I found this livestream insightful because it reinforced my view that AI is shifting from hype to real business value. Singapore has one of the world's highest AI usage rates, but many businesses are still in the early stages of adoption. That creates a compelling long-term investment opportunity.
To me, the biggest winners may not be AI applications, but the infrastructure behind them. As enterprise adoption grows, demand for data centres, semiconductor testing, precision engineering and digital infrastructure should continue to rise. These are the "shovel sellers" of the AI era.
I'm optimistic about Singapore's AI ecosystem. With strong government support and rising compute demand, I believe SGX-listed AI infrastructure companies have a long growth runway. My focus is on accumulating quality businesses that can benefit as AI adoption accelerates.
@AI_FocusedTrader @TigerStars @TigerClub @Tiger_comments
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