$Microsoft(MSFT)$ The Ultimate Triple Engine: Microsoft doesn't rely on just one revenue stream. It dominates across three massive pillars:Intelligent Cloud: Azure is one of the world's leading enterprise hyperscalers, growing at an impressive ~40% YoY pace.Productivity & Business Processes: Microsoft 365, LinkedIn, and Dynamics generate massive, non-negotiable subscription revenue from enterprises.More Personal Computing: Windows, Xbox (boosted by Activision Blizzard), and Surface devices handle consumer and hardware tech.🔒 High Switching Costs (The "Moat"): Once a corporation integrates Windows, Office 365, Azure, and active directory infrastructure, leaving is incredibly difficult and expensive. This gives Microsoft immense pricing power.💡
$Palantir Technologies Inc.(PLTR)$ Would you hold on to $Palantir Technologies Inc.(PLTR)$ ? Yes — I would consider Palantir (PLTR) a long-term holding, but I would treat it as a high-growth, high-valuation position, not a core defensive holding like MSFT or GOOGL. The key issue in September 2026 is not whether Palantir’s business is growing — it clearly is. The issue is how much of that future growth is already priced into the stock. Why I like the long-term business Palantir’s latest numbers are unusually strong: * Q2 2026 revenue: $1.935B, +93% YoY * U.S. commercial revenue: +149% YoY * U.S. government revenue: +90% * U.S. commercial remaining deal value: $6.24B, +124% YoY * Adjusted operati
$Qualcomm(QCOM)$ would you trim if you have $Qualcomm(QCOM)$ ? At the current QCOM price around $202, I would trim modestly rather than exit, especially after the sharp move from the $160–180 area. QCOM jumped about 9.3% on Sept. 21 and closed at $201.97 on Sept. 25. Why I’d trim some 1. The recent rally has caught up with near-term valuation. QCOM is now around 23× trailing earnings / ~20× forward earnings. The current analyst consensus target is about $204, essentially around the market price. 2. The fundamental picture is mixed. The latest quarter showed: * Revenue $9.95B, -4% YoY * Handset revenue -20% * Automotive revenue +61% * Q4 adjusted EPS guidance $2.05–$2.25, below the then-consensu
I don't think the market suddenly discovered dilution a day late. The shares were being sold through an ATM programme, so the dilution was happening gradually and was already known. What changed when the raise was completed was certainty: 29.3 million new shares had actually been issued, raising US$1.94B. That's roughly 5% dilution against Rocket Lab's previous common-share count. Thursday's rally may therefore have been relief that the Iridium financing was secured and the US$3.6B bridge facility could be cancelled. Friday then looked more like the market digesting the other side of that trade: a stronger balance sheet, but more shares dividing the future upside. So I wouldn't say dilution was priced exactly one day late. The market first rewarded financing certainty, then reconsidered w
HOOD is shifting gears — Prediction Markets just overtook Crypto Robinhood just showed something big in the numbers. In Q2, revenue from its prediction markets (event contracts) hit $156 million. Crypto trading brought in only $100 million. That’s the first time prediction markets have beaten crypto at Robinhood. And a big part of the jump came from Rothera — the CFTC-licensed prediction market exchange they launched with Susquehanna in late May/June. Rothera processed over 3.5 billion contracts in a very short time and quickly became one of the top platforms. World Cup volume helped a lot, and now football season is kicking in. Management is routing more and more flow through Rothera so they keep a bigger piece of the economics instead of sharing it with third-party exchanges. This is not
$BABA-W(09988)$ $Alibaba(BABA)$ $BABA-W(09988)$ BABA seems to hold up pretty well last week. It closed slightly Lower than the previous week but compare to the overall market it outperformed it. The overall market seems will continue the downward trend this week but BABA should be fine.
$YETI VERTICAL 261016 CALL 42.5/CALL 45.0$ playing with butterflies recently and seeing some yields. The ratios seems great and it definitely works out in the liquid market
$UOB(U11.SI)$ This is one of the big banking trio in Singapore and the cheapest in valuation terms. Strong fundamentals and diversified Businesses in various countries. Recently it shows it is breaking out to the upside. Still undervalued.
$Advanced Micro Devices(AMD)$ 1️⃣ Why am I making this trade now? I bout this perfect share few year ago when I was young and when it was young! I'm sure it will fly more again to the moon since I know we need this company and market need this company too! 2️⃣ What’s my plan from here? I will hold and buy some more when it drops a bit ! Short term can sell partial and hold some for long term until it break through price 1000! Let's see and let's go!
SPX Elliott Wave: Rally From the Blue Box Buying Zone
Hello fellow traders. Our Elliott Wave analysis has identified several high-quality trading setups recently, including the SPX setup discussed below. The analysis identified a clear three-wave correction from the recent peak, with price eventually reaching the Equal Legs area highlighted as our Blue Box buying zone. This is the type of setup we closely monitor within our trading service. The Blue Box defines a specific area where we look for a potential long entry, while the Elliott Wave structure helps us manage risk and identify potential targets.In the following sections, we will break down the SPX setup and show how the opportunity developed. SPX Elliott Wave 1-Hour Chart – 09.09.2026 SPX is forming a three-wave pullback from the recent high, and the correction still appears incom
At roughly 74 times sales and 100 times forward earnings, Palantir has become less a conventional software valuation exercise than a referendum on how valuable the operating layer of enterprise AI could eventually become. Wall Street rarely agrees on anything, but Palantir Technologies has achieved something special: it has given analysts an unusually large number of ways to disagree. At $189.67, $Palantir Technologies Inc.(PLTR)$ carries a market capitalisation of approximately $456 billion. Analyst targets stretch from $80 to $255, while the average sits at $195.57. That is not ordinary forecasting noise. Investors are effectively valuing two different companies wearing the same ticker. One is an extraordinarily profitable AI platform entering a