I’m leaning toward staying invested in AI rather than chasing the inflation trade. Nvidia’s $108B guide and the strong reaction in Salesforce, Okta and CrowdStrike tell me the AI story is broadening beyond chips into software and recurring revenue.
That said, I’m not ignoring inflation. With PCE still elevated and Warsh speaking Friday, I expect volatility to remain high, so I’d rather add selectively on pullbacks than chase the post-earnings rally.
For Singapore, the 2% core inflation reading is definitely worth watching, but strong exports and surging electronics demand give me some confidence. For now, I’m staying focused on AI growth while keeping some dry powder for the next Fed-driven pullback.
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