$DBS Group Holdings(D05.SI)$ a lot of shorts. Need to observe. https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=10465&msgbdName=DBS&topicTitle=DBS
$Palantir Technologies Inc.(PLTR)$ I wish to be bullish but felt the multiples are still on the high side. Analysts think so too. Will stay out but watchful for the time being. https://www.fool.com/data-news/2024/08/05/palantir-surpasses-q2-earnings-targets/
$Microsoft(MSFT)$ High AI set up costs and competition will likely press down margins. AI investments are a must do but a money burner and no guarantee. Will take some time to realise the AI investments if ever. Valuations are too rich now and prices have run too far ahead. wait till below 300 before considering for safety margin.
$SIA(C6L.SI)$ With all the geopolitics in the middle east driving up costs, receding revenge travel, declining service standards and increasing competition. It is time to sell SIA as it will go down back to 3. Consider buying only when it drops to that level.
$DBS Group Holdings(D05.SI)$ Ocbc beats expectations. Contrast this to UOB whose operations are less agile and more old school. Optimistic dbs will beat expectations this qtr as well. https://www.channelnewsasia.com/business/ocbc-q2-profit-tops-expectations-2024-targets-4521636
$NVIDIA Corp(NVDA)$ https://finance.yahoo.com/video/trump-win-could-pose-risks-180156553.html Trump leading now and win could pose a problem for nvidia