The market is rewarding companies that can turn AI spending into real revenue and cash flow. That's why I'm continuing t…

The market is rewarding companies that can turn AI spending into real revenue and cash flow. That's why I'm continuing to build positions in names like ARM, ServiceNow, Nvidia and Palantir. While valuations remain elevated, I believe earnings growth will continue to justify the premium.

The recent pullback in memory stocks looks more like profit-taking than a deterioration in fundamentals. AI demand remains strong, supply is still tight, and new technologies like High Bandwidth Flash strengthen my long-term conviction. I'm happy to keep accumulating quality memory names on weakness.

As for Singapore, DBS will be closely watched this week. I expect solid results, but with valuations already rich, I'd rather deploy fresh capital into AI infrastructure and semiconductor stocks that have corrected and offer better long-term upside.

Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Palantir Revenue Jumps 93%

Amazon became the fifth company ever worth $3 trillion. Then Palantir printed 93% revenue growth after the bell while still sitting 40% below its own high.

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