Top 10 bullish stocks: Tesla Motors, NVIDIA, Micron Technology, Rivian Automotive, Inc., Bank of America, Advanced Micro Devices, Microsoft, Palantir Technologies Inc., Broadcom, Meta Platforms, Inc.
1) “80% of gains happen in 20% of the time. If you miss the strongest phases, your returns shrink significantly. You cannot avoid every downturn.” This logic isn’t about reckless risk-taking — it reflects a harsh historical truth: Most people endure the full drawdown, cut losses at the bottom, and then miss the rebound. Avoiding crashes is good, but missing the rally can be even more costly — because gains are non-linear and concentrated.
Oiltek International, Koh Brothers Eco Engineering (KBE), Koh Brothers : Property player Koh Brothers rejected a new shareholder attempt to force the company to distribute its stake in Oiltek on the basis that it is not in the group’s best interest. Koh Brothers said on Monday that its board will not put the shareholders’ proposed resolution – to get its 54.8 per cent-owned unit KBE to distribute its Oiltek shares – to a vote at its upcoming annual general meeting. Oiltek shares closed 3.5 per cent up at S$2.08 on Monday, KBE shares ended 14.8 per cent up at S$0.132 and Koh Brothers shares ended Monday 5.7 per cent up at S$0.37.
The revenue is already in (+45% YoY in March). Now, it’s about the "AI moat." Bernstein has a $351 PT. Why? Because AI demand from Nvidia/Apple is so hungry it’s eating up the slack from weak smartphone sales.
JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.
OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of traditional dev-tool and enterprise software firms.
As ceasefire rumors sent oil prices tumbling, the long-suppressed bullish sentiment exploded. Rumor has it that Barron cleared $950 million shorting crude—a massive win that signals the market's pivot back to the "disinflation" narrative
The Industrials and Consumer sectors were the stars of the show. ST Engineering and Wilmar International led the blue-chip charge, while AEM (the MVP of mid-caps) delivered a jaw-dropping 142.4% return in just three months!