Broker Name: CGS International
Date of Report: October 8, 2025
Excerpt from CGS International report.
- AI Investment Frenzy: Recent massive investments and partnerships between Nvidia, OpenAI, and AMD are fueling concerns of a possible AI bubble, as these circular business deals may be artificially inflating the trillion-dollar AI market. OpenAI is burning through cash and does not expect to be cash-flow positive until near the end of the decade.
- Singapore REITs: Singapore REITs are expected to outperform with continued interest cost savings, strong operating metrics, and accretive acquisitions driving DPU growth. The sector is rated Overweight with top picks including CLAR, CICT, and LREIT.
- IFS Capital Ltd Technical Buy: IFS Capital shows strong technical momentum, forming higher highs/lows and breaking resistance. Indicators like Ichimoku, MACD, and volume support further uptrend, with multiple target prices outlined for upside potential.
- Disclaimers & Distribution: The report includes jurisdiction-specific disclaimers, noting restrictions and regulatory requirements for distribution. It emphasizes the need for readers to consider their own investment objectives and consult professional advisors.
Report Summary:
- Massive AI investments by Nvidia, OpenAI, and AMD are raising bubble concerns amid rapid spending and complex partnerships.
- Singapore REITs maintain positive sector outlook, while IFS Capital is highlighted for technical buying opportunity based on strong chart signals.
Above is an excerpt from a report by CGS International. Clients of CGS International can be the first to access the full report from the CGS International website: https://www.cgs-cimb.com/en/home
