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3.69K
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Singmeamelodyy
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2025-10-13
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Vikedios
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2025-10-13
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Mkoh
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2025-10-14

Should You Invest in SDRs or Primary-Listed Securities? A Guide for Singapore Investors

In an increasingly globalized investment landscape, Singapore investors are spoiled for choice when it comes to accessing international stocks. One innovative option gaining traction is Singapore Depository Receipts (SDRs), which allow seamless trading of foreign companies on the Singapore Exchange (SGX) without the hassle of overseas accounts. But with SDRs come a key question: Should you opt for these convenient wrappers, or go straight to the source by investing in the securities' primary listings on their home exchanges? What Are Singapore Depository Receipts (SDRs)?SDRs are financial instruments that represent ownership interest in shares of companies listed on foreign exchanges, such as those in Thailand or Hong Kong. Issued by a local financial institution (like Phillip Securities,
Should You Invest in SDRs or Primary-Listed Securities? A Guide for Singapore Investors
TOPNorton Rebecca: SDRs’ SGD trade + low entry? Perfect for easy global diversification!
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1.53K
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Mickey082024
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2025-10-14

Déjà Vu After AMD: OpenAI Sparks Another AI Chip Frenzy with Broadcom & Arm

$Broadcom(AVGO)$ The AI chip wars just got another major twist. Broadcom shares surged more than 8% on Monday after reports that OpenAI is partnering with the semiconductor giant to co-develop custom AI accelerators, targeting deployment in the second half of 2026. Meanwhile, Arm Holdings soared over 8% after hours, following word that OpenAI is also collaborating with Arm on chip architecture for Broadcom’s upcoming AI designs. This announcement follows last week’s rally in AMD, sparked by speculation that OpenAI might select AMD’s Instinct chips to complement NVIDIA’s GPUs in training future large language models. The pattern feels familiar — a new “OpenAI favorite” seems to ignite each week, propelling entire segments of the semiconductor marke
Déjà Vu After AMD: OpenAI Sparks Another AI Chip Frenzy with Broadcom & Arm
TOPValerie Archibald: btc exploded will force some people to sell stocks. those people most likely would have tech stocks in their accounts. good time to pick up some blood chips!
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Mickey082024
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2025-10-14

America’s New Resource War: Rare Earths Emerge as the Oil of the AI Age

$MP Materials Corp.(MP)$ After a chaotic few weeks in the markets, a familiar theme is roaring back to life — strategic resources and geopolitical leverage. This time, it’s not oil or semiconductors grabbing the spotlight, but rare earth elements (REEs) — the crucial building blocks behind everything from electric vehicles and wind turbines to AI servers, fighter jets, and smartphones. Last week, U.S. rare earth miners surged after President Donald Trump declared that the United States would “retaliate” against China’s export controls on key critical minerals. The move reignited investor speculation that the U.S. could accelerate efforts to secure its own domestic supply chains — a theme that could reshape the global materials market in the coming y
America’s New Resource War: Rare Earths Emerge as the Oil of the AI Age
TOPAthena Spenser: MP’s long-term $50 target feels viable!
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Lanceljx
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2025-10-14
1️⃣ Broadcom’s Position in the AI Race Broadcom’s surge is justified — the reported partnership with OpenAI marks a major strategic win. The company’s strength lies in custom silicon and networking chips, not general-purpose GPUs like Nvidia’s. If OpenAI truly intends to co-develop application-specific AI accelerators, Broadcom could carve a niche similar to what TSMC is to fabrication — indispensable but behind the scenes. This makes it more of a picks-and-shovels play rather than a pure AI model bet. It’s unlikely to dethrone Nvidia, but it could easily become the next big infrastructure enabler after AMD, especially as hyperscalers look for cost-efficient, domain-specific chips. 2️⃣ On OpenAI’s “Crazy Galaxy” OpenAI is evolving from a software lab into a full AI ecosystem architect — to
1️⃣ Broadcom’s Position in the AI Race Broadcom’s surge is justified — the reported partnership with OpenAI marks a major strategic win. The company’...
TOPReg Ford: Broadcom-OpenAI deal + niche role? AI picks-and-shovels win!
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Lanceljx
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2025-10-14
I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat. Tariff exposure and how new U.S.–China measures could affect export flows. Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification. 2025 guidance updates, especially if management raises its AI-related revenue forecast again. Unless there is a major surprise on tariffs or FX impact, I e
I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-f...
TOPValerie Archibald: TSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.
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Jontrade
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2025-10-13
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The Investing Iguana
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2025-10-14

Singapore Daily Market Update (14 Oct 2025) | 🦖 #TheInvestingIguana EP1198

🟩 📈 **SGX Update: GDP Beats Expectations, STI Climbs Steady!** Today, join Iggy from Investing Iguana as we dive into Singapore's market highlights and uncover what a resilient 2.9% Q3 GDP growth means for your portfolio. From MAS staying steady on policy to the Straits Times Index (STI) inching higher, this video is packed with insights to help you navigate the financial markets with confidence. 🦎 Whether you're looking at REIT plays like MapleTree Logistics Trust and Keppel REIT or exploring the ripple effects of Genting Malaysia's privatization, we’re shedding light on economic strategies and investment decisions that matter. Learn how domestic strength in construction and services is setting the stage for steady earnings, while manufacturing’s challenges open doors for tactical opportu
Singapore Daily Market Update (14 Oct 2025) | 🦖 #TheInvestingIguana EP1198
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Mickey082024
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2025-10-14

AI Superweek: Will NVIDIA, Oracle, and Salesforce Spark the Next Tech Rally?

$NVIDIA(NVDA)$ The most anticipated week in artificial intelligence and cloud computing has finally arrived — and it couldn’t come at a more crucial time for markets. After a bruising sell-off that sent the Nasdaq down nearly 3% on Friday, Big Tech stocks staged a sharp rebound Monday as investors pinned hopes on a string of high-profile AI summits that could reignite optimism and momentum in the sector. This week, three events dominate the spotlight: NVIDIA’s Open Compute Project Global Summit 2025, Oracle’s AI World Conference, and Salesforce’s Dreamforce 2025, featuring Alphabet CEO Sundar Pichai as the headline keynote. Together, these conferences bring the titans of the AI revolution under one roof — and may define the direction of the entire
AI Superweek: Will NVIDIA, Oracle, and Salesforce Spark the Next Tech Rally?
TOPValerie Archibald: This is so undervalued… literally can 10x from here… adding more, we give thanks
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