Not just $NTT DC REIT USD(NTDU.SI)$, $Keppel DC Reit(AJBU.SI)$ wasn’t moving much too. It seems like the the data center isn’t part of the ai infrastructure movement and did not gain from the forward movement. There are limited stocks in Singapore, so just have to wait for the right time and price to enter in for a position. Other them $AEM SGD(AWX.SI)$ are you considering?
If the intent is to hold long for $SIA(C6L.SI)$, then this is a good opportunity to gain some position. Event like such should have already been factor in their strategy plan since oil takes up at list 30% of their expenses. And, oil crisis is not new kid in the block. Once the crisis is over, I have confidence that it will spring and all pressure will disappear.
Space stocks is likely to be the next up rising sector, since AI will be part of the infrastructure for satellite networks, connectivity, and defense integration. The main debate is which stock has the best valuation fair value and identify the best opportunity to own a position.
The market is repricing the AI stack, moving from a blanket bid on all things "AI" to a discriminating focus on profitability and reasonable valuations. The Strategy is shifting from "Hardware Heavy" to "Balanced," favoring companies with proven software monetization channels.
Me too! Hopping to have some opportunities to add more positions!
@Shyon:I’m holding both sides of this barbell — I own $DBS(D05.SI)$ $ocbc bank(O39.SI)$ $Sembcorp Ind(U96.SI)$ because they play different roles in my portfolio. The banks give me stability & steady dividend income, especially when NIM remains strong. DBS and OCBC are core long-term compounders rather than trading positions. Sembcorp, on the other hand, is my growth engine. The renewable energy transition in Asia is a multi-year structural trend. I like that Sembcorp is already executing & hitting targets ahead of schedule, which lowers execution risk. So while ba
I used to have the best pair $DBS(D05.SI)$ and$UOB(U11.SI)$. Sold of $DBS(D05.SI)$ to realised profit and waiting for opportunities to build up the position again.
I am not chasing, but to remain cool and wait for dip opportunities to enter the market. When there is up, there will be down. So, be zen, and wait for the right value.
Gold bar is definitely gives a sense of protection. I would definitely buy on dips for capital appreciation. In long run, I sure it will shine and serve it’s purpose. As for the tissue box, please help me build my gold stash first! I need to get the blanket and commutative golds first! This is 3rd on the list!!! [Happy]
I am relatively new to investment and only have 1 out of the 5 stock mentioned. DBS is definitely one to keep and accumulate over time. For the rest, would holding of SREIT be more efficient?
Trump's economic philosophy gains relevance amid stagflation risks. His protectionist, energy-independent "America-first" approach appears prescient as Middle East tensions push oil above $109, validating economic sovereignty during external shocks 3. Stagflation has materialized from theoretical risk. Energy price shocks, persistent inflation, and slowing activity create textbook conditions mirroring 1971-1973 and 1979-1981 oil crises 324. This environment favors defensive assets while punishing equities. The S&P 500 (SPY at $653.18) faces technical support versus fundamental deterioration. Testing critical $655.32 support with 25% short volume, capital outflows (-$166.58M), and stagflation risks suggest technical bounces may be temporary. The market needs sustained recovery above
Gold's Historic Plunge: Waiting for clearer signal As an investor facing gold's worst weekly performance in 43 years, I'm choosing to wait rather than buy the dip, despite GLD's 20.7% decline from its 52-week high. The SPDR Gold ETF has plummeted from $509.70 to $404.04, posting nine consecutive down days with trading volume more than double the 65-day average12. While this suggests extreme oversold conditions, the fundamental headwinds are too significant to ignore. The Federal Reserve's hawkish stance creates the primary obstacle, with market bets on rate hikes surging and expectations reduced to just one more cut this year instead of two34. This diminishes gold's appeal as a non-yielding asset. Paradoxically, Middle East tensions that typically boost gold are instead hurting it by drivi
I am relatively new to trading hoping it to supplement my income. My biggest weakness is not able to identify opportunities timely, going in at a right time and selling it at a right time to gain profit.