To The Moon

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

I think the long end can stay elevated, or even move higher, even if the Fed stands pat. The key issue is that the 10Y/30Y are increasingly being driven by more than the expected Fed path. Fiscal deficits, heavy Treasury issuance and a rising term premium can keep pushing long-term yields higher without another rate hike. A Fed pause may relieve some pressure at the front end, but it does not automatically solve the supply-demand imbalance further out the curve. If investors demand more compensation to hold duration, the curve could steepen through higher long-end yields. For equities, that matters because a 5%+ 10Y keeps the discount-rate hurdle high, particularly for expensive growth stocks. My base case: Fed pause ≠ long-end relief. I would watch Treasury auctions, term premium and infl