To The Moon

I’d put A — stronger commercial bookings first. That would signal renewed demand before it appears in reported revenue. However, the real test is whether those bookings convert into sustained growth (C), particularly as shorter-duration deals make revenue visibility less certain. PLTR’s pullback could be an opportunity, but only if fundamentals begin supporting the valuation—not simply because the share price is lower.

I'd lean toward MRVL for the longer-term upside. Combining Marvell's connectivity technologies with LITE's optical expertise could create a powerful AI infrastructure business. However, the key catalyst for me would be a detailed integration plan showing how the $1B+ synergy target can be achieved without disrupting customer relationships or growth. Earnings will validate execution, while regulatory approval will determine whether the deal gets across the finish line. Strategic fit is promising; execution will create the real value.

DBS remains a strong player in Singapore’s banking sector, with its solid fundamentals, wealth management franchise and consistent commitment to shareholder returns. I’ll be watching net interest margin, wealth fee growth and capital returns closely. A healthy combination of resilient lending income and growing wealth fees would further strengthen my confidence in DBS. I remain positive on its long-term prospects and see any meaningful pullback as a potential opportunity to accumulate quality at a better price. Looking forward to the results!

SNDK: I’d trim, not chase the beat. SanDisk delivered a strong Q1 FY27: $11.03B revenue and $49.51 adjusted EPS; Q2 guidance is higher. But great results are not automatically a great entry price. The risk is that AI-storage growth and elevated NAND pricing are already priced for near-perfect execution. I’d watch whether data-center demand converts into durable margins, pricing holds as supply responds, and weakness in consumer NAND spreads. Consumer revenue fell 39% year over year—a reminder that not every segment shares the boom. My approach is to take partial profits after a strong run and keep a smaller position only if the thesis still holds. I’d buy a dip only if guidance and pricing remain firm—not just because the chart looks cheaper. A beat can still disappoint when expectations a

$ST Engineering(S63.SI)$   HTX and ST Engineering signed a five-year MoU at MTX 2026 to co-develop space-based public safety technologies for Singapore, focusing on satellites, Earth observation, geospatial services, and AI-driven early-warning systems. The partnership aims to improve emergency response capabilities, especially for detecting hazardous offshore gas leaks and giving first responders more lead time to act. The collaboration also builds on earlier HTX-ST Engineering initiatives in homeland security, mission-critical systems, and digital infrastructure, signalling Singapore’s push to integrate advanced space and surveillance technologies into national public safety operations. 

$ST Engineering(S63.SI)$  Milestone unlocked 🔓 In 2025, ST Engineering iDirect Europe led a 19-partner, 13-nation consortium to a major milestone: successfully demonstrating the European Protected Waveform across GEO and LEO configurations. Co-funded by the European Union and built through coordinated European investment, EPW proved that what no single nation could accomplish alone, Europe could accomplish together. As sovereign connectivity moves to the top of every defense agenda across the continent in 2026, that mission has never been more relevant than it is today. #STEngineering #EPW #EuropeanDefence

NVIDIA pushing to fresh all-time highs ahead of earnings feels different this time because the momentum is being supported by both explosive AI demand and improving geopolitical sentiment simultaneously. Jensen Huang joining high-level U.S.-China discussions sends a powerful message that NVIDIA is no longer just a chip company, but a strategic pillar in the global AI economy. The market’s relatively calm reaction despite bullish developments could actually be constructive, as it suggests institutional investors are positioning carefully rather than chasing euphorically. If earnings and forward guidance once again exceed expectations, the combination of AI dominance, massive data center spending, and potential easing of China-related concerns could give this rally far more durability than m

CPU upside is real but more cyclical than structural versus memory; AI demand is still fundamentally bandwidth- and capacity-driven, keeping HBM and advanced DRAM in a tighter supply-demand regime than CPUs, where competition and pricing pressure persist. For Intel, a new ATH is possible but contingent on sustained foundry traction, execution on advanced nodes, and credible AI accelerator share—none are fully de-risked yet. A $100 target implies multiple expansion plus earnings inflection that likely needs several quarters of flawless delivery. CPUs won’t replace memory as the “hot” leg; they may participate, but memory remains the higher-beta AI lever near term.

Gold and silver’s rally is likely to persist in the near term as geopolitical frictions and tariff threats continue to fuel safe-haven demand, though profit-taking may cause short-lived pullbacks. Structural drivers such as central bank accumulation and industrial demand for silver suggest resilience beyond this week, with gold consolidating above $4,600 and silver holding near $90 per ounce. For tactical exposure, Newmont Corporation (NEM) and Pan American Silver (PAAS) stand out, both showing strong momentum with weekly gains of over 4% and 6% respectively, reflecting investor appetite for miners leveraged to bullion strength. While volatility is inevitable, the underlying macro backdrop favors maintaining positions in quality producers through this week as risk aversion remains elevated

Global markets opened the week cautiously as tariff tensions between the US and Europe weighed on sentiment, while earnings season continues to drive stock-specific moves. In India, IT and banking remain in focus, with HCL Technologies standing out after resuming its rally post a brief consolidation, suggesting further upside potential. My strategy this week is to stay nimble, favoring selective long positions in resilient IT names like HCL Tech, while keeping a defensive hedge in safe-haven assets such as gold given heightened volatility. Short-term opportunities lie in exploiting earnings-driven momentum trades, but discipline is key—tight stop-losses and sector rotation awareness will help manage risk as global cues remain mixed and rate outlook uncertainty lingers.