To The Moon

Palantir Earnings Crush. U.S. Revenue Surges 104% and Backlog Soars $Palantir Technologies Inc.(PLTR)$   reported its FY26 Q1 earnings, with results coming in significantly above market expectations. Revenue, profitability, and order metrics all strengthened, further reinforcing its leadership in the AI software space. Earnings Snapshot: Revenue $1.63B (vs. $1.54B est., +85% Y/Y, +16% Q/Q) Adjusted EPS $0.33 (vs. $0.28 est.) Adjusted Operating Income $984M (60% margin) U.S. Government Revenue $687M (vs. $0.61B est.) U.S. Commercial Revenue $0.595B (vs. $0.603B est.) From a growth mix perspective, the U.S. remains the core driver: total U.S. revenue reached $1.28B (+104% Y/Y, +19% Q/Q), with U.S. government

Micron, SanDisk Lead Memory Rally—Can Tight Supply and AI Demand Drive a New Supercycle? Memory stocks rallied broadly in early trading Monday, with $Micron Technology(MU)$   rising nearly 9%,$SanDisk (SNDK.US)$ up more than 7%, $Western Digital (WDC.US)$ gaining about 4%, and $Seagate Technology (STX.US)$ climbing close to 2%. Against a backdrop of macro and geopolitical pressures weighing on the broader market, memory emerged as one of the few areas of strength. The underlying logic continues to build: AI-driven demand visibility, combined with rigid supply constraints, is pushing the industry into a longer and more durable upcycle. The rally is rooted in the rapid buildout of AI infrastructure. Micron Tech

$CSE Global(544.SI)$ 2 Target Price. CSE Global: Powering the Data Centre Boom When Amazon (NASDAQ: AMZN) secured rights to acquire up to 63 million shares in CSE Global (SGX: 544) in November 2025, the move validated the systems integrator's pivot towards data centres. CSE Global strategic partnership with Amazon, extending through 2030, signals where the cloud giant sees opportunity in CSE Global cutting-edge power conservation technology. AI workloads are notoriously power-hungry, requiring massive computing infrastructure with sophisticated electrification and automation systems. CSE Global, operating across 15 countries with over 2,000 staff, delivers precisely these capabilities. For the first nine months of 2025 (9M2025), revenue rose 8.7% year on year (YoY) to S$698.6 million. The

The Pulse $Coinbase Global, Inc.(COIN)$ $COIN reports May 7 after the bell, and the setup is brutal. Bitcoin just smashed through $80,000, yet Wall Street expects $COIN to deliver a -23.7% YoY revenue collapse to $1.55B with EBITDA margins crumbling 15.5 percentage points to 30.2%. Here's the paradox: crypto's hottest bull run in 18 months is happening while $COIN's Q1 subscription revenue guidance missed by 27%, triggering a 49% slash in full-year EPS estimates. Meanwhile, $MSTR just dropped its Q1 card on May 5, and the regulatory winds are shifting—$COIN flipped on the Digital Asset Market Clarity Act. But with 11.5% short interest and institutional revenue surging 31% YoY from Deribit, is this the ultimate contrarian setup? 📊 Key News: The Dam

$S&P 500(.SPX)$ now has a floor. New Daily FVG at 7229–7145. Next dip finds support in that gap — whether it taps or fills. Hold above it → 7400. Close below 7145 → the floor BREAKS. The bullish SMT with $Dow Jones(.DJI)$ is still the tell. What if Wave 5 is already done? $SPX crossed the 2022 trendline — that's a completion reference. Bearish SMT against $DJI at the highs. If this is the top, a 20% correction is the expectation. First trigger → Daily close below 7145. Confirmation → Weekly close below 6845. Until then — primary path leads. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lo

The Battle for the Future: Palantir vs Twilio 🌟🌟🌟 It is the classic clash between conviction and utility.  Palantir $Palantir Technologies Inc.(PLTR)$  is the soul of AI while $Twilio(TWLO)$  is the quiet architect of AI. Palantir  Investing in Palantir isn't just about a software licence.  It is about a mission.  For loyal investors, Palantir represents the "Operating System" of the modern world - from the front lines of global conflict to the nerve centers of the Fortune 500 companies.  Palantir is a stock that thrives on intensity and a narrative that you either believe in its core or dismiss it as hyp

The NACHO Narrative & How XLE ETF Is A Good Tactical Play 🌟🌟🌟 The political arena is serving up some spicy new terminology and while it might sound like a late night snack, the implications for your portfolio is anything but light. Here is a lowdown on the latest NACHO nickname and why it makes $Energy Select Sector SPDR Fund(XLE)$  a compelling tactical play right now. The NACHO Narrative  Just when we thought the food themed acronyms had peaked with TACO - Trump Always Chickens Out, Wall Street traders have doubled down with NACHO : Not A Chance Hormuz Opens. This isn't just a schoolyard ribbing.  It is a reflection of the grim stalemate at the Strait of Hormuz.  With the US and Iran locked i

Macro signals are flipping bullish across key leaders—healthcare, semis, and mega-cap tech—with multiple names triggering Bull Cycle confirmations and fresh buying pressure. This isn’t just a bounce; it’s early signs of multi-month trend expansions. 1. $UnitedHealth(UNH)$ $UNH Bottom Looks In 🎉 Monthly BX just closed green for the first time in years. Macro buying pressure stepping in right at the smart money zone is what a real bottom looks like. I’m looking for a strong 6–12 month rally with targets at $480–$550. 2. $Broadcom(AVGO)$ $AVGO Bull Cycle Confirmed 🔁 Monthly BX is now increasing inside an existing bullish trend. In past cases like this, about 62% of the time price has rallied 60%+ over the nex

There’s a reason investing in energy is (usually) boring. The energy industry is usually a relatively slow-moving industry with periodic spikes and crashes in commodity prices, leading to bankruptcies when someone takes a few too many risks. It’s possible to make money in energy, but it’s usually a slow and steady wins the race kind of business. The current environment is telling us “this time is different” as AI changes energy needs around the world. But is it? Euphoria in energy often ends in disaster. I’m seeing a lot of new energy experts these days. Investors who a few months ago were experts on chips are now lecturing about the economics of gas turbines and fuel cells. They cite backlogs measured in years and a new bottleneck to AI’s explosive growth. We’ve seen this before. I’ve see

$LMS Compliance(LMS.SI)$ RHT Capital's recent research on LMS Compliance (SGX: LMS) highlights a compelling case. According to RHT Capital research, LMS offers a lucrative asset-protection opportunity with an 84% immediate upside. RHT Capital initiates coverage with a 'Buy' recommendation and a target price of Singapore Dollar $0.68, based on the potential for triple earnings over two years

A wave of insider buying across Singapore-listed names—from property and consumer staples to industrial platforms—signals improving confidence following FY25 earnings. At the same time, capital raises and strategic repositioning highlight a broader shift toward balance sheet strengthening and long-term growth execution. 1. $Hong Lai Huat(CTO.SI)$ Hong Lai Huat Executive Deputy Chairman and Group CEO Ong Bee Huat on 28 April acquired 244,400 shares at an average price of S$0.097 per share. The transaction increased his total interest in the company to approximately 47.34% of issued share capital, including deemed interests. Dato’ Dr Ong is the founder of the Group and is responsible for its overall strategic direction, planning and business devel