AMD feels like it’s in that tricky spot where the AI narrative is strong, but expectations are already priced in. Seeing mixed takes, some calling buy, others saying sell into strength, which probably says a lot about how stretched things might be short term. Still learning, but feels like this one comes down to execution vs expectations more than hype.

Amazon’s Q1 strength looks real, especially if AWS growth is reaccelerating. But I do not think the market will ignore capex concerns just because the quarter was strong. My read: near term, strong cloud momentum can keep sentiment constructive. Longer term, the bigger question is whether that spending converts into enough margin and cash flow to justify the scale. To me, the debate is not whether Amazon can grow. It is whether the return on that AI and infrastructure spend stays strong enough to keep the multiple supported.$Amazon.com(AMZN)$ 

Everyone’s focused on chips right now, NVDA, AMD, semis... but META moving further into robotic AI could be the more interesting long-term signal. If AI models are the “brains”, robotics is where AI gets its “hands”. That feels like the next phase: not just training smarter models, but deploying them into the real world. The big question for me is whether this starts a new AI cycle beyond chips, or whether the market is already pricing too much future growth in. Personally, I think the winners won’t just be chip makers, Are we still early, or is this where hype starts running ahead of reality? $Meta Platforms, Inc.(META)$  $NVIDIA(NVDA)$  $Adv

Interesting watching NVDA drop while the broader AI story is still strong. Feels like the market isn’t just reacting to results anymore, but to expectations, valuation, and whether growth can keep surprising. Still learning, but this feels like a good reminder not to chase blindly.

DBS feels like it changed the question for UOB and OCBC. It’s not just “can they beat earnings?” anymore, it’s whether fee income and wealth management can offset NIM pressure the same way DBS did. My guess: 1. OCBC close: SGD 16.20 2. UOB close: SGD 36.80 3. Yes — I think they can partly match DBS’s mealth management surprise, but guidance tone will matter more than the headline profit beat. If both banks show strong fee income and confident guidance, Singapore banks may still have room to re-rate.

$Advanced Micro Devices(AMD)$   Cathie Wood dumping $AMD(AMD)$ is interesting, but I do not think one fund manager selling automatically changes the long-term story. For me, the real question is not: “Cathie so do I panic?” It is: Has anything materially changed in AMD’s business outlook, competitive position, or earnings potential? The bull case still makes sense to me: - AMD remains a serious player in semiconductors - Data centre and AI demand are still major long-term themes - If execution stays strong, the market may keep rewarding that positioning But the bear case is fair too: - Expdctations can run ahead of earnings very quickly - Competition is brutal - Even a strong company can be a poor buy if valuation gets too opti

The S&P 500 finishing such a strong month is impressive, but I’m trying not to get caught up in FOMO. For me, the question is whether this rally is being supported by earnings and liquidity, or whether expectations are starting to run ahead of fundamentals. I’m still bullish long term, but short term I’d rather be patient and watch for better entries than chase after a big move.

One stock I’m watching closely today is $Advanced Micro Devices(AMD)$  Not because I think it’s an easy win from here, but because it sits right in that zone where quality, expectations, and sentiment all matter at once. The long-term bull case is still there: - strong semiconductor relevance - data centre exposure - ongoing AI demand tailwinds But I think this is also where discipline matters most. A great business is not always a great buy if the market has already priced in too much optimism. So for me, the real question is not whether AMD is a good company. It is whether execution can keep justifying the enthusiasm from here. That is why I see AMD as a stock to watch closely, not blindly chase. What’s one stock everyone else is watchi

$NVIDIA(NVDA)$  Risng star this one

Alphabet’s beat looks more fundamental than sentiment driven to me. Cloud strength matters, but the bigger signal is that Google is starting to show AI can support both growth and monetisation at scale.  My read: the rally makes sense,  but the path to a $5T narrative depends on whether this becomes sustained margin-accretive execution, not just one strong quarter.$Alphabet(GOOGL)$