THE NEXT 24 HOURS COULD BE BIG FOR $SpaceX(SPCX)$
The Nasdaq-100 rebalance has already put $SpaceX(SPCX)$ in the spotlight. Now comes the part I’m watching more closely: Starship. 🚀 SpaceX is targeting September 22 for its next Starship test flight, pending regulatory approval. This mission is expected to attempt an orbital flight and carry Starlink V3 satellites.  Why does this matter? Because Starship isn’t just another rocket. It sits at the centre of SpaceX’s longer-term ambitions: 🛰️ Expand Starlink 🚀 Increase launch capacity 💰 Potentially reduce launch costs through reusability 🌎 Put more satellites into orbit 📈 Create a much larger commercial launch platform And there’s an interesting setup for $SPCX. SpaceX’s Nasdaq-100 weighting has just increased from roughly 1.28% to 2.82%,
$DBS(D05.SI)$ **DBS is the undisputed GOAT of SGX** for good reason. As Singapore’s largest bank and the first local company to smash the S$100 billion market-cap barrier (now over S$200 billion), DBS dominates the exchange in size, performance, and prestige. It consistently ranks among the top 25 banks globally by market capitalisation and delivers elite shareholder returns — 20-year total shareholder return of nearly 10x, with strong dividends (currently around 3.8% yield and rising). Its edge is unmatched: named World’s Best Bank (Euromoney, The Banker), Safest Bank in Asia for 17 straight years, World’s Best Private Bank, and World’s Best Corporate Bank. Digital leadership is elite — world’s best digital and AI bank awards, with heavy AI de
$Advanced Micro Devices(AMD)$ How high can $Advanced Micro Devices(AMD)$ go? Is it still a buy? Yes — AMD is still a compelling long-term AI/semiconductor story, but at around $560 I would not chase it aggressively. I would treat it as a buy-on-pullbacks / staged-entry stock. Why AMD can go considerably higher The fundamentals are accelerating: * Q2 2026 revenue was $11.54B, +50% YoY. * Data Center revenue was $6.7B, +107% YoY. * AMD expects Q3 revenue around $13B, another ~41% YoY increase. * Non-GAAP gross margin is expected around 56%. * OpenAI and Meta each have agreements covering up to 6GW of AMD GPUs, while Anthropic has announced a deal for up to 2GW of MI450 GPUs. The particularly intere
$Qualcomm(QCOM)$ I have been trimming $Qualcomm(QCOM)$ lately. Is the company lagging behind? Yes — QCOM has been lagging, especially compared with AMD, NVDA and some other AI/semiconductor names. But the important question is why it’s lagging. As of the latest close, QCOM was around $177.72, versus a 52-week high of about $259.92. Its 2026 YTD return was only about +5.5%, compared with roughly +11.8% for the S&P 500. Why QCOM has lagged 1. Smartphone weakness / Apple modem transition This remains the biggest near-term issue. Qualcomm is still heavily exposed to handsets, while Apple is increasingly using its own modem technology. Memory/supply constraints have also pressured the handset ma
$BABA-W(09988)$ $Alibaba(BABA)$ last week Baba bounced, what about this week? I expect it continues to move higher for this week. It should not close lower than last Friday closing price. now we know interest rate expectations is trending higher and companies like Alibaba will be in a better position compared to to other AI companies in China that are not profitable yet.