In today's special edition of ASEAN Speaks we start off with our SMIDs Analyst, Jarick Seet, giving us an insight into why SingPost deserves attention as the next top pick to release value despite S&P's recent move to place them on CreditWatch negative following the sale of its Australia business.

Next, we are joined by our special guest, Matt Bryson, Wedbush's Senior Enterprise Hardware Analyst. He will share his view on AI, memory, storage and where the big stocks like NVDIA and Intel are heading. So stay tuned! And do not miss out on this week's hot takes!