To The Moon

Forget the market noise, today is all about high-conviction plays.

We’re seeing a massive rotation as AI shifts from "training" to "inference," while the offshore and energy sectors are catching a second wind from soaring oil prices.

Here’s your breakdown of the top 10 tickers dominating the US, Singapore, and Australia markets right now.

1.The US AI Semiconductor Heatwave

The spotlight is firmly on $NVIDIA(NVDA)$ ’s GTC, but the ripple effects are lifting the entire ecosystem. The narrative has officially shifted: it’s no longer just about building models; it’s about running them.

• $NVIDIA(NVDA)$ : The undisputed king. With the Blackwell Ultra launch boasting a 40x increase in inference performance, NVIDIA isn't just leading the race—it's moving the finish line.

• $Advanced Micro Devices(AMD)$ : Playing the "market share" game perfectly. The MI300 series is proving to be a formidable challenger as cloud giants look for inference alternatives.

• $Broadcom(AVGO)$ : The dark horse of the inference boom. Their custom AI chips (ASICs) are seeing explosive demand as Big Tech moves toward bespoke silicon.

• $Marvell Technology(MRVL)$ : Data centers are the new oil refineries, and Marvell’s interconnect chips are the essential pipelines.

• $SUPER MICRO COMPUTER INC(SMCI)$ : The ultimate AI proxy. With an order book stretching into 2027, their liquid-cooled server racks are the industry gold standard.

2.Singapore Offshore & Marine

A rare combination of stellar earnings and rising oil prices is sending the Straits Times offshore sector into overdrive.

• $YZJ Shipbldg SGD(BS6.SI)$ : A fundamental beast. Net profit is projected to double by 2025, backed by a record-breaking order book.

• $Keppel(BN4.SI)$ : Transitioning into a global asset manager with S$95 billion in AUM. Core profits are up 40%, and the dividend hike is the cherry on top.

3.Australian Energy & Finance

As crude edges toward the triple-digit mark, the $ASX LTD(ASX.AU)$ is becoming a haven for yield-hungry and defensive investors.

• $WOODSIDE ENERGY GROUP LTD(WDS.AU)$ : Australia’s premier oil and gas play. When oil prices climb, Woodside’s bottom line feels it instantly.

• $SANTOS LIMITED(STO.AU)$ : A defensive powerhouse. With a dividend yield exceeding 6%, it’s the perfect place to park capital during volatility.

• $COMMONWEALTH BANK OF AUSTRALIA(CBA.AU)$ : A tactical watch. If the RBA hikes rates, expect Net Interest Margins (NIM) to expand in the short term—a classic banking tailwind.

💡 The Strategy Room: What’s Really Happening?

The "AI Trade" is evolving. We are moving from the Training Era to the Inference Era. This favors companies like NVDA and AMD that can handle massive throughput, as well as edge computing plays.

Meanwhile, in the commodity space, remember: $100 oil favors oil services over simple extraction. In the banking sector, an RBA rate hike is a "short-term gain, long-term pain" scenario as credit pressure eventually builds.

🎁 Tiger Coin Rewards!

Don't just read, get rewarded.

1. Vote & Win: Which sector will lead the gains today? (AI / Offshore / Energy). Every vote gets 10 Tiger Coins.

2. The "Plus One" Challenge: Drop an 11th "Potential All-Star" in the comments with your reasoning. The top 5 high-quality insights will snag 20 Tiger Coins each!

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

1. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now

   Find out more here.

   Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP.

   Click to access the activity

   

   Other helpful links:

2. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

3. How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.