DBS’s Q2 results were more balanced, with growth in fee-based and trading income cushioning NIM pressure. UOB’s earnings were more exposed to margin compression and slower loan growth, leading to an earnings miss and reduced guidance.
$Tesla Motors(TSLA)$ NVIDIA holds a near-monopoly in AI chips, while Tesla faces fierce competition from BYD, traditional automakers, and new EV startups. A company with strong competitive advantages is more likely to rebound quickly after a dip.