To The Moon

1. Basics: AI Compute Drives the Valuation SpaceX is expected to report Q3 revenue of $13B and EBIT of about $2.36B. But the market has already partly priced in higher compute pricing and new Neocloud deals. What matters more is whether earnings beat and what future guidance says. AI compute is the core of the valuation. The company expects compute to exceed 2GW by end-2026 and reach 5–10GW by end-2027, with sell-side consensus around 6GW. The market is watching whether compute expansion turns into real revenue and profit, not just scale. The AI business may be undervalued. Morgan Stanley analysts think the enterprise AI business is worth $165 per share and the connectivity business $118, meaning long-term valuation depends heavily on AI commercialization. Next catalysts: Starship Flight 1

India’s biggest opportunity may also be its biggest investment trap. The UTI India Nifty 50 Index ETF VCC launches on SGX on 12 November, giving Singapore investors access to 50 leading Indian companies without an Indian brokerage account. India’s domestic consumption, infrastructure spending and financial-sector expansion offer compelling long-term growth drivers. Its different sector composition may also diversify portfolios heavily concentrated in US technology stocks. But here’s the catch: economic growth does not automatically translate into stock market returns. Currency depreciation can erode gains, valuations still matter, and past outperformance guarantees nothing. My view? India deserves consideration as a long-term portfolio diversifier, but investors should avoid confusing a p

I am most interested in $Salesforce.com(CRM)$ because I believe AI could strengthen established enterprise software companies rather than simply replace them. Salesforce already has a strong customer base, valuable business data and deeply integrated workflows, giving it potential advantages in the AI era. However, I will not buy simply because $Bank of America(BAC)$ upgraded the stock to Buy with a $285 price target. I want to see clear evidence that its AI products can generate meaningful incremental revenue and earnings growth, rather than just increasing costs and expectations. For me, the key is whether Salesforce can turn its AI capabilities into sustainable monetization. I remain selective with

Buying the Dip? The Biggest Mistake Is Buying Without a Plan The market is fearful. But before buying the dip, ask yourself one question: would you still want to own this stock if it fell another 15%? After last week’s sharp technology sell-off, investors have a familiar dilemma: buy now, wait for a deeper correction, or sit on the sidelines because there is little cash left. The fear is real. On October 16, the VIX jumped more than 21% to close near 20, while CNN’s Fear & Greed Index dropped to 18, its Extreme Fear zone. The VIX eased to around 18.7 on October 19, but sentiment remained weak. Is this a buying opportunity? Potentially. But extreme fear is a signal to reassess prices, not proof that the market has bottomed. 1. A market correction is normal, not necessarily a crisis Inve

Tesla’s $158 billion compensation headline is less about money earned today and more about the future investors are being asked to believe in. Musk’s performance-based package is essentially a decade-long bet on Tesla transforming from an EV manufacturer into an AI, robotics, and autonomous mobility powerhouse. The potential rewards are enormous, but so are the execution risks. Reaching an $8.5 trillion valuation requires much more than ambitious presentations: Robotaxis must scale commercially, Optimus must become a viable business, and massive investments must translate into sustainable profits. Here’s the real investor dilemma: Tesla shareholders are not just betting on a company; they are betting on Musk’s ability to turn technological promises into measurable cash flows. The $158 bil

$IAU 20261030 77.5 PUT$ 💗🐾 Blink Fans Market Journal: Why I Sold the IAU $77.50 Put 🥇 1. Why am I making this trade now? I decided to sell the IAU $77.50 put expiring on 30 October 2026 because I want to take advantage of the current gold price consolidation while collecting option premium. Instead of rushing to buy gold exposure immediately, I prefer to let the market come closer to my desired entry price and get paid for taking that risk. I sold the put at approximately US$0.89 per share, which represents US$89 in premium before fees for one standard contract covering 100 shares. My trading screenshot showed an unrealized gain of around 1.13% at that point. My plan is to buy back the put later if its price

[你懂的]   Intuitive Surgical (ISRG) — Can Surgical Robotics Keep Delivering Growth? While much of Wall Street remains focused on AI chips, data centers, and semiconductor volatility, I want to highlight a different opportunity: Intuitive Surgical (ISRG), a pioneer in robotic-assisted surgery. What makes this company interesting isn't simply its technology. It's the business model behind it. Intuitive Surgical sells sophisticated surgical systems, but it also generates recurring revenue from instruments, accessories, and services. As its installed base grows and more procedures are performed, the company has opportunities to generate revenue long after the initial equipment sale. However, a great business isn't automatically a great investment at every price. With the company a

$LMS Compliance(LMS.SI)$   LMS Compliance (SGX: LMS) reported 40.5% revenue growth in 1H FY2026. Profit attributable to shareholders rose 12.2%, while core testing revenue declined 2.5%. This video looks at the story behind the numbers: can business growth translate into stronger shareholder earnings? For informational purposes only. Not investment advice.

I Bought HOOD Around $95 During the Pullback. Here’s Why I Made the Move I finally started putting some money to work during this pullback. While some investors are waiting for another leg down, I decided to take a position in Robinhood $Robinhood(HOOD)$  around $95. Was it the exact bottom? Probably not something anyone can know in real time. But I did not buy simply because the share price had fallen. I bought because I believe the business still has room to grow, and the pullback gave me an entry point I was more comfortable with. For me, the goal is not to catch the lowest price on the chart. It is to find a business whose future potential justifies the price I am paying. Why HOOD caught my attention Robinhood is no longer just a pla

Among these eight biotech stocks, I find $PTC Therapeutics (PTCT) most compelling because it already generates commercial revenue rather than relying entirely on future clinical success. Sephience’s growth could support its valuation, although patient retention and revenue guidance remain critical. $Belite Bio (BLTE) offers greater upside ahead of its February 2027 FDA decision, but promising Phase III results cannot eliminate regulatory and valuation risks. Meanwhile, $Trevi Therapeutics (TRVI) and $COMPASS Pathways (CMPS) offer opportunities, but commercialization remains uncertain. My view: PTCT offers clearer execution, while BLTE offers a catalyst-driven investment case. Analyst price targets are scenarios, not guarantees. In biotech, the best opportunity is not necessarily the drug

I find $PTC Therapeutics(PTCT)$ and $Belite Bio, Inc.(BLTE)$ particularly interesting. PTCT already has a commercial product generating meaningful revenue, while BLTE offers a major FDA catalyst in February 2027. I generally prefer companies with clear milestones and evidence of commercial demand. However, biotech remains high risk. Even promising clinical results do not guarantee approval or share-price gains. For

AI could create enormous wealth. But who will actually get a share of it? Elon Musk has sparked discussion after saying he would give one $SpaceX(SPCX)$  share to every child in America through Trump accounts, according to Dow Jones. The announcement raises a bigger question about the technology industry: as AI companies grow in value, how much of that wealth will reach ordinary people rather than remain concentrated among founders, employees and early investors? This is more than a story about billionaires giving away shares. It touches on private-company valuations, employee ownership, financial access and the growing debate over who benefits from technological progress. 🚀 1. SpaceX: A Share Is Not the Same as Cash Musk’s proposal has

What if one of the opportunities created by the AI boom is hiding in an industrial company rather than a technology stock? When investors discuss AI infrastructure, names such as $m$NVIDIA(NVDA)$ , $Amazon.com(AMZN)$ and $Microsoft(MSFT)$  often dominate the conversation. But building and operating data centres requires much more than powerful chips and cloud computing. It also requires industrial materials, specialised components, reliable infrastructure and solutions that help facilities operate efficiently. That is why the latest announcement involving $3M(MMM)$ and Amazon is worth watching. Ac