$Alphabet(GOOG)$  

$Micron Technology(MU)$  

$Micron Technology(MU)$  

$NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  

$Palo Alto Networks(PANW)$  

$Micron Technology(MU)$  

$Palo Alto Networks(PANW)$  

The FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased by 1.12% in June, rising from 631.68 to 638.78. Despite this growth, the Singapore REIT sector remains slightly undervalued, trading at a 24% discount to its fair value, with an average trailing twelve-month yield of 6.03%. *Top Performers:* - *Frasers Hospitality Trust*: delivered a total return of 21.4% year-to-date - *CapitaLand Integrated Commercial Trust*: gained 13.8% year-to-date with a solid 5.0% dividend yield - *First REIT*: delivered a 10.7% gain year-to-date with the highest dividend yield of 8.7% among the leaders - *Parkway Life Real Estate Investment Trust*: achieved a total return of 10.0% year-to-date *Market Trends:* - The US 10-year risk-free rate decreased to 4.41%, while the SG 10-year risk-free r

Micron Technology's recent earnings report exceeded expectations, with earnings per share (EPS) of $1.91 beating the consensus estimate of $1.63. The company's revenue also surged 37% year-over-year to $9.3 billion, driven by strong demand for its high-bandwidth memory (HBM) products, particularly in AI applications  - *Revenue Growth*: Micron projects revenue of $10.7 billion for the next quarter, exceeding analysts' expectations. - *Gross Margin*: The company anticipates a gross margin of 41%, up from 37.7% in the previous quarter. - *Earnings Per Share (EPS)*: Micron expects EPS of around $2.29, significantly higher than analysts' estimates. Considering Micron's strong earnings report, robust revenue growth, and bullish analyst sentiment, it might be a good time to invest. However,

$Micron Technology(MU)$  

$Micron Technology(MU)$  

$Micron Technology(MU)$  

$ServiceNow(NOW)$ go go go

I wouldn't get my foot into this for now, given that there are red flag.

$Palo Alto Networks(PANW)$  

Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull.  ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy

$KLA-Tencor(KLAC)$