SG Visual Research

$Micron Tech(MU.US) $SK Hynix(SKHY.US)The AI trade is not only about GPUs.As AI servers scale, market attention is moving into HBM, DRAM, NAND, SSD, advanced packaging and semiconductor equipment.SK Hynix remai...

$AJJ Medtech(584.SG) AJJ Medtech (SGX:584) and Huaxi released a public-facing Q&A for the HIT-1 Humanoid Eldercare Robot Platform.The key point is not to present HIT-1 as a single robot purchase. The Q&A po...

$SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US) SK Hynix raised about US$26.5bn in its Nasdaq ADR debut, putting the AI memory chip chain back in focus.The key point is not just another chip listing. It ref...

$AJJ Medtech(584.SG) AI eldercare robots entering institutional care settings should not be assessed only by what they can do.The bigger question is whether the deployment system can be governed, audited, s...

$AJJ Medtech(584.SG) AI eldercare robots entering institutional care settings should not be assessed only by what they can do.The bigger question is whether the deployment system can be governed, audited, s...

$SpaceX(SPCX.US) $Invesco QQQ Trust(QQQ.US) SpaceX joining the Nasdaq-100 marks a shift from IPO hype to index-driven ownership.For investors, the key point is not that index inclusion guarantees u...

$AJJ Medtech(584.SG) The easiest way to misread RR-Care™ FTE 2.3 is to focus only on the “2.3”.The more important questions are:What task is being supported?In what care setting?Under whose supervision?How ...

$AJJ Medtech(584.SG) The “2.3” in RR-Care™ FTE 2.3 should not be read as “one robot replaces 2.3 caregivers.” It is better understood as an FTE-equivalent workload-release planning indicator for discussing h...

$AJJ Medtech(584.SG) The real question for AI eldercare robots is not only whether a robot exists, but whether it can be measured, supervised and integrated into real institutional care workflows.In institu...

$AJJ Medtech(584.SG) AJJ Medtech (SGX:584) announced on 25 June 2026 the DOI-registered public research version of RR-Care™ FTE 2.3.This is not a commercial contract announcement, and it is not a clinical v...

$Micron Tech(MU.US) $NVIDIA(NVDA.US) $Western Digital(WDC.US)The AI trade is moving beyond GPUs into memory and storage.Investors are not only watching Nvidia. They are also watching HBM, high-end DRAM and data-center sto...

$UBTECH ROBOTICS(09880.HK) $MircroPort Medbot-B(02252.HK) $AJJ Medtech(584.SG) Robotics is moving from technical demos into real-world deployment.From a China market perspective, robotics is not a single-company story. It is a mul...

$iShares Bitcoin Trust ETF(IBIT.US) $SPDR Gold Shares(GLD.US)After progress in U.S.-Iran talks, markets moved into risk-on relief:Oil fell, stock futures rose, inflation concerns eased, and safe-haven de...

$AJJ Medtech(584.SG) $Tempus AI(TEM.US) $Intuitive Surgical(ISRG.US) Eldercare is more than nursing homes.Singapore’s Age Well Neighbourhoods show how ageing services are moving closer to homes and communities through Ac...

OpenAI: generative AI platformAnthropic: enterprise AI and AI safetySpaceX: space infrastructure and satellite internetLarge funds can usually own multiple companies in the same sector. But capital, p...

OpenAI has said it confidentially filed IPO paperwork with the U.S. SEC.This is not a public S-1, and it does not mean an immediate listing. But it signals that the AI IPO race is moving closer to pub...

$Tesla(TSLA.US)SpaceX Breakdown, Part 3.This time, the key question is valuation. If SpaceX lists at US$135 per share and around US$1.75 trillion valuation, what exactly is the market buying?For many in...

$Tesla(TSLA.US) SpaceX S-1 Breakdown, Part 2.This time, it is not just about Musk or rockets. The more interesting question is what SpaceX is actually built on.Based on the S-1, SpaceX no longer looks l...

$Tesla(TSLA.US) One interesting detail in SpaceX’s S-1: Musk’s ecosystem is renting COLOSSUS / COLOSSUS II compute capacity to Anthropic.On the surface, Anthropic is a major player in the AI model race....

$Raffles Medical(BSL.SG) $AJJ Medtech(584.SG) Singapore's ageing trend is accelerating.By 2030, around 1 in 4 Singaporeans is expected to be aged 65 or above.This means the silver economy is not only about nursing ho...

$NIO Inc(NIO.US) $NIO-SW(09866.HK) CMB International upgraded NIO Inc. (NIO US / 9866 HK / SGX: NIO) from HOLD to BUY, with target prices raised to US$7.00 / HK$55.00.Key 1Q26 numbers:Revenue: RMB25.53bn, +...

$Alphabet - C(GOOG.US) SpaceX IPO speculation is heating up, but most investors still cannot buy SpaceX directly. That is why the market is looking at listed names with possible indirect exposure: early invest...

$AJJ Medtech(584.SG) 【Company Observation】After AJJ Medtech released its 1Q2026 results, the market has already seen the short-term financial pressure. At this stage, simply repeating single-quarter revenue...

$ULTRAGREEN AI USD(ULG.SG) The report frames the company as a combination of:high-margin ICG consumables + global market leadership + AI surgical data platform optionality.Key points:Rating: OUTPERFOR...

$AJJ Medtech(584.SG) Company UpdateAJJ Medtech announced its 1Q2026 results. For the quarter, the company reported revenue of approximately S$0.47 million, gross profit of approximately S$0.26 million, and ...