$NVIDIA(NVDA)$  Finally rising up like the phoenix we know it to be!

$Advanced Micro Devices(AMD)$  AMD’s latest sell-off looks like sentiment getting ahead of itself on expectations, then overcorrecting on disappointment, while the fundamentals still point to roughly 30% revenue growth, expanding margins and a growing AI/data center franchise that could materially lift earnings over the next few years. When a company with that profile is punished for not being “perfect” every quarter, I see such volatility as a chance to buy the dip, stay patient and let the mid-term and longer-term AI and data center thesis play out.

Gold has stabilized and rebounded towards the $4,750–$4,800 region. Time to buy the dip in GLDM and other gold ETFs before the trend becomes fully positive again.

$Spdr Gold Minishares Trust(GLDM)$ With the weakening US dollar, interest rates likely to be reduced at least twice more this year and increasing central bank purchases, have faith in gold!

$UOB(U11.SI)$ UOB provides the best value given that its P/B ratio is only 1.2 (lower than both DBS and OCBC) while still offering a generous 6.2% dividend yield. Of the 3 major Singapore banks, it is by far the most undervalued and the one with most potential for gains (both dividends and valuation)!

$NVIDIA(NVDA)$  BREAKING: Nvidia has made a $2.8 billion gain, or a 56% return, from its $5 billion Intel investment so far. The leading AI chip maker has purchased 214.7 million Intel shares (INTC) at $23.28 per share for $5 billion under the September agreement. Intel shares are currently trading at $36.20 per share; as a result, Nvidia’s $5 billion investment has grown to approximately $7.8 billion. Link at https://www.facebook.com/share/p/1CCvfUmywA/?mibextid=wwXIfr