I believe AMD and Broadcom still have room to run, even as Nvidia leads the rally. AMD's recent surge, upcoming AI event, and stock buyback show renewed investor confidence. With a potential Golden Cross forming, the momentum is strong. While it still trails Nvidia in some areas, AMD is gaining ground as AI demand expands beyond just GPUs. Broadcom’s launch of the Tomahawk Ultra is a bold move, offering an Ethernet-based alternative to Nvidia’s NVLink. With the ability to connect more processors, Broadcom is well-positioned to benefit from the rising demand for AI infrastructure. It is showing that it can compete by focusing on system-level innovation. Although I respect Nvidia’s dominance, I prefer not to invest only in the top name. Spreading investments across key players like AMD and
I believe CapitaLand Integrated Commercial Trust and Keppel DC REIT still have growth potential in the second half of 2025. CICT benefits from strong retail and office recovery with key assets like ION Orchard, while Keppel DC REIT rides on digitalisation trends, supported by stable long-term leases in the data centre space. Despite institutional selling, I side with retail investors who have been steadily buying. The steady inflows reflect confidence in S-REITs' resilience and dividend yields. It is also telling that some REITs, like CICT and Parkway Life, attracted net institutional inflows, hinting at selective institutional support. S-REITs may not match equities in growth, but their stability and income appeal are strong. I allocate about 20 to 25 percent of my portfolio to REITs for
[Reflecting on ASML's Q2 2025 Earnings] I was pleasantly surprised by ASML's $ASML Holding NV(ASML)$ Q2 2025 earnings, released today, July 16, 2025. The company reported total net sales of 7.7 billion euros and net income of 2.3 billion euros, surpassing analyst expectations. This represents a robust 23.2% year-over-year sales increase and a 45.1% jump in net income, which immediately caught my attention. The gross margin of 53.7%, up 220 basis points from the previous year, further impressed me as a clear indicator of strong profitability. This performance reinforces my interest in ASML's leadership in the semiconductor equipment market. [Assessing the Guidance and Challenges] Despite the strong Q2 resu
I find it interesting to see AMD $Advanced Micro Devices(AMD)$ stock jumping 6% as it restarts M1308 sales to China following a US review. This move suggests a positive shift for AMD, and it makes me consider it as a potential investment opportunity, especially for those like me who might have missed out on Nvidia's earlier growth. The news about AMD's progress in the chip market is encouraging, and I am intrigued by how this could position the company moving forward. I am also impressed by Broadcom's $Broadcom(AVGO)$ recent achievement, with its stock reaching a new high thanks to the launch of the Tomahawk Ultra chip. T
I opened $Palantir Technologies Inc.(PLTR)$ ,Why I'm Still Averaging Up on PLTR — But Wouldn’t Start a New Position Now Palantir Technologies (PLTR) has been on a tear. With strong momentum, a string of profitable quarters, and rising investor interest in AI-driven enterprise software, it's no surprise the stock has rallied hard in recent months. But with that rally comes a familiar question: Is it too late to get in? For new investors looking to open a fresh position, I believe the risk-reward at current levels is not ideal. However, for someone like me — who already has high conviction and a well-established position — I've continued to average up using the Dollar-Cost Averaging (DCA) method. Why I'm Bullish on Palantir PLTR has transition
I am absolutely thrilled to see the Singapore stock market buzzing with excitement, especially with DBS, SIA, Singtel, and Keppel all hitting all-time highs in the past two weeks. This incredible performance has me feeling optimistic about the potential in the Singapore market. The fact that these major players are breaking out is a strong signal of robust growth, and I am eager to ride this wave of success. I am particularly excited about my own portfolio, which includes three banks—DBS $DBS Group Holdings(D05.SI)$ , OCBC $ocbc bank(O39.SI)$ , and UOB $UOB(U11.SI)$
I am incredibly excited about the recent surge in the market, especially with Trump officially announcing a massive seventy billion dollar investment in the artificial intelligence and energy sectors. The fact that OKLO $Oklo Inc.(OKLO)$ and SMR $NuScale Power(SMR)$ surged eleven percent yesterday due to this news has me brimming with optimism. This substantial investment signals a powerful push toward innovation, and I am confident it will drive power and energy stocks to remarkable long-term growth. I am equally thrilled by the continued rally in rare earth stocks, particularly with MP Materials
I am excited to see Trade Desk $Trade Desk Inc.(TTD)$ surge over 14% after hours, especially with the news of its addition to the S&P 500 index $S&P 500(.SPX)$ . This development came while expectations for AppLovin $AppLovin Corporation(APP)$ and Robinhood $Robinhood(HOOD)$ to be included were once again unmet. After the post-market jump, I notice that Trade Desk, or TTD, has returned to the level where it previously gapped down. This movement has piqued my inter
I am observing the 2025 Q2 Earnings Season for banks, and the results are showing a mixed bag. Citigroup has exceeded second-quarter estimates with strong jumps in markets and banking revenues, leading to a 1% rise in its stock. JPMorgan Chase also surpassed expectations, driven by robust trading and investment banking performance. Wells Fargo managed to beat second-quarter profit estimates on Tuesday, but the positive news was tempered by a cut in its 2025 guidance for net interest income, causing its stock to drop 5% during early trading. This variety in outcomes keeps me intrigued as I look ahead. Looking at the upcoming releases, I am particularly interested in the earnings reports from Goldman Sachs $Goldman Sachs(GS)$
I am excited to see Bitcoin hitting 123,000 dollars for the first time, a milestone that has certainly sparked interest in the crypto market. The performance of crypto stocks like BIT Mining $BIT Mining(BTCM)$ , which is up 32 percent, and SharpLink Gaming $SharpLink Gaming(SBET)$ , up 17 percent, reflects the growing enthusiasm. It feels like we are at the beginning of something big, especially with the designation of July 14 to 18, 2025, as Crypto Week. I believe Crypto Week is a significant event, as it involves the review of three key bills aimed at establishing a clear regulatory framework for the United States cryptocurrency industry. This aligns with Trump's vision of making the United