To The Moon

Affirm Holdings #AFRM has become one of the more interesting high-growth fintech names in the US market. After its latest FY2026 results, I think the business fundamentals are considerably stronger than the AFRM story was 12–18 months ago, but valuation and credit-cycle risk are now the key issues. My view: Bullish on the business, moderately bullish on the stock — but I would not chase a sharp post-earnings spike. 📈 The latest numbers are impressive Affirm just reported FY2026 Q4: * Revenue: ~$1.17B, +33% YoY * GMV: ~$14.1B, +36% YoY * FY2026 GMV: ~$50.2B, +37% * Active consumers: ~27.8M, +21% * Active merchants: ~570,800, +50% * Revenue less transaction costs: $589M, +39% * Operating margin improved to 12.6%

US Stock Market: The AI Trade Is Back 🚀 The U.S. market is showing strength again — but the most interesting part isn’t just the S&P 500 or Nasdaq hitting record territory. It’s where the money is flowing. 📈 S&P 500: 7,748 📈 Nasdaq: 26,588 📊 Dow: 53,770 The big story continues to be AI infrastructure. CoreWeave surged ~19%, while Super Micro Computer delivered strong guidance. Nvidia and Micron also rallied strongly as investors continue to bet that AI capital spending is far from over. (Reuters) At the same time, July inflation came in without a major upside surprise, helping ease concerns around interest rates. So what am I watching now? AI → Semiconductors → Data Centers → Power → Memory → Networking #StockMarket #USStocks #Investing #AIStocks #Nvidia #Micron #Semiconductors

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