To The Moon

A. Surge more than 3% over the week is what I see. I have NVIDIA & AMD shares already. A little concerned that Huang may go to ground when he really needs to show investors that he's still invested in his own product, and deal with what he's been unfortunately caught up in by taking ownership but affirning his commitment to NVIDIA and AI by being present and committed. How he does this will be the telling moment. As for Meta, their lawsuit against the youth social bill deal may get investors also wondering is Mark Zuckerberg's head going to be on his business, and not the proceedings. Meta is huge money. Advertising space alone would generate a large portion of profits. Advertisers look for spaces that fit their target audience - young people. That's how it started, as a college chat r

$SPDR Portfolio S&P 500 Growth ETF(SPYG)$   🐶 My take: Good economic growth does not always mean a good stock market. Sometimes, a strong economy combined with stubborn inflation is exactly what makes Wall Street nervous. When I see the Nasdaq falling, technology stocks turning red, and ETFs such as QQQM and SPYG dropping, I want to understand one important thing: Is the market falling because the economy is weak, or because the economy is too strong and inflation is not cooling fast enough? These are two very different situations. The CPI figures in the screenshot give us an important clue: 🇺🇸 U.S. October CPI — Figures shown in the screenshot 0.4% Actual 0.3% Forecast 0.6% Previous Inflation surprise Hott

Rocket Lab reported its best quarter as a public company on Monday night — record revenue of $267.8 million, up 73% year on year, a record $3.57 billion backlog, and its first positive GAAP operating cash flow of $7.2 million. It also posted a net loss of $79.7 million, more than four times the $18.3 million loss of a year earlier, and confirmed that Neutron, its flagship rocket, will not fly before 2027. $Rocket Lab USA, Inc.(RKLB)$ closed Monday up 10.91% at $58.86, then fell in after-hours trading and quoted about 5.6% lower in Tuesday's pre-market at $55.55 (Seeking Alpha). The question this piece answers: is Rocket Lab a 2026 financial story or a 2027 launch-window story, and which one does today's price actually pay for? Figure 1 — The quart

B

The Market Followed Last Week’s Road Map Almost to the Letter Here is my conclusion up front: the market may be setting up for a major selloff on a weekly time frame. But the key word this week is setting up. The selloff has not arrived yet. This is precisely when investors are most likely to let their guard down: after a sharp drop, when the rebound they were waiting for finally appears. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2612(ESmain)$ $Micro E-mini S&P 500 - main 2612(MESmain)$ $Cboe Volatility Index(VIX)$ Last week, I s

📅 Mon, Nov 9, 2026 | US Market Close Recap 📈 Index Performance Wall Street staged a broad rebound Monday. The S&P 500 climbed 2.34% to 7,549.94, the Nasdaq-100 jumped 2.74% to 25,253.14 — its best day since July 30 — and the Dow added 2.15% to 52,390.05. CNN Fear & Greed rose to 32, still in Fear territory, while the VIX tumbled 22.24%. 🔥 Sector Performance Every sector finished higher. Industrials and tech led, up 3.82% and 3.72%, respectively; consumer discretionary rose 2.92%, communication services gained 2.45%, and materials and healthcare each added 1.91%. Crude sold off sharply after Trump said he was in no rush to strike Iran. $Advanced Micro Devices(AMD)$ 🌍 Key Drivers With midterm results now in the books, the market began

Pretty interesting couple of days for Anthropic. $Anthropic(ANT)$ On November 9, the company introduced Claude Fable 5.2 and Mythos 5.2, showing another major leap in coding, AI agents and complex problem-solving. Then, just a day later, Reuters reported that Anthropic had withdrawn preliminary IPO pricing information circulated to banks because some of the details were inaccurate. The withdrawn materials reportedly included a $70–$80 share price range and a potential offering size of up to $69.3 billion. To be clear, Anthropic hasn't withdrawn its IPO application. The pricing information was retracted, and those numbers shouldn't be treated as confirmed offering terms. But the pricing issue isn't really what interests me most. What

After months of strong gains, semiconductor stocks have suddenly become one of the most debated areas of the market. The recent sell-off has been painful. Concerns about the sustainability of AI spending, data-centre construction delays, high valuations and uncertainty following the US midterm elections have triggered a rapid unwinding of the AI trade. But Monday brought a sharp rebound. The $iShares Semiconductor ETF(SOXX)$ jumped approximately 7%, as investors returned to chip stocks that had suffered significant losses. Some Wall Street analysts believe the correction has created an attractive entry point. Others warn that the sector could have further to fall. So, is this the opportunity investors have been waiting for, or is it too early

nvidia duh. jensen huanf alice huang they are both HUANGS

When the man running the company puts nearly $10 million of his own money into its shares during a major sell-off, investors should pay attention. But should they follow his lead? Something interesting is happening at Intel (NASDAQ: INTC). CEO Lip-Bu Tan has made another substantial personal investment in the struggling semiconductor giant, purchasing 150,000 Intel shares for approximately US$9.71 million at an average price of US$64.73 on November 2, 2026. The transaction was disclosed in an SEC filing on November 4. This wasn’t a token purchase designed to generate headlines. It was a substantial commitment of personal capital at a time when Intel shares were experiencing intense selling pressure. And that raises an important question: Does Intel’s CEO see something in the current share

Advanced Micro Devices just reported the best quarter in its history — $13.4 billion of revenue, up 45% year on year — and the market sold it down 17.26% two days later anyway, then handed every cent back, closing Monday at $508.58, up 13.26%, on Oppenheimer's upgrade. That whiplash is the tell. Data center is now 64% of revenue, gaming is in a 40% collapse, and the valuation — 101 times trailing earnings — rests entirely on whether 2027 supply shows up. What is $Advanced Micro Devices(AMD)$ priced on? Figure 1 — The quarter's four headline numbers: record revenue, the data center doubling, the Q4 guide, the 101x multiple. Sources: AMD Q3 FY26 results, 3 Nov 2026; AMD Form 10-Q, 4 Nov 2026; FinanceFeeds; 36Kr via Robot Belt. The Market Voted Twice

$Alphabet(GOOG)$   Google on Monday unveiled 2 variants (I'm checking if you're paying attention reading my articles) of its in-house artificial-intelligence chips. The push comes just as market leader Nvidia is grappling with an investigation into reports that its CEO Jensen Huang was targeted by a foreign intelligence effort. Google, which is owned by Alphabet, said it has expanded the eighth-generation lineup of its Tensor Processing Units with two new systems, the TPU 8tx and TPU 8i Max. The search company unveiled the initial TPU 8 chips -- designed in collaboration with Broadcom -- earlier this year, for training AI models and inference, or running those models. Now it is making more specialized versions.

The Market Is Rallying. But Where Is the Smart Money Going Next? A strong green market is encouraging, but investors should remember one important rule: a rising market doesn’t mean every stock is a good investment. The Dow Jones (+2.15%), Nasdaq (+2.74%) and S&P 500 (+2.35%) are all showing impressive gains. However, the real question isn’t simply how much the market rises today. It’s whether this rally has the fundamentals to continue. I’m watching three major investment themes: 1️⃣ AI AND SEMICONDUCTORS – THE GROWTH ENGINE AI remains one of the most powerful long-term investment themes. However, the opportunity is gradually expanding beyond chipmakers into networking, infrastructure, cooling and electricity. Stocks on my watchlist: * AMD (AMD): Competing for a larger share of the AI

My vote is B: Nasdaq gains 1%–3% this week, although volatility could remain elevated around CPI and PPI releases. After last week's selloff, a technical rebound is plausible, particularly if inflation moderates and Treasury yields ease. However, stronger employment figures could limit expectations for aggressive Fed rate cuts, while stretched AI valuations remain a concern. I would focus on three indicators: core inflation, the direction of 10-year Treasury yields and whether the recovery broadens beyond a handful of mega-cap technology stocks. Even if CPI surprises positively, I would avoid chasing sharp rallies without confirmation from earnings and market breadth. For Nvidia and AMD, sustained AI demand must translate into stronger margins and free cash flow. My strategy remains disci

Markets saw extreme volatility last week. Rumors of AI policy changes sent U.S. stocks plunging the day after Democrats swept the midterms. This dragged most assets lower in tandem. We took profits on our Nasdaq shorts and shorted the euro near its highs. The priority now is understanding what will drive the next phase of trading. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2612(NQmain)$ $微型NQ100指数主连 2612(MNQmain)$ $标普500(.SPX)$ 

The Trade Desk reported third-quarter results after Monday's close and the stock jumped 21.8% in after-hours trading. Here is the detail that matters: revenue was $736 million, which beat the $651 million consensus by 13% but was down 0.5% from $739 million a year ago, and the fourth-quarter guide of at least $755 million still implies a year-on-year decline. This article answers one question: is $Trade Desk Inc.(TTD)$ a turnaround story, or a beaten-down stock collecting payment for how low the bar had fallen? The evidence says the latter — with two real green shoots worth naming. Figure 1 — The quarter's four headline numbers: the beat size, the profit, and the after-hours move. Sources: The Trade Desk Q3 2026 press release (Business Wire, 9 Nov

$Rocket Lab USA, Inc.(RKLB)$  🚀! 🐶 My take: Rocket Lab delivered a mixed set of Q3 2026 results. Revenue and gross profit margins came in better than expected, and Q4 guidance also looks encouraging. However, investors are disappointed because the highly anticipated Neutron rocket maiden flight has been delayed to 2027. For me, this is a reminder that in the stock market, good earnings do not always mean a higher share price. Investors are not just buying today’s revenue. They are buying expectations of tomorrow’s growth. 📊 1. Revenue is growing, but Launch needs to catch up Rocket Lab reported revenue of US$268 million, approximately 4% above market expectations. The main growth driver was Space Systems, while Launch revenue disappointed. Ho

On November 9, 2026, U.S. stock markets posted a strong broad-based rally, enjoying their best single-day performance since April as they rebounded from the previous week's tech-led sell-off. In this article, we would like to share our observation which includes deep dives into index and sector performance, commodities, energy, Treasury yields, crypto, notable post-market earnings reports, and actionable strategic takeaways for investors. 1. Major Index & Broad Market Performance The trading session on November 9, 2026, marked a decisive pivot in investor sentiment. Following a punishing week that saw the $S&P 500(.SPX)$ contract by 2.7%, institutional inflows returned aggressively at key support levels. Technical buyers stepped in as the

$Alphabet(GOOGL)$   Google on Monday unveiled two new variants of the COVID virus, no, no, it's variance (I'm checking if you're paying attention reading my articles) in its in-house artificial-intelligence chips.  The push comes just as market leader Nvidia is grappling with an investigation into reports that its CEO Jensen Huang was targeted by a foreign intelligence effort. Google, which is owned by Alphabet, said it has expanded the eighth-generation lineup of its Tensor Processing Units with two new systems, the TPU 8tx and TPU 8i Max. The search company unveiled the initial TPU 8 chips -- designed in collaboration with Broadcom -- earlier this year, for training AI models and inference, or running t

After last week’s technology sell-off, investors are questioning whether billions of dollars being invested in AI infrastructure will eventually generate attractive returns. $CoreWeave, Inc.(CRWV)$  reports its quarterly results after the US market closes today. The market is looking for more than another revenue growth story. It wants evidence that the company’s aggressive expansion can translate into sustainable financial performance. Why CoreWeave matters CoreWeave provides cloud computing infrastructure powered by high-performance GPUs. Its business is directly connected to demand for AI model training and inference. The opportunity is substantial. As AI adoption expands, companies need more computing capacity, and CoreWeave is posit

The Market Followed Last Week’s Road Map Almost to the Letter Here is my conclusion up front: the market may be setting up for a major selloff on a weekly time frame. But the key word this week is setting up. The selloff has not arrived yet. This is precisely when investors are most likely to let their guard down: after a sharp drop, when the rebound they were waiting for finally appears. $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2612(ESmain)$ $Micro E-mini S&P 500 - main 2612(MESmain)$ $Cboe Volatility Index(VIX)$ Last week, I s

$SPDR Portfolio S&P 500 Growth ETF(SPYG)$   🐶 My take: Good economic growth does not always mean a good stock market. Sometimes, a strong economy combined with stubborn inflation is exactly what makes Wall Street nervous. When I see the Nasdaq falling, technology stocks turning red, and ETFs such as QQQM and SPYG dropping, I want to understand one important thing: Is the market falling because the economy is weak, or because the economy is too strong and inflation is not cooling fast enough? These are two very different situations. The CPI figures in the screenshot give us an important clue: 🇺🇸 U.S. October CPI — Figures shown in the screenshot 0.4% Actual 0.3% Forecast 0.6% Previous Inflation surprise Hott

Rocket Lab reported its best quarter as a public company on Monday night — record revenue of $267.8 million, up 73% year on year, a record $3.57 billion backlog, and its first positive GAAP operating cash flow of $7.2 million. It also posted a net loss of $79.7 million, more than four times the $18.3 million loss of a year earlier, and confirmed that Neutron, its flagship rocket, will not fly before 2027. $Rocket Lab USA, Inc.(RKLB)$ closed Monday up 10.91% at $58.86, then fell in after-hours trading and quoted about 5.6% lower in Tuesday's pre-market at $55.55 (Seeking Alpha). The question this piece answers: is Rocket Lab a 2026 financial story or a 2027 launch-window story, and which one does today's price actually pay for? Figure 1 — The quart

Pretty interesting couple of days for Anthropic. $Anthropic(ANT)$ On November 9, the company introduced Claude Fable 5.2 and Mythos 5.2, showing another major leap in coding, AI agents and complex problem-solving. Then, just a day later, Reuters reported that Anthropic had withdrawn preliminary IPO pricing information circulated to banks because some of the details were inaccurate. The withdrawn materials reportedly included a $70–$80 share price range and a potential offering size of up to $69.3 billion. To be clear, Anthropic hasn't withdrawn its IPO application. The pricing information was retracted, and those numbers shouldn't be treated as confirmed offering terms. But the pricing issue isn't really what interests me most. What

Advanced Micro Devices just reported the best quarter in its history — $13.4 billion of revenue, up 45% year on year — and the market sold it down 17.26% two days later anyway, then handed every cent back, closing Monday at $508.58, up 13.26%, on Oppenheimer's upgrade. That whiplash is the tell. Data center is now 64% of revenue, gaming is in a 40% collapse, and the valuation — 101 times trailing earnings — rests entirely on whether 2027 supply shows up. What is $Advanced Micro Devices(AMD)$ priced on? Figure 1 — The quarter's four headline numbers: record revenue, the data center doubling, the Q4 guide, the 101x multiple. Sources: AMD Q3 FY26 results, 3 Nov 2026; AMD Form 10-Q, 4 Nov 2026; FinanceFeeds; 36Kr via Robot Belt. The Market Voted Twice

After months of strong gains, semiconductor stocks have suddenly become one of the most debated areas of the market. The recent sell-off has been painful. Concerns about the sustainability of AI spending, data-centre construction delays, high valuations and uncertainty following the US midterm elections have triggered a rapid unwinding of the AI trade. But Monday brought a sharp rebound. The $iShares Semiconductor ETF(SOXX)$ jumped approximately 7%, as investors returned to chip stocks that had suffered significant losses. Some Wall Street analysts believe the correction has created an attractive entry point. Others warn that the sector could have further to fall. So, is this the opportunity investors have been waiting for, or is it too early

When the man running the company puts nearly $10 million of his own money into its shares during a major sell-off, investors should pay attention. But should they follow his lead? Something interesting is happening at Intel (NASDAQ: INTC). CEO Lip-Bu Tan has made another substantial personal investment in the struggling semiconductor giant, purchasing 150,000 Intel shares for approximately US$9.71 million at an average price of US$64.73 on November 2, 2026. The transaction was disclosed in an SEC filing on November 4. This wasn’t a token purchase designed to generate headlines. It was a substantial commitment of personal capital at a time when Intel shares were experiencing intense selling pressure. And that raises an important question: Does Intel’s CEO see something in the current share

Markets saw extreme volatility last week. Rumors of AI policy changes sent U.S. stocks plunging the day after Democrats swept the midterms. This dragged most assets lower in tandem. We took profits on our Nasdaq shorts and shorted the euro near its highs. The priority now is understanding what will drive the next phase of trading. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2612(NQmain)$ $微型NQ100指数主连 2612(MNQmain)$ $标普500(.SPX)$ 

The Trade Desk reported third-quarter results after Monday's close and the stock jumped 21.8% in after-hours trading. Here is the detail that matters: revenue was $736 million, which beat the $651 million consensus by 13% but was down 0.5% from $739 million a year ago, and the fourth-quarter guide of at least $755 million still implies a year-on-year decline. This article answers one question: is $Trade Desk Inc.(TTD)$ a turnaround story, or a beaten-down stock collecting payment for how low the bar had fallen? The evidence says the latter — with two real green shoots worth naming. Figure 1 — The quarter's four headline numbers: the beat size, the profit, and the after-hours move. Sources: The Trade Desk Q3 2026 press release (Business Wire, 9 Nov

On November 9, 2026, U.S. stock markets posted a strong broad-based rally, enjoying their best single-day performance since April as they rebounded from the previous week's tech-led sell-off. In this article, we would like to share our observation which includes deep dives into index and sector performance, commodities, energy, Treasury yields, crypto, notable post-market earnings reports, and actionable strategic takeaways for investors. 1. Major Index & Broad Market Performance The trading session on November 9, 2026, marked a decisive pivot in investor sentiment. Following a punishing week that saw the $S&P 500(.SPX)$ contract by 2.7%, institutional inflows returned aggressively at key support levels. Technical buyers stepped in as the

$Rocket Lab USA, Inc.(RKLB)$  🚀! 🐶 My take: Rocket Lab delivered a mixed set of Q3 2026 results. Revenue and gross profit margins came in better than expected, and Q4 guidance also looks encouraging. However, investors are disappointed because the highly anticipated Neutron rocket maiden flight has been delayed to 2027. For me, this is a reminder that in the stock market, good earnings do not always mean a higher share price. Investors are not just buying today’s revenue. They are buying expectations of tomorrow’s growth. 📊 1. Revenue is growing, but Launch needs to catch up Rocket Lab reported revenue of US$268 million, approximately 4% above market expectations. The main growth driver was Space Systems, while Launch revenue disappointed. Ho

A. Surge more than 3% over the week is what I see. I have NVIDIA & AMD shares already. A little concerned that Huang may go to ground when he really needs to show investors that he's still invested in his own product, and deal with what he's been unfortunately caught up in by taking ownership but affirning his commitment to NVIDIA and AI by being present and committed. How he does this will be the telling moment. As for Meta, their lawsuit against the youth social bill deal may get investors also wondering is Mark Zuckerberg's head going to be on his business, and not the proceedings. Meta is huge money. Advertising space alone would generate a large portion of profits. Advertisers look for spaces that fit their target audience - young people. That's how it started, as a college chat r

On November 8, The Information reported that $Taiwan Semiconductor Manufacturing(TSM)$ is drawing up plans to manufacture 3D DRAM at the request of its largest customer, $NVIDIA(NVDA)$ — and TSMC denied it the same day via Tom's Hardware, reiterating its focus on dedicated IC manufacturing. Why care about a denied rumor about tech that cannot ship for years? Because the request itself is the signal: the world's most valuable chipmaker asked its foundry to escape a memory supply chain it can no longer control. The pricing data below shows why. Figure 1 — Spot and contract prices across the memory stack on report day. Sources: DRAMeXchange via DDRWatcher, Nov 9; TrendForce, Nov 2 2026. Nvidia’s bottleneck is

$Alphabet(GOOG)$   Google on Monday unveiled 2 variants (I'm checking if you're paying attention reading my articles) of its in-house artificial-intelligence chips. The push comes just as market leader Nvidia is grappling with an investigation into reports that its CEO Jensen Huang was targeted by a foreign intelligence effort. Google, which is owned by Alphabet, said it has expanded the eighth-generation lineup of its Tensor Processing Units with two new systems, the TPU 8tx and TPU 8i Max. The search company unveiled the initial TPU 8 chips -- designed in collaboration with Broadcom -- earlier this year, for training AI models and inference, or running those models. Now it is making more specialized versions.

📅 Mon, Nov 9, 2026 | US Market Close Recap 📈 Index Performance Wall Street staged a broad rebound Monday. The S&P 500 climbed 2.34% to 7,549.94, the Nasdaq-100 jumped 2.74% to 25,253.14 — its best day since July 30 — and the Dow added 2.15% to 52,390.05. CNN Fear & Greed rose to 32, still in Fear territory, while the VIX tumbled 22.24%. 🔥 Sector Performance Every sector finished higher. Industrials and tech led, up 3.82% and 3.72%, respectively; consumer discretionary rose 2.92%, communication services gained 2.45%, and materials and healthcare each added 1.91%. Crude sold off sharply after Trump said he was in no rush to strike Iran. $Advanced Micro Devices(AMD)$ 🌍 Key Drivers With midterm results now in the books, the market began

The Market Is Rallying. But Where Is the Smart Money Going Next? A strong green market is encouraging, but investors should remember one important rule: a rising market doesn’t mean every stock is a good investment. The Dow Jones (+2.15%), Nasdaq (+2.74%) and S&P 500 (+2.35%) are all showing impressive gains. However, the real question isn’t simply how much the market rises today. It’s whether this rally has the fundamentals to continue. I’m watching three major investment themes: 1️⃣ AI AND SEMICONDUCTORS – THE GROWTH ENGINE AI remains one of the most powerful long-term investment themes. However, the opportunity is gradually expanding beyond chipmakers into networking, infrastructure, cooling and electricity. Stocks on my watchlist: * AMD (AMD): Competing for a larger share of the AI

$Alphabet(GOOGL)$   Google on Monday unveiled two new variants of the COVID virus, no, no, it's variance (I'm checking if you're paying attention reading my articles) in its in-house artificial-intelligence chips.  The push comes just as market leader Nvidia is grappling with an investigation into reports that its CEO Jensen Huang was targeted by a foreign intelligence effort. Google, which is owned by Alphabet, said it has expanded the eighth-generation lineup of its Tensor Processing Units with two new systems, the TPU 8tx and TPU 8i Max. The search company unveiled the initial TPU 8 chips -- designed in collaboration with Broadcom -- earlier this year, for training AI models and inference, or running t

Cloudflare ( $Cloudflare, Inc.(NET)$ ) just delivered a blockbuster quarter. Revenue hit $782.5 million (+39% YoY), the highest growth rate in nearly four years, while non-GAAP operating margin hit a record 17.5%. More importantly, management guided to GAAP profitability a quarter early in Q4. Yet, this is not an "AI compute" fairytale. Strip away the headline numbers, and you find a highly disciplined business model executing a deliberate financial trade-off: using high-margin core security to fund low-margin Workers expansion, while leveraging its "Isolate" architecture to relentlessly drive down unit costs. However, the 57% FCF conversion rate exposes its true nature as a heavy network infrastructure play, and AI (Act IV) remains a call option,

After last week’s technology sell-off, investors are questioning whether billions of dollars being invested in AI infrastructure will eventually generate attractive returns. $CoreWeave, Inc.(CRWV)$  reports its quarterly results after the US market closes today. The market is looking for more than another revenue growth story. It wants evidence that the company’s aggressive expansion can translate into sustainable financial performance. Why CoreWeave matters CoreWeave provides cloud computing infrastructure powered by high-performance GPUs. Its business is directly connected to demand for AI model training and inference. The opportunity is substantial. As AI adoption expands, companies need more computing capacity, and CoreWeave is posit

B