$Alphabet(GOOG)$   $Unity Software Inc.(U)$   Unity Software entered a strategic partnership with Google to build an integrated AI-driven gaming creation and distribution platform. Google’s experimental Playground is available now, letting users generate playable games from text prompts without coding. An expanded product, Unity Spark, is slated for later this year with higher-fidelity 3D and access to the Unity runtime. Distribution will lean on Google’s consumer ecosystem, with Google highlighting top creations to drive audience reach. Platform plans include Google Play Games profile login with built-in multiplayer matchmaking, leaderb

Oil’s Supply, still dire. A slight easing in oil prices and claims that Strait of Hormuz flows have almost returned to “normal” should not be mistaken for market security. The immediate disruption may be easing, but the global stockpile buffer that normally absorbs supply shocks is nearly exhausted. Saudi Aramco CEO Amin Nasser noted that under 6 billion barrels of commercial inventories remain, with most not practically available. The world entered the crisis (end February 2026) with nearly 10 billion barrels of oil stocks, but almost 3 billion barrels of gross supply were lost since the Iran war began, alongside over 1 billion barrels withdrawn from inventories, the last major tool to relieve market pressure. The International Energy Agency (IEA) plans to release 100 million barrels of c

The indices are green, but today I'm less interested in chasing the market and more interested in where the next asymmetric trade may be forming. My five watches today are Micron (MU), Circle (CRCL), SpaceX (SPCX), Rezolve AI (RZLV) and Beyond Meat (BYND). 1. MU: My Highest-Conviction Watch Micron remains my favourite fundamental setup of the group. The latest earnings reinforced the AI memory shortage thesis, but the stock hasn't simply exploded higher afterwards. That hesitation is actually useful. The debate has shifted from whether memory demand is strong to how long extraordinary pricing can persist. My approach today is simple: I don't chase MU strength. I buy good pullbacks while the memory thesis remains intact. What I'm watching now is whether buyers continue defending weakness de

🌟🌟🌟The sudden selloff across the local banking trio $OCBC Bank(O39.SI)$  $DBS(D05.SI)$  and $UOB(U11.SI)$  was sparked by a highly influential research note published on Tuesday morning: The Citi Downgrade: Citigroup downgraded OCBC from Neutral to Sell, slashing its price target to SGD 27.50.  This target implies that the stock was heavily overextended relative to its historical fundamentals. Waning Growth Optimism: Analysts noted that OCBC's upcoming Q3 2026 earnings are expected to be flat year on year.  Furthermore, its Common Equity Tie

$Suntec Reit(T82U.SI)$   Suntec REIT Is Selling Its Best Australian Assets — Why? https://youtu.be/beux_l7Pnfg

Suntec REIT Is Selling Its Best Australian Assets — Why? https://youtu.be/beux_l7Pnfg $Suntec Reit(T82U.SI)$  

Today’s Poll Question: Broadcom may finance Anthropic with up to $42B. What does this look like to you? Ans: ③ Circular financing is increasing, so AI order quality needs a closer look While Broadcom-Anthropic deal is a typical vendor financing, the quatum of finance upto $42B can not be ignored even if Broadcom is sitting on huge cash piles.

$SS SPDR STI ETF(ES3.SI)$  $6.5 Target Price.  --ES3 Overview-- STI ETF acts as the grand archway to Singapore's economy. It does not chase speculative tech hype. It anchors your wealth into the physical infrastructure of South East Asia's best companies. STI ETF packs the 30 largest and most liquid Singapore blue chips into a single transaction. It is a matured cash flowing machine tailored for local investors who value ironclad stability and a steady stream of domestic income. Expense ratio is 0.30% --Growth Catalysts for ES3---  The Golden Harvest: For income focused investors, STI ETF pays a dividend yield of 3.07% every 6 months. Top Holdings: The STI ETF is heavily weighted toward the 3 big Sin

$OCBC Bank(O39.SI)$   OCBC Shares Slide Over 5% as Citi Double-Downgrades Stock to Sell’ SINGAPORE — Shares of Oversea-Chinese Banking Corporation (SGX: O39) tumbled over 5% in morning trading on Wednesday, shedding roughly S$7 billion in market value after Citi Research sharply downgraded the lender directly to a "Sell" rating. The stock, which opened at S31.55,plungedtoanintraday low of $30.30, making it the most heavily traded counter by value on the Singapore Exchange. Analysts Warn of Earnings Drag and Margin Squeeze The sharp sell-off was triggered by a research note from Citi analyst Tan Yong Hong, who cut OCBC’s target price to S$27.50 (down from a valuation based on 2x book value). Citi flagged three

$OCBC Bank(O39.SI)$  $DBS Group Holdings Ltd.(DBSDF)$  $UOB(U11.SI)$   My first reaction: I would not automatically treat a 5% fall in OCBC as bad news. When a fundamentally strong bank falls sharply without an obvious company-specific negative announcement, I want to ask three questions: 1. Why did it fall? 2. Where is the technical support? 3. What price gives me a good risk-to-reward entry? For OCBC, the important level right now is around S$30.50–S$30.60, because that is where the 60-day moving average and today’s intraday low are sitting. The bigger question is whether this is simply profit-taking

I’d separate these into earnings-backed and expectations-backed record highs. My top three are TSMC, NVIDIA and Johnson Controls. TSMC and NVIDIA remain at the heart of AI compute demand, while JCI shows how AI spending is spreading into cooling and physical data-centre infrastructure. Its $21 billion backlog is particularly attractive. I’m more cautious on Lumentum after its huge run, and on MPC and VLO because today’s exceptional refining margins may not last indefinitely. CRWD and FTNT have strong fundamentals too, but their valuations leave less room for disappointment. 🥇 TSMC 🥈 NVIDIA 🥉 JCI I wouldn’t chase a stock simply because it is making new highs. At these valuations, I want earnings, cash flow and guidance to keep justifying the price. A great company can still be a poor inves

$AEM SGD(AWX.SI)$  $14 Target Price. --Overview of AEM Holdings (AWX.SI)-- AEM is described as Singapore's largest independent semiconductor test-equipment player, supplying burn-in, wafer test and system-level test (SLT) equipment aimed at AI high-performance chips, and one of the few local firms with in-house equipment R&D capability . The industry logic behind this: as AI chips get larger, pin counts surge and HBM stacking layers increase, single-chip test time lengthens sharply, and high-end test interfaces shift from a "durable device" to a high-frequency consumable. When leading vendors start locking up probe card and test socket capacity at premium prices, it signals the AI hardware bottleneck has migrat

On Tuesday, October 6, 2026, U.S. major stock indexes closed markedly higher, propelling the $S&P 500(.SPX)$ S&P 500—crossing the historic 7,800 milestone for the first time—and the $NASDAQ(.IXIC)$ Nasdaq Composite to unprecedented record closing highs. In this article we seek to provide an analysis evaluating the S&P 500 and Nasdaq milestones, sectoral divergence, macroeconomic catalysts, and the outlook for AI chip heavyweights. 1. Introduction & Market Overview The financial markets exhibited remarkable resilience entering October 2026. Following weeks of macro uncertainty regarding monetary policy trajectory and energy volatility, Tuesday's session delivered a definitive bullish break

ai is the future, invest some forr long term.

STI Breaks 5,700 — What Drove Singapore Stocks Higher Today? https://youtu.be/feuk6JxoKtU $Straits Times Index(STI.SI)$  $AEM SGD(AWX.SI)$  

I would choose A: AI Compute & Optical Networking (NVDA, TSM, LITE). The reason is simple: In the AI era, it’s not only about software. It’s also about the companies “selling the shovels.” Whether it’s large AI models, AI agents, or data centers, they all need chips, advanced manufacturing, and high-speed optical connections. NVDA: Provides GPUs and AI systems and is at the core of the AI infrastructure chain. TSM: Manufactures advanced chips. Without TSMC, many AI chips cannot be produced. LITE: Benefits from growing demand for high-speed optical connections between data centers. I also see two areas that are easy to overlook: JCI (Johnson Controls): AI data centers need cooling, HVAC, and building systems. KEYS (Keysight): As AI networks become more complex, demand for testin

i support $NVIDIA(NVDA)$ , $CrowdStrike Holdings, Inc.(CRWD)$ and $Taiwan Semiconductor Manufacturing(TSM)$ are companies link to AI. They will have better grow opportunity as compare the rest.

Unfortunately only have two from the list