Nvidia (NVDA) Why to Watch: Nvidia is hosting its GPU Technology Conference (GTC) from March 17-21, with CEO Jensen Huang delivering a keynote on March 18. Updates on its Blackwell Ultra chip and Vera Rubin architecture could impact its stock, especially after a big drop in 2025. The conference would give investors a glimpse of Blackwell capabilities and show Nvdia as the clear leader in AI space

Which Bank Stocks Will Perform Best in 2025? Here’s my take, blending data and a bit of intuition: Top Pick: JPMorgan Chase (JPM) JPMorgan’s dominance, diversified revenue streams, and ability to capitalize on both NII growth and investment banking make it the safest bet for outperformance. Its 56% gain in 2024 shows momentum, and it’s best positioned for a “cyclical inferno” (as BofA’s Savita Subramanian calls it) driven by Fed cuts, deregulation, and profit acceleration. Strong Contender: Bank of America (BAC) BAC offers a compelling mix of value and growth. At $47, it’s trading below some analyst targets (e.g., $52), and its NII forecast ($15.7 billion by Q4) plus a 2.51% dividend yield suggest total returns could hit 20-27% in 2025, per some X sentiment. It’s less flashy than JPM but a

I opened $NVIDIA(NVDA)$  ,Picking up shares when it is down. My believe that nvdia is the front and center of AI 

$Blackstone Group LP(BX)$ Diversified private equity giant. Definitely one to hold when public markets are going south

I opened $Visa(V)$  ,picking up some shares when sentiments are bad. solid company with good future

I opened $NVIDIA(NVDA)$  ,Added more Nvdia. 

Key Drivers for 2025 Performance Oil Prices and Demand Bull Case: Oil demand remains robust, supported by economic recovery and tight supply. OPEC+ cuts and geopolitical tensions (e.g., Russia-Ukraine) could keep Brent crude above $80/barrel, boosting ExxonMobil’s upstream earnings. Analysts like those at LongForecast project oil stabilizing at $60-$80, with spikes possible, aligning with ExxonMobil’s historical earnings sensitivity (EPS ~$13 at $100 oil per InvestorPlace, October 2023). Bear Case: Global supply increases (e.g., non-OPEC production) and a potential demand peak (ExxonMobil’s own 2050 Outlook) could cap oil at $60-$70, pressuring margins. J.P. Morgan’s November 2024 warning of trade war volatility adds downside risk. Financial Strength 2024 Results: ExxonMobil reported $33.7

$SHENG SIONG GROUP LTD(OV8.SI)$SS has shown it's ability to growth profits in good times and bad. A stable cash cow

$SINGTEL(Z74.SI)$Singtel have been actively recycling assets to become asset light. Looking to boost ROE

$THE HOUR GLASS LIMITED(AGS.SI)$management embarking on massive buyback to return excess cash to shareholder. 

$DigiCore Reit USD(DCRU.SI)$100% portfolio occupancy and 50% of debt hedge to fixed rate, DCRU looks to have found a bottom

$Lendlease Global Commercial REIT(JYEU.SI)$AAfter the rights issue and successful acquisition of JEMS, I believe Lendlease REIT can be a stable and dependable REIT in a challenging environment 

$Starbucks(SBUX)$Seems like Starbucks is a winner even in a inflationary environment. Starbucks rewards look to lock in customers for the long run

$DigiCore Reit USD(DCRU.SI)$one of 2021 hottest IPO not doing too well. Investors are concern about bankruptcy of one tenant and rising interest rate

$JARDINE CYCLE & CARRIAGE LTD(C07.SI)$strong STI performer for the year . With energy prices staying high, JC&C will be a strong beneficiary

Nasdaq plunge have resulted in the index in correction territory . What’s Driving the Plunge? The immediate trigger appears to be escalating trade tensions following the Trump administration’s rollout of new tariffs—25% on imports from Canada and Mexico, and doubled duties on Chinese goods—implemented earlier this week. These moves sparked retaliatory threats from affected nations, injecting volatility into an already jittery market. Tech stocks, heavily reliant on global supply chains, took the brunt of the hit. For instance, automakers like Ford and General Motors, with intricate North American operations, dropped 2.9% and 4.6%, respectively, on March 4, while chipmakers like Marvell Technology saw a 17% plunge after a lackluster outlook. Beyond tariffs, broader concerns are at play. Hig

$OVERSEA-CHINESE BANKING CORP(O39.SI)$solid earnings with high CET1 ratio OCBC looks like a safe harbour to park your funds

$Pfizer(PFE)$  with COVID situation in China getting out of hand, paxlovid will get them out of the mess

$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$AA strong and solid REIT with great geographic diversity of assets in Europe, Australia and Singapore. Decent valuation as well 

$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$Good stock to consider. Inelastic demand and rise of ultra rich make LVMH a clear beneficiary