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The STI hit record new highs ahead of Friday's SG April CPI release. Bank stocks like OCBC & DBS continue to push higher amidst probability of rate hikes getting higher. The sg market may not be the best yielding investment, but is surely one of the more steady ones over long term

$Alphabet(GOOGL.US) Alphabet's Google and Blackstone are set to launch an artificial-intelligence cloud company, leveraging Google's specialized chips, their TPUs. Blackstone will contribute $5 billion, taking a majority stake in the unnamed venture, with the announcement anticipated shortly. Google is aggressively expanding its market share in the AI field and this latest move verifies their long term ambition to stay in the mix. Bullish for sure. @Bridge Buzz SG

$Netflix(NFLX.US) Netflix share price has been relatively weak and consolidating around the mid 80s price range. This decline is attributed to perceived weak guidance and concerns about leadership, despite the business fundamentals remaining strong with reaccelerating growth and rising margins. The contrasting sentiment and solid fundamentals create a compelling investment opportunity, leading to a bullish outlook for long term. @Bridge Buzz SG

$NVIDIA(NVDA.US) The broader semiconductor sector weakened after fresh consumer price index data raised concerns that inflation may remain elevated for longer. New monster IPO Cerebras also comes in as stiff competitors in the already concentrated AI chips market, providing more competition to Nvidia. However, I'm not worried at all. Nvidia has led the AI chips race for years and has also been constantly innovating to make sure it stays ahead of competition. With renewed approval of H200 sales to China, this could provide even more profits to the balance sheet of Nvidia. Although the broader market is overvalued right now, I believe Nvidia is trading within reasonable range but won't be surprised if the sell off continues with macroeconomic data concerns. @Bridge Buzz SG

Singapore Airlines Group reported a 57.4% year on year decline in net profit to $1.18b for the financial year ended 31 March, mainly due to the absence of a one-off accounting gain in the prior year and its share of losses from Air India. Operating profit rose 39% to $2.38b, supported by higher passenger demand, stronger yields and lower net fuel costs. Revenue increased 5% to $20.52b, whilst expenditure rose 1.8% to $18.15b.

$NU Holdings(NU.US) Nu Holdings reported record first-quarter revenue of $5 billion and record net income of $871 million, with customer growth and ARPAC expansion continuing to drive earnings power. The company said its customer base surpassed 135 million, including 115 million in Brazil and 15 million in Mexico, while monthly activity remained strong at 83%. Besides, Nu announced that they are going to rebuild AI around banking, targeting US customer base as the trial target group. However, this earnings was not good enough for Wall Street given how weak the FinTech sector is right now. Regardless, I believe Nu is currently undervalued and is way below analysts targeted price and hence will be adding some more shares. @Bridge Buzz SG

Nvidia ripped higher following Trump's statement that Jensen was also invited to Trump's visit to China. Moreover, Nvidia backed Nebius also reported stronger than expected earnings, signalling to investors that Nvidia knows which company to invest in to achieve a good return on investment.

【Week 4】Continue to pick up Meta at cheap prices!

#My Portfolio Health Check

Following the landmark US court ruling where Meta was found liable for designing addictive platform features such as infinite scroll and causing mental health issues to users, traders have been selling off Meta due to concerns of stricter regulations on social media platforms. Nevertheless, Meta also reported higher than expected 2026 AI Capex, leading to more short selling pressure on the stock. Wall Street believes that at this current stage of AI development, investors should be seeing the ROI on AI spending and not just only increasing expenditure without significant returns. Therefore, money has been rotating into other sectors like memory stocks in hopes of better profitability. However, Meta's recent earnings seem to be suggesting otherwise. Even with huge Capex in 2025, Meta continued to generate more profits and revenue. More often than not, companies usually do not even come close to the Capex amount that they declare for the fiscal year. Meta continues to perform excellently, but the stock price does not justify that. It is currently trading at relatively low forward P/E and is similar to the Google situation back in 2025. That is why I am taking the opportunity to accumulate more now. @Bridge Buzz SG

$NIO Inc(NIO.US) NIO has made significant progress towards profitability, reporting its first non-GAAP operating profit in Q4 2025 and strong delivery volumes in Q1 2026. The launch of the All-New ES8, which achieved nearly 25% gross margins, marks a shift in focus from delivery growth to improving margins and operating leverage. However, volatility remains relevant as competition is stiff in China. NIO is not the only company capable of delivering high standards EVs, and therefore the upcoming earnings report will tell investors more on their ambition and forward plans. @Bridge Buzz SG

US CPI came in hotter than expectations and now suddenly its not a question of when the next rate cut might happen. It is an if it would even happen. We still don't know how the new FED chair Warsh is like and his work style as market start to price in concerns of a rate hike instead. Yet the S&P remained relatively strong with the assurance from Trump, signalling that the stock market continues to trade on Trump's words more than fundamentals.

$Alphabet(GOOGL.US) The AI trade is shifting focus from semiconductor companies to those that can monetise AI effectively, with Alphabet Inc gaining prominence. Alphabet's first-quarter revenue rose to $110 billion, driven by significant growth in Google Cloud while they continue to invest and innovate in their TPUs. It is still too early for companies to shift away from Nvidia's chips but if Alphabet is able to create a similar ecosystem like Nvidia's chips, they could take away a significant portion of the AI chips market share. Besides, Google is also thriving in other sectors like autonomous driving, with Waymo successfully launching thousands of rides. Right now, investors are mostly interested in whichever companies are able to monetise AI effectively. @Bridge Buzz SG

$Microsoft(MSFT.US) OpenAI and Microsoft have agreed to cap their revenue-sharing payments at $38 billion, enhancing OpenAI's attractiveness for its upcoming IPO. Microsoft will remain OpenAI's primary cloud partner, with products launching on Azure first, but OpenAI can also serve other cloud providers. Despite positive early partnerships, close competition from Gemini and Claude has caused the hype for OpenAI to die down massively. Microsoft being a major Shareholder also hasn't benefitted much yet, with the shares plunging more times than skyrocketing whenever news of OpenAI appear in the press. @Bridge Buzz SG

Silver was ripping yesterday amidst fresh inflation concerns while memory stocks continue soaring higher. With Trump visiting China and rumours of China investing into facilities in US, will this lead to more optimisim and new ATHs or that just being another fake partnership? Regardless, CPI data will perhaps lead to some profit taking sooner or later.

Trump's latest comments suggest that Iran deal is far from over (surprise surprise). There is still no concrete long term ceasefire plans as they have not come to a resolution yet on nuclear energy. However, markets barely react as traders have gotten used to the bluff situations and with Trump visiting China, let's see what's next in store for the world.

CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once more strikes fears into investors as they sell off the stock. Feels like AI Capex spending is going to be the hottest topic of 2026.

$SoFi Tech(SOFI.US) SoFi's crypto business achieved $121.6 million in transaction revenue during Q1, countered by costs of $120.7 million, leading to a net revenue of $852,000. The company has recorded 239,509 crypto accounts, which are defined as opened accounts rather than active users. Sofi is currently still under massive pressure and unable to recover its losses since ATH from November, but past trends suggest that the stock may take off once more after a period of drawdown. @Bridge Buzz SG

【Week 3】Software stocks under pressure, pick only the great ones that will recover!

#My Portfolio Health Check

The software sector hasn't improved as many still believe that AI will disrupt and replace software companies. Yet, stocks like Microsoft and ServiceNow are fundamentally sound companies that fell along with the whole sector without justification. The former trades at 5 years low P/E ratio while being invested across many other industries, and the diversity makes it an undisputed leader in the market for decades. The latter continues to collaborate with AI companies to improve its services yet I'm supposed to believe it will be replaced by AI? If anything, this is the right opportunity that people have been crying for - great companies at discounted prices. @Bridge Buzz SG

AMD continues to soar higher following outstanding earnings. However, I believe it is in the overbought territory and would prefer to sit on the sidelines, wait for prices to come down and stabilise before making a move. AMD's potential is real, but forward price to earnings ratio is also significantly higher than its competitors like Nvidia, so naturally the risk is also greater.