To The Moon

Why is a buy for CPS Technologies now? 1) Financial Performance Has Improved Return to Profitability CPS Technologies reported record revenue and profitability in early 2025, with $7.5 M in Q1 revenue and a return to operating profit after years of losses — even without revenue from a major past defense contract. � Q2 2025 revenue hit $8.1 M, a significant year-over-year increase, and the company posted operating profit again. Q3 2025 delivered $8.8 M in revenue, more than doubling prior-year figures and marking three consecutive quarters of record sales. This trend shows both top-line growth and improved margins, indicating CPS is moving into a more stable and scalable phase rather than just one-off spikes. 2) Expanded Contract and Product Base Large Follow-On Contract CPS secured a $15.5

Sharing my Read from Gd Financial  Cents and why the price dipped. In mid 2025, Hims traded like a runaway winner. Market cap around $12.8B. Six months later, it sat around $6.94B. That is about $6.5B erased. And the reason has almost nothing to do with hair loss or ED. Hims built a clean business for years: Simple diagnoses. Fast shipping. Subscription revenue across hair, sexual health, dermatology, and mental health. Then they caught the biggest consumer health wave of the decade. Weight loss injections. Not the brand name versions. The cheaper compounded versions that exploded during shortages. That product line turned Hims into a rocket ship. It helped drive a massive jump in revenue and delivered the company’s first annual profit, according to the Financial Times. But the decisi

Analyst Forecasts: 1)Average target: ~US$60–65 2)Very bearish (~US$20–30) to 3)Very bullish (US$100+) Better Entry Price (Indicative) Risk-reward improves on meaningful pullbacks. Some valuation models suggest better entry zones around US$30–60, depending on execution progress.Buying after clear operational milestones (e.g. successful Neutron launch) can reduce risk. Why Rocket Lab Is High Risk? Execution risk: Heavy dependence on Neutron rocket success. Profitability risk: Not yet consistently profitable. Volatility: Stock can move 10–20% on news. Competition: Operates in the shadow of SpaceX. Valuation risk: Trades on future expectations rather than current earnings.

1. DBS Group Holdings (SGX: D05) — Banking heavyweight Why: Largest bank in Singapore and the STI, with strong balance sheet and high profitability. Healthy dividends and capital returns — attractive in a yield-focused market. Institutional optimism as Singapore equities are labeled “overweight” with banks as a key driver. � DollarsAndSense.sg +1 Role: Core defensive income + growth from regional expansion. 2. Oversea-Chinese Banking Corp (OCBC, SGX: O39) — Bank with diversified earnings Why: Large bank with diversified earnings streams (wealth management, insurance, etc.). Analysts expect OCBC to be a top STI pick for 2026 and yield growth as capital returns. � sginvestors.io Role: Dividend + relatively stable earnings. 3. Singapore Telecommunications (Singtel, SGX: Z74) — Defensive telec

Sharing my findings :  For Long-Term, Risk-Tolerant Investors Potentially Yes — If you believe in: Continued revenue growth and margin expansion, Long-term demand in defense and advanced materials, Execution of new contracts and commercial products,then CPSH could be a growth-oriented speculative buy with meaningful upside potential. 📉 For Conservative or Short-Term Investors Maybe Not Yet — Because: It’s a micro-cap with volatility and limited analyst coverage, Profitability isn’t solidly consistent, Consensus from some models is only moderate buy or hold. Institutional & Insider Buying are noted, which can read as confidence from insiders and funds.

My take and read on China Aerospace. (I hold Aerospace  @0.65) Pros (Bullish Factors) 1. Strategic Government Affiliation CASIL’s parentage links it to China Aerospace Science and Technology Corporation — a state-owned entity with deep involvement in national aerospace and defense programs. This relationship offers preferential access to large government contracts and strategic projects that other commercial players may find hard to secure. 2. Revenue Growth in Core Business Despite headwinds in property leasing, the company’s technology industrial segment (e.g., injection-molding, PCB, semiconductors) has delivered double-digit revenue growth recently. 3. Diversified Business Mix CASIL’s operations span multiple industrial sectors, reducing dependence on any single revenue source. In

Sharing from my read from Stocktoearn: Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom. Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026: 1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers. 2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta. 3. Lam Research (LRCX): A semiconductor equipment maker benefit

Palantir plays a significant and growing role in U.S. defense and also in their home security. 🧠 It is a data, AI, and decision-making backbone, do note that they are not a weapons supplier 🇺🇸 It is strategically important, especially in AI-driven warfare They are part of a broader defense ecosystem, BUT not a monopoly Now, Palantir ($PLTR) is reportedly developing a tool for Immigration and Customs Enforcement (ICE) that displays potential deportation targets on a map, generates detailed profiles for each individual, and assigns a confidence score estimating the accuracy of their current location, according to 404 Media.

🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.