$Oracle(ORCL)$  Oracle’s 36% surge shows how strong the AI + SaaS narrative is right now, but chasing after such a massive one-day move feels risky. I wouldn’t say I’m “missing out,” but I’d rather wait for consolidation before adding exposure. For SaaS, I’m watching names like Salesforce and ServiceNow since they’re also leveraging AI in enterprise workflows. Oracle is definitely a solid choice for long-term AI infrastructure, but after this spike, patience might pay better than FOMO buying.

DBS has strong fundamentals, and with rates expected to decline plus the S$5B market development programme, I don’t see many reasons against owning it. Hitting S$60 this year is possible if momentum continues, but it may need broader STI strength to push higher. I’m cautiously bullish on STI reaching 5,000, though global macro risks could still slow the move. Between Sea and DBS, I’d lean DBS for stability and dividends, while Sea is more of a growth/high-volatility play. UOB and OCBC could be the next to follow DBS in the new high trend.

$Opendoor Technologies Inc(OPEN)$  The CEO change and Keith Rabois stepping in definitely gave Opendoor a big confidence boost, hence the 50% pop. But after such a sharp move, I’d be careful chasing — rate cuts in September could help sentiment around housing, but fundamentals still matter. I’d personally look to trim some profits around $9–10 to de-risk and let the rest ride if momentum continues. PT depends on execution under the new leadership, but for now, keeping expectations modest makes sense.

Pop Mart has already priced in a lot of good news this year — strong H1, Uniqlo collab, index inclusion — so I get why JPM cut the target to HK$300. Without fresh catalysts in the short term, it may be tough to keep the same investor excitement. That said, Labubu & Friends and the interactive toy segment could expand their IP value meaningfully over time, but it’s more of a mid-to-long-term play. Personally, I’d look to buy closer to HK$250–260 on weakness, where risk/reward looks more attractive.

Alibaba’s run has been impressive, and the momentum across AI, cloud, and food delivery is real. The fact that they’re developing their own chips with Baidu shows long-term strategic strength, reducing dependence on Nvidia and boosting China’s domestic AI ecosystem. Personally, I’d consider trimming some profits around $170–175 to lock in gains, but keep a position open toward $190 given institutional upgrades. If the stock pulls back to $150, I’d still see it as a strong buy zone, provided the fundamentals in AI and cloud adoption continue to accelerate.

FIGR’s 30% move and GEMI’s 14% gain are strong, but those kinds of spikes right after an IPO often attract fast money and volatility. I’m cautiously bullish — crypto IPOs can ride hype, especially if this week’s rate cut improves liquidity, but chasing too high can trap late buyers. Personally, I’d scale out partial profits to lock in gains and keep a smaller position for upside, rather than going all-in and risking a sharp pullback. Sustainability will depend on whether real adoption and volume follow the initial hype.

The $400 breakout looks impressive, especially with Musk’s insider buy adding confidence, but I’d be cautious about calling it a new trend just yet. A one-day 7% surge often attracts short-term traders, so we need to see follow-through volume and stability above $400 in the coming weeks before confirming a sustainable rally. As for Robotaxi, it could become a massive revenue driver in the long run, but regulatory hurdles, tech maturity, and public adoption are still big unknowns. For now, Tesla’s valuation will likely continue to swing more on sentiment and broader market conditions than on near-term Robotaxi profits.

I think the market might be getting a bit ahead of itself here. A 25 bps cut could support short-term sentiment, but the bigger question is whether the Fed is reacting to slowing growth or just fine-tuning policy. If it’s the former, then the rally could lose steam quickly. As for 2025, I wouldn’t expect an aggressive cutting cycle unless inflation falls well below target. More likely we’ll see a gradual easing path, maybe 2–3 cuts spread over the year, depending on data. Trade tensions easing definitely helps risk assets, but fundamentals will need to confirm the optimism.

I think the market might be getting a bit ahead of itself here. A 25 bps cut could support short-term sentiment, but the bigger question is whether the Fed is reacting to slowing growth or just fine-tuning policy. If it’s the former, then the rally could lose steam quickly. As for 2025, I wouldn’t expect an aggressive cutting cycle unless inflation falls well below target. More likely we’ll see a gradual easing path, maybe 2–3 cuts spread over the year, depending on data. Trade tensions easing definitely helps risk assets, but fundamentals will need to confirm the optimism.

Opendoor right now feels like a meme-stock style rally — fueled by retail enthusiasm and media hype. The recent surge to three-year highs is driven more by momentum than fundamentals, amplified by backing from high-profile investors. Still, the high short interest and the bearish engulfing pattern on the charts suggest a possible correction ahead. Caution is key here — chasing the squeeze might look tempting, but emotions can easily derail rational decision-making.