I’d still choose $DBS(D05.SI)$ into year-end because it continues showing the strongest execution among the three banks. Even with lower rates pressuring NII, DBS still delivered strong deposit growth, record wealth fees, and upgraded guidance. I also currently hold a position in DBS as I see it as the most resilient Singapore bank in a volatile market. I think Middle East tensions and global uncertainty could continue supporting Singapore’s safe-haven wealth inflow advantage. Among the local banks, DBS looks best positioned to benefit due to its scale and stronger wealth management franchise. $ocbc bank(O39.SI)$ has interesting long-term upside if its Indonesia integration succeeds, while
Today’s stock in focus for me is $IREN Ltd(IREN)$ after $NVIDIA(NVDA)$ strategic backing further boosted its AI infrastructure story. NVIDIA’s potential $2.1 billion investment and Blackwell deployment agreement show IREN is rapidly evolving from a Bitcoin miner into a serious AI cloud infrastructure player, with plans to scale toward 5GW of AI data center capacity. What stands out is the combination of NVIDIA’s AI hardware leadership and IREN’s ability to secure land and power resources, which are becoming critical bottlenecks in the AI race. The acquisition of Spain-based Ingenostrum also strengthens IREN’s European expansion and future growth pipeline. $Microso
To me, the recent highs in SPX, IXIC & $NVIDIA(NVDA)$ reclaiming a $5T market cap show that the AI cycle is still the main driver. At this point, holding quality AI-linked stocks has largely been enough, as earnings from names like AMD & ARM keep expanding the same infrastructure narrative across CPUs, orchestration & memory. At the same time, I’m aware the market is becoming more divided underneath the surface. Even with geopolitical risks easing, hedge funds have been net sellers & leverage in tech is coming down, which suggests institutions are becoming more cautious even as indices grind higher. So I’m staying invested but more selective. I still focus on AI infrastructure like AMD and ARM, and memory names like $SNDK$ and $M
Personally, with COE above S$125,000, I would still choose MRT over owning a car in Singapore. Paying over S$200k for a normal family car is becoming very hard to justify, even for dual-income households. I also think COE prices may stay structurally high due to limited supply and strong demand. From an investment angle, $Byd Company Limited(002594)$ appears to benefit the most. Singapore may be a small market, but it is an important branding showcase for Southeast Asia. BYD’s strong visibility here strengthens its regional expansion story beyond China. For $NIO Inc.(NIO)$ and $XPeng Inc.(XPEV)$ , I think the premium EV market in Singapore is very niche. At S
Today, my stock in focus is $Albemarle(ALB)$ after the company posted earnings that far exceeded expectations, sending shares sharply higher. The world’s largest lithium producer benefited from rising lithium prices and stronger demand from the EV and energy storage sectors, highlighting a potential recovery in the lithium cycle. Supply conditions have also tightened significantly due to a mine closure in China, Zimbabwe’s export ban, and lower lithium inventories globally. Albemarle’s lithium division revenue surged 70%, driven by both higher prices and stronger sales volumes, showing improving momentum across the battery materials market. Management remains disciplined on spending despite the rebound, which could help keep lithium supply constra
$Micron Technology(MU)$ After just two weeks of holding my position in Micron Technology (MU), I decided to lock in profits following the stock's massive rally of more than 30%. The move was not driven by a loss of confidence in Micron's long-term AI story, but rather by disciplined portfolio management after such a sharp short-term surge. In markets like this, protecting gains can be just as important as finding the right entry point. The rally in Micron has been fueled by strong optimism surrounding AI infrastructure demand, improving memory pricing, and growing expectations for high-bandwidth memory (HBM) adoption. Sentiment across the semiconductor sector has also turned extremely bullish, with investors aggressively chasing names tied to d
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ Lately, one of the more interesting setups in the AI semiconductor space has been Nvidia's relative underperformance compared to peers like AMD and Intel. While AMD surged on strong AI accelerator demand and Intel rallied sharply on restructuring optimism and foundry momentum, Nvidia's stock movement has been comparatively slower despite remaining the dominant leader in AI infrastructure. That divergence is one of the main reasons I recently started increasing my leveraged exposure to Nvidia through NVDL. From my perspective, Nvidia is not fundamentally weaker — in fact, the opposite may be true. The company still controls the largest share of the AI GPU market, maintains one of the strongest softw
I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stoc
My stock in focus today is $Advanced Micro Devices(AMD)$ , after guiding Q2 revenue above expectations on strong AI-driven data center demand. The shift from training to inference is expanding AMD’s opportunity, especially as CPUs become more relevant alongside GPUs. The sharp premarket rally reflects growing confidence that AI demand remains both real and durable. Strategically, AMD is strengthening its position as a credible challenger to Nvidia, with a larger server CPU market opportunity and validation from partners like Meta Platforms and OpenAI. However, competition is heating up again as Intel ramps production and leverages its manufacturing edge. On the flip side, rising memory costs and supply constraints could pressure AMD’s consumer se