To The Moon

Microsoft: Can AI-driven cloud growth meet elevated expectations? Base case: Likely to meet, harder to beat decisively Azure growth is still being driven by AI workloads, enterprise migration, and Copilot attach rates. Demand visibility remains strong, and backlog conversion should support headline growth. The challenge is expectations. Investors are now less impressed by “strong” growth and more focused on whether AI revenue is incremental or merely accelerating existing spend. Margin optics matter. Rising AI infrastructure costs mean revenue beats without margin leverage may be received neutrally rather than positively. Market reaction risk A beat with in-line guidance likely sustains current valuation. A clear upside surprise in Azure growth or AI monetisation commentary could trigger a

$Redwire Corp.(RDW)$  $Rocket Lab USA, Inc.(RKLB)$  $Tesla Motors(TSLA)$  🚀🛡️📡 $RDW +30% on $151B SHIELD Win, Defence + Space Flow Breakout I posted on 24Jan26 about Redwire $RDW, and this thesis has now fully ignited. $RDW is up +30% today, surging after being selected as a vendor for the Missile Defense Agency’s $151B SHIELD IDIQ program, positioning it to compete across a broad scope of defence innovation work designed to accelerate next generation military capabilities. 💥🛰️ 📈 Momentum, Volatility, and Flow This is a high conviction volatility expansion, drive

Kagan, a senior fellow at Brookings and longtime advocate of American internationalism, argues that the post-1945 U.S.-led liberal international order—characterized by alliances (NATO, U.S. security guarantees in Asia), open trade, norms against territorial conquest, and American provision of global public goods like secure sea lanes—is ending. Crucially, this is not due to American decline or overstretch in material terms, but because the U.S. (under Trump’s second term) no longer chooses to sustain it. Core Arguments in Kagan's Essay The Trump administration’s National Security Strategy (as described) officially embraces multipolarity, spheres of influence, and transactional power politics. U.S. power shifts from underwriting global stability (a “grand bargain” where allies accepted U.S.

$Apple(AAPL)$ Apple is my stock in focus today 🍎. On the technical side, AAPL just touched and rebounded strongly from its EMA200, a key long-term trend support, which usually signals buyers are still in control and the broader structure remains intact. Fundamentally, the news flow supports this move. Mark Gurman highlighted that 2026 could be Apple’s most exciting year in years, with major upgrades across Mac, iPhone, iPad, wearables, and smart home. Highlights include OLED touch MacBooks, a new low-cost MacBook, earlier-than-expected M6 chips, a foldable iPhone, and Apple’s in-house C1 modem. When a solid EMA200 bounce lines up with a renewed innovation narrative, it improves the risk-reward profile. Volatility may persist, but structurally, A

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 1. Comprehensive Daily Analysis of SOXL’s Price Action and Market Drivers On January 27, 2026, SOXL closed at 65.0, posting a strong daily gain of +7.03%. The price action clearly reflected aggressive buying pressure, consistent with the ETF’s leveraged structure and its sensitivity to bullish semiconductor and broader market momentum. Intraday behavior was characterized by brief pullbacks followed by strong upward continuation, signaling that buyers maintained control throughout the session. The Buy–Sell strength notably shifted toward a dominant buying flow shortly after market open, reinforcing the presence of momentum-driven participation. SOXL continues to show a 79% probability of moving i

Gold is being pushed to the center of the global stage by a formidable new category of buyer. After breaking $3,000 last March and $4,000 in October, Spot Gold officially surged past the $5,000/oz mark this Monday. Tether, the world’s largest stablecoin issuer, recently disclosed its latest reserves: Q4 Milestone: Added approximately 27 tons of physical gold, maintaining a massive pace similar to its Q3 acquisitions. The Big Picture: The core infrastructure of the crypto world is now systematically and aggressively converting digital wealth into physical "hard" assets. $5,000 Gold: Beyond the "Safe Haven" Narrative Over the past year, gold’s trajectory has moved far beyond traditional explanations of inflation or risk hedging: Full Year 2025: Up +64%; 2026 YTD: Up +18% Central bank accumul

Micron’s $Micron Technology(MU)$ increased investment in Singapore looks like a strong long-term move to me. Singapore offers stability, supply-chain security, and execution certainty, and memory is now essential AI infrastructure rather than a purely cyclical play. This level of capex signals confidence in sustained demand and improving pricing power. Between Micron and SanDisk $SanDisk Corp.(SNDK)$ , I see stability versus momentum. SanDisk’s AI-driven re-rating has been explosive, but after a near-1,000% rally, expectations are stretched. Micron feels more balanced and diversified, making it a name I’d rather accumul

$NEWGENIVF GROUP LIMITED(NIVF)$ NEWGENIVF GROUP LIMITED (NIVF) Soars +22.94%: Volume Explosion Sparks Breakout Momentum, Eyes $2.46 Latest Close Data Closed at $1.86 (Jan 26, 2026), surging +22.94% from the previous close. The stock is trading near its intraday high of $2.46, significantly below its 52-week high of $4267.50. Core Market Drivers The IVF sector may be attracting speculative interest amid broader healthcare momentum. Company-specific news is limited, but the extreme daily turnover of 534.19% and massive volume (5.25M shares) indicates a major influx of retail and speculative capital, driving the dramatic price action. Technical Analysis The technical picture is dominated by massive volume and volatile price swings. The 6-day RSI at 6