昇菘 收益率

昇菘股東

Lemonade

Currently reality - the 32.52% rally pushed Marvell’s stock to $290.79 on extreme volume. The problem - an RSI in the mid-80s signals heavily overbought conditions and a 102x trailing P/E. Waiting lets us bypass the immediate hype, letting the stock cool off for a lower-risk entry point.

Intel leads due to massive infrastructure demand. Its server CPU capacity is fully sold out through 2026, triggering 10-20% price increase.

DBS remains the clear leader after delivering a $2.93B profit beat. While UOB offers deep value and OCBC provides dividend optionality, DBS’s superior wealth management fees and disciplined capital returns make it my top pick. They’ve proven that they can defend margins even as interest rates stabilize. DBS consistent 81 cents dividend payout and record-breaking momentum are unmatched in the STI. Can UOB or OCBC realistically close this performance gap? UOB’s current entry point is attractive if they manage their margins effectively. Meanwhile, OCBC’s capital surplus could lead to a positive surprise for income seekers.

The US-Iran peace deal is a massive potential win, though 20 years feels more like a temporary fix than a permanent solution. AI rally in AMD and Nasdaq is impressive but feel slightly overheated.  I’m staying invested but watchful.

Alphabet’s massive $80B infrastructure raise is long-term genius. The AI capital war demands aggressive funding, and Berkshire Hathaway’s $10B validation heavily de-risks the short term dilution. Building this foundational powerhouse now cements Alphabet’s future dominance, making the current market penalty a prime buying opportunity for patient investors.

Institutional demand remains incredibly high, 20x oversubscribed and the stock has firmly established a baseline well above it’s initial $185 offering price, I am opting a close between $261-$370

High stakes and high rewards. Markets are currently caught between massive tech optimism and heavy geopolitical risks. While the SpaceX IPO and Singapore’s AI driven trade surge show incredible growth potential, the US-Iran stalemate and Tim Cook’s departure create significant friction. Success now depends on tech breakthroughs outpacing the volatility of high energy costs and leadership transitions.