📈 Why I Own These Singapore Stocks in My Portfolio
I prefer building a portfolio focused on quality companies, steady dividend income, and long-term capital appreciation. Rather than chasing high-risk growth stocks, I invest in businesses with strong market positions, consistent earnings, and attractive dividend yields. My goal is to let capital grow over time while collecting dividend income of around 3% to 5% annually based on current market prices. 🏦 OCBC Bank (100 Shares) My largest position is OCBC Bank because I believe Singapore’s banks are among the strongest in Asia. OCBC has a diversified business across consumer banking, wealth management, insurance, and commercial banking. Rising wealth inflows and resilient earnings make it one of my core long-term holdings. I bought my shares at SGD 16.896, and the current price is SGD 28.920
For the first time since April 2025, $Apple(AAPL)$ has overtaken $NVIDIA(NVDA)$ to become the world's most valuable public company again. Current market value: Apple: approximately $4.95 trillion Nvidia: approximately $4.8 trillion The change wasn't driven by Apple suddenly announcing a breakthrough AI model. It happened because investors are beginning to look at the AI boom through a different lens. The Market Is Starting to Ask a Different Question Over the past few years, the dominant narrative was simple: Build more AI infrastructure. Buy more GPUs. Spend more on data centers. That strategy created enormous winners, with Nvidia becoming the face of the AI revolution. But recently, investors have beco
China's Domestic DUV Lithography Progress Enters a New Stage
One of the biggest long-term challenges in semiconductor manufacturing has always been lithography equipment. Now, China's domestic ecosystem appears to have reached another important milestone. According to industry reports, a Shanghai-based semiconductor equipment company has begun manufacturing immersion DUV (Deep Ultraviolet) lithography systems, with the first batch expected to be delivered to local chipmakers for production verification. While the initial production volume remains small, the development represents another step forward in China's efforts to build a more complete semiconductor equipment supply chain. Capital Markets Reacted Immediately The report also triggered a sharp reaction across semiconductor equipment stocks. Following the news, shares of several major equipment
$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending. Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven grow
$NVIDIA(NVDA)$ I may trim $NVIDIA(NVDA)$ and move my capital around. But would definitely buy back it is drops back to around $200 mark. Even though NVIDIA (NVDA) has been trading sideways recently, the underlying business continues to strengthen. A flat stock price doesn’t necessarily mean the investment thesis has weakened—it can simply reflect that earnings are catching up with valuation. Here are the main reasons long-term investors continue to hold NVDA. 1. AI spending is still in the early innings The biggest bullish argument hasn’t changed. The world’s largest cloud providers—Microsoft, Amazon, Google, Meta, Oracle, and xAI—are collectively planning to spend hundreds of billions of dolla
$VanEck Semiconductor ETF(SMH)$ You don't have to understand every in and out of the market. You just need to know why you are in it. Continue to DCA into chips for the future
$Oscar Health, Inc.(OSCR)$ for coins, looking forward to earning coming up soon. Will prices retrace to backtest support or rocket upwards to break resistances and get closer to ATH/ form new ATHs?
$SOXS2 20260821 5.0 CALL$ Does this carry the mood? Just when we thought the risk on mode is coming back with the temporary US-Iranian ceasefire, with oil prices correcting nicely... one hour, just one hour into US trading hours, all the good vibes come running off... reality strikes with US Fed meeting this week. The US Fed is no longer what it used to be. It appears that the bond market is in control rather than the interest setting Fed. The bond holders are telling the new Fed chair 🪑 that he is but indeed a piece of furniture if he doesn't follow them. Damn if he doesn't follow, condemn if he does! Either way, it appears as a lose-lose situation for him. This $Direxion Dail
$HBT Financial, Inc.(HBT)$$First Busey(BUSE)$ $Old Second(OSBC)$ 🚀 $HBT Q2 2026 Earnings: Merger Synergies Ignite Profit Growth as Margins Outperform Regional Banking Peers HBT Financial delivered a standout first full quarter following its CNB Bank acquisition, demonstrating that disciplined integration can rapidly translate into stronger profitability. Net Income surged to $27.8 million, or $0.76 per share, from an acquisition-impacted $11.2 million in Q1. Net Interest Income climbed 22.5% sequentially, while Net Interest Margin (NIM) expanded 12 basis points to an impressive 4.32%, bucking the trend of margin pressure across many regional