To The Moon

For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.

Singapore has a strong starting position, but I think B is the most realistic answer. Infrastructure and investment can attract AI companies, but talent will ultimately decide who becomes a true AI hub. The regional race is only getting more competitive.

$Tesla Motors(TSLA)$  just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce

$NVIDIA(NVDA)$  just put $235 billion behind its own stock. That sounds like an enormous vote of confidence. On September 28, Nvidia’s board added another $150 billion to its share-repurchase authorization, taking the remaining authorization to $235 billion through fiscal 2028. Nvidia described it as the largest increase to a buyback authorization in history.  Then came the market reaction. Nvidia hit an intraday record of $237.88 on Friday before closing at $233.95, up 1.34%. Its market value finished around $5.7 trillion.  But here’s the question I keep coming back to: At these prices, is buying back stock the best use of Nvidia’s enormous cash flow? The bull case is straightforward. Buybacks reduce the number of shares outstanding,

The September jobs report delivered a big surprise. US employers added just 29,000 jobs, well below expectations, while unemployment edged up to 4.2%. Previous months were also revised lower, leaving July and August payrolls a combined 60,000 below earlier estimates.  Wage growth also slowed, with average hourly earnings up 3.0% over the past year.  That quickly changed the rate outlook. Markets now see a much lower probability of an October Fed hike, although a December increase remains possible.  Stocks loved it. The Nasdaq hit a record high, while the S&P 500, Dow and QQQ all finished higher. But then something interesting happened. The 10-year Treasury yield initially fell — then reversed sharply and finished around 5.28%, near its highest level in years.  That creates an unusu

Everyone is watching the AI chips. But what if the next bottleneck isn’t compute? It’s bandwidth. That’s why $Celestica(CLS)$ is my Stock of the Day. As AI data centres become larger and more complex, moving data between GPUs, servers and networks is becoming increasingly important. Celestica is gaining attention as a major networking and AI infrastructure player. CLS gives investors exposure to the AI buildout without being another headline GPU stock. And that’s the interesting part. The market has already rewarded many of the obvious AI winners. The next phase could be about finding the companies solving the infrastructure problems created by increasingly massive AI clusters. 🎯 What I’m watching Celestica’s growth in AI-related infrastructur

$Vanguard Total World Stock ETF(VT)$ A small dip in VT doesn’t change the bigger picture. It’s a globally diversified ETF, so short-term moves are part of the ride. Sometimes the boring, diversified option is exactly what you want when markets get noisy. 

Markets can change quickly. One day momentum stocks are running. The next, traders are rotating into defensives, commodities or smaller names that suddenly catch volume. That’s what makes trading interesting — there’s rarely just one opportunity. 📈 What I’m watching: • Stocks showing unusual volume • Breakouts with strong momentum • Pullbacks that could offer better entries • Stocks holding support despite market weakness • Names where sentiment is starting to shift I’m less interested in chasing a stock simply because it’s already running. For me, the more interesting setup is finding a stock before the crowd fully notices it. Volume is often one of the first clues. When price starts moving alongside a meaningful increase in volume, it can signal that something has changed — whether that’

$Tesla Motors(TSLA)$ is one of those stocks where the debate has moved far beyond quarterly vehicle deliveries. The bigger question is whether Tesla can evolve from an electric-vehicle company into a broader technology and infrastructure platform — with autonomy, robotics and energy potentially becoming much larger parts of the story. 🚗 EVs are still the foundation Tesla remains one of the most recognizable EV brands globally, but the auto business is also where investors can see the biggest challenges: competition, pricing pressure and the need to keep expanding demand. That makes the next phase particularly important. 🤖 The autonomy question If Tesla’s autonomous-driving ambitions translate into a meaningful commercial business, the economi

AI is no longer just helping people research stocks. Some AI agents are now actually trading them. Robinhood says more than 150,000 customers have opened agentic trading accounts since the service launched in May, and AI agents are using Robinhood’s tools almost 30 million times a day.  So what are these AI traders buying? In one test, AI agents from Claude, Gemini and ChatGPT were each given $500 and asked to trade stocks and ETFs. The results were very different. Claude made 2.9%, Gemini gained 0.9%, while ChatGPT lost 0.7% over the three-day test. Claude and ChatGPT mainly followed momentum strategies, while Gemini focused heavily on Nvidia.  That part really caught my attention. AI agents don’t all “think” the same way. Give them the same money and the same market, and they can still