Reddit joining the S&P 500 is definitely interesting. I think index inclusion could bring more institutional demand and liquidity, but with RDDT already running strongly, I wouldn’t chase the rally blindly. The meme-stock DNA is still there, so volatility will probably remain high.
In Singapore, I’m paying more attention to the strong earnings from City Developments, CapitaLand Investment and OCBC. CDL’s profit jump is especially impressive, while CLI’s record fee income shows that Singapore’s property and asset-management sectors are still benefiting from a healthier environment. I’m increasingly bullish on selected Singapore blue chips after the STI’s strong run this year.
For US tech, SanDisk’s long-term growth target and the memory-sector momentum caught my attention, especially given my existing interest in the AI infrastructure and memory theme. At the same time, Cisco’s margin pressure is a reminder that AI demand is strong but rising component costs can squeeze profitability. Overall, I’m staying selective rather than chasing every stock that pops after earnings.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.