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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
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The pressure came from the flat non-AI semiconductor outlook and management’s comment that the OpenAI deal won’t add much in 2026, which shifted sentiment from immediate excitement to uncertainty about near-term growth outside the AI segment.
Still, AVGO remains a core player in AI infrastructure, and its long-term thesis is intact. I’m watching closely today to see whether this pullback becomes a chance to enter at a better valuation. With AI demand still accelerating globally, AVGO’s positioning remains very attractive. I just want to see how the market stabilizes before making any moves.
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