To The Moon

$Alphabet(GOOG)$ 🐂 THE BULL CASE 🤖 AI: Gemini puts Google among the AI leaders, while its in-house TPUs help lower inference costs. ☁️ Cloud: Revenue has grown 195% since 2022, with a $514B backlog signaling substantial demand. 🚘 Waymo: Already operating paid robotaxi services in multiple US cities, giving Google a foothold in autonomous driving. 📺 YouTube: A dual engine of advertising and subscriptions, steadily capturing more TV viewing time. 💰 MARGIN PROFILE • Gross margin: 61% • EBIT margin: 33% • Net margin: 55% • FCF margin: 12% 📈 GROWTH SINCE 2022 • Total revenue: +58% • EPS: +337% • YouTube revenue: +46% • Cloud revenue: +195% 🔮 2028 ESTIMATES • Revenue: $753B | 23% CAGR • EPS: $18.16 | -4% CAGR • FCF: $6.1B | -58% CAGR ⚠️ The projected EP

$CrowdStrike Holdings, Inc.(CRWD)$ is back in focus after CEO George Kurtz sold 20,000 shares for approximately $4.76 million between 21 and 22 October, according to a Reuters report. The sale is attracting attention, but does insider selling automatically mean a stock is in trouble? Not necessarily. 🔍 What Happened? Kurtz sold 20,000 shares at reported prices ranging from $229.25 to $245.34 per share. Following the transactions, he still directly held approximately 7.4 million shares, with another 400,000 held indirectly through the Kurtz Family Dynasty Trust. That remaining ownership is an important part of the picture. The reported sale represents only a small portion of his direct shareholding. 🛡️ Why CrowdStrike Matters CrowdStrike provi

📈 Wall Street’s biggest upside calls are packed with AI infrastructure, data centers, and semiconductors. Here are 10 popular stocks ranked by upside to analysts’ average price targets 👇 🔥 BIGGEST UPSIDE POTENTIAL 1️⃣ $Cipher Mining Inc.(CIFR)$ — $7.93 → $28.65 (+261%) 2️⃣ $IREN Ltd(IREN)$ — $24.89 → $80.79 (+225%) 3️⃣ $Ondas Holdings Inc.(ONDS)$ — $6.18 → $16.89 (+173%) 4️⃣ $CoreWeave, Inc.(CRWV)$ — $54 → $130 (+141%) 5️⃣ $Oracle(ORCL)$ — $126 → $249 (+97%) ⚡ MORE WALL STREET FAVORITES 6️⃣ $Credo Technology Group Holding Ltd(CRDO)$ — $

I find it interesting that energy stocks dominate this list of stocks trading near record highs. Higher oil prices and stronger refining margins support earnings, but I would not chase the rally blindly. I prefer companies with strong cash flow, manageable debt, and consistent shareholder returns. Outside energy, I would watch $Apple(AAPL)$ and $NASDAQ(.IXIC)$ for their services and financial infrastructure businesses. However, valuation matters even for quality companies. I prefer accumulating gradually during pullbacks rather than buying simply because a stock is making new highs. Personally, I focus on balancing growth with risk management. Strong earnings and cash flow matter more than price mom

$Tesla Motors(TSLA)$ has begun producing “production-quality” Optimus humanoid robots at its Fremont, California factory. This milestone arrives alongside a sharp -43% decline in its Q3 2026 profit, underscoring the cost of its pivot toward AI, autonomy, and robotics. Optimus Enters Production TSLA said the robots coming off the Fremont line are its first production-quality Optimus units, marking a shift from earlier pilot builds and small test batches. The company said its current manufacturing process is “suitable for a commercial product,” although it has not disclosed production volumes, delivery dates, external-customer timelines, or pricing. The production site is symbolically significant: Fremont has been TSLA’s flagship US vehicle-assembly

I think Singapore has a real opportunity to become a major AI hub in Asia. With Databricks, OpenAI, Anthropic and $Alphabet(GOOGL)$ expanding here, it is increasingly about building an ecosystem where AI companies, startups, research and talent can grow together. For me, the most interesting part is the potential job creation. AI may replace some repetitive tasks, but it can also create opportunities across engineering, data, cloud infrastructure, cybersecurity and consulting. People who combine technical knowledge with business skills could become increasingly valuable. As someone already in engineering, I see this as an opportunity. I would not necessarily switch careers completely, but I would keep building AI skills and look for ways to co

Bloom Energy closed at $193.30, down 11.24%, despite numbers many companies would love to report: Revenue: $1.24B, +138% Non-GAAP EPS: $0.94, above expectations FY revenue guidance: $4.4B-$4.6B Gross-margin guidance: 34.5% So why is BE falling? Because at roughly 250x trailing earnings, investors are no longer asking: “Can Bloom grow?” They are asking: “When does extraordinary growth become extraordinary cash flow?” 🟢 WHY I AM NOT BEARISH ON THE BUSINESS Bloom sits directly inside one of AI's biggest bottlenecks: POWER. AI data centres need enormous amounts of reliable electricity, and grid connections can take years. Bloom's fuel-cell systems offer something extremely valuable: power that can potentially be deployed faster and closer to where data centres actually need it. The AI infrastr

$Applied Optoelectronics(AAOI)$ A company whose stock crashed more than 60%… A company that still hasn’t consistently made real profits… …is now preparing to challenge the biggest names in the U.S. optical communications industry. Even crazier? While the stock was free-falling, management didn’t shrink. They did the opposite. They leased an entire massive industrial park and are massively expanding optical module production capacity.They’re going up against giants like Lumentum and Coherent — companies with deep technology, strong balance sheets, and years of dominance.So how does a much smaller company dare to make this move at the worst possible time for its stock price? And why is it openly targeting the #1 position in U.S.-based AI

Forget the usual market noise—traders are bracing for total chaos over the next 10 days! 📉⚡ Between surging oil prices driving bond yields back up and widespread fears that energy-driven inflation will force central banks into unexpected rate hikes, the market is crawling with "ghost stories." 👻🛢️ @Optionspuppy Here are the critical dates standing between your portfolio and massive volatility—mark your calendar! ⚡ 1. The Big Tech Double Header Two tech titans drop earnings in a single afternoon—expect massive after-hours moves! 🟡 Alphabet (Google) | Q3 2026 Earnings US Date & Time: Wednesday, Oct 28, 2026 @ ~4:30 PM ET (After Market Close) Singapore Time (SGT): Thursday, Oct 29, 2026 @ 4:30 AM SGT 🔵 Microsoft (MSFT)

🌟🌟🌟There is a profound, quiet magic in simplicity. In a world that constantly screams at you to trade the trend, chase the hype and stare at flashing green and red tickers until you get blurry eyed, there is a calmer way. It is a way that honours your time, your sanity and your future freedom. If you could only pick 1 single fund to carry your dreams across the horizon, the answer would be $Vanguard Total World Stock ETF(VT)$ VT isn't just an investment vehicle. VT is the financial manifestation of ultimate peace of mind. VT was built on the revolutionary philosophy of John C. Bogle, the legendary founder of Vanguard and the legendary guru for every day investors. Bogle spent h