To The Moon

Precious metals react less to headlines themselves and more to how geopolitical risk alters liquidity, real yields, and currency confidence. A potential Iran escalation fits a classic safe-haven framework, but the reaction is rarely linear. --- 1. Immediate market reaction to geopolitical escalation If military action becomes credible, markets typically move in phases: Phase A: Shock response (hours to days) Gold rises first as a liquidity hedge and reserve asset. Silver initially follows but may lag due to industrial exposure. Oil spikes → inflation expectations rise → real yields often fall temporarily. USD reaction is mixed: safe-haven inflow vs fiscal/geopolitical risk. Gold benefits because it prices uncertainty and tail risk, not just inflation. --- 2. Why metals sometimes sell off a

Beyond the Hype: The Hidden Protocol Behind the Great Tech Market Crash of 2026 $Adobe(ADBE)$  $Salesforce.com(CRM)$  $ServiceNow(NOW)$  $LegalZoom.com, Inc(LZ)$ $Thomson Reuters(TRI)$ An ordinary Tuesday Anthropic quietly launched a desktop tool called Claude Cowork (often referred to as "Cloud CO work" or similar in some discussions). No press conference. No red carpet. No countdown timer. It just appeared that day. According to estimates from multiple financial media outlets, software stocks lost nearly $285 billion in market value in a single day. Adobe dropped a

$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$  $Rocket Lab USA, Inc.(RKLB)$  Week 09 Earnings Supercycle: AI Infrastructure Surge, Quantum Power Plays, Tariff Crosscurrents 🔥📊⚡ Week 09 earnings concentration sits at the intersection of AI infrastructure scaling, cloud efficiency discipline, quantum compute progress, crypto mining economics, and consumer resilience under tariff pressure. This is one of the densest cross-asset signal weeks of the quarter. Core Reports• $NVDA $CRM $SNOW $ZM $HIMS $CAVA $IONQ $SMR $LOW $HPQ $BIDU• Extensions: $HD $DPZ $CRWV $TTD $WDAY $RKLB $CIFR $DELL $MELI Macro Catalysts This Week • Consumer Confidence (Tuesday), test

$HP Inc(HPQ)$ is scheduled to report its fiscal first-quarter 2026 earnings on Tuesday, February 24, 2026, after the market close. Following a solid Q4 2025 where HP beat expectations on both top and bottom lines, the focus for Q1 shifts to the sustainability of the PC recovery and the impact of rising component costs. Q1 2026 Consensus Estimates HP's fiscal Q4 2025 results, reported in late November 2024, depicted a company successfully returning to revenue growth but facing a significant "margin squeeze" that dampened investor enthusiasm. Q4 2025 Earnings Summary HP delivered its sixth consecutive quarter of revenue growth, though the bottom line reflected the impact of rising costs and a shifting product mix. PC Strength: Personal Systems grew 8

$NVIDIA(NVDA)$ Wall Street's gearing up for a high-stakes week where trade policy bombshells and inflation reads collide with Nvidia's earnings fireworks, all while 11 Fed speakers keep rate chatter buzzing. 😤 With Trump's 15% global tariff threats already shaking sentiment, equity indices and FX could price in growth risks fast, while PPI anchors inflation assumptions into the close. Emerging markets like India's Nifty up 0.5% on dollar dips to 94 glow resilient, but tariff teases crimp global flows 5% – this calendar's packed with catalysts that could ignite S&P surges to 7,100 on soft prints or flush to 6,700 if hot data delays cuts further. Geopolitical edges from Iran standoffs add wildcard drags, but QT's $1T flood buffers downside for r

Pure-play data centre (DC) real estate investment trusts in Singapore (S-REITs) have delivered resilient financial performance in their latest results ended December with high occupancy and strong rental reversion amid cloud and artificial intelligence (AI) adoption. The three pure-play DC S-REITs – Keppel DC REIT, Digital Core REIT and NTT DC REIT – also saw stronger distributable income in the latest reporting period, on the back of higher revenue. CBRE noted in a report this month that forecasts for aggregate hyperscale capital expenditure in 2026 are north of US$400 billion globally, with the likes of $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$

Last Week's Recap 1. The US Market - Major indexes recovered with growth tops value, inflation acceleration, Modest rebound: The major U.S. stock indexes recovered, The $NASDAQ(.IXIC)$ finished 1.5% higher—snapping a string of five consecutive weekly declines—while the $S&P 500(.SPX)$ gained 1.1% and the $Dow Jones(.DJI)$ added 0.3%. GDP slowdown: The U.S. GDP grew at an annualized rate of 1.4% in the fourth quarter, below economists’ consensus estimate of roughly 2.5% growth. One negative factor was a decline in federal spending amid the fourth quarter’s prolonged government shutdown. Inflation acceleration: Friday’s Personal Consumption Expenditures Price

😀Hi Tigers, We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season. In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from February 23 to February 27. 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies. 2. Weekly List of