Talking about the 3 biggest components in Singapore SGX. DBS, UOB, and OCBC form Singapore'd "big three" banks — all profitable, well-capitalized, and regionally significant. However, DBS stands apart in terms of scale, digital leadership, and regional execution. Let's talk about firstly Dbs total assets - the largest in Singapore and among the largest in Asia. Next to focus will be based on ROE. Staying consistently at ~18%. An incredible record among her peers, driven by rising net interest margins, digital scalability, and wealth management gains. Another will be the Dividend Yield: Attractive and rising — ~6%+ with strong payout commitment. Easily beating the other 2 major banks hands down. DBS is widely regarded as a global leader in banking digitization
Nvidia is on its way to become the first 4Trillion company and for its bullish growth this past 2 months of intense growth. Another thing i notice is Nvidia is now the single biggest contributor to gains in Nasdaq-100 and S&P 500, it is indeed similar to what Apple was during the iPhone boom. I do feel that Nvidias trend positioning is extraordinarily bullish — not just as a stock, but as a defining asset of this tech supercycle. Talking about Nvidia, with its Blackwell and Rubin chips, Nvidia maintains a technological lead of 12–18 months over competitors like AMD and Intel. I will say this is very impressive for a tech company perspective. Now talking about risk. Firstly, geopolitical shocks like trade bans and taiwan tension. Secondly, tech rotation, the cycle might s