To The Moon

The real question isn’t whether AI demand is growing — it’s who will actually turn that demand into sustainable profits. CoreWeave’s explosive growth and $132.5B backlog are impressive, but $46.9B in debt, massive capital expenditure and ongoing losses make the risk impossible to ignore. My preference? NVIDIA for quality, AMD for growth potential, and CoreWeave for higher-risk exposure. AI infrastructure could be a generational opportunity, but revenue growth alone doesn’t guarantee shareholder returns. In this race, cash flow, margins and capital discipline will ultimately separate the winners from the losers.

My pick is C – a 10–30% first-day gain, but I wouldn’t rule out a bigger opening spike. The market may reward ANT’s growth story, but IPO enthusiasm and sustainable valuation are two very different things. The real test is whether institutional demand supports the price once the initial excitement fades. Personally, I wouldn’t chase a Day 1 surge. I’d rather let the initial volatility settle and look for an entry based on fundamentals, valuation and execution. My prediction: +18% on Day 1. 🚀 The biggest opportunity might not be getting in first, but getting in at the right price.

The real question isn’t whether NVIDIA has fallen — it’s whether its long-term growth story has changed. A sell-off can create opportunity, but a cheaper share price doesn’t automatically mean cheaper valuation. AI infrastructure demand, earnings growth and NVIDIA’s competitive moat remain powerful arguments. However, leadership uncertainty, customer concentration and the sustainability of AI spending deserve serious attention. I wouldn’t chase the dip blindly, but I wouldn’t underestimate the opportunity either. For long-term investors, staged buying may offer a sensible middle ground between fear and FOMO. The biggest risk may not be buying too early — it may be staying on the sidelines while the next AI growth cycle unfolds.

Sometimes the biggest investment opportunity isn’t buying a new company. It’s recognising what an existing company already owns. Alibaba ($BABA / 9988.HK) may be preparing to unlock precisely that opportunity. Its proposed spin-off and Hong Kong listing of T-Head (Pingtouge), its wholly owned semiconductor subsidiary, could represent something considerably more important than another Chinese technology IPO. It could be a catalyst for an entirely different valuation of Alibaba. And potentially, the wider Hong Kong technology market. 1. The hidden value inside Alibaba For years, Alibaba has largely been valued as an e-commerce and cloud computing business. But that description increasingly overlooks an important part of its future: its investment in artificial intelligence and semiconductor

The market wanted an inflation victory. Instead, it got a reminder that the fight against inflation isn’t over. October’s CPI report delivered an uncomfortable surprise. Headline inflation rose 0.4% month-on-month against expectations of 0.3%, while core CPI increased 0.3% against forecasts of 0.2%. Both measures came in hotter than anticipated. And for technology investors, that distinction matters. Here’s why. 1. The headline isn’t the whole story Food, shelter and energy increased by 0.5%, 0.3% and 0.7%, respectively. While headline inflation remains the focus of the bulls, core inflation is arguably the more important signal for monetary policy. The concern isn’t simply that prices are rising. It’s that underlying price pressures may be proving more stubborn than the market wants to be

 Sometimes the biggest investment opportunity isn’t buying the market leader. It’s identifying the competitor quietly taking market share. That’s why Advanced Micro Devices (NASDAQ: AMD) deserves serious attention. AMD surged approximately 13.3% on Monday, following an upgrade from Oppenheimer to Outperform, accompanied by a $600 price target. But here’s what I find more interesting: the underlying business is beginning to justify the excitement. 🔥 The numbers investors shouldn’t ignore AMD’s latest Q3 2026 results delivered some impressive figures: * Total revenue reached $13.4 billion, up 45% year-on-year. * Data Centre revenue climbed 97% to $8.5 billion. * Non-GAAP earnings per share increased 74% to $2.09. * Management expects approximately $17 billion in Q4 revenue, representing

The AI memory trade is entering a fascinating new phase. The question is no longer simply whether demand exists. It’s whether that demand can translate into sustainable pricing power, confirmed orders and actual earnings growth. Three companies. Three different signals. One increasingly competitive AI infrastructure race. 1️⃣ Micron ($MU) – The HBM Contract Test Micron’s biggest opportunity is High Bandwidth Memory (HBM), the critical technology powering advanced AI accelerators. But investors need more than impressive AI demand forecasts. The real proof will come from multi-year customer commitments, pricing stability and evidence that HBM margins can continue expanding. If contracts hold and pricing remains firm, Micron could have considerable earnings leverage. 2️⃣ SanDisk ($SNDK) – The

When the world’s most valuable AI company faces questions about its leadership, investors need to look beyond the headlines and examine what really drives its valuation. Jensen Huang isn’t just NVIDIA’s CEO. He is arguably one of its greatest competitive advantages. But that creates an interesting investment dilemma: How much of NVIDIA’s value belongs to the company, and how much belongs to Jensen personally? There is an important distinction between personal goodwill and corporate goodwill. Personal goodwill comes from Jensen’s reputation, vision, credibility and relationships. Corporate goodwill is embedded in NVIDIA itself: its technology, CUDA ecosystem, intellectual property, customer relationships, brand and competitive moat. Why does this matter? If confidence in Jensen weakens, som

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November could be the month when the bulls get their revenge… but I wouldn’t start popping champagne just yet! 🐂📈 October reminded investors that markets can climb the stairs and still fall out of the window. Hong Kong tech taking an 11% hit while US technology stocks stumbled is a timely reminder that even the biggest market darlings aren’t immune to reality. But November has some fascinating catalysts: the US midterm elections, ANT’s IPO and, of course, NVIDIA — arguably the heartbeat of the AI investment revolution. Here’s my investment takeaway: Don’t confuse seasonal optimism with a guaranteed rally. Elections can trigger volatility, IPO excitement can evaporate quickly, and even NVIDIA needs to justify its enormous expectations with earnings growth. I’m watching three things: * US el