To The Moon

AVGO's latest numbers create one of the more interesting debates in AI semiconductors right now. Broadcom's AI semiconductor revenue reached $16.7B in Q3, up an extraordinary 221% YoY and 54% sequentially. Management expects that figure to accelerate again to approximately $21.7B in Q4. Yet AVGO is around $355, well below its June peak. Why? Because the market isn't questioning whether Broadcom can sell AI chips anymore. It is questioning how profitable each additional dollar of AI revenue will be. That distinction determines whether $355 is an opportunity or a value trap. The $16.7B Number Is Bigger Than It Looks AI semiconductor revenue now represents roughly 56% of Broadcom's total revenue. Custom accelerators are no longer an interesting side business. They are rapidly becoming the cen

🌟🌟🌟The landscape of wealth building in Singapore has officially been rewritten.  Starting today, Monday 5 October 2026, the Singapore Exchange has finally vaporised the financial barrier that locked every day investors out of Singapore's premium stocks.  There is one stock that stands as the ultimate hidden champion of this 10 shares revolution: $Haw Par(H02.SI)$   Haw Par Is More Than Just Tiger Balm Haw Par is a legendary homegrown multi national conglomerate.  It owns the absolute global jewel of traditional consumer healthcare:  the world famous Tiger Balm brand.  From its humble beginnings, Haw Par has scaled Tiger Balm into an international household name, selling ointments, patches and creams across more

Nasdaq hit record highs following a soft jobs report that lowered interest rate fears, driving $NVIDIA(NVDA)$ Nvidia and $Advanced Micro Devices(AMD)$ AMD to new highs. In this article, we would like to look at an in-depth analysis of $NASDAQ(.IXIC)$ Nasdaq record Highs, Interest Rate Shifts, and Ecosystem Disparities. 1. Macroeconomic Context: The Soft Jobs Report Catalyst The catalyst for the recent leg up in equity markets was a cooler-than-expected employment report. For months, market participants wrestled with sticky inflation prints and resilient labor data that forced the Federal Reserve to maintain a higher-for-longer interest rate stance. When the lates

The 2026 U.S. midterm elections are shaping up to be an intense battle for Capitol Hill, with the general election scheduled for November 3, 2026. Propelled by President Donald Trump’s record-low approval ratings, voter anxiety over the war in Iran, rising gas prices, and general affordability, Democrats are seeing strong momentum even in traditionally red states. In this article, we would like to perform an exhaustive assessment of legislative battlegrounds, regulatory shifts, and structural sector risks ahead of the 2026 US midterm elections. 1. Introduction: The Macroeconomic Stakes of Midterms Electoral cycles in the United States serve as critical barometers for investor sentiment, fiscal trajectory, and regulatory enforcement. While presidential elections command broad media attentio

🥇 Part 1: My Gold Wheel Strategy — Selling Cash-Secured Puts and Covered Calls on Gold 🐶 My Options Puppy Approach to Gold 🐶 I have always liked the idea of using options not only to speculate, but also to generate income while waiting to own an asset at a price I am comfortable with. For gold, one of the instruments I can use for this strategy is the iShares Gold Trust, or IAU. Instead of simply buying IAU and waiting for the price to rise, I can use the Wheel Strategy to potentially collect option premium along the way. 💰 My basic idea is simple: sell a cash-secured put when I am willing to buy IAU, and if I eventually get assigned the shares, sell covered calls while I hold them. If the shares are called away, I can potentially start the process again by selling another cash-secured put

Bitcoin’s latest cycle has rewritten the old playbook. What looked like a classic post-halving hangover has instead delivered the shallowest major drawdown in the asset’s history, a truncated timeline, and a recovery that is already underway. The next boom is not a future event waiting for a new catalyst. It is unfolding in real time. Performance Snapshot Bitcoin peaked near $126,200 in early October 2025. By June–July 2026 it had bottomed in the $57,800–$60,000 zone, a peak-to-trough decline of roughly 50–55%. That is painful in absolute terms yet strikingly mild compared with prior cycles: the 2021–2022 collapse exceeded 75%, and the 2018 wipeout ran past 80%. The current recovery has carried the price back to the mid-$84,000s, a gain of approximately 40–45% from the lows and a market ca

Mathematical Money | October 3, 2026 A few people have asked me to explain how I actually sell puts, so this is the whole thing from the beginning — what it is, how I choose strikes and dates, how to place the order without giving money away, and a live mistake of mine that illustrates the one rule everybody breaks. If you already sell premium regularly, the first section will be familiar. Skip to the ordering mechanics, because that's where most people quietly lose a chunk of their edge. What you're actually agreeing to Selling a cash-secured put means promising to buy 100 shares of something at a set price, by a set date, in exchange for cash today. You set aside the money to honour that promise — that's the "cash-secured" part — and the cash you receive is yours whatever happens. Two ou

U.S. September Nonfarm Payrolls Rise Only 29,000; Market No Longer Pricing in Fed Rate Hike This Year ‌$S&P 500(.SPX)$  ‌‌$SPDR S&P 500 ETF Trust(SPY)$  ‌‌$Invesco QQQ(QQQ)$  ‌‌$USD Index(USDindex)$  ‌ The U.S. economy added just 29,000 nonfarm jobs in September, far below the 90,000 expected by markets, while the unemployment rate ticked up to 4.2%. August figures were also revised down from 162,000 to 133,000. Following the release, market expectations for an October Fed rate hike fell from 22% to 17%, with the cumulative year-end hiking premium shrinking to roughly 21 basis points—t

Wall Street increasingly has two versions of NextEra Energy. The bull sees an AI-power compounder: America needs enormous quantities of electricity, grid connections take years, and NextEra owns one of the deepest development pipelines in the industry. The bear sees something less glamorous: a heavily indebted utility spending almost $30 billion a year on capital projects while issuing debt and shares to keep the machine moving. I think both arguments deserve attention. The investment question is which version ultimately earns the higher valuation. At $76.83, $NextEra(NEE)$ is neither a nuclear momentum trade nor a sleepy income utility. It is increasingly a wager on whether the scarce asset in American power is not generation technology itself, bu

2 October 2026 - Toshiba announced plans to double its hard disk drive production by fiscal 2027, with a $380 million investment to expand manufacturing capacity. This triggered sharp selloffs: Both Seagate fand Western Digital dropped 10%, though intraday lows were worse. Lets assess both sides of the story: Arguments the Drop IS Justified: Supply Risk is Real: Both stocks' big runs this year leave them sensitive to news suggesting the industry's supply and demand balance could loosen. Before the drop, Seagate shares were up 210% YTD, and Western Digital stock was up 150% YTD. (Yahoo Finance) Valuation Concerns: According to GuruFocus, Seagate's current price of $945.57 is 386.4% overvalued compared to its intrinsic value estimate of $194.40. Similar metrics show Western Digital at extrem

Economic Calendar (05Oct2026) caption...Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [I