To The Moon

$Oracle(ORCL)$’s Q4 fiscal 2026 earnings report is an incredible case study in how the AI market narrative is shifting. It highlighted a stark contrast: stunning demand on paper vs. brutal capital reality on the balance sheet. The mechanics of this print offer clear takeaways regarding "AI burn," structural narrative shifts, and how to position options strategies right now. What Oracle’s Earnings Tell Us About the AI Narrative The Demand: Massive and Real Oracle’s Remaining Performance Obligations (RPO) surged to an unprecedented $638 billion (up 363% YoY, adding $85 billion sequentially). This proves that AI compute demand is not slowing down. Furthermore, a unique structural detail emerged: $75 billion of that backlog consists of contracts where

$Intel(INTC)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ 🔥🏭🤖 $INTC: Up 385%, Yet 77% Of Analysts Still Aren’t Bullish 🤖🏭🔥 🧠 $INTC’s rally has been extraordinary, but the most interesting part may be what hasn’t happened yet. $INTC is up +190% YTD and +385% over the last 12 months, yet 34 of 44 analysts still rate the stock Hold or worse. That disconnect matters. When price leads fundamentals, analysts often chase. When fundamentals begin improving while analysts remain sceptical, upgrades themselves can become a catalyst. 🏭 BofA just delivered a rare double-upgrade on $INTC and lifted its price target to $135 from $96, a 41% increase. The f

The next major bottleneck in the AI/semiconductor stock rally isn’t software or design—it’s a rare specialty gas called Tungsten Hexafluoride (WF₆). 🛑🔬 Here is why it's trending in global markets right now: • The Squeeze: China controls over 80% of raw tungsten. Strict export controls have triggered massive 70% to 90% price hikes for WF₆ gas. • AI Dependency: Advanced AI chips and massive 3D memory architecture depend heavily on WF₆ to deposit ultra-thin conductive pathways in deep, multi-layered chip designs. • The Stock Angle: Global specialty gas leaders like Peric Special Gases $Peric Special Gases Co.,Ltd.(688146)$ and industrial giants like Linden $Linde PLC(LIN)$ are seeing hei

The upcoming $Space Exploration Technologies(SPCX)$ IPO on Friday, June 12, 2026, is an unprecedented event in market history, aiming to raise $75 billion. However, navigating this requires separating the sheer awe of the company's achievements from cold, hard financial engineering. To answer your questions accurately, we have to look closely at what SpaceX actually is today, what its valuation implies, and how capital flows work during major market structural shifts. The Valuation Reality: Is it Bigger than Microsoft? While SpaceX is seeking a staggering $1.75 trillion to $1.77 trillion valuation at its $135 IPO price—making it larger than giants like Alphabet or Amazon were just a few years ago — it does not actually top

🌟🌟🌟I choose B: Electricity & Cooling as it represents the ultimate physical limitation of computing power. An AI data centre cannot run on hype. It runs on electricity & massive thermal power. Companies like $GE Vernova Inc.(GEV)$ & $Eaton Corp PLC(ETN)$ hold multi year monopolies on industrial transformers & electrical grid hardware. Their backlogs are completely backed up into the 2030s. Hyper scalers are actively buying nuclear power access just to plug into Eaton's switches. $Vertiv Holdings LLC(VRT

$Canadian Natural Resources(CNQ)$ $Boston Scientific(BSX)$ $Rigetti Computing(RGTI)$ 🚨📉💰 Short Sellers Just Made Their Move, Which Stock Forces Them To Cover First? 💰📉🚨 Short sellers are becoming increasingly aggressive across several well-known names, but history shows that crowded trades can work both ways. I’m watching a growing divergence between bearish positioning and actual stock performance. When short interest rises while share prices remain resilient, the ingredients for a powerful squeeze can begin forming beneath the surface. 📊 The biggest increases in short interest include: • $CNQ +281% • $BSX +83% • $PTEN +82% • $MCK +82% • $CPN

The last time I covered $Intel(INTC)$ was back in 28 Apr 2026, after it has released its Q1 2026 earnings report card. click here ! to re-read my post. In the April post, its stock price then was a respectable $82.57 /share. Since then, it has further peaked at $129.44 on 11 May 2026 and has begun to pull back a bit, thereafter. Honestly, I prefer it to be like this where the upwards trajectory seems more plausible and not to mention sustainable. Unfortunately, it did not stop, there and then. Fri, 05 Jun 2026 Crash. Since Fri, 05 Jun 2026, a sharp downturn has gripped US stock market and extended throug

$Oracle(ORCL)$ delivered another impressive quarter: ✅ Revenue: US$19.18B (+21% YoY), above expectations of US$19.1B ✅ Non-GAAP EPS: US$2.11, beating estimates of US$1.96 ✅ Operating profit hit a record high ✅ Remaining Performance Obligations (RPO) surged 363% YoY to US$638B, showing massive future revenue visibility 🔥 AI & CLOUD GROWTH REMAIN THE MAIN STORY • Total Cloud Revenue: US$9.9B (+47%) • Cloud Infrastructure (IaaS): US$5.8B (+93%) • Multicloud Database Revenue: +404% Oracle signed US$67B worth of AI infrastructure contracts in the quarter alone. Management says AI demand continues to exceed supply, and many customers are either prepaying or supplying their own GPUs, reduci

With $Space Exploration Technologies Corp(SPCX)$ impending IPO debut this Fri, 12 Jun 2026, closed end fund (CEF) $Destiny Tech100 Inc(DXYZ)$ is set to see the long-awaited windfall. Investors who plan to sell this CEF after SPCX IPO, would you reconsider ? Why ? Because there’s at least 2 more good news to come. Below is a run-down of my DXYZ posts over the years : (click to read the details) : 07 Jan 2025 - $XOVR and $DXYZ : Best SpaceX Investment ? 12 Dec 2024 - SpaceX news sends DXYZ soaring to $185 ? 07 Dec 2024 -