LazyCat Invests
LazyCat Invests
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I'd say that the case for SpaceX would be that of a bull trampling on a hibernating bear - a reversal in sentiment could happen in the blink of an eye. The reason for saying the is because the there is the bullish factor of the Starlink Cash Cow, structural cost advantage of reusable rocket technology and governmental related demand by NASA, U.S. Dept of War (Star shield). However, there are the dormant geopolitical risks of economic/regulatory/sovereign national security push-backs or bans. The narrative for SpaceXAI of orbital data centers is however futuristic and would serve as a good goalposts for forever shifting by our dear motivator, Elon Musk. @Star in the Sky @Kicks81

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$Mapletree Ind Tr(ME8U.SI)$  announced the divestment of Philadelphia Data Centre for USD14.5m on 25 May 2026. Sale price represents a 4.3% premium over independent valuation of USD 13.9m. Net proceeds may be used to pare down debt and/or fund working capital requirements.

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If intel can deliver the Apple chips, it may be a potential anchor riding latching onto the demand of the apple ecosystem.

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I'll choose DBS as it has consistently proven to deliver and beat it's peers over the years. Additionally, the more frequent distribution of dividend makes it a preferred choice for income seeking investor like myself.
$Palantir Technologies Inc.(PLTR)$ 's rich valuations resulted in the baking in of forward expectations. Any beats today would not result in mooning the stock price further as it's just a validation of previous consensus. However it would be punished if the execution is not flawless.
I think OCBC will close at SGD 22.34 on May 9 (Friday after earnings) I think UOB will close at SGD 35.6 on May 8 (earnings day) Will OCBC or UOB match DBS's wealth management fee surprise? No
Timing the market is impossible and hence we need to understand what we are after (e.g. highest return at the YOLO instant, sufficient return to fund your objective, etc) before marking a decision.  Sell in May and come back later sounds fantastic in hindsight but if we are always affected by emotions of a sell down, exiting the market and await to re board, then the heating buy finger may cause us to miss the 10 best days of a rocket run.

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