Welcome to today’s deep-dive roundup. We’re unpacking four signals the market may be underestimating: Ondas Holdings’ 18-month push to become an emerging defense prime through acquisitions—and the dilution risk that now puts the spotlight on organic growth; Nebius’s B200 GPU spot pricing more than tripling in seven days and what that could mean for its year-end ARR target; Cathie Wood’s 2031 Tesla bull case of $5,000 per share and a $20T market cap built on robotaxi and Optimus scale; and SpaceX’s projected ~70% drop in launch costs to $354/kg by 2031. Which of these has the biggest implications for 2026—and which one is getting the most hype versus real execution? Let’s dig in. 1 THE $Ondas Holdings Inc.(ONDS)$ OFFICIAL DEEP-DIVE
Waiting for confirmation after the October selloff The 16 October close reminded me that one strong rebound is not enough to confirm a market low. Thursday’s recovery had made a washout bottom look plausible, but Friday’s selling put that idea back under pressure. My takeaway is to stay flexible: a promising explanation still needs price to support it. These are my planning reflections, not a record of orders or fills. What interested me most was the difference between the headline indices and the average stock. Technology weighed heavily on the broad market, while the equal-weight S&P 500 held up better over the week. That distinction matters to me. A weak index does not mean every sector is equally weak, but strength elsewhere does not automatically make the market safe to buy. Semic
🇸🇬 DBS vs OCBC vs UOB: Which Singapore Bank Has the Strongest Earnings Engine?
Higher interest rates are often seen as good news for banks. But what happens when lending margins come under pressure? Singapore’s three major banks have built strong franchises, paid substantial dividends and benefited from Asia’s growing wealth management market. However, changing interest rates are creating a different challenge: maintaining profitability when traditional lending income faces pressure. Recent second-quarter results show how the banks are responding. All three reported higher year-on-year profits, supported by wealth management and other non-interest income, even as net interest margins came under pressure.  Let’s look beyond the headline profits and compare their business models, growth opportunities and risks. 🥇 1. $D05.SI — DBS: Can Diversified Income Keep Driving G
Hello everyone! Today i want to share some option strategies with you! $S&P 500(.SPX)$ and $Invesco QQQ(QQQ)$ faded from the highs today. Most likely we'll see another consolidation day before $Meta Platforms, Inc.(META)$ earnings on Wednesday. I would tread lightly until AFTER FOMC on Oct 28th. $S&P 500(.SPX)$ needs to base above 7700 and $Invesco QQQ(QQQ)$ above 727 to look more bullish this month. If we see another flush in the market, $
$NEBIUS(NBIS)$ Is this stock a buy now? My take: Cautiously bullish, but I wouldn’t go all-in. Nebius Group (NASDAQ: NBIS) is one of the more interesting ways to invest in the AI infrastructure boom. It provides GPU computing capacity and cloud services for AI workloads. My verdict as of October 20, 2026: NBIS is worth considering for a long-term growth portfolio, but the upcoming earnings report makes the timing tricky. The stock has recently pulled back significantly, which could create an opportunity. However, its enormous infrastructure spending and demanding valuation mean that a cheaper share price doesn’t automatically make it a bargain. 1. What’s happening with NBIS right now? According to the latest market data available, NBIS close
$Vanguard Total Stock Market ETF(VTI)$ why I want to take VTi seriously? I take VTI seriously because it solves a different investment problem from buying individual stocks like NBIS. With NBIS, you’re betting that one company will execute exceptionally well in the AI infrastructure market. With VTI, you’re betting that American businesses, collectively, will continue creating value over the long term. Neither is automatically better. It depends on whether your priority is maximising potential returns or building wealth reliably over time. 1. What exactly are you buying with VTI? The Vanguard Total Stock Market ETF (VTI) gives you exposure to approximately the entire investable US stock market through one investment. According to Vanguard’s l
Buying the Dip? I Am Buying Earnings, Not Red Candles.
The market has finally given investors something we have not had much of this year: Better prices. But a stock falling 10% does not automatically make it 10% more attractive. My rule for this dip is simple: Buy companies where the price has deteriorated faster than the business. Right now, my shopping list is MU, NVDA, META, CRCL and QQQ, but at very different levels. 🥇 MU: MY HIGHEST-CONVICTION DIP BUY Micron has been hit by the combination of memory-cycle fears, CXMT concerns and the broader technology selloff. But the question is whether HBM demand and earnings power have deteriorated as quickly as the share price. I do not think they have. 🚦 My levels 🟡 $860-$890: Starter position 🟢 $800-$840: Preferred Pick 🟢 $740-$790: Strong Pick 🔴 Below $740: Reassess the thesis If MU reaches $800-
$Moderna (MRNA) Jumps +4.07% as Cancer Vaccine Momentum Builds; $242 High in Sight
📊 Market Recap Moderna, Inc. ('MRNA') closed at $226.89 on October 20, 2026, up +4.07% with an intraday swing of 9.53%. After-hours trading pushed the price further to $227.20, indicating continued buying interest. The stock now sits just 6.4% below its 52-week high of $242.29, driven by renewed optimism around its mRNA cancer vaccine pipeline. 🚀 Key Drivers Cancer Vaccine Catalyst: NIH is reportedly accelerating a public-private partnership for cancer vaccine development, reigniting enthusiasm for Moderna's oncology platform. Nasdaq 100 Inclusion: Moderna's addition to the Nasdaq 100 index triggered passive fund inflows and institutional rebalancing. Massive 2026 Rally: The stock has surged over 650% year-to-date, with positive Phase III combination data for its mRNA cancer vaccine reshap
$Meta Platforms, Inc.(META) Slips -0.55% to $705.44: Open-Source AI Model Release Nears Support, ...
📊 Market Recap As of the close on October 20, 2026 (Eastern Time), 'META' finished at $705.44, down -0.55% from the prior session. The stock traded in a range of $693.86 to $708.83, settling roughly 9.5% below its 52-week high of $779.82 and approximately 14.6% above the immediate pivot zone of $615.73. The tape suggests a fading momentum environment, with price action consolidating below the recent pre-market reference of $707.83. 🚀 Key Drivers Open-Source AI Expansion: Meta has reportedly released a new open-source AI model in collaboration with Apple to run on Mac devices, reinforcing its position in the open-model ecosystem. Capital Flow Shift: Five-day capital flow data shows early-week outflows transitioning to inflows of 33.0 million on October 15 and 34.8 million on October 16, ind
$Palantir (PLTR) Surges +4.36% to $194.15: AI Intelligence Giant Rebounds Toward $212.94 High, $2...
📊 Market Recap As of the latest close on October 20, 2026, 'PLTR' finished at $194.15, up +4.36% with an intraday gain of $8.12. The stock traded as high as $196.99 and as low as $186.16, with amplitude of 5.82%. The closing price is approximately 8.8% below its 52-week high of $212.94, yet solidly above the 52-week low of $106.37, reflecting a strong rebound in the AI-driven intelligence sector. 🚀 Key Drivers AI Momentum Reaccelerates: Palantir continues to benefit from accelerating demand for AI-enabled data analytics across government and commercial clients, reinforcing its premium growth narrative. Institutional Accumulation: Major shareholders including BlackRock, Vanguard, and State Street maintain large positions, while Peter Thiel retains a significant stake, signaling long-term co