I’d still choose $DBS(D05.SI)$ into year-end because it continues showing the strongest execution among the three banks. Even with lower rates pressuring NII, DBS still delivered strong deposit growth, record wealth fees, and upgraded guidance. I also currently hold a position in DBS as I see it as the most resilient Singapore bank in a volatile market. I think Middle East tensions and global uncertainty could continue supporting Singapore’s safe-haven wealth inflow advantage. Among the local banks, DBS looks best positioned to benefit due to its scale and stronger wealth management franchise. $ocbc bank(O39.SI)$ has interesting long-term upside if its Indonesia integration succeeds, while

Today’s stock in focus for me is $IREN Ltd(IREN)$ after $NVIDIA(NVDA)$ strategic backing further boosted its AI infrastructure story. NVIDIA’s potential $2.1 billion investment and Blackwell deployment agreement show IREN is rapidly evolving from a Bitcoin miner into a serious AI cloud infrastructure player, with plans to scale toward 5GW of AI data center capacity. What stands out is the combination of NVIDIA’s AI hardware leadership and IREN’s ability to secure land and power resources, which are becoming critical bottlenecks in the AI race. The acquisition of Spain-based Ingenostrum also strengthens IREN’s European expansion and future growth pipeline. $Microso

To me, the recent highs in SPX, IXIC & $NVIDIA(NVDA)$ reclaiming a $5T market cap show that the AI cycle is still the main driver. At this point, holding quality AI-linked stocks has largely been enough, as earnings from names like AMD & ARM keep expanding the same infrastructure narrative across CPUs, orchestration & memory. At the same time, I’m aware the market is becoming more divided underneath the surface. Even with geopolitical risks easing, hedge funds have been net sellers & leverage in tech is coming down, which suggests institutions are becoming more cautious even as indices grind higher. So I’m staying invested but more selective. I still focus on AI infrastructure like AMD and ARM, and memory names like $SNDK$ and $M

Personally, with COE above S$125,000, I would still choose MRT over owning a car in Singapore. Paying over S$200k for a normal family car is becoming very hard to justify, even for dual-income households. I also think COE prices may stay structurally high due to limited supply and strong demand. From an investment angle, $Byd Company Limited(002594)$ appears to benefit the most. Singapore may be a small market, but it is an important branding showcase for Southeast Asia. BYD’s strong visibility here strengthens its regional expansion story beyond China. For $NIO Inc.(NIO)$ and $XPeng Inc.(XPEV)$ , I think the premium EV market in Singapore is very niche. At S

Today, my stock in focus is $Albemarle(ALB)$ after the company posted earnings that far exceeded expectations, sending shares sharply higher. The world’s largest lithium producer benefited from rising lithium prices and stronger demand from the EV and energy storage sectors, highlighting a potential recovery in the lithium cycle. Supply conditions have also tightened significantly due to a mine closure in China, Zimbabwe’s export ban, and lower lithium inventories globally. Albemarle’s lithium division revenue surged 70%, driven by both higher prices and stronger sales volumes, showing improving momentum across the battery materials market. Management remains disciplined on spending despite the rebound, which could help keep lithium supply constra

$Micron Technology(MU)$ After just two weeks of holding my position in Micron Technology (MU), I decided to lock in profits following the stock's massive rally of more than 30%. The move was not driven by a loss of confidence in Micron's long-term AI story, but rather by disciplined portfolio management after such a sharp short-term surge. In markets like this, protecting gains can be just as important as finding the right entry point. The rally in Micron has been fueled by strong optimism surrounding AI infrastructure demand, improving memory pricing, and growing expectations for high-bandwidth memory (HBM) adoption. Sentiment across the semiconductor sector has also turned extremely bullish, with investors aggressively chasing names tied to d

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ Lately, one of the more interesting setups in the AI semiconductor space has been Nvidia's relative underperformance compared to peers like AMD and Intel. While AMD surged on strong AI accelerator demand and Intel rallied sharply on restructuring optimism and foundry momentum, Nvidia's stock movement has been comparatively slower despite remaining the dominant leader in AI infrastructure. That divergence is one of the main reasons I recently started increasing my leveraged exposure to Nvidia through NVDL. From my perspective, Nvidia is not fundamentally weaker — in fact, the opposite may be true. The company still controls the largest share of the AI GPU market, maintains one of the strongest softw

I’m still bullish overall, even though I’m holding a sizable paper loss in $Bullish(BLSH)$ . What stands out this cycle is the strength of institutional flows — especially into $iShares Bitcoin Trust(IBIT)$ and $Morgan Stanley Bitcoin Trust ETP(MSBT)$ — alongside continued accumulation from

I did participate in the April semiconductor rally, and my biggest winner was $NVIDIA(NVDA)$ . Even though many chip stocks surged, Nvidia still delivered solid gains despite already being a crowded AI trade — a sign that the market continues to reward true AI leaders. I’m still holding my $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ position. The AI demand story remains strong, driven by ongoing data center and cloud capex. Nvidia is still at the center of this ecosystem, although I’m mindful of valuation and may trim if the stoc

My stock in focus today is $Advanced Micro Devices(AMD)$ , after guiding Q2 revenue above expectations on strong AI-driven data center demand. The shift from training to inference is expanding AMD’s opportunity, especially as CPUs become more relevant alongside GPUs. The sharp premarket rally reflects growing confidence that AI demand remains both real and durable. Strategically, AMD is strengthening its position as a credible challenger to Nvidia, with a larger server CPU market opportunity and validation from partners like Meta Platforms and OpenAI. However, competition is heating up again as Intel ramps production and leverages its manufacturing edge. On the flip side, rising memory costs and supply constraints could pressure AMD’s consumer se

From my perspective, I’m not chasing this breakout aggressively. $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$ at all-time highs is bullish, but narrow breadth is a warning. When only a few names — especially semis — drive gains while the median stock lags, the market becomes more fragile. That said, I’m not bearish either because the AI capex story is still strong. Instead of chasing, I’d rather wait for a pullback or some rotation to reset positioning before adding exposure. Positioning also looks crowded, especially in momentum trades, which increases the risk of sharp reversals. I think laggards like healthcare or staples could catch up if conditions shift, but structurally tech leadership remains int

I lean slightly toward memory in the near term because pricing power is stronger. When $SanDisk Corp.(SNDK)$ is guiding ~80% gross margins and $Micron Technology(MU)$ calls memory a “strategic asset,” it signals real scarcity. Supply takes years to add, and with customers already booking out capacity, the upside feels more immediate. That said, the CPU story is very real. $Advanced Micro Devices(AMD)$ is benefiting from the shift to inference and agentic AI, where CPUs regain importance. Even Intel seeing demand recovery confirms this isn’t a one-player trade. So to me, memory is a tight supply trade, while CPUs are a demand growth trade. Short term I favor mem

Today my stock in focus will be Xiaomi Corporation $XIAOMI-W(01810)$  $Xiaomi Corp.(XIACY)$  , as momentum in Hong Kong tech names continues to build with strong sector-wide volatility and upside. Xiaomi surged more than 10%, alongside strength in peers like Alibaba, Baidu, and Kuaishou, suggesting this is not just a single-name move but part of a broader risk-on rotation in China tech. What really stands out is the continued acceleration in Xiaomi's EV business. Xiaomi Auto delivered over 30,000 vehicles in April alone, up 50% month-on-month, marking a new growth milestone. Cumulative deliveries of 109,000 units in just four months highlight improving execu

$DBS(D05.SI)$ results reinforced my view that SG banks are shifting toward a fee-driven growth model rather than relying on interest rates. With DBS delivering record wealth management fees & strong deposit inflows, the franchise remains resilient even in a lower-rate environment. CASA strength and inverted rate sensitivity suggest earnings are increasingly driven by client flows, not just margins. The focus now shifts to whether UOB & OCBC can replicate this momentum. With NIM pressure largely priced in, wealth & fee income will be the key differentiator. If both banks show solid private banking and investment product growth, the sector still has upside. My base case is a partial match on wealth strength, supported by continued sa

$Kulicke & Soffa(KLIC)$ I'm currently averaging up on my position in KLIC—not because the stock is cheap, but because the fundamentals are inflecting, and the latest quarter confirmed that the cycle has likely turned. The key driver behind this conviction is the sharp ramp in ball bonder sales, which is the core engine of the business. In the most recent quarter, KLIC delivered ~20% YoY revenue growth, but more importantly, its ball bonding segment surged nearly 85% YoY to over $110 million. This is not just a cyclical bounce—it signals a re-acceleration in semiconductor assembly demand, especially tied to memory and advanced packaging. Utilization levels in this segment are already high (above 80–85%), suggesting we are early in a capaci

From my perspective, this rally is more than just earnings — it confirms AI demand is still strong and supply-constrained. $Alphabet(GOOGL)$ Cloud surge and solid results from $Amazon.com(AMZN)$ and $Apple(AAPL)$ show hyperscalers aren’t slowing, just reallocating capital more efficiently. On capex, I don’t see a bubble — I see barriers forming. Despite concerns around $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ , the key takeaway is unchanged: demand exceeds supply, and constraints are real, not cyclical excess. To me, this looks like early-stage infrastructure

My long weekend type: Family Type. My first stop: A nearby garden. One-line check-in: Slow walks, fresh air, and little moments that matter. This May Day long weekend, I kept things simple and meaningful by heading out for a stroll in a nearby garden with my wife and baby. No packed itinerary, no rushing — just enjoying the greenery, the quiet paths, and watching my little one take in the world. Sometimes the best plans are the ones where you don’t really plan much at all. It’s a nice reminder that not every weekend needs to be “maximized.” Slowing down, being present, and spending time with family hits differently — especially when life usually moves so fast. @TigerEvents

This quarter confirms to me that AI CapEx is real and accelerating. When Alphabet, Amazon, Microsoft, and Meta Platforms guide ~$725B in 2026 spending, I see strong upstream demand visibility — which reinforces my bullish view on $Seagate Technology PLC(STX)$ & $SanDisk Corp.(SNDK)$ as key AI data beneficiaries. For $Alphabet(GOOGL)$ , I see this as a durable, high-quality beat. Cloud growth at 63% shows real AI monetization, and strong cash flow despite higher CapEx removes margin concerns. I’m comfortable assigning a premium multiple here. On $Meta Platforms, Inc.(META)$ , I’m not exiting — the drop looks like

My stock in focus today is $Alphabet(GOOGL)$ , after a standout earnings report that clearly beat expectations. Revenue grew 22% year-on-year, and the stock jumped 6.5% after hours—showing the market is starting to recognize its strength as a major AI beneficiary. The biggest highlight was Google Cloud, which surged 63% with operating income tripling. This signals a key shift: AI is not just driving growth, but also profitability. Management emphasized that enterprise AI is now the main growth engine, further supported by moves like selling its TPU chips directly. Overall, this reinforces Alphabet’s full-stack AI strategy—from infrastructure to applications. With strong demand, rising adoption of Gemini, and sustained investment capacity, the c