In recent months, Singapore technology stocks such as AEM (SGX: AWX), UMS Integration (SGX: 558) and Frencken (SGX: E28) have surged as investors rushed to gain exposure to the global AI and semiconductor boom. But as valuations continue climbing, an important question emerges. If local semiconductor suppliers are now trading at valuation multiples similar to Nvidia, Micron and Broadcom, are investors still getting compensated for taking on the additional risks? In this video, I examine the recent rally in Singapore technology stocks, compare them against the global AI leaders, and share my own portfolio approach when it comes to balancing growth and income investing. We’ll also discuss why my portfolio increasingly follows a simple barbell strategy: Singapore and the UK for income, and the US and China for growth. Timestamps 00:00 Open 00:42 Introduction 01:45 What Has Changed In Singapore’s Tech Sector? 03:45 The Valuation Gap Has Disappeared 05:15 The Price Of A Proxy Versus The Pioneer 07:15 The Underappreciated Shift Most Investors Ignore 08:25 The Income Investor’s Dilemma 09:15 The Structural Barbell Strategy 10:45 Risks To This View 11:45 The Dividend Uncle’s Take 12:35 Conclusion Disclaimer This video is for informational and educational purposes only and should not be considered financial advice. Always do your own research and consult a licensed financial adviser before making any investment decisions. Any investments discussed may or may not be held by me personally. What works for me may not work for you. #SingaporeStocks #AEM #UMSIntegration #Frencken #Nvidia #Micron #Broadcom #ArtificialIntelligence #AIStocks #Semiconductors #DividendInvesting #DividendStocks #SGX #REITs #LongTermInvesting...