These are names showing strength or interesting setups in the U.S. / global markets: • Apple (AAPL) — recently broke above a “handle” entry, suggesting continuation potential.  • Micron Technology (MU) — one of the “best stocks to buy or watch” in recent articles, benefiting from memory demand.  • Futu Holdings (FUTU) — showing strong profit growth and momentum in Asia / China tech space.  • Sea Ltd (SE) — strong e-commerce and digital business growth in SEA region; large upside if growth continues.  ⸻ 🏙 Singapore / Southeast Asia names to watch Since you’re in Singapore, here are some local / regional names that analysts are flagging: • UMS Integration — picked by DBS as a “top technology pick,” benefiting from AI / semiconductor tailwinds.  • Keppel Ltd (SGX: BN4) — analysts at POEM
Amazon is the strongest fundamental story of everything we’ve discussed. Trailing revenue of $717B, net income of $77.7B, 50% gross margins  — this is a genuinely diversified, profitable machine. AWS is growing at 24% year-over-year on a $142B annualized run rate, winning major enterprise deals across OpenAI, Visa, the US Air Force, BlackRock and others.  The advertising business is now at an $85B annualized run rate  — most people still underestimate how big that is. Earnings report on April 29 — not yet out. The one real risk to watch: Amazon’s Leo satellite program adds ~$1B in year-over-year costs in Q1 alone , and tariffs create uncertainty for its retail margins. Recommendation: Buy or hold with conviction. Of everything in this list, Amazon has the most durable, multi-engine bus
This week, earnings season will kick off with bank stocks, as $JPMorgan Chase(JPM)$ and $Wells Fargo(WFC)$ are set to release their reports first, followed by the “Magnificent Seven” tech giants—Meta, Alphabet, Nvidia, Apple, Microsoft, Amazon, and Tesla—who will also be reporting soon. Besides growth and earnings
AMD is the most interesting risk/reward of this entire list — a real business with real growth, but with specific landmines you need to understand. What the numbers actually show: • Q4 2025: revenue up 34% year-over-year to $10.3B, operating income up 101%, non-GAAP EPS of $1.53 vs $1.24 expected — a 23% beat.  • Q1 2026 guidance calls for ~$9.8B revenue, implying 32% year-over-year growth, with 55% gross margins.  • Long-term targets include over 60% annual data center growth, tens of billions in AI revenue by 2027, and EPS above $20 in the strategic timeframe.  The real risks — don’t ignore these: • AMD is forecasting zero additional China GPU revenue beyond $100M in Q1 due to export restrictions  — that’s a meaningful revenue hole given China was a significant market. • Semi-custom
SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.