To The Moon

📊 Market Recap As of the close on October 30, 2026 (Eastern Time), 'CBRS' settled at $109.18, down -5.19% for the session, with intraday range of $104.18 to $109.30. The stock now sits roughly 72% below its 52-week high of $386.34 and just above its newly established 52-week low of $104.18, signaling a fragile repair phase after a prolonged drawdown. 🚀 Key Drivers Oracle Deal Profit-Taking: The earlier announcement to integrate Cerebras AI inference services into Oracle Cloud Infrastructure briefly lifted shares by over 8%, but the latest sessions show sustained profit-taking and fading momentum. Short-Seller Pressure: Pre-market and intraday short-selling news resurfaced on October 30, shifting sentiment toward caution and accelerating the sell-off below the $110 level. Target Price Cut O

📊 Market Recap As of October 31, 2026, 'NFLX' closed at $62.08, up a marginal +0.05% on the day. The stock remains under heavy pressure, trading just 1.1% above its 52-week low of $61.39 and approximately 46.8% below its 52-week high of $116.73. The recent breakdown followed a disappointing Q4 outlook that triggered a slide toward multi-year support. 🚀 Key Drivers Q4 Guidance Miss: Netflix issued a conservative Q4 EPS forecast of $0.67 on revenue of $13.44 billion, both below consensus expectations, fueling the post-earnings selloff. Ad Revenue Downgrade: Full-year 2026 advertising revenue guidance was trimmed by roughly $300 million to about $2.7 billion, raising concerns over monetization momentum. Analyst Divergence: Wall Street remains split after Q3 results, with some citing competiti

📊 Market Recap As of the October 31 close, 'AAPL' ended at $344.63, down -1.23% (-$4.28), holding above its recent low of $334.35 in a volatile session that ranged from $334.35 to $349.19. The close sits just 2.0% below its 52-week high of $351.73, confirming a high-level consolidation pattern near record territory. 🚀 Key Drivers Product Refresh: Apple unveiled its first touchscreen MacBook Pro, a notable hardware shift that failed to trigger immediate upside as investors await earnings. Pre-Earnings Caution: With earnings due next week, positioning has turned defensive, reflected in a capital outflow of $69.49 million on the 5-day flow snapshot. Market Cap Battle: Earlier in the week Apple re-claimed the top U.S. market cap spot, but fading momentum has pressured the stock as mega-cap rot

📊 Market Recap AXT Inc closed at $55.06 on October 30, 2026, down -9.56% from the previous session, with intraday trading ranging from $50.96 to $58.84. The stock now sits about 61.5% below its 52-week high of $143.16, after a sharp reversal from the recent earnings-driven spike toward $61. 🚀 Key Drivers Earnings Sell-the-News: Q3 adjusted EPS of $0.41 and revenue of $73.41M beat expectations, but the stock reversed sharply as investors locked in gains after the report. Heavy Volume and Short Pressure: Volume ratio hit 1.45 with short volume ratio climbing to 24.90% on October 28, signaling increased bearish positioning and intraday churn. Elevated Volatility: Daily amplitude reached 12.94%, reflecting intense two-way flow as large orders showed net outflows in recent sessions. 🎯 Price Out

📊 Market Recap As of October 30, 2026 (America/New_York), 'IREN' closed at $23.95, down -8.76% on the day. The stock opened at $24.40, hit an intraday high of $24.93, and crashed to a low of $23.06, which also marks its 52-week low. The closing price is now approximately -68.8% below its 52-week high of $76.87, reflecting a severe bearish breakdown in the AI data center sector narrative. Trading volume surged to 52.63 million shares with a volume ratio of 1.04, indicating active distribution rather than passive drift. The stock's turnover rate reached 13.01%, and the amplitude was 7.11%, showing intense intraday volatility and heavy selling pressure near the lows. 🚀 Key Drivers Musk's Neocloud Warning: Elon Musk publicly stated that over 200 neocloud companies are "doomed to failure" as de

📊 Market Recap As of October 30, 2026 (ET), 'WDC' closed at $366.11, tumbling -7.41% with a single-day loss of -$29.30. The stock opened at $366.84, reached an intraday high of $377.99, and dropped to a low of $361.11, with amplitude of 4.27%. The closing price sits far below the 52-week high of $799.87 and above the 52-week low of $132.43. 🚀 Key Drivers AI Capex Concerns: Wedbush noted that despite a strong fiscal Q1 beat, better near-term HDD fundamentals failed to address future AI capital expenditure worries, pressuring the stock. HDD Supply Fears: Management hinted capex could exceed the high end of the quarterly range, and hypothesized Toshiba may add incremental unit capacity, exacerbating HDD supply concerns. Sympathy Selling: Western Digital shares moved lower in after-hours tradi

📊 Market Recap As of October 31, 2026, Marvell Technology ('MRVL') closed at $196.40, tumbling -10.05% with an intraday swing of 8.00%. The stock is now approximately 40.5% below its 52-week high of $329.88, as panic selling overwhelmed a reported interest in acquiring Lumentum Holdings. 🚀 Key Drivers M&A Shock: Reports that Marvell may acquire optical networking peer Lumentum Holdings triggered a sharp sell-off, with the stock initially dropping as much as 12% as shareholders fretted over massive equity dilution. Funding Concerns: With Lumentum's market cap near $82.79 billion versus Marvell's roughly $220.67 billion, investors worry a stock-based deal would heavily dilute existing holders, especially given only about $4 billion in cash against $5 billion in long-term debt. Technical

A. AMZN, but I would not rush to catch the first dip. AWS growing around 39% suggests the underlying AI/cloud demand story remains strong. My concern is the other side of the equation: enormous infrastructure spending and deteriorating free cash flow. I would want evidence that AWS growth can eventually outrun the capex required to support it. I am less tempted by INTC because its weak forward guidance points to an operating problem rather than simply market disappointment. SNDK has excellent AI-storage momentum, but after such a huge run this year, strong results may already be heavily priced in. I do not think the AI rally is necessarily running out of steam. The market is becoming more selective. Earlier, AI revenue growth itself was enough. Now investors increasingly want AI growth +

$Sheng Siong(OV8.SI)$    The price being sold down today, it looks like the market doesn't like the latest financial numbers. Chart wise, bearish mode. She had broken the support at 2.i5 and is now trading at 2.67, looks rather bearish. She may go down to test 2.60 than 2.50 and below. Pls dyodd. Sheng Siong Group’s net profit increases 1.8% to S$44.6 million for 3Q FY2026 • Revenue rose 6.2% yoy to S$441.5 million, driven by new store openings. • Gross profit margin improved 0.7 percentage points yoy to 32.2% due to a better sales mix. • The Group opened three stores in 3Q FY2026, bringing the total number of new stores opened in 9M FY2026 to seven.

I prefer SOXX or SOXQ for broader semiconductor exposure rather than betting everything on DRAM. AI growth is exciting, but I believe cash flow is becoming increasingly important. Companies must prove that massive AI infrastructure spending can translate into sustainable revenue, operating margins and free cash flow. 1️⃣ Why am I making this trade now? AI demand remains strong, but valuations and interest-rate risks deserve attention. 2️⃣ What’s my plan from here? I would DCA into semiconductor ETFs and monitor earnings, cloud spending and free cash flow. If AI capital expenditure rises but revenue growth slows, I would reconsider my bullish outlook.

I see the recent tech selloff as an opportunity to start screening quality companies, but I do not think we can call it a confirmed bottom yet. I remain positive on the long-term AI story, especially companies with strong competitive advantages and sustainable earnings. My focus is on individual stocks rather than buying the entire $Invesco QQQ(QQQ)$ basket blindly. I want to see whether revenue growth can translate into stronger free cash flow, while keeping an eye on valuation, capital expenditure and debt. A lower share price does not automatically mean a stock is cheap. I prefer to accumulate gradually on meaningful pullbacks rather than rush in with a lump sum. I am watching $Alphabet(GOOGL)$ ,

Global Tech Plunges. Is today going to be a Blackiest Friday? After the spectacular AI related collapse yesterday, everyone is waiting for the market open with baited breath. As it is, at overnight and pre-market trading, things does not look encouraging.  What is on people's mind now is if what Elon Musk predicted about most AI companies dying like guppies will come true. Is this the start of the repeat of 2000? The AI version of the Dot.com bust?

Four major stocks are showing very different technical setups. Some are flashing bearish signals, while others may be approaching a relief bounce. 🔴 $Apple(AAPL)$ — Watch the 20DMA at 341 • A second shooting star has appeared near the upper Bollinger Band within just five trading sessions. • A pullback toward the 20-day moving average, currently around 341, looks increasingly likely. • The unfilled gap at 347 could act as near-term resistance. ⚠️ Be careful chasing the extended-hours rally. The daily chart is showing signs of exhaustion. 🔻 $Micron Technology(MU)$ — Bearish Rejection at the 20DMA • Price was rejected at the 20-day moving average. • A move toward the lower Bollinger Band, currently around 814