To The Moon

I think Nvidia’s $500B financing push is more genius than gamble — at least for now. Jensen Huang is effectively bringing Wall Street capital into the AI infrastructure boom without putting the entire burden on Nvidia’s own balance sheet. More financing means customers can build more data centers, buy more GPUs, and accelerate AI deployment. That creates a powerful cycle: capital → infrastructure → Nvidia chips → AI revenue. But the risk is obvious. If AI data centers struggle to generate enough returns, leverage could work in reverse, putting pressure on lenders, infrastructure valuations and eventually Nvidia’s growth expectations. So I wouldn’t call this a circular bubble yet. I’d call it a massive bet on AI economics. My view: Jensen may have found a brilliant way to scale AI demand —

My take: B — Too early. $SpaceX(SPCX)$ is clearly trying to become more than a rocket company. Grok Bot puts it directly into the enterprise AI agent race, while the potential $60B Cursor acquisition could give it a powerful AI software platform. But the market may be getting ahead of itself. The real test isn't whether SpaceX can launch an AI product — it’s whether Grok Bot and Cursor can generate meaningful revenue and eventually justify the massive AI spending. The recent rebound shows investors are excited, but the pullback is a reminder that the AI thesis still needs proof. If Cursor closes smoothly and enterprise adoption takes off, $SPCX could get a major AI re-rating. For now, I’m watching the numbers rather than chasing the hype.

I think Singapore’s market revival is real, but it still needs to prove itself. The STI hitting a record high, stronger trading volumes and SGX’s improving results all point to a genuine recovery in investor confidence. The biggest positive is the IPO pipeline, especially the growing presence of technology, healthcare and advanced manufacturing companies. But I wouldn’t get too excited about the “50 IPOs” headline yet. The real test is what happens after listing. If new companies can attract institutional investors, build liquidity and trade above their IPO prices, confidence in SGX will improve significantly. So my view is cautiously bullish: Singapore may be entering a new market cycle, but the next 12–18 months will determine whether this is a lasting revival or simply another short-te

If I had to pick one, I’d go with All-Link Air & Sea (ALK). The insider purchase is interesting because CEO/major shareholder Tang Ying increased her direct stake from 51.7% to 55.02% right on the first trading day. That’s a meaningful vote of confidence, especially after the company raised about S$20.1 million from its IPO. More importantly, the growth story is not just about the insider buying. All-Link is targeting ASEAN supply-chain growth, with Vietnam and Thailand highlighted as key expansion markets, while investing in technology and digital capabilities. My take: ALK has the most interesting combination of insider conviction + ASEAN logistics growth + relatively fresh IPO story among the names listed. But because it just listed, I’d treat it as a high-risk small-cap watchlist

If I had to choose one, Yangzijiang Shipbuilding (BS6) would be my pick. The reason is that the current momentum is backed by fundamentals: 1H 2026 net profit rose 28.4% YoY to RMB5.4 billion, while its order book remains around US$22.4 billion, providing strong earnings visibility into the coming years. What makes BS6 particularly interesting is that it appears across several of your screens at once: 52-week high, high trading volume and more than 5% price movement. That combination suggests the market is actively repricing the stock. My choice: BS6 — strong earnings + huge backlog + momentum. The main risk is that after such a strong run, chasing the price could lead to a poor entry point. @SGX_Stars [思考]

I think this rebound is about more than just strong earnings AI demand clearly hasn’t disappeared—the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave’s $104B+ backlog and Super Micro’s raised FY2027 guidance show customers are still spending aggressively. That said, I wouldn’t chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI’s improving margins make it particularly interesting. My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce. @Tiger_comments [暗中观察]

I’d say JPMorgan’s $6,000 gold call is aggressive, but the underlying thesis is worth watching. Gold’s rally is becoming more than a safe-haven trade. Central-bank diversification, geopolitical uncertainty and concerns over fiscal stability are creating structural demand. Even if central-bank buying slows temporarily, the broader trend hasn’t necessarily changed. The biggest risk is a hawkish Fed and rising real yields, which could trigger another sharp pullback. My take: I wouldn’t chase gold after such a huge run, but I also wouldn’t underestimate the structural bull case. The key question now isn’t whether gold can hit $6,000 — it’s whether the market is already pricing too much of that optimism. @Capital_Insights [得意]

I’m still cautiously bullish on Singapore equities. This rally looks more structural than just a National Day boost, with DBS, OCBC and UOB delivering strong earnings, while SGX benefits from rising market activity. The key point is that banks are no longer relying purely on net interest margins. Wealth management, fees and trading income are becoming increasingly important as rates come down. That said, after a 20%+ rally, I wouldn’t chase aggressively at current levels. The STI now needs earnings and dividends to catch up with the valuation. My view: 5,400–5,700 could be a consolidation zone. If bank earnings remain strong and capital continues flowing into Singapore, a break above 5,700 could open the door to 6,000. I’m choosing D — Holding Steady. I’d rather collect dividends and wait

I’d pick B) Cybersecurity. AI is creating a huge productivity wave, but it’s also expanding the attack surface across cloud, identity, data and AI agents. As enterprises deploy more AI, cybersecurity becomes less of a discretionary expense and more of a necessity. Among the names, PANW would be my top pick. Its platform-consolidation strategy, strong ARR growth and exposure to multiple areas of enterprise security give it a compelling long-term setup. CRWD is also attractive, especially with its strong platform ecosystem and recurring revenue model. That said, both stocks have already rerated significantly, so I wouldn’t blindly chase new highs. I think cybersecurity still has legs, but the next phase will need to be supported by earnings, cash flow and sustainable growth—not just the AI

AI Infra: Which One Stands Out? $AMD$, $LITE$ and $CRWV$ represent three different layers of AI infrastructure: compute, optical connectivity and AI cloud. AMD’s Q2 was strong, with revenue up 50% YoY and Data Center revenue more than doubling. Despite the post-earnings pullback, the bigger story is whether Helios and its next-gen AI systems can drive another growth cycle. For Lumentum, the key is 1.6T optics, EML supply and OCS adoption. If these accelerate, the optical bottleneck could become a major earnings catalyst. CoreWeave offers the fastest growth, but also the biggest risk. Investors need to watch its $99B backlog, margins, CapEx and debt load closely. My take: AMD for long-term strength, LITE for the optical bottleneck, CRWV for high-growth/high-risk exposure. The AI boom is st