$Apple(AAPL)$ At the recent WWDC, Apple introduced Apple Intelligence, a personal intelligence system that combines generative models with users' personal context. This announcement has generated significant optimism about its potential. The upcoming AI-enabled iPhone 16 is expected to boost device sales in the coming quarters.
$Sea Ltd(SE)$ Sea Limited is an appealing investment due to its three fast-growing operating segments. The digital entertainment segment, known as "Garena," consistently generates positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Garena's major driver is Free Fire, one of the world's most popular mobile games. In the first quarter, Garena boasted nearly 595 million quarterly active users, with 8.2% of them paying to play, a rate significantly higher than the industry average for mobile gaming. Sea's second rapidly growing segment is SeaMoney, its digital financial services arm. Many countries where Sea operates are chronically underbanked, with limited access to basic financial services for businesses an
$ComfortDelGro(C52.SI)$ ComfortDelGro's earnings per share have been soaring, with growth rates sky high. This level of EPS growth does wonders for attracting investment, and the large insider investment in the company is just the cherry on top. The hope is, of course, that the strong growth marks a fundamental improvement in the business economics. So at the surface level, ComfortDelGro is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies