$Keppel(BN4.SI)$  $SGX(S68.SI)$   The latest SG earnings season has delivered a tale of two blue chips, with Keppel (BN4) hitting a 12-year high on strong results, while SGX (S68) saw a share price pullback despite record revenue, prompting an analysis of how to navigate these mixed signals in the short and medium term BN4 reached a 12-year high, driven by diversified growth and AI-powered data center demand, raising the question of whether the stock has already priced in the "Piyush Gupta effect" or if overvaluation risks are mounting after the rally S68 posted record revenue from robust trading volumes and higher listing fees, but the share price dip presents a potential entry po

While AI competition makes capex spending unavoidable, the primary challenge remains successful monetization; Microsoft (MSFT) stands out as the most bullish pick among cloud providers for those seeking a recovery play, Apple (AAPL) offers solid stability and consistent growth with its asset-light AI strategy, and Amazon (AMZN) presents a fundamentally strong opportunity to bottom-fish for a potential rebound after its massive drop

$Apple(AAPL)$  $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Meta Platforms, Inc.(META)$   The recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the "Cloud Titans" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives The Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a

(A) The AI & Semi "Valuation Purge" Seen as a healthy reset, the recent pullback is viewed as a cooling of valuations, offering a rare entry point into the backbone of the AI economy, rather than signaling a collapse of the technology itself

With market crashes across the board, the debate over whether to "buy the dip" now centers on three distinct investor outlooks。。。 The AI & Semi "Valuation Purge" : This is a healthy reset; the recent pullback is viewed as a correction, and opportunities are brewing for long-term investors in AI, machine learning, and semiconductors A Structural Trend Reversal : It's the start of a longer decline; rising interest rates and economic slowdowns signal a prolonged bear market, indicating that it is far too early to buy the dip in overvalued sectors Defensive Pivot : Avoid tech entirely; focus on recession-proof industries like healthcare and utilities, stick to consumer staples and defensive sectors, which offer stability and resilience amid economic uncertainty The market consensus is

The beginning of the end for software stocks seems unlikely, with the current volatility more likely an overreaction that creates a buying opportunity for companies with strong AI foundations

$Wal-Mart(WMT)$  $Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$   The recent market action marks a historic apex, where the real economy begins harvesting AI gains once reserved for tech creators With Walmart (WMT) becoming the first traditional retailer to hit a $1 trillion market cap while software stocks crash, the market stands at a crossroad, signaling a pivot where operational AI integration is now valued as highly as software innovation。。。 Investors now bet that real-world AI users offer more upside than software sellers, fearing that AI-automated coding will erode traditional SaaS pricing power and competitive moats Whi

(A) Breakout to $60+! Wealth management growth will shock the market; the rally continues

$DBS(D05.SI)$   Heading into the week of 09 February 2026, with the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on DBS (D05) whether the upcoming report will provide the momentum for a breakout and sustain its bullish trajectory。。。 If management announces a special dividend, a larger-than-expected quarterly payout to reflect capital strength, or reports strong growth in wealth management, this could trigger a breakout above $60; such drive, if sustained, may push the stock past that level within the first hour of trading Conversely, results that merely meet dividend expectations could spark a "sell on news" event, as some investors may choose to lock in profits following the

While SpaceX offers the allure of space exploration and Anthropic has the potential to gain traction as an ethical AI alternative, OpenAI is best positioned to dominate the AI space long-term, with massive scalability, wide applicability, and current leadership, making its upside the most promising for those looking to invest in the AI revolution

The 2026 "Giga-IPO" era sees SpaceX, OpenAI, and Anthropic positioning for historic listings, each offering a high-stakes bet on industrial dominance, generative AI momentum, or enterprise stability。。。 SpaceX dominates as The $1.5 Trillion Interstellar Hegemon by controlling global communications via Starlink; however, heavy capital needs and government dependency remain notable risks OpenAI serves as The "Microsoft" of the AI Era by spearheading the generative revolution; despite competition and scrutiny, its ubiquitous presence signals immense long-term growth Anthropic thrives as The Strategic "Second Choice" by prioritizing safety and alignment; its major tech backing and ethical positioning offer high-upside for cautious investors Pick SpaceX if trusting Musk's execution and viewing S

(C) Both go up (STI momentum lifts all blue chips) Positive market sentiment and strong growth outlook for both stocks

Below $140

January performance has many weighing to buy or bail; especially after the crash in Gold/Silver and tech following the nomination of Kevin Warsh as Fed Chair, likely reshaping monetary policy The deep dive in Gold/Silver may offer a 'Golden Pit' buying opportunity for inflation, but a stronger dollar under a hawkish Fed could push prices lower before leveling With tech underperforming, trimming exposure may be wise, notably given slowing growth and rising rates; however, AI and infrastructure prospects imply rebalancing to mitigate risk while holding resilient stocks The January Barometer signals early volatility, as the "Warsh Shock" and interest rates will likely dictate a recovery or Q1 pullback January earnings offer key economic insights; strong outlooks reflect resilience, while weak

Mapletree Ind Tr (ME8U) provides portfolio stability despite DPU decline from divestments and currency depreciation with operational occupancy remaining rock-solid and upcoming positive rental reversions

$Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$  $Apple(AAPL)$  $Tesla Motors(TSLA)$   The recent Mag 7 earnings have turned the tech sector into a battleground, with high expectations clashing against capital expenditure realities, raising concerns about the AI tax on balance sheets。。。 Microsoft (MSFT) plunged -12%, sparking debates on whether the crash is an overreaction and $400 is a good "dip-buy" level for long-term entry, with some fearing deeper, unresolved issues Meta Platforms (META) surged +10%, leading the market to assess if it is still worth chasing; Apple (AAPL) remai

The nomination of Kevin Warsh as Fed Chair has sent shockwaves through the precious metals market, triggering a historic sell-off that forced gold to surrender the $5,000 level The market is split into two camps following the breach of this psychological floor; bulls argue for a rapid reclaim toward $6,200, while bears insist the Warsh Effect marks the definitive end of the gold rally UBS maintains that this plunge below $5,000 is a temporary liquidation event before an eventual climb to $6,200; the bank cite long-term global instability as a reason for prices to recover Cathie Wood and other skeptics view the move as proof that a hawkish Fed will crush the gold bubble; they argue that a stronger dollar and high real rates make previous gains in gold unsustainable Whether gold can fight ba

$UnitedHealth(UNH)$   Congressional stock trades often attract attention, notably when high-profile lawmakers, like Nancy Pelosi, adjust holdings ahead of volatility; the recent exit from UnitedHealth Group (UNH) reignited debate if such trades signal market trends or reflect opportunistic timing Due to delayed disclosures, congressional trades often lack full context, including hedges, options, or portfolio shifts; a sale could signal profit-taking or reallocation rather than a bearish stance Recent UNH sale preceded a sharp sell-off, driven by weak guidance, regulatory pressure, and Medicare Advantage issues, pushing stock down。。。 UNH trades at lower valuations than usual, with some analysts seeing it as discounted due to long-term cash

$Micron Technology(MU)$  $SanDisk Corp.(SNDK)$   Markets in early 2026 are split between AI-driven growth trades (semiconductor/memory) and defensive hedges (gold) amid geopolitical risk and uneven global growth, with consensus seeing opportunities in both depending on risk tolerance and time horizon Although the Micron Technology (MU) fab expansion in Singapore signals long-term bullishness for NAND demand, investors remain cautious about short-term capex intensity and cycle timing MU is viewed as a diversified all-rounder core holding for AI infrastructure, whereas SanDisk Corp (SNDK) is a high-momentum stock favored for storage but sensitive to valuation and cycle shifts Memory stocks offe

If I could pick one stock from WSB's 2026 Top 10, it would be Tesla Motors (TSLA) because of its market leadership, innovative approach, and alignment with global trends toward renewable energy, tech advancements and autonomous driving; attracting investors seeking for both growth potential and the ability to shape the future, TSLA is a stock worth watching in the coming years