$Microsoft(MSFT)$  my best highest conviction holding and a stock you can add on with confidence at all times

$NVIDIA(NVDA)$  still holding the faith in Nvidia and assured in its valuation upside over the next few years 

$UOB(U11.SI)$ Bullish

$UOB(U11.SI)$  UOB is the most undervalued (on a pullback from ATH) and has the most to gain from interest rates because it’s still the most traditional bank of the 3 major SG banks and most reliant on net interest income.

$Singtel(Z74.SI)$  current market cap still undervalues its regional stakes—Bharti Airtel, Telkomsel and AIS. Catalysts include Nxera data-centre capacity doubling to 120MW, AI infrastructure positioning, Optus margin recovery, NCS cost savings, and Singapore ARPU stabilizing amid potential StarHub-M1 consolidation. Add an SGD 9 billion capital-recycling programme, buybacks, and ~4% dividend yield.

$Broadcom(AVGO)$  anything within the 340-370 range is a happy accumulation zone!

C is the soundest pick: infrastructure names like Broadcom, Nvidia, AMD and Microsoft anchor the AI build-out through chips, memory, power and data centers — durable multi-year commitments regardless of any hype or rhetoric about a slower pace of AI development. The $315 million options bet reinforces this understanding. I will use any short-term weakness as a golden opportunity to accumulate high value stocks at cheap valuations!