To The Moon

By refusing to raise its bid and restarting share buybacks, Netflix effectively eliminated acquisition premium risk, debt overhang concerns, integration uncertainty, and regulatory delays from its valuation model. Adding fuel to the move, Netflix is set to receive roughly $2.8B in breakup compensation — exceeding its most recent quarterly net income — while avoiding a prolonged antitrust battle.

Q4 revenue hit $770 million, far exceeding market expectations of $740 million; adjusted EBITDA soared 412% YoY. Following the release of the earnings report, $Circle Internet Corp.(CRCL)$ surged nearly 35%! Against the backdrop of overall volatility in the crypto market, this report acted like a "shot of adrenaline," with many even believing that today's Bitcoin rise was driven by Circle.

Recent price action shows a shift in the market's attitude toward AI: Focus on Efficiency, Not Just Growth: Previously, simply mentioning "AI" sent stock prices up. Now, if your AI investment is high and revenue generation is slow, the market responds with an immediate sell-off.

The US dollar index fell 0.0215% to 97.63. US crude oil futures rose 0.37% to $65.66 per barrel; New York gold futures rose 0.07% to $5187.40 per ounce.

According to the 3QFY2026 (third quarter) results, SIA delivered a set of paradoxical figures: Revenue: Reached S$5.51 billion, up 5.5% year-on-year, setting a new quarterly record. Net Profit: S$505 million, a year-on-year plunge of 68.9%.

Immediate Pivot/Resistance: $215.22 (Previous session's resistance). A decisive break above this level could open the path to $230. Primary Support: $213.22 (Previous session's support, now turned into a key floor). Holding above is critical for the uptrend. Strong Resistance: $230 - $235 zone (Next major technical and psychological barrier).

Nvidia’s forward P/E is now below 24x — not only below its 5-year average (~38x) but close to the lowest level in five years.

In the Year of the Horse, successful investing is all about speed and foresight.

While the world was busy with Lunar New Year reunions, the markets remained wide awake.

With the latest 13F disclosure from Berkshire Hathaway, the legendary Warren Buffett’s final portfolio shift before retiring as CEO has come to light. This $274 billion portfolio is not just the Oracle’s "curtain call"—it serves as a massive question mark