$Veeva(VEEV)$  Veeva specializes In Software   support for the healthcare sector. Has a wide moat With high switching costs and high  barriers of entry. Consistent  outperformance Over the years. Earnings on  27 Aug. May be another leg up.

$NVIDIA(NVDA)$  This is everyone's favorite & will trend higher to 200,300 and even 500! AI  Is only starting and here to stay. The issue is do we have the appetite to press "buy".

$Alphabet(GOOGL)$  rare chance to buy the  dip. Q2 earnings was superb. One of the most undervalued mag 7 stock.

$Amazon.com(AMZN)$  Another great mag 7 buy. Earnings on 31 July. Should be excellent!

$ASML Holding NV(ASML)$  It's the only high end lithograph manufacturer. Has wide  economic moat. It's clients include TSMC,  intel, Samsung etc. TP 900-1000, clearly  undervalued .

$DBS(D05.SI)$  This is the largest bank in the region. Its ROE is superior to ocbc & uob,  hence It's at a premium. Earnings out in Aug & pays qterly dividends.

$UOB(U11.SI)$  another strong local bank. On an uptrend now. Consistency in earnings 

$Alphabet(GOOGL)$  I mentioned this before  that googl is the most undervalued mag 7  share. It has trended up since then. It's still  not too late to buy now. In my  opinion, the intrinsic value is ard 210-220.  This is not financial advice, do ur own dd.

$Visa(V)$  despite the introduction  of stablecoins which have limitations, visa is  the duopoly king with increasing profits year  after year. Ignore the noise and focus on the  fundamentals. Buy on dips.

$ocbc bank(O39.SI)$   Ocbc is ranked 2nd behind DBS. All 3 local  banks are a buy with ard 5-6% dividend. Plus you can sleep easy at night. Solid earnings  every year.

$Adobe(ADBE)$  A leader in its field. It is now incorporating AI features into the products.  High Switching costs as users are taught how to use adbe products in school, hence users  are unlikely to switch. Besides, the subscription model brings recurring income. Earnings out soon, consider to buy before this.

$Alphabet(GOOGL)$  the cheapest  magnificent 7 stocks. Truly undervalued.  Stocks are voting machines in the short term but long term, they're weighing machines. 

$Veeva(VEEV)$   One of the strongest company in the medical space. Solid fundamentals overall. 

$Adobe(ADBE)$  A great company with consistent profits. Don't let an undervalued stock  goes to Waste!

$Meta Platforms, Inc.(META)$   Another one of my favorites. Sold too early & now trying to buy back.

$Microsoft(MSFT)$  This is a v strong  company; almost like an ETF. It also has excellent pricing power. Recently msft wants to raise prices for its products which is good for earnings.

$DBS Group Holdings(D05.SI)$  Top buy. Highest ROE amongst the 3 local banks.

$Salesforce.com(CRM)$   CRM is one of my top buys this year. Take advantage of Market irrationality. Strong  fundamentals.

$S&P Global(SPGI)$ This company is worth at least $500 Or even as high as 550 according to some analysts. Year after year of continuous profit.

$UnitedHealth(UNH)$  Good to buy on dips.  Solid fundamentals. Earnings soon to be announced.