To The Moon

$MONTAGE TECH(06809)$   $Credo Technology Group Holding Ltd(CRDO)$   $Astera Labs, Inc.(ALAB)$   The latest Nikkei Asia report (3 February 2026) highlights how the AI-fueled global memory supercycle is enabling China's leading domestic memory producers—ChangXin Memory Technologies (CXMT) for DRAM and Yangtze Memory Technologies (YMTC) for NAND flash—to pursue their most aggressive capacity expansions yet, aiming to narrow the gap with market leaders Samsung, SK hynix, Micron, and KIOXIA. CXMT (currently holding ~11.1% of global DRAM capacity per Yole Group, projected to rise to ~13.9% by 2027) is massively expanding in Shanghai, with the

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$Figma(FIG)$ released its Q4 2025 earnings results on February 18, 2026, at 4:00 PM ET, and the market’s reaction has been a loud sigh of relief. After a brutal start to the year where the stock dropped roughly 40%, these results have acted as a powerful "de-risking" event for the software sector. The core narrative shifts from "AI will replace software" to "AI is supercharging software usage." Figma (FIG) Q4 2025 Earnings Analysis Figma’s performance silenced skeptics who feared that generative AI would cannibalize the design profession. Instead, the data suggests AI is driving deeper enterprise adoption. Key Highlights: AI Monetization: Figma revealed that 30% of their enterprise customers ($100k+ ARR) are now using "Figma Make" (their AI design

🧧🧧🧧We are officially in the Year of the Fire Horse 🐎🔥, a year of speed and transformation.  Nothing captures that "shifting of the guard" more than the latest 13F filing from Omaha.  We are witnessing the final portfolio adjustments of Warren Buffett as he steps down as CEO  of $Berkshire Hathaway(BRK.B)$  .  It is emotive.  It is historic. It is true to form. It is a masterclass in discipline. The Stats: The Classic Buffett Fortress  Even as he hands over the reins to Greg Abel, Warren Buffett is leaving the stable in impeccable shape.  Berkshire's equity portfolio has climbed a staggering USD 274 billion. The Power of Focus: The top 10 holdings still account for 88% of total

The January FOMC minutes (released February 2026) have indeed injected a dose of cold water into the market's "rate cut fever." While the S&P 500 has shown incredible resilience, the shift from a nearly guaranteed June cut to a "divided Fed" suggests a transition from a momentum-driven rally to a data-dependent one. Here is how the S&P 500 is likely to navigate this shift: S&P 500 Reaction: Gains vs. Profit Taking Historically, the S&P 500 can handle a "hawkish pause" as long as economic growth remains solid. However, the minutes revealed that the Fed is now prioritizing stability over speed. The "No Landing" Support: The market is currently buoyed by a "no landing" narrative—where the economy remains strong enough to avoid recession even with higher rates. This has helped

🚀🚀🚀Shares of $Rocket Lab USA, Inc.(RKLB)$  surged 6% on Wednesday after a successful 80th mission for its Electron rocket which deployed satellites for Open Cosmos and reinforced its growing launch cadence.  Rocket Lab is fighting for the "Iron Throne" of the stars while bidders for WBD are fighting for the "Iron Throne" of Hollywood. On February 26 2026, the engines will ignite as Rocket Lab reports its Q4 25 earnings.  This isn't just about numbers.  It is a test of whether this "Dark Horse" can truly become a Thoroughbred of the space economy. The Earnings Whisper: Execution Over Hype Investors are no longer buying on "Musk Stardust" alone.  They want to see the "Workhorse" at work. Based