I see this market cap flip between Google and Apple as more than just a one-day headline, but I don't think it's a definitive regime change yet either. Alphabet overtaking Apple reflects how strongly investors are currently rewarding visible AI execution, especially when it's already translating into product upgrades, monetization pathways, and cloud demand. In contrast, Apple's AI story still feels more implied than proven, which matters in a market that's laser-focused on near-term AI winners. What stands out to me is how aggressively Alphabet $Alphabet(GOOGL)$  has embedded AI across its ecosystem. Search, YouTube, Workspace, and Google Cloud are all being reshaped with generative AI at the core, and managem

I view the recent 3% drop in silver $Silver - main 2603(SImain)$  $E-mini Silver - main 2603(QImain)$   largely through the lens of BCOM's annual rebalancing, which runs from Jan 9–15. TD Securities' estimate of US$7.7B in potential silver selling, roughly 13% of COMEX open interest, sounds dramatic, but to me this looks mostly mechanical rather than a sudden deterioration in fundamentals. Index-driven flows tend to distort prices in the short term, especially in markets like silver that are relatively thinner than gold. That said, I don't underestimate the near-term downside risk. When selling is concentrated into a tight window, price action can overshoot, regardless of funda

My focus today is $Ondas Holdings Inc.(ONDS)$ , which surged nearly 20% intraday after Trump proposed a US$500 billion increase in U.S. military spending. While the news lifted the entire defense sector, I find it telling that money quickly rotated into drone & advanced defense technology names, signaling expectations of a more tech-focused military expansion. From a thematic standpoint, Ondas is well aligned with the shift toward unmanned systems, surveillance & autonomous warfare. The market isn’t just reacting to bigger budgets, but also to a change in spending priorities that favors next-generation capabilities where smaller, innovative players can

I'm watching this pullback in storage shares — Micron $Micron Technology(MU)$  , SanDisk $SanDisk Corp.(SNDK)$  , Western Digital $Western Digital(WDC)$  , Seagate $Seagate Technology PLC(STX)$  — as more of a breathing session rather than a breakdown. Yes, prices have dipped after an epic run, with names like SanDisk dropping over 10% alongside broad memory and storage weakness recently. But the backdrop still inc

From my perspective, Intel's 18A debut at CES is a real milestone, not just a marketing moment. For years, the bear case on Intel centered on execution risk and manufacturing credibility, and seeing 18A reach large-scale production with tangible performance gains directly addresses that concern. The market's reaction makes sense because this is about restoring trust in Intel's roadmap, not just launching another PC chip. That said, I'm cautiously bullish $Intel(INTC)$  rather than outright aggressive at current levels. Around $40, a meaningful portion of the 18A optimism and CES buzz is already priced in. Intel still needs to prove that yields, volumes, and customer adoption can scale smoothly through 2026. If e

From my point of view, this market cap flip between Alphabet $Alphabet(GOOGL)$  and Apple $Apple(AAPL)$   is more than just a short-term sentiment swing. It reflects how investors are increasingly pricing in AI execution, not just brand strength or ecosystem lock-in. Alphabet has made AI central to its business model across search, cloud, and enterprise productivity, and the market is starting to reward that clarity and speed. What stands out to me is that Google's AI push is not a single-product story. It's embedded into revenue-generating engines—search monetization, cloud workloads, and developer tools—where AI can directly i

From my perspective, the strong January start in 2026 is an encouraging signal, but not a guarantee. The "January effect" works more as a sentiment and momentum indicator than a forecasting tool. A positive January usually tells me risk appetite is alive and liquidity conditions are supportive, yet the real determinant for the rest of the year will still be earnings delivery and macro stability, not seasonality alone. For U.S. equities, I don't automatically assume another straight-line double-digit rally. Valuations are no longer cheap, especially for mega-cap tech, and the market has already priced in a lot of optimism around AI, rate cuts, and soft-landing narratives. I think the U.S. can still post positive returns in 2026, but the path is likely to be more volatile and more selective

My stock in focus today is $Intel(INTC)$ . The 11% surge isn’t just CES hype — it reflects renewed confidence after Intel launched Panther Lake, its first high-volume chip built on the 18A manufacturing process. After years of execution concerns, Intel finally proved that 18A is a real, shipping technology with meaningful performance gains. More importantly, Panther Lake signals Intel’s push to regain control over its own manufacturing after relying on TSMC $Taiwan Semiconductor Manufacturing(TSM)$ for Lunar Lake. With a chiplet-based design, improved power delivery, and a claimed 60% performance uplift, Intel is strengthening its position in the PC AI segment. This isn’t about beating AMD or Nvidia ove

I see short-term risk in chasing memory stocks after sharp spikes, but this is a structural re-pricing, not just momentum. NVIDIA $NVIDIA(NVDA)$ bringing NAND into AI inference changes storage from a backend cost into a core AI bottleneck. I wouldn’t chase highs aggressively, but I don’t think this is a quick “sell the news” move either. Between the names, I prefer Micron $Micron Technology(MU)$ . It sits at the center of HBM tightness, DRAM pricing power, and NAND’s role upgrade, while SanDisk $SanDisk Corp.(SNDK)$ and Western Digital $

I remain bullish on Tesla's $Tesla Motors(TSLA)$  Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$   Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$  , Mercedes-Benz, and BYD $Byd Company Limited(002594)$  , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

As a Tiger, I really enjoy being part of this co-creation journey again. Last year’s Dream Edition set a high bar, and this year’s lineup feels even more intentional. After reviewing all the options, my personal vote goes to Tiger Gold Desk Pal – Style B: Tiger’s Gold Hug. It stood out immediately as something meaningful, not just another desk accessory. The Tiger’s Gold Hug reflects what long-term investing is truly about. Markets can be volatile and noisy, and having a calm presence on the desk is a constant reminder to stay patient, disciplined, and focused on the bigger picture. It represents confidence through cycles and staying grounded instead of chasing short-term hype. If I could add one idea, it would be a limited edition with a subtle engraved phrase like “Trust the Process” at

U.S. markets pushed higher, but my focus today is on memory stocks like Micron $Micron Technology(MU)$ , SanDisk $SanDisk Corp.(SNDK)$ , $Seagate Technology PLC(STX)$ and Western Digital $Western Digital(WDC)$ , which clearly outperformed. SanDisk jumped over 27% to a new all-time high, while Micron rose about 10%, lifting its market cap above $380 billion. Western Digital and Seagate also posted strong double-digit gains. This strength goes beyond short-term momentum. AI infrastructure demand is tightening supply across DRAM and NAND,

From my point of view, the recent rebound in gold and silver is not just a short-term reaction, but a reflection of deeper structural forces at work. Persistent fiscal deficits, rising geopolitical uncertainty, and the gradual erosion of trust in fiat currencies continue to strengthen the long-term case for precious metals as a store of value. In that context, Bank of America's $5,000 gold call no longer sounds as extreme as it once did. That said, I think it's important to separate long-term potential from short-term price behavior. Gold and silver rarely move in straight lines. Even within a powerful secular bull market, sharp pullbacks and long consolidation phases are normal, especially when positioning becomes crowded or real yields temporarily move against them. Silver, in particular

From my perspective, the recent rally in memory and storage stocks already reflects most of the good news the market has been talking about. The surge in names like SanDisk $SanDisk Corp.(SNDK)$  , Micron $Micron Technology(MU)$  , Western Digital $Western Digital(WDC)$  , and Seagate $Seagate Technology PLC(STX)$   clearly shows that investors are buying into the AI-driven data demand and the improving pricing narrative. However, when stocks move this fast in such a short period, expectations also rise very

For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade. In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales. On Tesla

$DBS(D05.SI)$ $ocbc bank(O39.SI)$ hitting all-time highs together isn’t just about dividends anymore — to me, it reflects earnings resilience and a clear return of local capital to familiar, high-quality names. In a volatile global backdrop, that kind of certainty matters. I’m still holding tight on both DBS and OCBC. DBS remains my core banking position, and the April 2025 pullback only strengthened my conviction in its long-term trend. OCBC breaking above $20 feels more like a psychological unlock than a peak, with the market clearly looking past near-term noise and pricing in forward earnings momentum. UOB could be next, but it likely needs a clearer catalyst to re-rate. Even if 2026 brings gra

From my point of view, Tesla's 3% jump following the CPCA data reinforces how critical China remains to Tesla's growth narrative. Deliveries approaching 100,000 units in a single month, alongside double-digit year-on-year growth, signal that Tesla is still highly competitive despite an increasingly crowded EV market. In an environment where many EV makers are struggling with demand and pricing pressure, this level of volume resilience stands out. What I find particularly encouraging is that this growth comes amid intense local competition and ongoing price wars. Tesla's ability to grow deliveries while maintaining brand strength suggests its cost structure, manufacturing efficiency, and pricing strategy are still effective in China. The Shanghai Gigafactory continues to be a strategic asse

From my perspective, Nvidia's pullback after CES says more about market expectations and positioning than about the substance of what was announced. CES has become a stage where investors already expect Nvidia to impress, so even genuinely meaningful innovations don't always translate into immediate stock gains. When a stock opens strong and then closes slightly down, it often reflects profit-taking after a run-up rather than a loss of confidence in the company's long-term trajectory. Looking at the CES highlights themselves, I view the introduction of Alpamayo as strategically important rather than headline-grabbing in a financial sense. By pushing an open-source platform for autonomous decision-making, Nvidia is reinforcing its role as the underlying "operating system" for autonomy, not

Today, my stock in focus is $Oklo Inc.(OKLO)$ , driven by the strong policy tailwinds emerging in the U.S. nuclear sector. The U.S. government’s nearly $2.7 billion funding push to rebuild domestic nuclear fuel production signals a long-term commitment to energy security and advanced nuclear, especially as AI-driven power demand accelerates. What attracts me to Oklo is how well it fits this trend. As data centers expand, reliable baseload power becomes critical, and nuclear is increasingly viewed as a key solution. Oklo’s next-generation reactor focus aligns closely with the government’s push for advanced reactors, which explains the strong rally across nuclear stocks. From an investment perspective, I see Oklo as a structural play on the nuclea

$NEBIUS(NBIS)$ I remain bullish on Nebius, and this recent pullback has not changed my conviction — in fact, it has reinforced why I continue to collect shares at these levels. From my perspective, the market is overly focused on short-term price action while overlooking the structural story behind Nebius. This is a company positioned at the intersection of cloud infrastructure and AI demand, two themes that are not cyclical fads but long-duration growth drivers. What gives me confidence is Nebius' role as a high-performance cloud and AI infrastructure provider outside the U.S.-centric hyperscaler ecosystem. As AI workloads scale, demand for specialized compute, flexible deployment, and cost-efficient alternatives is increasing. Nebius is not