bank dividends remain the single biggest swing facThe Iran US 60 days ceasefire has ended and immedi$ServiceNow(NOW.US) Fundamental demand for Softwar$Microsoft(MSFT.US)My First US Stock Investment LeToday seems to be a red day for semis and memory. $Gold(GOLD.US)🚨 Gold trapped in a tight range — waWARSH EXPECTED TO STAY NEUTRAL AT JACKSON HOLE Fed$YZJ Shipbldg SGD(BS6.SG)My take on $YZJ ShipbldgIAI BUBBLE TOPS MARKET RISK FEARS An AI bubble is n$SIA Engineering(S59.SG)Context: SIA Engineering hFantastic … Thank you.📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $ONDS Ondas to Acquire Aran Defense forWhile broader markets slipped under geo-tension, AINVESTORS BRACE FOR GLOBAL STAGFLATION Most invest📢 𝗝𝗨𝗦𝗧 𝗜𝗡: U.S. Private Employers Added 9,500 Jobs🟢 UPGRADES • $AMX: Upgraded Neutral → Overweight bweekly check in, trade safe guys ❤️ $Arista Networ📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $LUNR Intuitive Machines Selected by NA📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NNE NANO Nuclear and QNI Sign MoU to A📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $ENPH Enphase Opens U.S. Pre-Orders forMemory and optical-chip stocks outperformed despitAI and semiconductor demand continue to drive the INVESTORS GROW MORE BULLISH ON U.S. STOCKS ConfideWaiting for FOMC minutes for this week key event. Recently the markets are uncertain of their movemeFUND MANAGERS SEE GOLD AS UNDERVALUED Fund manager📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $KTOS Kratos Valkyrie Demonstrates ElecGood investment if u have extra cash on hand⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $ENRD Einride to Deploy 500 Tesla Semi T⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Xiaomi Sees Memory Price Increases EasinKoh Brothers Drops a $57.6 Million Bomb Hours Befo$XIAOMI-W(01810.HK)Xiaomi achieved significant milChecking in with our August 18 portfolio update!Ge$BIDU-SW(09888.HK)Baidu’s Q2 results show a companThe ending of the cease fire and consequent spike $ServiceNow(NOW.US)I still believe in the fundamen$Western Digital(WDC.US)Context: Western Digital tMeta was around 590 on Friday. closed 565 on Monda565 held up better than i expected honestly. 550 wWSJ: off-balance-sheet commitments across nine big$SoFi Tech(SOFI.US) SoFi shares were slightly up aMeta Platforms opened its social media addiction tThe market likes to hear what they want to heard a$GEELY AUTO(00175.HK)Geely has reported its Q2 res