$Solidion Technology Inc.(STI)$ : +0.85% to 4,989.41, a modest relief rally led by advertising (+20.14%) and semiconductor equipment (+19.17%) as easing Middle East tensions lifted regional sentiment, though gains were capped by selective positioning on property exposure.

Good, US stocks performing well

Goldman’s overall forecast for 1Q26 is: quarter-on-quarter recovery, but mild year-on-year pressure. Three numbers will determine the direction of share prices on earnings day: the actual decline in net interest income (NII), the resilience of wealth management fees and cost of credit (CoC) The main drag is structural net interest margin (NIM) compression. Both SORA (Singapore Overnight Rate Average) and HIBOR (Hong Kong Interbank Offered Rate) have moved lower, putting unavoidable pressure on the big three banks’ NII

For the past twenty years, U.S. retail investors were divided into two classes: Account > $25,000: You were free, with unlimited intraday trading. Account < $25,000: You were labeled as a “PDT” trader, allowed only 4 round trips within 5 days, and violations could result in account restrictions.

Top 10 bullish stocks: Tesla Motors, NVIDIA, Micron Technology, Rivian Automotive, Inc., Bank of America, Advanced Micro Devices, Microsoft, Palantir Technologies Inc., Broadcom, Meta Platforms, Inc.

1) “80% of gains happen in 20% of the time. If you miss the strongest phases, your returns shrink significantly. You cannot avoid every downturn.” This logic isn’t about reckless risk-taking — it reflects a harsh historical truth: Most people endure the full drawdown, cut losses at the bottom, and then miss the rebound. Avoiding crashes is good, but missing the rally can be even more costly — because gains are non-linear and concentrated.

Oiltek International, Koh Brothers Eco Engineering (KBE), Koh Brothers : Property player Koh Brothers rejected a new shareholder attempt to force the company to distribute its stake in Oiltek on the basis that it is not in the group’s best interest. Koh Brothers said on Monday that its board will not put the shareholders’ proposed resolution – to get its 54.8 per cent-owned unit KBE to distribute its Oiltek shares – to a vote at its upcoming annual general meeting. Oiltek shares closed 3.5 per cent up at S$2.08 on Monday, KBE shares ended 14.8 per cent up at S$0.132 and Koh Brothers shares ended Monday 5.7 per cent up at S$0.37.

The revenue is already in (+45% YoY in March). Now, it’s about the "AI moat." Bernstein has a $351 PT. Why? Because AI demand from Nvidia/Apple is so hungry it’s eating up the slack from weak smartphone sales.

JPM, Goldman, the OFC data: The AI infrastructure buildout is accelerating, not slowing. CPO and OCS are no longer 2028 stories — they're 2H 2026 revenue. The market is still pricing these companies like boring legacy optical hardware companies. That's the mispricing. Memory started repricing six months ago. Optical is repricing now.

Very good, earn quite well

OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of traditional dev-tool and enterprise software firms.

As ceasefire rumors sent oil prices tumbling, the long-suppressed bullish sentiment exploded. Rumor has it that Barron cleared $950 million shorting crude—a massive win that signals the market's pivot back to the "disinflation" narrative

The Industrials and Consumer sectors were the stars of the show. ST Engineering and Wilmar International led the blue-chip charge, while AEM (the MVP of mid-caps) delivered a jaw-dropping 142.4% return in just three months!

Virgin Galactic (SPCE) surged 24.8% amid SpaceX IPO speculation, driving options volume up 149% to 167,313 contracts (91% calls), with significant trading in $7 strike calls expiring July 17.

$CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ just delivered a 1Q26 preview far above expectations. Goldman noted that even with inventories at extremely low levels, the average selling prices (ASP) of DRAM and NAND surged 103% and 87% QoQ, respectively. The more important insight is this: this is not just a cyclical fluctuation — Samsung is now locking in elevated profits through long-term agreements (LTAs), and this kind of pricing power is unprecedented.

Trump announced a 90-day tariff pause for countries that hadn't retaliated. The market's reaction was immediate and historic: $S&P 500(.SPX)$ posted its biggest single-day gain since 2008. $NASDAQ(.IXIC)$ surged over 12% in one session. Those who had panic-sold at the lows watched the recovery happen without them.

1. U.S. Market Summary: Stocks Snap 5-Week Slide as Oil Surges to $112 Relief rally: Major U.S. indexes gained 3–4% last week, snapping a five-week losing streak. Resurgent oil: U.S. crude climbed to ~$112/barrel Friday—highest since mid-2022—amid escalating Strait of Hormuz tensions. Golden rebound: $Gold - main 2606(GCmain)$ recovered March losses, rising nearly 4% to trade around $4,700 on last friday.

Sustained Macro Tightening: Oil staying elevated well above US$100 keeps inflation and bond yields higher for longer, which mechanically compresses tech valuation multiples. The Earnings Reset Phase: Tech index drawdowns typically evolve in stages: valuation reset, then earnings downgrade, and finally revenue disappointment. An extended conflict risks pushing the market into the definitive downgrade phase.

Behind every holiday is a love for life. In the East, we eat qingtuan, swing on swings, and fly kites, embracing the idea that “all things grow at this time, clean and bright.”

While global markets enter a brief “silent mode,” life itself feels more vibrant with these two shades of spring.