To The Moon

Fell more than 3%

$Keppel(BN4.SI)$  $SGX(S68.SI)$   The latest SG earnings season has delivered a tale of two blue chips, with Keppel (BN4) hitting a 12-year high on strong results, while SGX (S68) saw a share price pullback despite record revenue, prompting an analysis of how to navigate these mixed signals in the short and medium term BN4 reached a 12-year high, driven by diversified growth and AI-powered data center demand, raising the question of whether the stock has already priced in the "Piyush Gupta effect" or if overvaluation risks are mounting after the rally S68 posted record revenue from robust trading volumes and higher listing fees, but the share price dip presents a potential entry po

While AI competition makes capex spending unavoidable, the primary challenge remains successful monetization; Microsoft (MSFT) stands out as the most bullish pick among cloud providers for those seeking a recovery play, Apple (AAPL) offers solid stability and consistent growth with its asset-light AI strategy, and Amazon (AMZN) presents a fundamentally strong opportunity to bottom-fish for a potential rebound after its massive drop

$Apple(AAPL)$  $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Meta Platforms, Inc.(META)$   The recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the "Cloud Titans" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives The Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a

(A) The AI & Semi "Valuation Purge" Seen as a healthy reset, the recent pullback is viewed as a cooling of valuations, offering a rare entry point into the backbone of the AI economy, rather than signaling a collapse of the technology itself

With market crashes across the board, the debate over whether to "buy the dip" now centers on three distinct investor outlooks。。。 The AI & Semi "Valuation Purge" : This is a healthy reset; the recent pullback is viewed as a correction, and opportunities are brewing for long-term investors in AI, machine learning, and semiconductors A Structural Trend Reversal : It's the start of a longer decline; rising interest rates and economic slowdowns signal a prolonged bear market, indicating that it is far too early to buy the dip in overvalued sectors Defensive Pivot : Avoid tech entirely; focus on recession-proof industries like healthcare and utilities, stick to consumer staples and defensive sectors, which offer stability and resilience amid economic uncertainty The market consensus is

The beginning of the end for software stocks seems unlikely, with the current volatility more likely an overreaction that creates a buying opportunity for companies with strong AI foundations

$Wal-Mart(WMT)$  $Microsoft(MSFT)$  $Palantir Technologies Inc.(PLTR)$   The recent market action marks a historic apex, where the real economy begins harvesting AI gains once reserved for tech creators With Walmart (WMT) becoming the first traditional retailer to hit a $1 trillion market cap while software stocks crash, the market stands at a crossroad, signaling a pivot where operational AI integration is now valued as highly as software innovation。。。 Investors now bet that real-world AI users offer more upside than software sellers, fearing that AI-automated coding will erode traditional SaaS pricing power and competitive moats Whi

(A) Breakout to $60+! Wealth management growth will shock the market; the rally continues

$DBS(D05.SI)$   Heading into the week of 09 February 2026, with the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on DBS (D05) whether the upcoming report will provide the momentum for a breakout and sustain its bullish trajectory。。。 If management announces a special dividend, a larger-than-expected quarterly payout to reflect capital strength, or reports strong growth in wealth management, this could trigger a breakout above $60; such drive, if sustained, may push the stock past that level within the first hour of trading Conversely, results that merely meet dividend expectations could spark a "sell on news" event, as some investors may choose to lock in profits following the