To The Moon

When investors think about AI, NVIDIA and other chipmakers usually come to mind first. But the latest market moves suggest the opportunity may be spreading further down the AI supply chain. While some chip stocks have faced selling pressure, several AI infrastructure companies have moved sharply higher. Lumentum gained 11.04%, Bloom Energy rose 9.63%, Nebius climbed 7.73%, and CoreWeave jumped 11.72% in the market update. These moves highlight an important question: Are investors starting to look beyond AI chips and focus on the infrastructure needed to make AI work at scale? 🔹 Lumentum — AI needs faster connections AI data centres require enormous amounts of data to move between processors and servers. Optical networking technology helps meet that demand by enabling faster, more efficient

While investors debate AI valuations and technology stocks face pressure, I’m watching a different sector today: airlines. $Delta Air Lines(DAL)$  is worth watching as its latest earnings put travel demand, operating costs and profit expectations in focus. 🛫 What does Delta do? Delta is one of the largest US airlines, earning revenue from passenger travel, premium cabins, loyalty programmes and cargo services. Its premium travel business and loyalty ecosystem help differentiate it from competitors. 📊 Why is DAL interesting now? 1. Earnings provide a reality check Investors will be looking beyond headline revenue to passenger demand, unit revenue, profit margins and management’s outlook. Strong travel demand is positive, but the key question is

$OCBC Bank(O39.SI)$   OCBC shares have fallen sharply mainly because of concerns about weaker earnings growth, profit-taking after a strong rally, and rising global bond yields. The decline does not necessarily mean OCBC's underlying business is in trouble. [LOL]  1. Citi downgraded OCBC Citi lowered its rating from “Neutral” to “Sell” on 7 October 2026, with a target price of S$27.50. It expects third-quarter earnings to be flat year-on-year, raising concerns about future growth. [Great] 2 . Investors took profits OCBC had gained around 60% during 2026 before the sell-off. Some investors sold to lock in profits after the strong rally.  [Surprised]  3. Rising bond yields and funding costs Higher bond yields can hurt

$Soup Holdings(5KI.SI)$ The Clock is Ticking! Let's do a hypothetical scenario here. Soup has about $5.3 million cash flow. It's lost 1H26 $0.67 million. Likely no dividends for 2027. 🤭🤭🤭That means that $300k is not earning any interest, effectively rotting away, evaporated 🤭 5.3/0.67= 8 half quarters or approximately 4 years. If the loses continues Before it ran out of cash. Soup Head Wind: 1. Rental pressures : rent gonna cost more and not less.🔴 2. Manpower crunch. Tight labour markets and foreign workers quota <-- James should go and work as a waiter there and serve me Chinese tea, then I will consider patronising Soup🤭🔴 3. Increase ingredients cost: raw food getting more expensive, squeezing the margin 🔴 4. Razor thin margins : Change in

$ALB.HK 20261009 100.00 PUT$  Learn day in, day out, week in, week out.

PLTR (Palantir Technologies) currently carries a Moderate Buy / Buy consensus from Wall Street, with average 12-month price targets clustered around $196–$222 (depending on the aggregator and recency of targets). Recent trading levels are near $194–$203 (as of early October 8, 2026 data), so the average target implies roughly flat to modest upside (or slight downside in some snapshots), while the high end of targets points to 15–30%+ potential. Consensus Overview Across major sources (PriceTargets.com, Yahoo Finance, StockAnalysis, Light Horse, etc.): Ratings breakdown** (approx. 30–36 analysts): Predominantly Buy/Strong Buy (roughly 23–24 Buys + 1 Strong Buy in recent tallies), with 9–10 Holds and 2–3 Sells. Average price target**: $196–$200 in broader samples; higher ($215–$222) when foc

I am still bullish on the AI-driven memory cycle, especially with HBM demand remaining strong. Samsung’s huge profit growth shows how powerful the current pricing environment is, but the muted share-price reaction tells me investors are already looking beyond the next quarter. For me, the key question is how sustainable these margins are. I will watch DRAM/HBM pricing, new capacity and whether hyperscalers push harder on costs. In a cyclical industry, stocks can peak before earnings do. I am not calling the cycle over yet because AI infrastructure demand remains strong. However, I would stay selective rather than chase record earnings. If demand keeps outpacing supply, the cycle could last much longer. @Tiger_comments

$SPDR Dow Jones Industrial Average ETF Trust(DIA)$   $SPDR S&P 500 ETF Trust(SPY)$   $Invesco QQQ(QQQ)$   Mathematical Money | October 9, 2026 Two things are true at the same time right now and they shouldn't be. $SPY$ and $QQQ$ both set record closes on Tuesday and sit within one percent of them tonight. $DIA$ peaked on 5 August and has fallen about 6% since, with no bounce worth the name in between. Most of the commentary I've read explains this as old economy versus new, or value versus growth. I went and did the arithmetic instead, and the answer turns out to be much more specific than that. A third of the Dow's entire decline i

I think the bigger force at the long end is the term premium rather than just expectations for another Fed hike. Persistent fiscal deficits and heavy Treasury issuance mean investors need to absorb more duration, while inflation uncertainty makes them demand higher compensation for holding 10Y and 30Y bonds. That can push long yields higher even if the Fed eventually pauses. So I am watching Treasury supply, auction demand and the term premium closely. If those pressures persist, a Fed pause may bring limited relief to long yields, keeping valuation pressure on equities, especially long-duration growth stocks.

$Marvell Technology(MRVL)$   Maybe Matt Murphy should just not say anything. After the last quarterly results conference, MRVL tanks. Now after the Investor Day ra-ra speech, MRVL tanks.  And this were even after he had positive things to say. Imagine what happens if there is a slowdown as eventually there must be one.  Now the market is waiting for the two big elephants to IPO. Anthropic and OpenAI.  What if like SpaceX the IPO does not deliver, or maintain super high stock prices?

$OCBC Bank(O39.SI)$ quite a big pullback these few days. continue hold and add maybe.

Tesla: 3 Key Investor Takeaways 1. Demand Momentum Is Improving: Q3 deliveries exceeded production by 22,141 vehicles, signaling inventory reduction and potentially healthier end-market demand. The key question is whether this reflects sustainable consumer demand or temporary delivery timing. 2. A Positive Quarter Doesn't Guarantee a Valuation Recovery: Despite the 4.65% share-price gain, Tesla remains down 17.6% YTD versus the S&P 500's 12.81% gain. The market needs evidence of sustained growth, resilient margins, and stronger earnings expectations to justify multiple expansion. 3. Watch Execution, Not Just Deliveries: The next leg of the rally depends on whether Tesla can convert delivery growth into profitable growth. Monitor automotive gross margins, pricing trends, free cash flow,

$WDC 20261023 350.0 PUT$ decided to cut loss...will re-enter when clearer ....

$CrowdStrike Holdings, Inc.(CRWD)$ huat huat heng ah