To The Moon

Nvidia Earnings: Can a GB300 Boom and Early Rubin Launch Crush the Skeptics? Global AI chip leader $NVIDIA(NVDA)$   is set to release its FY26Q4 earnings after the bell on February 25. With the market currently buzzing with the "AI CapEx Bubble" narrative, this report is capturing worldwide attention. The core focus remains on the volume ramp-up of the GB300, mass production progress of Vera Rubin, and whether the company can provide strong guidance for growth in the coming quarter. FY26Q4 Core Financial Indicators – Revenue: Consensus estimate stands at $65.73 billion, representing a 67% increase YoY and 15% QoQ. The previous guidance was $65 billion. – Gross Margin: GAAP gross margin consensus is 74.8%, u

From my perspective, this swing from “AI-phoria” to “AI-phobia” feels more like a valuation reset than the end of the bull market. AI isn’t going away, but timelines are being repriced. The rotation into names like $Wal-Mart(WMT)$ & $Coca-Cola(KO)$ tells me the market is favoring certainty and cash flow over big narratives for now. That doesn’t mean tech is finished. What’s breaking is the belief that mega-cap tech can rise endlessly without scrutiny. Stocks like Microsoft, Amazon, and Meta now need to prove AI spending can translate into profits. I’ve trimmed some stretched positions, but I’m holding quality platforms

1. Strong Fundamental Turnaround & Record Growth CPS Technologies has delivered consecutive record revenue quarters, including ~$8.8 M in Q3 2025 and strong year-over-year growth across 2025, demonstrating sustained demand for its advanced materials and hermetic packaging solutions. Revenue is up sharply after recent capacity expansion, and the company has returned to positive operating and net income — a clear turnaround from prior losses. 2. Clear Competitive Edge in High-Value Materials CPSH’s core products — metal-matrix composites (MMC) such as aluminum silicon carbide and advanced packaging — serve mission-critical applications in defense, aerospace, energy, transportation and power electronics. These materials command higher technical barriers to entry than commodity metal produ

$Amazon.com(AMZN)$ $Alphabet(GOOGL)$  $NVIDIA(NVDA)$  🚨❓📰 $AMZN Is the Bloodbath 🩸Over? Post-Earnings Reversal or Sustained Pressure? Amazon ended a 9-session decline, its longest since 2006, after an 18% slide erased $470 billion in market value! Q4’25 results: revenue $213 billion (+14% YoY, beat est.), AWS $35.6 billion (+24% YoY, fastest in 13 quarters), operating income $25 billion (beat est.), but EPS $1.95 (slight miss). Guidance flags $200 billion 2026 capex, primarily for AI infrastructure and AWS expansion, amid surging demand ~ backlog up 40% to $244 billion. Fundamentally, AWS reacceleration positions Amazon for mid-20s% growth, d

NVDA, AVGO See Heavy Put Selling as Traders Bet on a Range During Friday’s session, the options market saw sizable deep out-of-the-money put activity in $NVIDIA(NVDA)$   and $Broadcom(AVGO)$  . The trades were executed largely at the bid and came against extremely low prior open interest, suggesting new positions were being established. Structurally, the activity points to a neutral-to-bullish strategy in a choppy market environment: selling far out-of-the-money puts to collect time premium, while retaining the ability to accumulate shares should an extreme pullback occur. Starting with AVGO, roughly 4,610 contracts of the March

🌟🌟🌟AI euphoria and AI phobia are just 2 costumes worn by the same actor - human emotion.  The underlying technology didn't suddenly become useless.  The demand for compute didn't evaporate overnight.  The memory supercycle didn't reverse itself because a few analysts got nervous. What changed was sentiment , not fundamentals. So what should investors do? Revisit your thesis, not the headlines.  If your conviction was built in real demand -data centers, chips, memory, infrastructure, enterprise adoption, then a sentiment swing is noise, not a thesis breaker. I will continue to dollar cost average into my favourite tech stocks $Alphabet(GOOG)$ $NVIDIA(NVDA)$ as this is the best time t

$USA Rare Earth Inc.(USAR)$ Continue bullish on rare earth stocks. Waiting for dip opportunities. 

Netflix – Panic or Opportunity? 🎬📉 Netflix just slid again and is hovering around the mid-$70s. Everyone’s asking the same thing: 👉 Wait for $60? 👉 Or is this where smart money quietly loads? Here’s the take many are missing 👇 ⸻ 😨 Why the market is scared There’s drama around the potential transaction with Warner Bros. Discovery. Add activist pressure from Ancora Capital and suddenly traders see uncertainty, headlines, delays. Short term = institutions hate not knowing. So they sell first. Ask questions later. ⸻ 🧠 But step back from the noise… This is still the king of global streaming 👑 ✔ Massive subscriber base ✔ Expanding advertising engine ✔ Proven ability to raise prices ✔ Content machine competitors struggle to match ✔ Consistent profitability (rare in media) Nothing about today’s re

AI Fear Crushes Property Stocks 🏢🤖 — Opportunity Hiding in Plain Sight? CBRE and JLL just got hammered — down more than 12% in a session. Why? Because the market suddenly believes AI can: ✂️ automate valuations ✂️ summarize leases ✂️ compress due diligence timelines ✂️ reduce the need for armies of analysts And if fewer white-collar workers are needed… ➡️ less office demand ➡️ lower transactions ➡️ weaker commissions Simple narrative. Sounds scary. Very tradable headline. But is it actually right? Let’s slow it down 🧵👇 ⸻ 🧠 The leap investors are making AI improves productivity → fewer people → less space → property values fall → brokers suffer. Clean. Logical. Also possibly too linear. History rarely moves in straight lines. ⸻ 🏢 Real estate deals are not spreadsheets Buying or leasing majo

$Apple(AAPL)$   Apple Tumbles 🍎📉 — Breakdown or Classic Overreaction? Apple just suffered a sharp selloff after: ⏳ reports its AI-powered Siri upgrade may be delayed 📨 a letter from the Federal Trade Commission to Tim Cook about Apple News practices Billions wiped in hours. So the real question: 👉 start of a deeper slide? 👉 or another panic that long-term buyers love? Let’s break both sides down 👇 ⸻ 📉 The Bear Argument (why pain could continue) Apple trades at a premium because investors expect near-perfect execution. Now cracks appear: • AI timing uncertainty • louder regulatory attention • mega-caps crowded in portfolios When expectations are high, even small doubts can hit hard. Funds reduce risk first. They don’t wait for clarity. I

Simple on the outside. Inspired by the market within. A practical piece for everyday use - a small reminder of the discipline behind every trade. Redeem your Candlesticks Mug now! Not financial advice. Investment involves risk. This advertisement has not been reviewed by the Monetary Authority of Singapore.

$KUAISHOU-W(01024)$ 今日又唔知發生咩事。逆市大跌。仲要高開之後下跌。令人中仗。有理無理。我都決定沖入去先算。買住500股先[胜利]  

$MEITUAN-W(03690)$ 今日又大跌咁多。我100有1500股。我無路可退。唯有繼續入貨。博反彈平倉走人

$Relx PLC(RELX)$ They have proprietary data assets for legal space - moat is high. Hoping to see some positive movement after earnings