This week has been rewarding with SG banks trending up and traded a bit while waiting for earning reports.

Pullback after hitting record high is normal. Gold sell-off is probably a technical reset.

Surprised by some earnings reported of US banks and uncertainities still linger.

It is AI boom era and no doubt next phase of AI adoption is coming as job fears grow.

Think safe-haven trade push to $5000 is very likely with the on-going conflicts and may potentially hit $6000 only if further extreme escalations.

Bullish guess TSM closing price ~USD348.08 on Thursday with increase in revenue and earnings.

"Fed under pressure", investors tend to be anxious and market wobbles. Think Powell in his remaining term will still make decisions based on economic data.

In uncertain times, think gold rise is more stable while oil and silver are more volatile.

AI demand is driving unprecedented demand for memory chips and with tight supply, ScanDisk spikes expected until oversupply hits.

"Fed independence shock" is just another piece of news to digest. Stay calm and trade cautiously.

$AIMS APAC Reit(O5RU.SI)$  

Single most important variable for crypto may be supply and demand issue.

Memory upcycle likely still have strength to push forward.

Micron as HBM leader with valuation discount seems good out of Seeking Alpha's top 10 stock picks for 2026.

Bank stocks are hitting new highs as earnings season approaches. Possible rotational plays with some worries on AI tech bubble burst.

It is not easy to decide whether a buy opportunity or value trap after Apple's recent dip. Not Apple fan anyway and can wait for other opportunities.

Have been watching SG banks rising and no chance to buy back more after taking some profits. Patience tested.

Not chasing silver as it is more volatile than gold.

Google and Apple are quite different big technology companies. Google has become more valuable largely due to its progress in AI.

Not taking risks to chase highs. Wait for dips to buy with limited funds.