Nvidia is on its way to become the first 4Trillion company and for its bullish growth this past 2 months of intense growth. Another thing i notice is Nvidia is now the single biggest contributor to gains in Nasdaq-100 and S&P 500, it is indeed similar to what Apple was during the iPhone boom. I do feel that Nvidias trend positioning is extraordinarily bullish — not just as a stock, but as a defining asset of this tech supercycle. Talking about Nvidia, with its Blackwell and Rubin chips, Nvidia maintains a technological lead of 12–18 months over competitors like AMD and Intel. I will say this is very impressive for a tech company perspective. Now talking about risk. Firstly, geopolitical shocks like trade bans and taiwan tension. Secondly, tech rotation, the cycle might s
$OVERSEA-CHINESE BANKING CORP(O39.SI)$The banks, which make up around 40% of the Straits Times Index, saw their earnings fall in 2020 due to the economic uncertainties brought about by the ** pandemic. For instance, DBS, the largest bank amongst the trio, saw its net profit fall 26% year-on-year. However, with the gradual improvement in consumer sentiments and business confidence, the banks are likely to see better days ahead. A non-performing loan is a loan on which the borrower is unable to pay off interest or the principal amount. The lower the ratio, the better it is for a bank.For 2020, OCBC had the lowest NPL ratio of 1.5% among the banking trio.OCBC seems to offer the best value among the three banks with its lowest&
$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$a better buy?I believe almost eveyone would know Ascendas REIT is a very well-known REIT as you can see its rather iconic logo attached on many industrial buildings in Singapore. It is is also Singapore's first and largest listed industrial REIT.AREIT has a huge and diverse portfolio that is very well diversified across Singapore, US, Australia and UK/EU. They also have about 60% of the portfolio in business parks and data centres which helps the portfolio stay resilient even in times of uncertainty like the pandemic. Net property income yield for the first year is estimated at approximately 6.0% and 5.7% pre-transaction costs and post-transaction costs.AREIT h
PLUG stock has been hammered over the past few weeks because of fears related to a sharp rise in long-term bond yields. The basic thinking is that, as long-term yields rise, equity valuations will correct lower, because stocks and bonds are competing investment vehicles, so as bond yields rise, the required rate of return on stocks rises, too.That thinking makes a ton of sense. And if yields were to rise forever, then I’d say growth stocks like PLUG stock will keep plunging.But yields aren’t going to rise forever. Instead, it looks like the 10-Year Treasury yield will max out around 2% over the next few years.The Fed has reiterated multiple times that they will not move on interest rates anytime soon. Thus, the 3-Month Treasury yield will remain near-zero for the foreseeable future. Real G
$Facebook(FB)$steadily moving higher waveFrom the start of August through February, shares of the social media platform have popped 15.1% in the past two weeks and are closing in on their record highs. I feel that the believe - combination of solid internal and external factors are at play here and investors with cash waiting on the sidelines could do worse than taking them into consideration this week.wW have this enormous above $800 b company that's still managing to report revenue growth above 31% year on year whilst also smashing analyst expectations year in year out. That is impressive by any measure but all the more so for a company of Facebook's size and one that is just come through the pandemic. A pandemic
Talking about the 3 biggest components in Singapore SGX. DBS, UOB, and OCBC form Singapore'd "big three" banks — all profitable, well-capitalized, and regionally significant. However, DBS stands apart in terms of scale, digital leadership, and regional execution. Let's talk about firstly Dbs total assets - the largest in Singapore and among the largest in Asia. Next to focus will be based on ROE. Staying consistently at ~18%. An incredible record among her peers, driven by rising net interest margins, digital scalability, and wealth management gains. Another will be the Dividend Yield: Attractive and rising — ~6%+ with strong payout commitment. Easily beating the other 2 major banks hands down. DBS is widely regarded as a global leader in banking digitization
$DBS GROUP HOLDINGS LTD(D05.SI)$Hitting 52 week high for DBS. Can forsee marching towards next level of 29.50-80. Somehow new wave of sentiments and hot money pouring into Banking related. Any opinion on this?