To The Moon

Micron Technology ( $Micron Technology(MU)$ ) and SanDisk ( $SanDisk Corp.(SNDK)$ ) defied gravity with blistering +10% surges, bucking broader market chop as capital floods back into AI infrastructure plays that promise massive data center expansions. 😎 This rotation spotlights the insatiable demand for high-bandwidth memory (HBM) and storage solutions, with Micron leading the charge on its HBM4 capacity ramp accelerating faster than expected. Morgan Stanley slapped an Overweight rating on MU, hiking its price target from $350 to $450 – a bold bet citing AI's endless compute hunger driving 50%+ revenue growth in memory segments by mid-2026. SNDK's parallel pop reinforces the narrative, with sustained momen

Corporate America's debt dam is bursting, with large US bankruptcies spiking to levels not seen since the 2020 pandemic chaos – 9 major filings last week alone pushed the 3-week rolling average to 6, the highest reading in over five years. At least 18 firms with liabilities exceeding $50 million have collapsed in the past three weeks, signaling deep economic strain as high rates, sticky inflation at 2.8%, and tariff threats crimp cash flows across sectors. This surge echoes dark days: only the post-2001 slowdown, 2008 financial crisis, and 2020 lockdowns saw worse, with the century's peak hitting a 3-week average of 9 in 2009. Bloomberg's chart captures the alarming climb, as courts average more than six big bankruptcies per week – a red flag for investors eyeing fragility in retail, real

$AppLovin Corporation(APP)$ $Palantir Technologies Inc.(PLTR)$ AppLovin's Q4 earnings just dropped like a bombshell, smashing expectations with revenue soaring 66% year-over-year to $1.658 billion and net income exploding 84% to $1.102 billion – adjusted EBITDA jumped 82% amid AI-driven ad tech dominance that's turning mobile gaming into a cash machine. Yet, despite this powerhouse performance pushing back against the "software apocalypse" sparked by Anthropic's workflow-crushing AI agents, APP shares cratered 20% post-earnings to $80 levels, dragging Palantir (PLTR) down 15% in sympathy as the sector reels from Apollo Co-President's chilling warning of an "extremely violent" tech cycle. Valuations are res

Wall Street sank into red territory as tech rout deepened on soaring AI budgets sparking flight to safety, with Big Tech names taking the hardest hits amid capex fears without clear ROI. Apple dropped 5% to $240 on AI concerns, AppLovin tumbled 20% to $65 despite strong earnings pushing back against "software apocalypse" narrative from Anthropic's agents – this ad tech powerhouse's Q4 rev +66% to $1.658B and net +84% to $1.102B crushed est, but panic selling overshadowed. SanDisk jumps 5% to $82 on 2Q profit beat driven by AI demand, Fastly soars 12% to $25 amid edge computing surge. Apple sees $200 billion market-cap wipeout as stock slides on AI fears, erasing gains in a flash amid broader rotation out of growth plays. Coinbase posts surprise loss on crypto trading slowdown, shares up 1%

$IFAST(AIY.SI)$    In FY2025, the Group achieved a number of major milestones as the Group total revenue crossed S$500 million (34.4% YoY increase to S$514.72 million) and Group net profit hit S$100.01 million (50.1% YoY increase). In 4Q2025, total revenue for the Group grew 45.7% YoY to S$151.74 million and net profit for the Group grew 70.4% YoY to S$32.86 million. Dividend of 2.5 cents is 56% higher than last year 1.6 cents. • For the Group’s core wealth management platform business, Group AUA increased 27.9% YoY to new record high of S$31.98 billion. Growth was seen in all the various markets that the Group is in, with Singapore continuing to be the main contributor. Group net inflows was a record S$4.72 billion in FY2025. • iFAST

Nebius Q4 Review: 2026 ARR Unchanged, Execution Still Key; Not the Best Time for NeoClouds Yet? $NEBIUS(NBIS)$   The Q4 earnings report is very “cloud-provider” in its core message: demand is strong → capacity is the real ceiling → first secure power and data-center space, then turn revenue into a run-rate (ARR), while in the short term the income statement may actually look weaker as depreciation and expansion investments weigh on it. Financial Snapshot Q4 2025 – Revenue: 227.7 million (slightly below expectations). – Adjusted EBITDA: +15 million (first time turning positive at the consolidated/group level but below the expected $33 million).  – Net loss from continuing operations: -$249.6 million. Why is “Adjusted EBITDA positive”

Applovin Q4 Earnings Review: Blowout Results, Strong Guidance. How Should Investors Play the Volatility? Amid intensifying debate over AI's long-term impact on software business models and heightened volatility following Unity's earnings, $AppLovin Corporation(APP)$   reported its fourth-quarter results. The company delivered revenue of $1.66 billion (vs. $1.62 billion expected), up 66% year over year, and Adjusted Diluted EPS of $3.24 (vs. $3.07 expected). Shares initially fell more than 10% in after-hours trading before sharply narrowing losses to around 1%. Such volatility suggests the market is digesting concerns about future competition and structural industry shifts rather than questioning the quarter

Coinbase Is Down 60%+ Since July. What Its Chart Says Ahead of Earnings. $Coinbase Global, Inc.(COIN)$   is heading into earnings this week at a time when the crypto firm's stock has fallen more than 60% from its July all-time high, has lost some 50% in three months and recently fell for 13 consecutive sessions. Let's see what technical and fundamental analysis tell us about this stock. Coinbase's Fundamental Analysis COIN is set to release Q4 results after the bell on Thursday, but its stock has been falling as Bitcoin has been falling. ( $Bitcoin (BTC.CC)$ is down some 45% from its October record highs.) The Street is looking for the company to report $0.66 in Q4 earnings per share on about $1.85 billion

My stock in focus today is $NEBIUS(NBIS)$ after its latest earnings. Q4 capex jumped to $2.1B as the company aggressively expanded AI chips and data centers to meet demand that still exceeds supply, with further global expansion underway. Revenue surged more than sixfold year over year to $227.7M, while losses widened due to heavy investment. Like $CoreWeave, Inc.(CRWV)$ , Nebius is riding the AI infrastructure wave and benefits directly from supplying Nvidia chips and cloud capacity, with contracted power capacity now above 2GW. Management is guiding for a sharp ramp in annualized revenue into 2026, reflecting confidence in sustained AI demand. Technically, the stock is holding firm near its EMA200,

My Take The +10% moves in Micron and SNDK suggest capital is rotating back into the AI hardware trade, specifically memory and storage. The key driver mentioned—HBM4 capacity ramp—is important. High Bandwidth Memory is becoming a bottleneck component for AI accelerators, and companies with credible supply visibility are being re-rated. Morgan Stanley lifting Micron’s target from $350 to $450 (while reiterating Overweight) indicates: • Increased confidence in pricing power • Improved earnings visibility • Potential multi-year AI-driven demand cycle What Matters Fundamentally • HBM Supply/Demand Tightness If HBM4 ramps successfully and remains supply-constrained, Micron could sustain premium pricing and margin expansion. • AI Data Center Capex Durability The thesis depends on hyperscalers co

$MU 20260515 400.0 CALL$ 660bn capex has to have money flowing to MU. Positive catalyst on increasing capex from big tech.

$Lemonade, Inc.(LMND)$ prepare to buy the dip

$NBIS 20260618 80.0 PUT$  Nebius just reminded the market of one simple truth:In a bull market, you get rewarded for spending. In a bear market, you get punished for it. NBIS: • Revenue missed expectations • CapEx surged • Stock down ~6% pre-market You don’t get to burn aggressively and miss growth targets. Look around: AMD beats earnings → drops on guidance UNH reports → collapses Semis are cracking AI infra names are wobbling This is not euphoric momentum anymore. The market is quietly shifting from: “Spend now, profits later” to “Show me the cash flow.” And when capital expenditure outruns revenue growth, the market stops dreaming and starts discounting. Is AI dead? No. But the easy money phase is over. In bull markets,

$ComfortDelGro(C52.SI)$ share to earn some coims. [Happy]  

$NVIDIA(NVDA)$  wait some more days to get profit again from this wonderful share! $Apple(AAPL)$  same ways for this share! Just buy when it come down and wait for profit! Gogogo!