To The Moon

Same company’s massive debt. Some see pure crisis. Others see pure opportunity. That’s $Oracle(ORCL)$ right now. Quick Translation + Reality Check (with the absolute latest numbers after Sept 10 earnings) Oracle reported Q1 FY2027 (ended Aug 31, 2026) on Sept 10 after the close: Revenue: $19.3 billion (+30% YoY) — beat estimates Cloud Infrastructure (OCI): $7.4 billion (+121%) — absolute monster growth Total Cloud: +62% Remaining Performance Obligations (RPO / backlog): $664 billion (was $638B at end of FY2026) — still insane Non-GAAP EPS: $1.92 (beat $1.74) Free cash flow burn: only –$5.4 billion (vs expected –$9.56B) — much better than feared Raised full-year FY2027 adjusted EPS guidance to $8.10 They also delivered 850 MW of ne

Oil prices are drumming pass $100 per barrel, pushed by severe Middle East supply risks and rapidly shrinking global inventories. Energy stock and oil companies such as $Marathon Petroleum(MPC)$ have strong profit potential. Consumers and households, businesses, and the broader U.S. financial ecosystem are under tremendous pressure in addition to the inflation. This energy rally is going to kill! Come join in the comments @1PC Thank you @Tiger_SG

For me, 50% is already a very meaningful contribution, and I think AI can maintain a large share of S&P 500 $S&P 500(.SPX)$ earnings growth. The AI cycle is no longer just about chips. It is spreading into cloud, data centres, networking, software and productivity gains. That said, I would not expect AI spending to grow at this pace forever. Oracle shows both sides of the story: huge future demand, but also massive CapEx and cash flow pressure. The market will increasingly reward companies that can turn AI demand into real earnings and cash flow. I remain bullish on AI long term, but I prefer selective accumulation rather than chasing. For me, the next phase is not about who spends the most, but who can turn that spending into sustainab

If there is one word to sum up US stock market for week ending 11 Sep 2026, it would be “choppy”. Aside from Mon, 07 Sep 2026 that was US Labour Day (public holiday), the market dipped for the next 3 trading sessions; only to surprise us on Friday when it staged a recovery of sort. US market on Fri, 11 Sep 2026 By the time trading ended on Friday, (see above) Dow climbed +0.98% to 52,573.29. S&P 500 rose by +0.86% to 7,656.98. Nasdaq gain +0.96% to 26,333.04. Weekly US market - Fri, 04 Sep to Fri, 11 Sep If we take a step back and look at US market for the week, Dow dipped by -1.89% to 52,573.29. S&P 500 pullbacked by -1.20% to 7,656.98. Nasdaq fell by -0.96% to 26,333.04. Key Catalysts. US markets experienced a volatile week driven by (a) shifting oil prices and (b) rising inflati

$Hilton(HLT)$ $Marriott(MAR)$ $Hyatt(H)$ $Host(HST)$ $Airbnb, Inc.(ABNB)$ 🛎️ 🏨🏩🛎️ Hotel Havoc on Labor Day: What’s the Impact? 🛎️ 🏨🏩 🛎️ Kia ora Tiger traders! 🦁 Labor Day weekend wasn’t just busy for travelers but also for thousands of hotel workers who decided to strike at some of the biggest hotel chains across the US, including Hilton, Hyatt, Marriott, and Omni properties. This strike, sparked by stalled contract negotiations, is shaking up the hospitality industry and could ripple through the stock market! 🧳 🔑 Key Stocks to Watch: 1. Marriott International Inc. (MAR):

$ServiceNow(NOW)$ I am continuing to DCA into ServiceNow(NOW.US), even after the stock has already recovered from its earlier weakness. My current position is already in profit, but I still believe the bigger opportunity may be ahead. For me, this is not about chasing a short-term rally. It is about accumulating a high-quality enterprise software company while the market is still debating whether AI will destroy SaaS or make it even more valuable. Fundamentally, ServiceNow continues to deliver. Q2 2026 subscription revenue grew 24.5% year over year to roughly $3.88 billion, while current remaining performance obligations reached $13.2 billion, up 21%. The company also raised its 2026 subscription revenue outlook to around $15.76–$15.78 billion

🌟🌟🌟As global crude oil crashes through the USD 100 per barrel milestone, a raw energetic current is tearing through the Singapore stock market. For months, the Straits Times Index or STI tried to maintain its cool, insulated by its stable, defensive banks. But with the Middle East supply stretching thin, triple digit oil has ceased to be an abstract metric. It is affecting Singapore companies' balance sheets in real time. Some local blue chips are surfing a wave of pure windfall profit while others are holding their breath as massive operational expenses begin to threaten their bottom lines. 2 Winners Riding the Crude Oil Wave: $Sembcorp Ind(U96.SI)$ - The Strategic Play Sembcorp acts as th

For me, the key shift is $Meta Platforms, Inc.(META)$ moving AI from simply talking to actually taking action. Tasks like shopping, travel, scheduling and payments create much clearer paths to monetization than another stronger chatbot. I am bullish on Meta’s distribution advantage through Facebook, Instagram and WhatsApp. If AI agents become deeply integrated into these platforms, Meta could benefit across advertising, commerce, payments and subscriptions without needing to build a new user base from scratch. The biggest test is trust and reliability. If users become comfortable letting Meta’s AI handle real tasks, while usage and monetization continue to grow, I think the market could increasingly view META as an AI monetization winner rather

Asia is staring down an absolute nightmare scenario, and nobody is talking about the ticking clock. Here is the brutal reality: Middle Eastern oil cannot reach Asia right now. * The Primary Chokepoint is Dead: Heavyweights like Kuwait, Saudi Arabia, Qatar, and the UAE pump the lifeblood of global industry through the Persian Gulf and out via the Strait of Hormuz. With that strait completely blockaded, the main artery is severed. * Every Alternative is Sabotaged: The backup plan—pumping oil across Saudi Arabia to the Red Sea and through the Bab el-Mandeb Strait—is totally dead in the water. Pipelines have been bombed and shut down, and the Houthis have locked down the Bab el-Mandeb. Even if those pipes get fixed, any ship heading out of the Red Sea into the Mediterranean hits a wall: the Me