$Palantir Technologies Inc.(PLTR)$   $PLTR after earnings still feels like one of the most crowded “obvious” longs in the market. Business might be strong, but when everyone already expects strong, the bar gets stupidly high. That’s why these setups can still drop even on decent numbers. I’m not saying Palantir is bad though. I’m saying price and expectations are two different things. Do people here reckon: bullish long term but shaky short term, or does PLTR just keep squeezing no matter what? 👀 $Palantir Technologies Inc.(PLTR)$ $Smart US Small Cap ETF Units(USS.NZ)$  

WOAH what a weekend.  Hope you all had a good one. A few names I’m watching today are $NVDA, $TSM, $QCOM and $COIN. $NVDA / $TSM still look like the core AI leadership names to me, but after such a strong run I’m more focused on whether momentum can stay supported by demand rather than just multiple expansion. $QCOM is one I still think the market may be underestimating. If edge AI, auto and on-device inference keep building, it feels like there could still be room for a rerating. $COIN is more volatile, but if crypto stays strong and stablecoin economics keep improving, I think it stays an important high-beta name to watch. Main question for today: do leaders keep leading, or do we finally get rotation into laggards?

NVIDIA’s pullback ahead of earnings looks more like a healthy reset than a broken story to me. The first reason is expectations were getting stretched again. When a stock runs that hard into earnings, even bullish names often need a shakeout before the next move. Second, the core AI story still looks intact. The market is still rewarding scale, pricing power and real demand, and NVIDIA is still the name most people measure the whole trade against. Third, this kind of weakness matters less to me than how buyers react on dips. If pullbacks keep getting bought, that tells me conviction is still there. If rallies start failing and sellers control every bounce, that’s when I’d get more cautious. The obvious risk is that expectations are now so high that even strong numbers may not be enough if

AMD feels like it’s in that tricky spot where the AI narrative is strong, but expectations are already priced in. Seeing mixed takes, some calling buy, others saying sell into strength, which probably says a lot about how stretched things might be short term. Still learning, but feels like this one comes down to execution vs expectations more than hype.

Interesting watching NVDA drop while the broader AI story is still strong. Feels like the market isn’t just reacting to results anymore, but to expectations, valuation, and whether growth can keep surprising. Still learning, but this feels like a good reminder not to chase blindly.

DBS feels like it changed the question for UOB and OCBC. It’s not just “can they beat earnings?” anymore, it’s whether fee income and wealth management can offset NIM pressure the same way DBS did. My guess: 1. OCBC close: SGD 16.20 2. UOB close: SGD 36.80 3. Yes — I think they can partly match DBS’s mealth management surprise, but guidance tone will matter more than the headline profit beat. If both banks show strong fee income and confident guidance, Singapore banks may still have room to re-rate.

$Advanced Micro Devices(AMD)$ $AMD has become one of those names where momentum and fundamentals are now feeding each other. The bullish case is obvious: AI exposure, stronger sentiment, and a market that keeps rewarding execution. But after another big jump, the harder question is how much future upside is already being priced in here. I still think AMD has room if execution stays strong, but from here the move probably needs results to keep matching the excitement. Does $AMD still have another leg higher, or is this where momentum starts getting ahead of fundamentals?

$Qualcomm(QCOM)$  $QCOM still looks like one of the more underappreciated AI names to me. A lot of the market still frames Qualcomm as a smartphone story first, but edge AI, auto and infrastructure are becoming a much bigger part of the longer-term case. If that second growth leg keeps building, I think the rerating may still have room. Is the market fully pricing that in yet?

Amazon’s Q1 strength looks real, especially if AWS growth is reaccelerating. But I do not think the market will ignore capex concerns just because the quarter was strong. My read: near term, strong cloud momentum can keep sentiment constructive. Longer term, the bigger question is whether that spending converts into enough margin and cash flow to justify the scale. To me, the debate is not whether Amazon can grow. It is whether the return on that AI and infrastructure spend stays strong enough to keep the multiple supported.$Amazon.com(AMZN)$ 

The S&P 500 finishing such a strong month is impressive, but I’m trying not to get caught up in FOMO. For me, the question is whether this rally is being supported by earnings and liquidity, or whether expectations are starting to run ahead of fundamentals. I’m still bullish long term, but short term I’d rather be patient and watch for better entries than chase after a big move.