$Vanguard Total Stock Market ETF(VTI)$ why I want to take VTi seriously? I take VTI seriously because it solves a different investment problem from buying individual stocks like NBIS. With NBIS, you’re betting that one company will execute exceptionally well in the AI infrastructure market. With VTI, you’re betting that American businesses, collectively, will continue creating value over the long term. Neither is automatically better. It depends on whether your priority is maximising potential returns or building wealth reliably over time. 1. What exactly are you buying with VTI? The Vanguard Total Stock Market ETF (VTI) gives you exposure to approximately the entire investable US stock market through one investment. According to Vanguard’s l
$Micron Technology(MU)$ is $Micron Technology(MU)$ pull back a concern? A pullback in Micron Technology (MU) is not necessarily a reason to worry. For a semiconductor stock like Micron, the key question is whether last night's decline was simply profit-taking after a strong rally, or whether investors are starting to reassess its memory-chip earnings outlook. I'd assess it against three things: The size of the decline: a modest pullback after a strong run is usually less concerning than a sharp drop accompanied by heavy selling. The reason for the decline: weakness across semiconductor stocks is different from Micron falling sharply on company-specific news. Whether the investment thesis has
$ASML Holding NV(ASML)$$ASML Holding NV(ASML)$ vs $NVIDIA(NVDA)$ what would you pick? At around $1,865, ASML has already had a strong run, so I wouldn’t go all-in today. But I don’t think it’s too late for a 3–5+ year position. Why I like ASML ASML is arguably the “picks-and-shovels” monopoly behind advanced AI chips. TSMC, Samsung and Intel need ASML’s lithography equipment to manufacture increasingly advanced chips. The fundamentals are impressive: * Q2 2026 revenue: €9.33B * Q2 net income: €2.92B * Gross margin: 54% * 2026 revenue guidance was raised substantially to €43–45B * Q3 guidance: €11–12B revenue * ASML says AI inves
$Palantir Technologies Inc.(PLTR)$ Would you hold on to $Palantir Technologies Inc.(PLTR)$ ? Yes — I would consider Palantir (PLTR) a long-term holding, but I would treat it as a high-growth, high-valuation position, not a core defensive holding like MSFT or GOOGL. The key issue in September 2026 is not whether Palantir’s business is growing — it clearly is. The issue is how much of that future growth is already priced into the stock. Why I like the long-term business Palantir’s latest numbers are unusually strong: * Q2 2026 revenue: $1.935B, +93% YoY * U.S. commercial revenue: +149% YoY * U.S. government revenue: +90% * U.S. commercial remaining deal value: $6.24B, +124% YoY * Adjusted operati
$Advanced Micro Devices(AMD)$ How high can $Advanced Micro Devices(AMD)$ go? Is it still a buy? Yes — AMD is still a compelling long-term AI/semiconductor story, but at around $560 I would not chase it aggressively. I would treat it as a buy-on-pullbacks / staged-entry stock. Why AMD can go considerably higher The fundamentals are accelerating: * Q2 2026 revenue was $11.54B, +50% YoY. * Data Center revenue was $6.7B, +107% YoY. * AMD expects Q3 revenue around $13B, another ~41% YoY increase. * Non-GAAP gross margin is expected around 56%. * OpenAI and Meta each have agreements covering up to 6GW of AMD GPUs, while Anthropic has announced a deal for up to 2GW of MI450 GPUs. The particularly intere
$Circle Internet Corp.(CRCL)$ If you ask if I would keep $Circle Internet Corp.(CRCL)$ for long term - Yes — I would keep Circle (CRCL) for the long term, but I would treat it as a high-growth/high-risk position rather than a core “set-and-forget” holding. Given your previously mentioned 120 shares around $89.21, the situation has improved: at about $97.50, you’re roughly +9% before costs. More importantly, the long-term thesis is getting stronger. Why I’d keep it 1. USDC is growing strongly. Circle ended Q2 2026 with $73.3B of USDC in circulation, up 19% YoY, while Q2 on-chain transaction volume reached $14.8T. That’s the key metric I’d watch. Circle’s value ultimately depends on USDC be
$Micron Technology(MU)$ Yes — MU is moving again, and this rally looks more fundamental than just momentum. 🔥 What’s driving Micron now? The biggest development is the memory supply squeeze. DRAM and NAND prices are rising sharply as AI data-centre demand competes for capacity. Recent industry estimates suggest DRAM prices could rise around 50% this quarter, with NAND potentially up about 60%. More importantly, Micron is planning to nearly double HBM production capacity to ~100,000 wafers/month by the end of 2026. HBM is the high-margin memory required by AI accelerators. And this isn’t a small recovery: Micron’s FY2026 Q3 revenue reached $41.46B, with net income of $28.24B. 📈 The really interesting part Micron has already risen enormously, so norma
$Circle Internet Corp.(CRCL)$ have $Circle Internet Corp.(CRCL)$ come back now? Bull case — 2–4 years: US$150–200+ volume jumped 151% to US$14.8T. * USDC is the core growth engine. Circulation was US$73.3B in Q2, +19% YoY, while on-chain transaction volume jumped 151% to US$14.8T. , institutional settlement and blockchain infrastructure.* Circle is expanding beyond stablecoins into payments, institutional settlement and blockchain infrastructure. * Arc mainnet launches September 16, with more than 100 ecosystem/institutional builders and major financial institutions involved. * FY2026 “Other Revenue” guidance was dramatically increased from $150–170M to $310–330M, largely because of
$CoreWeave, Inc.(CRWV)$ I sold some to average down the cost. But is it worth holding? I did some analysis. CRWV (CoreWeave) — my take At around US$88, I think CRWV is one of the more interesting but high-risk AI infrastructure stocks. The business momentum is exceptional, but the valuation and enormous capital requirements make this very different from owning NVDA or MSFT. 🚀 What’s very bullish 1. Revenue is exploding * Q2 2026 revenue: $2.58B, up 112% YoY. * Adjusted operating income improved to $128M, versus $21M in Q1. * The company is beginning to demonstrate operating leverage as its infrastructure scales. 2. Backlog is the biggest attraction * Revenue backlog reached $104.2B, up 246% YoY. * CoreWeave also added >$25B of new customer comm