To The Moon

Broadcom’s results strongly reinforce that the company is evolving from a traditional networking and connectivity leader into a major AI infrastructure supplier, though its role differs from Nvidia’s model. 1. Why the market reacted so strongly Broadcom Inc. reported AI semiconductor revenue of $8.4B (+106% YoY) with guidance rising to $10.7B next quarter. That scale suggests: AI is no longer a side business. Hyperscalers are committing to custom accelerators (ASICs) rather than relying solely on GPUs. Broadcom sits at the centre of that trend. Large cloud players increasingly design their own chips and rely on Broadcom to build them. 2. Broadcom’s real AI advantage: Custom silicon Unlike Nvidia, which sells standard GPUs, Broadcom focuses on: Custom AI accelerators (ASICs) Designed with h

$Bumitama Agri(P8Z.SI)$ take some profit 

$Under Armour Class A(UAA)$ 🚨 The Ultimate Turnaround? Deep Research into Under Armour 🚨 $UAA just posted a massive +20.4% post-earnings rally in Feb 2026, but getting here was a volatile ride. Digging into the last four earnings reports reveals a textbook inflection point and shifting macro trends. From a brutal -18% crash in Aug 2025 (fueled by margin fears and tariff overhangs) to this latest breakout, the narrative has completely flipped. Wall Street stopped punishing $UAA for shrinking top-line revenue and started rewarding bottom-line execution! 📈 Key takeaways from this inflection analysis: ✂️ 25% SKU reductions & aggressive SG&A cost cuts are finally driving true profitability. 🔮 Forward guidance dictates the trend—future EP

$WTI Crude Oil - main 2604(CLmain)$ $S&P 500(.SPX)$  $SPDR S&P 500 ETF Trust(SPY)$  🌍🛢️📉 Crude Oil Breaks $80: Supply Chokepoints Collide with Equity Fragility 📉🛢️🌍 🌐 Cross-Asset Shock Ripples Through the Macro Landscape Crude oil futures have decisively breached the $80 per barrel threshold, the highest level since Jan25, as escalating Middle East disruptions ripple through global markets. Energy shocks rarely remain isolated. When oil spikes, the effects cascade through inflation expectations, monetary policy outlooks, equity multiples and volatility regimes. West Texas Intermediate (WTI): $80.32 (+7.58%) Brent Crude: $85.31 I am

Seriously! Using the term dead cat bounce to describe what mite be coming shows you have no idea what a dead cat bounce is. So let me educate you. In 1986, I started my investment journey in stocks. In 1987, I survived a real dead cat bounce... barely. But by the end of 1988, I was still in the red. The aftermath of the dead cat bounce was companies I owned going bankrupt or being brought out for pennies on the dollar. so the pain didn't just last a few days. It lasted over a year. In around august of 1987, the market peaked at all time highs, the s&p almost hit 340. the weeks that followed were a "normal" retraction, until on a Friday in October the s&p lost 10% in a day. Not just a few stocks, the entire market. Then the following Monday... black Monday, stocks across the board d

Sadly, I brought some bitcoin recently. It's speculative nonsense using jargon to hide it's worthlessness. I know fanboys love it, but they probably also watch you tube shorts of silly girls showing off as much skin as they can to promote their only fans channel.  So why did I bother buying it? Simple. I own a lot of $IREN Ltd(IREN)$  it's a data center, and power infrastructure company. fantastic management, awesome products with a serious moat going forward. But it was a bitcoin miner. it kinda still is short term, but they used the return on bitcoin mining to build out their infrastructure to supply Ai compute. Bitcoin is like 0.000001% of my portfolio.  I am the emotional investor. I love it when people are lazy and or stup

The precious metals market, especially gold and silver, is at a crossroads in the face of Middle East tensions, with a massive surge fueled primarily by escalating turmoil, leading to big price movements and some profit-taking。。。 With silver showing extreme price swings, its volatility is both a risk and an opportunity, lucrative if timed right but also risky for the unprepared; while "buy the dip" could be a good strategy, it needs careful timing and a solid understanding of market trends Historically, gold is seen as a safe haven in times of crisis, potentially pushing its price higher; however, breaking $5,500 in March would require significant escalation in geopolitical risk, such as rising inflation, a weakened dollar, or a serious economic downturn, making it an unlikely but intrigui

Marvell's Blowout Quarter: Why the Street Is Cheering a $15B Revenue Roadmap Global AI interconnect chip giant $Marvell Technology(MRVL)$   reported its FY2026 Q4 earnings, sending shares up over 14% in after-hours trading. Let's break down what's really inside this report. Three Things to Watch Raised FY27 and FY28 Revenue Guidance, with FY28 EPS Expected Above $5 The real catalyst behind the after-hours surge was management's decision to raise a series of forward-looking targets. FY27 revenue guidance was lifted from $10 billion to $11 billion, with management projecting similarly strong sequential growth in each quarter of the fiscal year, culminating in FY27 Q4 revenue exceeding $3 billion. What excited

Why Haven't Gold and Silver Recovered After the Massive Selloff? On March 5, the precious metals market still showed no clear signs of recovery. Spot gold (XAU/USD) $SPDR Gold ETF(GLD)$   fell about 1%, while silver (XAG/USD) $iShares Silver Trust(SLV)$   declined roughly 2.5%. Mining stocks remained under pressure as well. Gold miner $Anglogold Ashanti(AU)$   dropped 4.5%, $Barrick Mining Corporation(B)$   fell 3.4%, while major producers  $Newmont (NEM.US)$ and $Agnico Eagle (AEM.US)$ declined about 2.6% and 4.2%, respec

Market focus remains on selective entries: NVDA sidelined amid potential correction, NFLX shows short-term weakness, while DUOL and HIMS await confirmed bull cycles. Meanwhile, AMR presents a historical bounce opportunity at key support. 1. $NVIDIA(NVDA)$ NVDA flat on the day. As I said last week, I’ve closed all fund positions and shelved the bullish thesis for now. When the Monthly BX is red, it usually signals either compression or a correction. Neither is an environment I want to trade in. 2. $Netflix(NFLX)$ This $NFLX bounce looks like a trap. Big 2-week move up, but THT Monthly BX is still dark red and the short-term trend is down. That combo often leads to another selloff. I’ll wait for our long tr

$Snowflake(SNOW)$ Snowflake(SNOW) Surged +5.46%: AI Data Cloud Giant Breaks Resistance, Momentum Builds Latest Close Data Closed at $177.45 (ET 2026-03-05), up +5.46% (+$9.19). The stock is now ~36.8% below its 52-week high of $280.67. Core Market Drivers Strong momentum is driven by continued enterprise demand for its AI and data cloud platform. The company's forward-looking valuation metrics are showing significant compression, potentially indicating a market re-rating based on future profitability expectations. Technical Analysis Volume was solid at 6.96M shares (Volume Ratio 0.66). The MACD histogram turned significantly positive to 3.83, signaling strong bullish momentum as DIF crosses above DEA. The 6-day RSI jumped to 61.15, approaching ove

$S&P 500(.SPX)$ rejected the Daily FVG, but held the weekly low with a bullish SMT vs DJI. The 2nd wave rally likely isn't done. Expecting one more push into the Daily FVG resistance at 6,883–6,915 before the 3rd wave fires. CPI Wednesday is now the likely catalyst. Bearish warning: Daily close below 6,800. Bullish warning: Daily close above 6,915. Invalidation: 7,002. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2603(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2603(NQmain)$

$Intuit(INTU)$ Intuit Inc.(INTU) Surged +6.05%: Strong Momentum Rebound, Eyes $471-$661 Range Latest Close Data Closed at $466.79 on 2026-03-05, up +6.05% (+$26.65). The price remains ~42.6% below its 52-week high of $813.70. Core Market Drivers The stock experienced a significant rebound, likely fueled by strong technical buying and positive sentiment towards its forward earnings outlook. The surge occurred on elevated volume, indicating renewed institutional interest. There is no specific breaking news in the provided data, suggesting the move is technically driven. Technical Analysis Volume surged to 7.37M shares (Volume Ratio: 1.06), confirming the bullish move. The MACD histogram is strongly positive at +32.07, with DIF (-20.87) rising sharpl