To The Moon

MU closed up 1.11% at $948.80 on Tuesday, with overnight trading pushing it further to $964. After the stock's brutal 22% drawdown from its $1,255 all-time high, the question everyone's asking is the same one I've been wrestling with — is this the dip, or is there more pain ahead? Here's the context that matters. The selloff had nothing to do with Micron's actual business. The Q3 results were genuinely one of the best quarters in the company's history — revenue of $41.46B, up 166% from a year ago, EPS of $25.11 beating estimates by 24%, and Q4 guidance of $50B that blew past the $43.58B consensus. This is a company firing on all cylinders. The selloff came from two things — profit-taking after a 760% run over 12 months, and now a new overhang: SK Hynix's $28 billion Nasdaq IPO under the ti

Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst

Let's be real — watching NVDA go from $236 to under $200 in under two months hurts. I've been holding calls through this and it's been a rough few weeks. But here's what I keep coming back to when I look at the actual numbers. Bloomberg ran an analysis this week pointing out that after shedding roughly $1 trillion in market cap since its May 14 all-time high, Nvidia is now trading at its cheapest valuation since before the AI boom. Let that sink in. The stock that led the entire AI trade is now cheaper on a forward earnings basis than Apple, Microsoft, and Meta. One analyst specifically called it "compelling value" — and the math backs that up when you look at the 2027 and 2028 earnings estimates. So what's causing the disconnect? The business is genuinely accelerating. Q1 FY27 revenue cam

$SGX(S68.SI)$   Strong Momentum: SGX has been a standout performer, benefiting from a robust rally in Singapore equities, which saw a record-breaking nine-month winning streak earlier this year.  Valuation: Its current P/E ratio is around 35.5x, which is elevated compared to historical averages. Investors are often cautious when a stock hits "all-time high" territory, as it may be "priced to perfection While the stock has seen a massive rally of over 70% in the past year, "is it a buy" is a subjective question that depends on your investment goals

The volatility right now is wild—SOXL swinging +16% just a week after a massive selloff shows how fast sentiment flips. If you look at the fundamental upside vs the current technical momentum, are you chasing the breakout here or playing it safe? Crazy day for semiconductors. AMD leads the rally up almost 7% on the back of macro news and a fresh Buy upgrade from Citi. They are heavily backing AMD's MI accelerators to capture more GPU market share.

$Alphabet(GOOGL)$