Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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