SG Q2 GDP came in at 5.7% with manufacturing up 12.2%, the AI chip cycle is literally showing up in the national numbers now. STI hit a record 5,493, eighth straight green session, and $Dominion Energy(D.US)05.SG$ is right at the heart of it. this is why i hold the local story, the same AI wave lifting US chips is quietly lifting SG through manufacturing and banks. holding DBS since the low 60s, not selling.
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