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.

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?

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.

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.

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.

$UOB(U11.SI)$ 1st small wins! 

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.

Spring spirit into my investment plan for 2026. 3 months into 2026, am I in the right track?

I love the gold coins and blanket. Looking forward to see the real gold brick tissue box! Please make it affordable too!

$STI ETF(ES3.SI)$My only position