2:29 a.m. Goldman Sachs released a research note. To be honest, I forwarded it after reading just the first paragraph. Personally, I don’t trade the energy sector very often. It requires a deep understanding of industry cycles and long-term sector observation. Roughly one-fifth of the world’s oil passes through the Strait of Hormuz every day. Right now, that artery is blocked. How large is the disruption? Goldman gives a number: 17 mb/d (million barrels per day). For context: when the Russia–Ukraine War broke out in 2022, the global market was already rattled by Russian production cuts. At the peak, the supply shock was roughly 1 mb/d. What we’re looking at now is 17 times that. What about rerouting? Saudi Arabia and the United Arab Emirates have two pipelines that could theoretically dive

$CoreWeave, Inc.(CRWV)$ s proposed $9 billion acquisition of $Core Scientific, Inc.(CORZ)$ represents the most significant source of valuation divergence currently impacting CRWV's near-term valuation. The core rationale for this acquisition lies in CRWV gaining access to valuable power resources and infrastructure footprint through the acquisition of CORZ to support its rapid expansion in the AI data center sector. Simultaneously, as the target company, the gap between CORZ's current stock price and the implied valuation from the merger presents an arbitrage opportunity for the market, indirectly supporting CRWV's stock performance.As of October 27, 2025, the transaction remains in the shareholder voting

$Papa John's(PZZA)$ The recent resurgence of acquisition offers has caught my attention. $Apollo Global Management Inc(APOS)$ has proposed a $64 per share offer (still about half the historical peak of $130), which holds significant return potential if the deal closes successfully. The stock currently trades at $45.62 as of October 13, 2025. With such a wide spread, it's practically a paradise for arbitrageurs—though the risks are considerable.For investors with a certain risk appetite, this should be a case worth betting on with a high position.Causes: Domestic pressures facing the franchise giantPapa John's currently operates 6,019 stores across 50 countries and regions worldwide. Data as of March 30, 2

If you're keeping tabs on the tech giants reshaping the world, $Alibaba(BABA)$ just dropped some game-changing news at its 2025 Apsara Conference. As someone who's been tracking Chinese e-commerce and cloud plays for years, I see this as a pivotal moment. The company is ramping up its bets on artificial superintelligence (ASI), and it's got me convinced that BABA remains a solid buy. Let me break it down for you—starting with the big picture, then diving into the upgrades, growth drivers, and numbers. I'll wrap up with potential pitfalls, but spoiler: the upside looks compelling. $BABA-W(09988)$ The Big Bet on ASI: Alibaba's Vision for the FutureLet's kick off with the conference highlights. Alibaba Clou

Last night on the U.S. stock market, a dark horse emerged in the lithium mining sector—$Lithium Americas Corp.(LAC)$ surged a staggering 87.9% in after-hours trading. One might think they'd discovered alien batteries.Upon closer inspection, it turns out the Trump administration plans to get directly involved by investing up to 10% equity in LAC while renegotiating the $2.3 billion Department of Energy loan. This move is essentially the "national team diving into mining operations," instantly driving market expectations to the ceiling.This story is quite dramatic: The $3 billion Thacker Pass lithium project was originally approved during Trump's first term, and the Biden administration just finalized the Department of Energy loan last year. Now Trump's

In the wild party of U.S. stock market rate cuts, $Lyft, Inc.(LYFT)$ and $Uber(UBER)$ have been putting on a classic "sunrise in the east, rain in the west" show. On September 17, LYFT’s stock soared, jumping 13% to close at $22.84 with a trading volume that exploded to $231 million. Meanwhile, UBER deflated like a punctured balloon, dropping 5% to $92.95, with an intraday low dipping to $92.12. The buzz? Whispers about aggregators’ roles in the autonomous vehicle (AV) world are heating up. Overall, UBER feels like it’s being pegged as the one whose "lunch is being stolen"—after riding the AV hype train high, it’s now just taking a breather. LYFT, on the other hand, looks more like it’s catching up with a

Morgan Stanley raised its target price for $Broadcom(AVGO)$ ahead of its earnings report, increasing it from $338 to $357. The core view is that AVGO's investments in AI-customized chips are entering a period of explosive growth and are likely to become a powerful engine for the company's performance next year.Driving FactorsThe ASIC business is viewed as the primary growth driver, with AI-related revenue projected to reach $3.16 billion by 2026 (up 532.08% year-over-year from the original estimate of $1.78 billion). This growth stems from accelerated launches of new customers (such as the TPU project) and surging demand for inference capabilities. TPU (Tensor Processing Unit) demand has exceeded expectations, with unit growth potentially outperfo

Every time Berkshire Hathaway's 13F filing is released, the market's first reaction is to look for "who Buffett has bought." This quarter, the media spotlight has been almost entirely on his new investment in $UnitedHealth(UNH)$ —after all, the healthcare industry boasts stable cash flow and strong cyclical resilience, and after being hit by multiple events, the stock price has fallen by 70% from its peak. This bottom-fishing move seems very Buffett-like (though his cost basis is at $411, which is essentially "buying at the bottom"). This cost may be relatively higher than that of many investors, but he may continue to bottom-fish in Q3 and further reduce his cost basis.But if you look closely, you will find that the real highlight is not in health