bridge Buzz SG

“What matters is not the eggs, it is the Goose itself”

$Arm(ARM.US) | UBS reiterates 𝐁𝐮𝐲 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟕𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟔𝟎

$Blackberry(BB.US) | Stifel Canada 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐁𝐥𝐚𝐜𝐤𝐁𝐞𝐫𝐫𝐲 with a 𝐁𝐮𝐲 rating, sets 𝐏𝐓 𝐚𝐭 $𝟏𝟐

$Arm(ARM.US) | Mizuho maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐀𝐫𝐦, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟓𝟎𝟎

🚨 This is big, and a lot of people are reading it as just another green day. It is not.

Nvidia (NVDA) ripped more than 6% and Arm (ARM) ran almost 16% in a single session. Here is what actually happened: Nvidia is pushing deeper into PCs with a new lineup of AI chips, and the new superchip is aimed straight at Intel and AMD.

Look, that is Nvidia walking into the CPU conversation. For years the story was GPUs for training. Now they want a piece of the chip inside your laptop too.

Why did Arm fly 16%? Because that PC push runs on Arm-based designs. When Nvidia expands the tent, Arm collects rent on the architecture. That is the trade the market made today.

My take: I think this is the market repricing Nvidia from "the AI training company" into "the company that wants every compute socket." That is a far bigger story.

One honest warning: a 16% day on ARM is enormous. Moves like this round-trip fast if the product timeline slips or the launch underdelivers. I am bullish on the direction, not on chasing a 16% candle. 📈

ARM Holdings: The AI Era's Best Toll Booth, and Why Today's 16% Move Makes Sense

ARM gained 16% today. Most people are talking about it as an extension of the NVDA trade. That framing is too narrow.

What ARM Actually Is

ARM licenses its CPU instruction set architecture to semiconductor companies. Every chip designed using ARM's architecture, regardless of who manufactures it, pays ARM a royalty. The royalty is typically a small percentage of the chip's sale price, but the economics compound in a way that very few businesses can match.

Think about the roster of companies paying ARM royalties right now: Apple for every M-series chip in every Mac and iPad. Qualcomm for every Snapdragon processor. NVIDIA for the 20-core ARM CPU at the heart of the new RTX Spark N1X laptop chip, announced at COMPUTEX this week. Samsung, MediaTek, Broadcom. Every major semiconductor company building chips for AI devices, smartphones, and data centres.

ARM does not build a single fab. It does not manufacture anything. It simply owns the architecture and collects a royalty on every device that runs it. That business model has a name: toll booth. And the AI era is widening the toll booth dramatically.

Why Today's Move Is Rational

NVIDIA's RTX Spark confirmation at COMPUTEX is the direct catalyst. When NVIDIA chose ARM CPU cores for its first laptop chip, it told the entire industry: the PC era is going ARM. Every RTX Spark laptop shipped is an ARM royalty event. Every Vera Rubin data centre chip running ARM-based Grace CPU cores is an ARM royalty event.

ARM's royalty income compounds with semiconductor volume. AI compute is driving semiconductor volume at the fastest pace in a generation. The math is straightforward.

What I'm Thinking About the Position

I hold ARM and I have for a while. Today's 16% move is satisfying, but it also changes the position sizing calculus. The royalty model is one of the most durable in technology, but at elevated multiples, the margin of safety narrows.

What I am watching: the pace at which ARM-based designs penetrate data centre CPUs, where x86 (Intel and AMD) still dominate. If ARM's data centre share grows as fast as it has in mobile, the royalty income profile looks structurally different than the current multiple implies. That is the long thesis. I am not selling.

ARM just went up 16% because NVIDIA confirmed it's using ARM CPU cores in the RTX Spark laptop chip. Here is why this is massive: ARM gets a royalty on every chip, from every company, running its architecture. Apple pays it. Qualcomm pays it. Now NVIDIA laptops pay it. Every AI PC that ships this holiday season is ARM royalty income. The AI era is the best thing that ever happened to this royalty business. 📈

ARM up 16% in one day. NVIDIA chose ARM architecture for RTX Spark. Apple uses ARM. Qualcomm uses ARM. Every AI chip that runs ARM cores pays ARM a royalty. The more AI chips ship, the more ARM makes. Simple math 💪🏦

Nasdaq 100 hit 27,000 for the first time and AI software index up 8.7% in ONE day. Not a meme rally. This is Anthropic S-1, COMPUTEX, HPE +40%, Micron $1000, ARM +16% all landing in the same 24 hours. The AI supercycle is printing 🚀

$Arm(ARM.US)profit taking today