Honestly, Broadcom delivering a beat plus announcing a buyback is quite a strong signal. For many investors here in Singapore, it shows management confidence and solid cash flow, especially with AI chip demand still hot. That said, whether the stock can push back to $350 depends a lot on overall tech sentiment and interest rates. If the AI momentum continues and earnings stay strong, the upside is there—but the market may still move a bit cautiously in the near term.

Despite the “Buy” upgrade, I remain cautious on AEM. Current target prices are still below S$4, and the company must prove consistent growth beyond its key customers. Until stronger earnings and diversification are clear, I see the S$4 narrative as optimistic rather than a near-term expectation.

AEM’s upgrade to “Buy” signals growing confidence in its AI and semiconductor testing outlook. While current analyst targets sit below S$4, improving demand and earnings potential could support further upside. I’m watching closely to see if stronger execution and industry momentum can realistically push the stock toward that level.