These are names showing strength or interesting setups in the U.S. / global markets: • Apple (AAPL) — recently broke above a “handle” entry, suggesting continuation potential.  • Micron Technology (MU) — one of the “best stocks to buy or watch” in recent articles, benefiting from memory demand.  • Futu Holdings (FUTU) — showing strong profit growth and momentum in Asia / China tech space.  • Sea Ltd (SE) — strong e-commerce and digital business growth in SEA region; large upside if growth continues.  ⸻ 🏙 Singapore / Southeast Asia names to watch Since you’re in Singapore, here are some local / regional names that analysts are flagging: • UMS Integration — picked by DBS as a “top technology pick,” benefiting from AI / semiconductor tailwinds.  • Keppel Ltd (SGX: BN4) — analysts at POEM
AMD is the most interesting risk/reward of this entire list — a real business with real growth, but with specific landmines you need to understand. What the numbers actually show: • Q4 2025: revenue up 34% year-over-year to $10.3B, operating income up 101%, non-GAAP EPS of $1.53 vs $1.24 expected — a 23% beat.  • Q1 2026 guidance calls for ~$9.8B revenue, implying 32% year-over-year growth, with 55% gross margins.  • Long-term targets include over 60% annual data center growth, tens of billions in AI revenue by 2027, and EPS above $20 in the strategic timeframe.  The real risks — don’t ignore these: • AMD is forecasting zero additional China GPU revenue beyond $100M in Q1 due to export restrictions  — that’s a meaningful revenue hole given China was a significant market. • Semi-custom
This week, earnings season will kick off with bank stocks, as $JPMorgan Chase(JPM)$ and $Wells Fargo(WFC)$ are set to release their reports first, followed by the “Magnificent Seven” tech giants—Meta, Alphabet, Nvidia, Apple, Microsoft, Amazon, and Tesla—who will also be reporting soon. Besides growth and earnings