To The Moon

For me, this tech rout boils down to capex anxiety. The AI opportunity is real, but spending has clearly run ahead of near-term monetization, and the market is pushing back—especially with high valuations and a broader risk-off tone. This isn’t a rejection of AI, but a demand for clearer returns on capital. After earnings, I’m still more constructive on the cloud providers. Amazon, Google, and Microsoft are spending heavily, but their capex is backed by real enterprise demand and helps build durable moats. Among them, I lean toward Amazon—the scale of spending is extreme, but it reinforces long-term leadership despite short-term margin pressure. I wouldn’t chase Apple after its strong relative outperformance. Apple looks like a defensive winner in this phase, but not the best risk-reward.

DBS $DBS(D05.SI)$ is my stock in focus going into next week’s results, and I remain confidently bullish. With the share price just below the S$60 psychological level, I see the upcoming earnings as a catalyst rather than a hurdle. DBS has clearly established itself as the sector alpha, and the market is looking for confirmation—not perfection. My confidence comes from the improving earnings mix. Net interest margins appear close to a bottom, while wealth management continues to drive higher-quality, fee-based growth. This strengthens the case that DBS is evolving beyond a pure rate-cycle play into a more resilient earnings compounder. On top of that, dividend certainty provides strong downside support. Higher payouts and buybacks continue to at

My stock in focus today is $Amazon.com(AMZN)$ , after its sharp pullback following earnings. The selloff was driven mainly by sticker shock over capex, with Amazon guiding for a >50% jump in AI-related spending, while Q1 profit guidance came in below expectations. Investors are clearly uneasy about the rising cost of the AI arms race. Still, the core business remains healthy. AWS grew 24%, its fastest pace in over three years, and continues to generate over 60% of operating profit. Heavy investments in AI infrastructure and in-house chips are weighing on near-term margins, but they reinforce Amazon’s long-term cloud leadership. This reaction highlights Wall Street’s shifting stance: AI spending must now deliver visible returns. In my view, th

From my perspective, this sell-off looks more like an AI and semiconductor valuation purge than a true structural breakdown. Expectations were stretched after a massive run, positioning was crowded, and earnings disappointment simply triggered aggressive de-risking. This feels like prices reverting toward fundamentals, not the end of the AI story. That said, this is not a blind buy-the-dip environment. Earnings dispersion is widening, and rising capital intensity—especially in AI infrastructure—has become a real concern. Selectivity now matters far more, with balance sheet strength, cash flow & monetization visibility separating real winners from hype. Overall, I lean toward A️⃣: a healthy reset with opportunities forming, but only for patient capital. I’m waiting for clearer signs of

My pick for this earnings season is $Philip Morris(PM)$ . I like it because the company has a strong global brand portfolio and consistent cash flow, which supports both stable dividends and potential EPS growth. Its diversified markets make it a relatively safe choice even amid macro uncertainties. Philip Morris is expected to report higher EPS compared with the same period last year, signaling both profitability and operational efficiency. Strong EPS performance can also act as a catalyst for the stock price, making it appealing for dividend income and potential capital appreciation. I’m bullish on PM because it balances steady cash generation with long-term growth initiatives. While tech often dominates headlines, I appreciate companies like PM

My favourite is $Graham(GHC)$ because it combines stability, quality, and strong shareholder returns. Its diversified businesses across media, insurance, manufacturing, and automotive provide steady cash flow, making the dividend reliable rather than just financial engineering. GHC has also performed well YTD25, and Tiger Trade Analysis shows upside potential supported by a strong balance sheet and disciplined capital allocation. This makes the upcoming ex-dividend attractive, as I’m looking for long-term compounding, not just a quick dividend. I also appreciate that the company has a track record of consistent dividend growth over the years. I’m also watching energy names like $Valero(

If I could only go all-in on one, my pick would be OpenAI. Generative AI is rapidly becoming the core layer of the digital economy & OpenAI has unmatched scale, distribution & monetization momentum. An IPO wouldn’t just be a listing — it could reshape major index weightings, similar to what Microsoft once did. SpaceX remains the most visionary long-term bet. Its launch dominance and Starlink’s recurring cash flows make the trillion-dollar valuation plausible, but it’s a capital-intensive, regulation-sensitive play that requires patience and near-flawless execution. The upside is enormous, but so is the complexity. Anthropic is the strategic dark horse. Backed by Google and Amazon, it offers institutions a credible alternative to OpenAI with potentially better valuation discipline.

My stock in focus today is $Alphabet(GOOGL)$ after a strong earnings report that confirms its AI strategy is delivering. The company plans to double 2026 capex to $175–185 billion, showing confidence in long-term growth as Gemini 3 drives real monetization across Search, Cloud, and YouTube. The Gemini ecosystem has reached scale, with over 750 million MAUs and unit costs down 78% vs 2025, a key margin inflection. Gemini 3 Pro is best-in-class in reasoning and multimodal AI, while the Antigravity AI agent platform hit 1.5 million weekly users just two months after launch. AI is reinforcing Google’s core moats. Search revenue grew 17%, Google Cloud surged 48% with $240B backlog, and YouTube generates $60B+ annually. With early adoption of NVIDIA

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From my perspective, this isn’t “software is dead” — it’s the market aggressively repricing which software actually has a moat. The narrative flipped fast, and crowded positioning made the selloff look brutal. This feels more like fear-driven de-rating than fundamentals suddenly breaking. $Wal-Mart(WMT)$ hitting $1 trillion makes sense because AI is amplifying businesses with physical scale and operational complexity. AI turns Walmart’s logistics and supply chain into real profit leverage, while many software companies now have to prove they’re essential, not optional. So I lean toward B: this is an overreaction, not the end of software. But the