single digit growth only is a bummer for OCBC, adding to it the relatively weak guidance for the upcoming quarters isn't helping it's cause. DBS on the other hand appears to be the much stronger performing asset. Furthermore, them looking ahead to the future and recognizing the AI trend throughout the world and reacting to it, is a good look for DBS. I think DBS is the best play here, probably followed by UOB and OCBC being a distant third. $ocbc bank(O39.SI)$ $DBS Group Holdings(D05.SI)$ $UOB(U11.SI)$
$NVIDIA Corp(NVDA)$ This confirms all the multi-billion $ investment plans of the magnificent 7. Deepseek was just a road bump.... And a buying opportunity for $NVIDIA Corp(NVDA)$ stock... [Miser]
Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, 'Demand For Blackwell Is Amazing'
$Broadcom(AVGO)$ Broadcom is a fascinating AI-oriented investment with healthy financials, a lead position in AI networking, and rising software revenues. It is not risk-free, however. It is priced at a premium, so subsequent growth will have to be perfect to justify it.
$Tesla Motors(TSLA)$ of course Trump will help out his buddy Elon. After the Tesla commercial he staged at the White House I wouldn't expect anything different. [Facepalm]