To The Moon

On Fri, 23 Oct 2026, US stock markets ended lower as the technology sell-off from earlier in the week spread across the broader market. By the time market called it a week: DJIA: rose marginally by +0.46% (+237.06 to 52,215.16). Best performing index of the week. S&P 500: fell by -1.03% (-79.09 to 7,623.68). Posted 18 new 52-week highs and 8 new lows. Nasdaq: fell by -1.67% (-439.94 to 25,955.34). Declining issues outnumbered advancers by a 1.57-to-1 ratio. Worst performing index of the week. Volume on US exchanges was 15.4 billion shares, compared with the 17.2 billion average over the last 20 trading days. Technology shares steadied somewhat to end a turbulent week for the market-driving AI trade, and investors looked ahead to a busy slate of corporate earnings and a Fed interest-rat

I lean towards ① funding strength will drive consolidation. AI demand may keep growing, but data centers require huge upfront investments in GPUs, power, and infrastructure. Companies relying heavily on debt could struggle if financing tightens before their investments generate sufficient cash flow. For $CoreWeave, Inc.(CRWV)$ and NBIS, I would watch customer concentration, debt obligations, capital expenditure, and operating cash flow. Strong revenue growth is encouraging, but it does not guarantee sustainable profits. For $NVIDIA(NVDA)$

The Labubu Craze Just Bit The Dust? Here’s What The Numbers Say 🧸💸 $POP MART(09992)$ Remember when everyone and their neighbor was camping overnight outside Pop Mart just to grab a blind box or flex a Labubu on TikTok and IG? Well, the party seems to be winding down fast—and the crash is coming in way quicker than anyone expected. 🌪️ Here’s the cold, hard reality check from Pop Mart’s official Q3 2026 earnings update: 🔥 Global Revenue Crash: Group revenue plummeted 45% to 50% YoY compared to Q3 2025. 🔥 Regional Breakdown: Americas: 📉 Down 70% – 75% Asia-Pacific: 📉 Down 65% – 70% Europe & Rest of World: 📉 Down 50% – 55% China (Domestic): 📉 Down 25% – 30%

🌟🌟🌟The armour is polished, the war chests are full and the battle lines are drawn. Anthropic has just dropped its highly anticipated public S-1 Filing. The financial crusade to capture the tech world's crown is officially underway. Who is Behind the Anthropic Crusade? To understand why Wall Street is going crazy over Anthropic, you have to look at its origins. Anthropic was founded in 2021 by Dario and Daniela Amodei, a brother and sister duo who previously held top research leadership roles at OpenAI. Dario and Daniela Amodei left OpenAI in a dramatic split, taking a core group of researchers with them because they fundamentally disagreed with OpenAI's increasingly commercial, fast and loose direction. Anthropic was built to be a Publi

I am cautiously bullish on $Microsoft(MSFT)$ , but I think the market has already priced in much of the AI optimism. My prediction is C: flat within ±5% after earnings. Even if Microsoft beats expectations again, investors will want evidence that AI spending is translating into sustainable profits. Azure growth of around 45% would be encouraging, but I will also watch AI monetisation, capex, profit margins and free cash flow. Strong demand alone may not justify massive infrastructure spending if returns take too long to materialise. If MSFT drops after earnings, I would rather wait for the market to stabilise before adding more. I prefer to DCA patiently at reasonable valuations instead of chasing a stock after an earnings beat. My focus remains

$Alphabet(GOOG)$ 🐂 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