$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!
$NVIDIA(NVDA)$ Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, Nvidia's licensing agreement with Groq which will boost product performance, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an u
As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.
ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say
$NVIDIA(NVDA)$ BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr
Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.
I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!
I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.