$NVIDIA(NVDA)$ Agreed that Nvidia will continue being the big winner of AI or SI, no matter what it is called! Trump and everyone in the administration is rooting for Nvidia
Nvidia was the Big Winner of Trump's AI Lunch, Here's Why
$UOB(U11.SI)$ UOB is the most undervalued (on a pullback from ATH) and has the most to gain from interest rates because it’s still the most traditional bank of the 3 major SG banks and most reliant on net interest income.
$Singtel(Z74.SI)$ current market cap still undervalues its regional stakes—Bharti Airtel, Telkomsel and AIS. Catalysts include Nxera data-centre capacity doubling to 120MW, AI infrastructure positioning, Optus margin recovery, NCS cost savings, and Singapore ARPU stabilizing amid potential StarHub-M1 consolidation. Add an SGD 9 billion capital-recycling programme, buybacks, and ~4% dividend yield.