Crazy rich

STI is knocking on 5000.OCBC has a target of 5250 — and the index is getting close enough that the question shifts from "will we get there?" to "what happens when we do?"For Singapore investors, this matters beyond the headline number. When the STI runs, it tends to lift dividend stocks and REITs alongside it — DBS (SGX: D05), OCBC (SGX: O39), Singtel, the usual anchors.The local market has been quietly resilient this year while global investors were distracted by US volatility. That's the thing about the STI: it doesn't make noise, it just compounds.Watch for profit-taking around the 5000 psychological level. But the bigger picture looks constructive.

$ASML(ASML.US)  just announced 1,000 watt EUV light source, boosting wafer output 50% by 2030 . Stock hit new 52-week high $1,493 yesterday on 1.28M volume . Market finally waking up to the fact that Moore's Law isn't dead, it's just powered by Dutch wizardry

A useful lesson from SIA today: GAAP net profit can be a misleading single-metric for valuation. Three rules for reading airline earnings: (1) always strip out one-off gains/losses to assess underlying operations; (2) operating cash flow is more reliable than net profit; (3) seasonality matters — H2 typically benefits from peak travel periods, so the comparison should be apples-to-apples. SIA's H2 print looks worse than the underlying business performance

From a risk perspective, the core issue for $Circle(CRCL.US) remains the sustainability of its stablecoin business model. The market has recently begun discussing the impact of profit structure and the interest rate environment

Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged

CityDev's S$2B debt program signals expansion appetite. Watch for acquisition targets in hospitality/data centers

$Coinbase(COIN.US)  Is this stock the after-hours beast? Any long-term holders here willing to share their thoughts?