To The Moon

Stalk $Datadog(DDOG)$ (The More Eyes, the Higher the RVOL Required) There are a lot of eyes on this setup. When a breakout becomes obviousto everyone, it often turns into a liquidity event for institutions todistribute into retail buying. Without exceptional RVOL confirminginstitutional demand, the breakout has a much higher chance of failing. For names like this, I want to see meaningfully elevated RVOL beforeconsidering an entry. Otherwise, it risks becoming another DELL, anattractive looking breakout that repeatedly traps late buyers. It was a total of 3 stop loss in a week for anyone married to $Dell Technologies Inc.(DELL)$ setup. PS: DDOG could easily become another DELL if you don't use some form o

I'm bullish on $Tesla Motors(TSLA)$ going into earnings, but I'm looking beyond the delivery numbers. Q2 deliveries were solid, and the bigger question is whether margins have stabilized and free cash flow is improving after the recent period of price pressure. A positive surprise on either metric could help rebuild investor confidence. What I'm most interested in is management's update on Robotaxi, FSD and Optimus. These businesses will have a much bigger impact on Tesla's long-term valuation than quarterly vehicle sales. Any progress on commercialization or production timelines could become the biggest catalyst for the stock. I'm prepared for short-term volati

GOOD NEWS 🚨 Following the greenlight from Ashok Elluswamy, Tesla is officially pushing FSD V14 Lite to HW3 vehicles outside of the early access group—the wider public rollout has finally begun 🔥 For anyone stuck on the v12.6 branch for the past year, this is the massive upgrade you've been waiting for. Tesla managed to "distill" the newer HW4 driving behavior to fit the HW3 architecture, and early feedback has been incredible. Here is what HW3 owners can expect from this highly anticipated release: ✅ Testers are reporting an enormous jump from v12.6, noting that the car feels like it grew a "new brain" overnight with smoothness, precision, and decision-making remarkably close to the HW4 stack. ✅ Hesitant and unnecessary lane changes are gone. The system now makes much smarter, calculated c

The rally appears to be driven by a fundamental improvement, but a 19.6% one-day gain likely also reflects sentiment and momentum. Why this is more than just hype: US$2.8 billion of new multi-year AI cloud contracts is tangible business, not merely an AI announcement.  IREN increased its 2026 AI Cloud annualised run-rate revenue target from US$3.7 billion to over US$4 billion, with about 85% of that target already under contract, giving investors much better revenue visibility.  The customer list includes major names such as Microsoft, NVIDIA, Perplexity, Together AI, Figure AI and Fluidstack, suggesting demand comes from credible counterparties rather than speculative startups.  Around 45% of GPU capital expenditure for recent deployments is covered by customer prepayments,

AMD's Helios AI rack is strategically important, but it is unlikely to meaningfully erode NVIDIA's dominance in the near term. The launch is more significant as a long-term positioning move than as an immediate competitive threat. Why Helios matters AMD is no longer selling just GPUs. It is offering an integrated AI platform combining GPUs, CPUs, networking and software, similar to NVIDIA's rack-scale approach. Large cloud providers increasingly prefer complete, validated systems because they simplify deployment and improve performance. AMD can leverage its strengths across EPYC CPUs, Instinct GPUs and Pensando networking to provide an end-to-end AI infrastructure solution. Why NVIDIA's moat remains formidable CUDA ecosystem: NVIDIA still has the most mature AI software stack, libraries an

$Charles Schwab(SCHW)$ $JPMorgan Chase(JPM)$  $Goldman Sachs(GS)$  🚀💰 $SCHW Delivers a Blockbuster Q2! Record Revenue, 42% EPS Growth and NIM Breaks 3.0% 📈🔥 $SCHW delivered one of its strongest quarters in years, putting the cash-sorting bear thesis firmly in the rear-view mirror. Record revenue, accelerating client asset growth, expanding Net Interest Margin (NIM) and continued product innovation demonstrate that Schwab’s earnings engine is firing on multiple cylinders. At a glance: ✅ Record net revenue: $7.1B, up 21% YoY ✅ Adjusted EPS: $1.62, up 42% YoY ✅ Core net new assets (NNA): $120B ✅ June core NNA: $62.7B ✅ NIM: 3.00% ✅ Client assets: Ov

$ParkwayLife Reit(C2PU.SI)$    ParkwayLife Reit - First Half results will be out on 4th August before trading commence, nice. Dividend is coming. Yesterday closed at 4.20, let's see if she can stay above 4.21 in order to continue to trend higher. 19 July 2026: ParkwayLife Reit - Hosey. Closed well at 4.16, likely to rise up to test 4.21 and above. Pls dyodd. 11 July 2026: She is climbing up nicely and closed well at 4.15, looks rather bullish! She may rise up to test 4.21. A nice breakout smoothly plus good volume we may see her rising up further towards 4.40 and above. ParkwayLife Reit - She will be releasing her 1st Half results in early August, estimating dividend of 8 cents and above as 1st quarter dpu of 4.44 cents plus recent di

$CapitaLandInvest(9CI.SI)$    CapitaLand Investment - She has retreated from 2.70 to 2.49, looks like boat is back. At 2.49, yield is about 4.82 percent of which I think is quite a gd yield level. She will be releasing her 1st Half results on 13 Aug, do take note. 16 June 2026: CapLand Investment - She is gaining strength likely to rise up to test 2.62 than 2.69. A nice breakout of 2.70 smoothly plus high volume we may see her rising up further towards 2.80 and above. Pls dyodd. 10 June 2026: Today, reit sector seem rising up a bit. May be interest rate may not increase.CLI is up 4 cents to 2.57. Likely to retest 2.62. Pls dyodd . CapLand Investment (9CI.SI) - I think boat is back. At 2.54, yield is quite decent at 4.724 percent which

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype. That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something w

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Every time SOXL experiences a sharp correction, I see the same question being asked: "Is the AI trade over?" My answer is usually the opposite. Corrections are a normal part of investing, especially in one of the market's most volatile sectors. Instead of chasing rallies, I prefer adding during periods of fear. My confidence comes from one simple belief: semiconductor demand is still in a long-term uptrend. AI data centers, cloud computing, autonomous driving, robotics, and edge devices all require more advanced chips. While individual companies may go through different cycles, I believe the industry as a whole will continue to benefit from these structural trends. That's why I use SOXL to

I. Fundamentals: Strong Deliveries Come at the Cost of Profit and Cash Flow Tesla's overall Q2 deliveries beat expectations, and the full-year delivery guidance was raised. However, gross margins and EPS are expected to come under pressure and trend lower, while capex has breached $25 billion and free cash flow has turned negative. The market's real focus is no longer on car sales, but rather on the execution of Robotaxi rollouts and the production ramp of Optimus. Whether Tesla can build a moat in physical AI is the true make-or-break factor for this valuation. Key Data: Deliveries (raised): 2026 raised from 1.57M → 1.67M units; 2027 from 1.82M → 1.86M units. Capex: 2026 expected at $26.8B, with FCF loss of approximately $11.4B, in line with company guidance. Robotaxi: Launched in Miami o