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From the Internet era to the mobile era and now the AI era, there has always been a need for a data layer. AI may change...
08/09/2026

From the Internet era to the mobile era and now the AI era, there has always been a need for a data layer. AI may change existing interfaces and reduce some labour-intensive processes, but it does not eliminate the need for reliable underlying data.

While we remain positive on the future earnings trajectory of these companies, stretched valuations suggest that the margin for error is low and that companies need to deliver near-perfect ex*****on.

Looking ahead, this strong momentum could continue as AI adoption progresses. However, we see several factors that could derail the momentum.

Read the full article: https://fsm.global/sg/article/rcms391180/data-infrastructure-software-the-control-layer-of-the-ai-stack

As capital po urs into AI infrastructure, chipmakers need advanced manufacturing equipment to turn that spending into ca...
08/09/2026

As capital po urs into AI infrastructure, chipmakers need advanced manufacturing equipment to turn that spending into capacity. Lam Research supplies the deposition, etch and clean technologies at the heart of that process, giving it direct exposure to the AI build-outAs capital pours into AI infrastructure, chipmakers need advanced manufacturing equipment to turn that spending into capacity. Lam Research supplies the deposition, etch and clean technologies at the heart of that process, giving it direct exposure to the AI build-out .

As a leading global supplier of wafer fabrication equipment, Lam's growth is anchored by three structural thesis drivers: massive AI capex buildouts, expanding equipment intensity per wafer from rising chip complexity, and growing recurring revenue from its installed base.

Read the full article: https://fsm.global/sg/article/rcms390401/lam-research-ai-capex-and-rising-chip-complexity-drive-a-multi-year-gr

93% revenue growth at a $7.7 billion annualised run rate, 157% net dollar retention, an 86% adjusted gross margin, a 62%...
03/09/2026

93% revenue growth at a $7.7 billion annualised run rate, 157% net dollar retention, an 86% adjusted gross margin, a 62% adjusted operating margin and a Rule of 40 score of 155% highlight a company with an operating profile that is arguably unmatched in the software sector.

However, the decisive fact is that even assuming a 37% revenue CAGR over the next 10 years, the current share price still appears expensive.

Read the full article: https://fsm.global/sg/article/rcms390460/palantir-technologies-good-business-bad-price-initiate-sell

Unsurprisingly, Nvidia once again delivered a double beat on both top and bottom-line growth, defending its place in the...
02/09/2026

Unsurprisingly, Nvidia once again delivered a double beat on both top and bottom-line growth, defending its place in the AI chips space.

Nvidia’s FY28 revenue outlook, continued Blackwell strength and early Rubin production collectively extend the earnings runway beyond our current assumptions. We maintain our BUY rating.

Read the full article: https://fsm.global/sg/article/rcms390441/nvidia-2q-fy27-the-party-continues

It's been a noisy year for markets, but the numbers tell a clean story.Our MAPS Growth portfolios have returned between ...
31/08/2026

It's been a noisy year for markets, but the numbers tell a clean story.

Our MAPS Growth portfolios have returned between 2.0% and 17.7% year-to-date, and between 4.4% and 26.6% over the past 12 months, outperforming benchmarks across all five risk profiles.

We have made no allocation changes since the April 2026 rebalancing. Our overweights in Japan, Asia ex-Japan, the digital economy and short duration bonds remain fully intact, alongside our US underweight.

Read the full article: https://fsm.global/sg/article/rcms390240/five-for-five-every-maps-portfolio-is-beating-its-benchmark-this-year

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