Today’s Poll Question: Broadcom may finance Anthropic with up to $42B. What does this look like to you? Ans: ③ Circular financing is increasing, so AI order quality needs a closer look While Broadcom-Anthropic deal is a typical vendor financing, the quatum of finance upto $42B can not be ignored even if Broadcom is sitting on huge cash piles.

$SS SPDR STI ETF(ES3.SI)$  $6.5 Target Price.  --ES3 Overview-- STI ETF acts as the grand archway to Singapore's economy. It does not chase speculative tech hype. It anchors your wealth into the physical infrastructure of South East Asia's best companies. STI ETF packs the 30 largest and most liquid Singapore blue chips into a single transaction. It is a matured cash flowing machine tailored for local investors who value ironclad stability and a steady stream of domestic income. Expense ratio is 0.30% --Growth Catalysts for ES3---  The Golden Harvest: For income focused investors, STI ETF pays a dividend yield of 3.07% every 6 months. Top Holdings: The STI ETF is heavily weighted toward the 3 big Sin

$OCBC Bank(O39.SI)$   OCBC Shares Slide Over 5% as Citi Double-Downgrades Stock to Sell’ SINGAPORE — Shares of Oversea-Chinese Banking Corporation (SGX: O39) tumbled over 5% in morning trading on Wednesday, shedding roughly S$7 billion in market value after Citi Research sharply downgraded the lender directly to a "Sell" rating. The stock, which opened at S31.55,plungedtoanintraday low of $30.30, making it the most heavily traded counter by value on the Singapore Exchange. Analysts Warn of Earnings Drag and Margin Squeeze The sharp sell-off was triggered by a research note from Citi analyst Tan Yong Hong, who cut OCBC’s target price to S$27.50 (down from a valuation based on 2x book value). Citi flagged three

$OCBC Bank(O39.SI)$  $DBS Group Holdings Ltd.(DBSDF)$  $UOB(U11.SI)$   My first reaction: I would not automatically treat a 5% fall in OCBC as bad news. When a fundamentally strong bank falls sharply without an obvious company-specific negative announcement, I want to ask three questions: 1. Why did it fall? 2. Where is the technical support? 3. What price gives me a good risk-to-reward entry? For OCBC, the important level right now is around S$30.50–S$30.60, because that is where the 60-day moving average and today’s intraday low are sitting. The bigger question is whether this is simply profit-taking

I’d separate these into earnings-backed and expectations-backed record highs. My top three are TSMC, NVIDIA and Johnson Controls. TSMC and NVIDIA remain at the heart of AI compute demand, while JCI shows how AI spending is spreading into cooling and physical data-centre infrastructure. Its $21 billion backlog is particularly attractive. I’m more cautious on Lumentum after its huge run, and on MPC and VLO because today’s exceptional refining margins may not last indefinitely. CRWD and FTNT have strong fundamentals too, but their valuations leave less room for disappointment. 🥇 TSMC 🥈 NVIDIA 🥉 JCI I wouldn’t chase a stock simply because it is making new highs. At these valuations, I want earnings, cash flow and guidance to keep justifying the price. A great company can still be a poor inves

$AEM SGD(AWX.SI)$  $14 Target Price. --Overview of AEM Holdings (AWX.SI)-- AEM is described as Singapore's largest independent semiconductor test-equipment player, supplying burn-in, wafer test and system-level test (SLT) equipment aimed at AI high-performance chips, and one of the few local firms with in-house equipment R&D capability . The industry logic behind this: as AI chips get larger, pin counts surge and HBM stacking layers increase, single-chip test time lengthens sharply, and high-end test interfaces shift from a "durable device" to a high-frequency consumable. When leading vendors start locking up probe card and test socket capacity at premium prices, it signals the AI hardware bottleneck has migrat

On Tuesday, October 6, 2026, U.S. major stock indexes closed markedly higher, propelling the $S&P 500(.SPX)$ S&P 500—crossing the historic 7,800 milestone for the first time—and the $NASDAQ(.IXIC)$ Nasdaq Composite to unprecedented record closing highs. In this article we seek to provide an analysis evaluating the S&P 500 and Nasdaq milestones, sectoral divergence, macroeconomic catalysts, and the outlook for AI chip heavyweights. 1. Introduction & Market Overview The financial markets exhibited remarkable resilience entering October 2026. Following weeks of macro uncertainty regarding monetary policy trajectory and energy volatility, Tuesday's session delivered a definitive bullish break

ai is the future, invest some forr long term.

STI Breaks 5,700 — What Drove Singapore Stocks Higher Today? https://youtu.be/feuk6JxoKtU $Straits Times Index(STI.SI)$  $AEM SGD(AWX.SI)$  

I would choose A: AI Compute & Optical Networking (NVDA, TSM, LITE). The reason is simple: In the AI era, it’s not only about software. It’s also about the companies “selling the shovels.” Whether it’s large AI models, AI agents, or data centers, they all need chips, advanced manufacturing, and high-speed optical connections. NVDA: Provides GPUs and AI systems and is at the core of the AI infrastructure chain. TSM: Manufactures advanced chips. Without TSMC, many AI chips cannot be produced. LITE: Benefits from growing demand for high-speed optical connections between data centers. I also see two areas that are easy to overlook: JCI (Johnson Controls): AI data centers need cooling, HVAC, and building systems. KEYS (Keysight): As AI networks become more complex, demand for testin

i support $NVIDIA(NVDA)$ , $CrowdStrike Holdings, Inc.(CRWD)$ and $Taiwan Semiconductor Manufacturing(TSM)$ are companies link to AI. They will have better grow opportunity as compare the rest.

Unfortunately only have two from the list

AI run up is fast and hope it can be support through earning.

AI shares have run up a lot, it a matter of time they will correct.

🌟🌟🌟My primary strategy aligns with the core philosophy behind Deutsche Bank 's upgrade of $Netflix(NFLX)$ to a Buy.  It exposes the profound difference between short term volatility & the unstoppable long term operational dominance of Netflix. Netflix suffered a brutal selloff, dropping its forward multiples from a dizzying 40x down to a modest 18 times 2027 earnings estimates. This is an incredibly rare value opportunity for Netflix.  Deutsche Bank highlights that Netflix is uniquely positioned to use AI. This could result in optimising its high margin advertising engine. As the famous John Templeton likes to say : "The time of maximum pessimism is the best time to buy". @WallStr

$AppLovin Corporation(APP)$   just dropped a monster Q2: Revenue ~$1.92B (+53% YoY) Net income ~$1.27B (+55%) Free cash flow ~$860M Core engine still humming. Net revenue per install +58%. Install volume slightly down. This machine is extracting more value from the same (or fewer) installs — not just printing volume.Yet the stock cratered to 52-week lows within weeks of the print.The market is no longer arguing whether AppLovin makes money. It’s arguing whether the second growth curve — e-commerce advertising — is real business or just pixels looking busy.The core is not brokenAXON (the ad recommendation + bidding system) keeps improving monetization in mobile games. Clear closed loop: install → spend → LTV. That’s why margins and ca

AI stocks keep pushing the Nasdaq to records. But the next question is becoming more important: Who actually has the infrastructure to support all that computing demand? That puts $APPLIED DIGITAL CORP(APLD)$ on my radar. APLD is an AI infrastructure play focused on building and operating high-performance data centres. The story is less about flashy AI applications and more about the physical infrastructure needed to power them. And this week brings an important test. APLD is scheduled to report earnings Wednesday, with analysts expecting revenue to jump sharply year over year.  That creates a simple setup: 📈 Bull case: Rapid revenue growth and expanding AI infrastructure demand could reinforce the long-term growth story. ⚠️ Risk: Expectatio

$Taiwan Semiconductor Manufacturing(TSM)$  just gave investors another reason to pay attention. Taiwan Semiconductor jumped 2.75% to a record $485.80 after Elon Musk confirmed that early discussions are underway around the proposed Terafab project. That matters because the market isn’t just watching who ultimately gets the manufacturing contract. It’s watching who controls the leading-edge capacity behind the next wave of chips. And TSMC is already sitting at the centre of that conversation. The interesting part is that Terafab doesn’t need to become a massive confirmed order tomorrow for TSMC to remain relevant. If Musk’s ambitions require advanced semiconductor manufacturing, TSMC is naturally one of the companies investors will keep wa