@Shyon:I think the AI growth story remains intact, but I am becoming more selective with my investments. $Advanced Micro Devices(AMD)$ nearly 100% data centre revenue growth is encouraging, while Arista and PLTR also show strong AI demand. However, I do not want to chase AI stocks blindly. Profit margins, free cash flow and sustainable earnings matter just as much as revenue growth. Tonight, I will be watching Coherent and Arm closely for signs of continued AI infrastructure demand. With political uncertainty and interest-rate expectations still affecting sentiment, I prefer to stay disciplined rather than react emotionally to market swings. My priority remains patience, diversification and consistent DCA. I am bullish on AI long term, but not every AI-

@Shyon:I think the initial selloff was driven more by political uncertainty than deteriorating fundamentals. Investors may have overreacted to potential changes in AI regulation, data-centre development and fiscal policies without considering how long these changes could take to implement. For me, AI fundamentals still matter more than short-term political noise. $Advanced Micro Devices(AMD)$ strong results and continued semiconductor demand reinforce my long-term confidence, although I remain mindful of valuation risks, rising capex and financing costs. I would not rush to buy just because Nasdaq futures $NASDAQ(.IXIC)$ have recovered. I prefer to see whether the rebound holds and AI leaders regain momentum

@Shyon:I would prefer to wait for the earnings results before adding to Singapore bank stocks. The recent pullback makes valuations more interesting, but I do not think a lower share price automatically means a bargain. I would rather have more clarity on earnings and management guidance. Among the three, I would pay close attention to $DBS(D05.SI)$ and $ocbc bank(O39.SI)$ , particularly their net interest income, wealth management fees and dividend sustainability. For OCBC, I also want to distinguish Great Eastern’s investment-related volatility from the underlying banking performance. My approach is to remain patient and compare all three banks after their results. I am more interested in sustainable ea