I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and

I believe CapitaLand Integrated Commercial Trust and Keppel DC REIT still have growth potential in the second half of 2025. CICT benefits from strong retail and office recovery with key assets like ION Orchard, while Keppel DC REIT rides on digitalisation trends, supported by stable long-term leases in the data centre space. Despite institutional selling, I side with retail investors who have been steadily buying. The steady inflows reflect confidence in S-REITs' resilience and dividend yields. It is also telling that some REITs, like CICT and Parkway Life, attracted net institutional inflows, hinting at selective institutional support. S-REITs may not match equities in growth, but their stability and income appeal are strong. I allocate about 20 to 25 percent of my portfolio to REITs for

[Reflecting on ASML's Q2 2025 Earnings] I was pleasantly surprised by ASML's $ASML Holding NV(ASML)$   Q2 2025 earnings, released today, July 16, 2025. The company reported total net sales of 7.7 billion euros and net income of 2.3 billion euros, surpassing analyst expectations. This represents a robust 23.2% year-over-year sales increase and a 45.1% jump in net income, which immediately caught my attention. The gross margin of 53.7%, up 220 basis points from the previous year, further impressed me as a clear indicator of strong profitability. This performance reinforces my interest in ASML's leadership in the semiconductor equipment market. [Assessing the Guidance and Challenges] Despite the strong Q2 resu

I find it interesting to see AMD $Advanced Micro Devices(AMD)$   stock jumping 6% as it restarts M1308 sales to China following a US review. This move suggests a positive shift for AMD, and it makes me consider it as a potential investment opportunity, especially for those like me who might have missed out on Nvidia's earlier growth. The news about AMD's progress in the chip market is encouraging, and I am intrigued by how this could position the company moving forward. I am also impressed by Broadcom's $Broadcom(AVGO)$   recent achievement, with its stock reaching a new high thanks to the launch of the Tomahawk Ultra chip. T

I opened $Palantir Technologies Inc.(PLTR)$  ,Why I'm Still Averaging Up on PLTR — But Wouldn’t Start a New Position Now Palantir Technologies (PLTR) has been on a tear. With strong momentum, a string of profitable quarters, and rising investor interest in AI-driven enterprise software, it's no surprise the stock has rallied hard in recent months. But with that rally comes a familiar question: Is it too late to get in? For new investors looking to open a fresh position, I believe the risk-reward at current levels is not ideal. However, for someone like me — who already has high conviction and a well-established position — I've continued to average up using the Dollar-Cost Averaging (DCA) method. Why I'm Bullish on Palantir PLTR has transition

I am absolutely thrilled to see the Singapore stock market buzzing with excitement, especially with DBS, SIA, Singtel, and Keppel all hitting all-time highs in the past two weeks. This incredible performance has me feeling optimistic about the potential in the Singapore market. The fact that these major players are breaking out is a strong signal of robust growth, and I am eager to ride this wave of success. I am particularly excited about my own portfolio, which includes three banks—DBS $DBS Group Holdings(D05.SI)$  , OCBC $ocbc bank(O39.SI)$  , and UOB $UOB(U11.SI)$ 

I am incredibly excited about the recent surge in the market, especially with Trump officially announcing a massive seventy billion dollar investment in the artificial intelligence and energy sectors. The fact that OKLO $Oklo Inc.(OKLO)$  and SMR $NuScale Power(SMR)$   surged eleven percent yesterday due to this news has me brimming with optimism. This substantial investment signals a powerful push toward innovation, and I am confident it will drive power and energy stocks to remarkable long-term growth. I am equally thrilled by the continued rally in rare earth stocks, particularly with MP Materials

I am excited to see Trade Desk $Trade Desk Inc.(TTD)$  surge over 14% after hours, especially with the news of its addition to the S&P 500 index $S&P 500(.SPX)$  . This development came while expectations for AppLovin $AppLovin Corporation(APP)$   and Robinhood $Robinhood(HOOD)$  to be included were once again unmet. After the post-market jump, I notice that Trade Desk, or TTD, has returned to the level where it previously gapped down. This movement has piqued my inter

I am observing the 2025 Q2 Earnings Season for banks, and the results are showing a mixed bag. Citigroup has exceeded second-quarter estimates with strong jumps in markets and banking revenues, leading to a 1% rise in its stock. JPMorgan Chase also surpassed expectations, driven by robust trading and investment banking performance. Wells Fargo managed to beat second-quarter profit estimates on Tuesday, but the positive news was tempered by a cut in its 2025 guidance for net interest income, causing its stock to drop 5% during early trading. This variety in outcomes keeps me intrigued as I look ahead. Looking at the upcoming releases, I am particularly interested in the earnings reports from Goldman Sachs $Goldman Sachs(GS)$ 

I am excited to see Bitcoin hitting 123,000 dollars for the first time, a milestone that has certainly sparked interest in the crypto market. The performance of crypto stocks like BIT Mining $BIT Mining(BTCM)$  , which is up 32 percent, and SharpLink Gaming $SharpLink Gaming(SBET)$  , up 17 percent, reflects the growing enthusiasm. It feels like we are at the beginning of something big, especially with the designation of July 14 to 18, 2025, as Crypto Week. I believe Crypto Week is a significant event, as it involves the review of three key bills aimed at establishing a clear regulatory framework for the United States cryptocurrency industry. This aligns with Trump's vision of making the United

I think Nvidia $NVIDIA Corp(NVDA)$ will close at $180 this week. With the H20 license officially approved and China orders flowing again, Nvidia’s China strategy has clearly paid off. Jensen Huang’s ability to navigate both Washington and Beijing—meeting Trump on one hand and showing up at the China Chain Expo on the other—signals a masterclass in geopolitical balancing. The fact that he secured an indefinite export license for the H20 speaks volumes about Nvidia’s long-term positioning in China, especially with ByteDance now emerging as a top customer. The demand from China, especially after the LLM frenzy and DeepSeek’s explosion, is nothing short of massive. $16 billion worth of chips in Q1 alone is a staggering figure, and this could very we

$Sembcorp 5xLongSG250709(DYHW.SI)$ For 50 coins 

I read with interest about the projected ease of Consumer Price Index-based inflation to 2.33 percent in June, according to a median forecast of economists polled by Bloomberg. The possibility that inflation could drop to its lowest level since January 2019, when it was at 1.97 percent, has caught my attention. I find it fascinating to think that we might be entering a period of significantly lower inflation, which could have wide-ranging implications. The question of whether CPI will see a record low data point is something I am pondering. If the forecast holds true, I believe it could mark a notable shift in the economic landscape. I am curious about the underlying factors driving this potential decline, such as changes in consumer demand, supply chain improvements, or policy decisions.

I recently came across the news about Singapore's NTT DC REIT USD $NTT DC REIT USD(NTDU.SI)$  , a data centre real estate investment trust, which had a lacklustre market debut on Monday after raising 773 million dollars in the city-state's biggest IPO in four years. I find it interesting that despite the significant capital raised, the initial market response was not as enthusiastic as one might expect. This makes me curious about the factors influencing investor sentiment towards this particular REIT. I learned that NTT DC REIT, backed primarily by NTT Ltd, which is part of the Japanese telecommunications giant Nippon Telegraph and Telephone Corp, manages six data centres across Austria, Singapore, and the United States, with a total valu

I am absolutely thrilled to see Bitcoin's price surge past $119,000, marking a new all-time high. The crazy rally has me on the edge of my seat, and I am convinced this is just the beginning of something massive. With the current momentum, I am eagerly watching to see if $120,000 is merely a stop or the next launchpad for even greater heights. I am excited by the growing trend of companies adding cryptocurrencies like Bitcoin, Ethereum, and Solana to their reserves. This corporate and institutional buying acceleration is a game-changer in my view. I believe it signals strong confidence in the crypto market, and I am optimistic that this influx of investment will fuel Bitcoin's path to new all-time highs at an even faster pace. As someone very bullish on this Bitcoin rally, I see the curren

I am frankly alarmed by Trump's relentless push for new tariffs, kicking off another round of tariff wars. On July 12, he slapped a 30 percent tariff on imports from Mexico and the European Union, and just a day earlier, on July 11, he announced a 35 percent tariff on goods from Canada, set to hit on August 1. This aggressive approach feels like overkill, and I'm growing skeptical about its effectiveness given how frequently he's resorting to this tactic. I'm convinced the market won't just shrug off this new wave of tariffs with a blind eye. These hefty levies are bound to stir up chaos, and I expect volatility to spike as investors panic. With the implementation looming in a couple of weeks, I'm bracing for a rough ride, and I doubt the market can stomach another round of trade disruptio

I am excited to see the Q2 earnings season kicking off in earnest this week, especially with the spotlight on the big banks. The lineup includes Citi $Citigroup(C)$  , JPMorgan, Wells Fargo $Wells Fargo(WFC)$  , Goldman Sachs, BAC $Bank of America(BAC)$  , and Morgan Stanley, all set to release their earnings next week. It is a critical moment to gauge their performance, and I am looking forward to seeing how they navigate the current financial landscape. Reflecting on Q1, I recall how the major banks delivered strong earnings and set a positive tone for the sea

I think the move by companies like SBET, BTBT, BTCM, and DFDV into ETH and SOL is bold but strategic. While Bitcoin is still the gold standard, Ethereum and Solana have real utility in DeFi and smart contracts, making them strong long-term plays. These firms are trying to position themselves ahead of the next big crypto wave, not just following the crowd. That said, I still trust giants like MSTR and COIN more. MSTR's focus on Bitcoin has paid off, and COIN gives broader exposure to the crypto space with less risk. They're more stable and proven, especially in volatile markets, so I view them as safer choices for steady crypto-linked gains. Personally, I prefer a balanced mix. Crypto ETFs offer easy exposure without technical hassles, while forward-looking companies like BTCM or DFDV coul

I’ve been riding the Nvidia $NVIDIA Corp(NVDA)$ wave through $Direxion Daily NVDA Bull 2X Shares(NVDU)$ , and what a journey it’s been! Seeing Nvidia hit a $4 trillion market cap and become the world’s most valuable company is surreal — and I’m proud to be part of it. From the 2020 rally to the AI boom post-ChatGPT, it’s been a front-row seat to history.My conviction in Nvidia remains strong. This isn’t just a chip company anymore — it’s the core of the AI gold rush. With every blockbuster earnings report and headline moment (like Jensen Huang at the White House!), Nvidia keeps proving it’s just getting started. That’s why I went with $Direxion Daily NVDA Bull 2X Sha

2025 has been nothing short of a wild roller coaster ride. The year kicked off with optimism, riding the AI boom & solid earnings from the tech sector. I felt like I was on top of the world, watching my portfolio climb steadily, especially with exposure to semiconductors and EV-related plays. But just when I started thinking, “This is the year!”, the rug got pulled out from under me. Enter Trump & his new wave of tariff threats — markets got jittery, especially anything tied to China or global supply chains. And just when I thought I could navigate that storm, the unexpected public spat between Trump & Elon Musk erupted. As someone holding Tesla and other Musk-related plays, that conflict tanked sentiment overnight. It felt like I had no control, up one day, crushed the next,