To The Moon

🌟🌟🌟While an extraordinary perfect storm of data center constraints has pushed $Micron Technology(MU)$ quarterly guidance toward a huge USD 35 billion, matching $Microsoft(MSFT)$ baseline profitability is a sprint, not a marathon. Treating memory chips like Microsoft's sticky recurring enterprise cloud monopoly is a dangerous assumption as memory chips are highly volatile commodities of the tech world. Micron's eye popping 84.6% gross margin is purely because average DRAM selling prices skyrocketed over 60%.  Price driven earnings are fast to arrive & can be just as fast to evaporate when supply catches up. A good strategy is to take some profits on Micron & let the remainder ride with a stop

$NVIDIA(NVDA)$   $Micron Technology(MU)$   $Advanced Micro Devices(AMD)$   $SanDisk Corp.(SNDK)$   A 5% U.S. Treasury yield sounds very tempting. Lock in roughly 5% from government debt, avoid much of the daily drama of the stock market, and get paid while you wait. So if I could only choose: 🅰️ 5% Treasuries 🅱️ Stocks My answer is B, but with a twist. I would still choose stocks for their greater long-term upside, while treating 5% Treasuries as my paid waiting room for the next equity opportunity. Because when

On Monday when all 3 composite indexes staged a fierce recovery with Nasdaq rising more than 2%, $Berkshire Hathaway(BRK.B)$ bucked the trend and pulled back., dipping by - 1.52%. Are concerns over Buffet stepping down finally sipping in? If it falss when it should be rising, what happens when market pulls back?

For me, AI Compute & Infrastructure remains the most interesting theme. AMD, $Cloudflare, Inc.(NET)$ and $F5 Inc(FFIV)$ show that AI growth is expanding beyond GPUs into networking, security and application delivery. I am especially watching AMD because of its strong data-center growth, although expectations are also much higher now. That said, I do not think this rally is purely about AI. CRWD and RBRK highlight rising cybersecurity demand, while VLO and MPC benefit from different energy and refining catalysts. I like seeing broa

$Advanced Micro Devices(AMD)$ crossed a $1 trillion market value for the first time on September 21, but the milestone is less important than the expectations embedded within it. AMD rose almost 10% to a record after investors returned to AI hardware and rewarded its shift from selling individual processors toward complete computing systems. Reuters' September 21 report records the milestone and notes that the shares had risen 185% in 2026, far ahead of the Nasdaq. The bullish thesis rests on operating evidence, not only enthusiasm. AMD's second-quarter revenue increased 50% year over year to $11.5 billion, while Data Center revenue more than doubled to $6.7 billion as EPYC CPUs and Instinct accelerators gained adoption. AMD's official second-quart

Georgia Power, a Southern Company subsidiary, agreed with Google on September 21 to support capacity upgrades at two nuclear plants. The projects are expected to add about 96 megawatts. Reuters' report on the agreement connects the uprates to rising data-centre demand for reliable, carbon-free electricity. The strategic value exceeds the immediate capacity. Nuclear uprates use existing sites, workforces and grid connections, which can be less complex than permitting a new reactor. A sophisticated customer willing to support incremental investment can reduce demand uncertainty and demonstrate that data centres will pay for firm power rather than rely only on intermittent renewables. The agreement may also strengthen Southern's negotiating position for future generation and transmission proj

$Johnson & Johnson(JNJ)$ paid $14.6 billion for Intra-Cellular Therapies to make Caplyta a central neuroscience asset. Positive bipolar-mania data now broaden the potential return on that purchase, but one successful trial does not yet create an approved indication. J&J announced on September 21 that a pivotal Phase 3 study met its primary endpoint in adults with manic episodes associated with bipolar I disorder. Caplyta produced a 4.8-point greater reduction than placebo on the Young Mania Rating Scale at week three, with improvement observed from day three. Clinical response, defined in the study as at least a 50% score reduction, occurred in 45.8% of Caplyta patients versus 20.9% on placebo. J&J's official study announcement provides

$United Parcel Service Inc(UPS)$ fell 4.35% on September 21 as investors focused on slower $Amazon.com(AMZN)$-related shipments and weaker domestic volume. The decline arrived as a separate pressure intensified: a global diesel shortage that analysts expect may persist into 2027. Reuters reported on September 21 that US diesel prices had exceeded $6 per gallon and inventories were at their lowest September level since 1982. Reuters' diesel-market analysis attributes the squeeze to disruptions involving Iran and Russia, low stocks and refinery constraints. The bullish UPS thesis is deliberate mix improvement. Management has been reducing low-margin Amazon volume and reconfiguring its network, accepting fewe

$Halliburton(HAL)$ signed memoranda of understanding with Brazil's Eneva and Venezuela's WESCA to explore oil and gas projects in Venezuela. The agreements, disclosed September 21, position Halliburton for a recovery in a country with enormous reserves and degraded infrastructure. They do not yet provide the security of funded, enforceable service contracts. Reuters' report on the agreements describes them as exploratory pacts amid renewed foreign interest. The bullish case is service intensity. Years of underinvestment mean Venezuelan fields need drilling, completions, well intervention, software and maintenance. Halliburton can earn from activity without assuming the full commodity risk of owning reserves. Early positioning may produce customer r

1. What's Happening Today Meta Surges 11.4%: AI agent Muse tops the U.S. App Store free chart, and the market has begun trading the impact of AI Agents on consumer entry points and transaction scenarios. Semiconductors Rally in Sync: AMD, Intel, and Arm rose nearly 10%, 12%, and 17% respectively, as the market extends the trade to CPU inference demand driven by Agents. AI Commercialization Diverges: Shopify integrates Muse, while Amazon restricts its proxy-purchasing feature citing security and data access concerns. Alibaba Cloud Signals Expansion: Based on management's plans, Citi estimates Alibaba's external cloud revenue could reach $160 billion by FY2033. Middle East Energy Risk Escalates: Geopolitical tensions and energy shipping news are disrupting oil prices — watch the energy secto

$ASTS 20261002 51.0 PUT$ Limit order filled to sell ASTS cash secured put at  strike $1 above $50 psychological support for credit.