STI at a Record: A Clear-Eyed Guide for Singapore Investors$Micron Tech(MU.US)Looks like Samsung, SK Hynix anWhy are the headlines behaving like as if the markIf you have been living in the US long enough, youIs the STI bull sustainable, or are you buying recSTI Past 5,100: What Is Actually Driving Itheld AVGO into earnings, woke up to minus 15% on aSTI through 5,100 and printing record territory 🇸🇬SpaceX lists June 12 at 135 and I am putting in foSTI at record highs is great for my bank holdings,The STI breaking 5,100 is less about euphoria and STI at 5,100 and quietly beating half the world whbeen holding SG banks purely for the dividend and STI through 5,100 but look under the hood, the thrDow record, Nasdaq red, everyone yelling rotation.SpaceX IPO week is here and people are sleeping onWhat "should I subscribe at 135" actually meansAVGO down about 15% on a beat is the whole story. Dow record, Nasdaq red, finance feed screaming ROTeveryone keeps saying rotate into value but the DoI hold a chunk of the Mag7 and watched money walk $Redwire(RDW.US) 🚀🍓RDW has been a volatile but intThursday produced a notable divergence: the Dow clSTI broke 5,100 but it is basically DBS, OCBC, UOB135 for SpaceX at a 1.75 trillion valuation when M$Redwire(RDW.US)RDW has been one of the more interhonest question, are you actually rotating or justA Record Headline, Weaker InternalsBroadcom Crashed 15% on a Beat. Is It a Buy?a company growing AI revenue triple digits drops 1Broadcom's roughly 15% drop on strong numbers is aSTI at records, my bank shares green, dividends stmy entire feed went from crypto experts last week Dow up 1.7% to a record, Nasdaq down, semis off 2.Long $Nokia Oyj(NOK.US) !! Keep holding!in this uncertainty world of war and high oil pricBTC drop is the start of something sinister. OtherPROPNEXWhat attracted me to the company is its str$SingTel(Z74.SG)Singtel continues to trade in a tiRotation from AI to value looks healthy, not a craDow record while Nasdaq, chips and crypto fall is held AVGO through the print again like a clown 🤡 gthink we get one more flush before this stabilizesThe stock market is finally correcting and reflectSpaceX listing June 12 at 135, can us retail even MRVL up 54% in a week is insane, I trimmed some, lStay tuned for my WWDC, iOS 27 and Siri preview to$Vertiv(VRT.US)The board declared a quarterly divimarket hit a record and somehow it still feels likis crypto just trading as a high beta tech proxy n