Today, I’m focused on high-conviction plays. The AI shift from training to inference is driving rotation in semiconductors. NVIDIA leads with the Blackwell Ultra, while Advanced Micro Devices, Broadcom, and Marvell Technology are critical for cloud AI and data center infrastructure.
In Singapore and Australia, offshore and energy names are catching a second wind. YZJ Shipbldg SGD and Keppel are benefiting from rising oil and strong fundamentals, while WOODSIDE ENERGY GROUP LTD, SANTOS LIMITED, and COMMONWEALTH BANK OF AUSTRALIA gain from oil prices and potential RBA rate tailwinds.
My strategy is simple: ride AI, offshore, and energy momentum while staying selective. I’m watching inference demand, commodity prices, and banking conditions for tactical entries, keeping focus on high-conviction, fundamentals-backed trades.
@TigerStars @TigerPicks @Tiger_comments @TigerClub
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