To The Moon

QQQ rose as SoFi and Nebius gained more than 11 per cent The $Invesco QQQ(QQQ)$, which tracks the Nasdaq 100, gained 1.27 per cent on Tuesday, while the $S&P 500(.SPX)$ rose 0.60 per cent. $SoFi Technologies Inc.(SOFI)$ jumped 13.42 per cent, $NEBIUS(NBIS)$ gained 11.22 per cent and $CoreWeave, Inc.(CRWV)$ rose 7.94 per cent. $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$ and

The AI rally is gaining momentum just as the Federal Reserve prepares to make its next policy decision. On Tuesday, QQQ rose 1.27% and SPY gained 0.56%, with investors positioning ahead of the announcement. Semiconductors led the advance. AMD jumped 5.45%, Broadcom gained 4.00%, and Nvidia added 0.90%. The pattern suggests investors are still willing to pay for exposure to AI infrastructure, but the wider market remains more selective. The real question is whether earnings can justify the rally if interest rates stay higher for longer. 1. The market is rewarding AI spending — for now AMD and Broadcom have attracted attention as demand expands beyond traditional GPUs into custom AI accelerators and networking infrastructure. These businesses could benefit as cloud providers and AI developer

I’d favour QQQ for the best balance of earnings and rate support. Big Tech earnings remain relatively strong, while a neutral or dovish Fed would ease valuation pressure on growth stocks. Chip leaders like AMD, AVGO and NVDA offer greater upside if AI spending stays strong, but they are also more exposed to high valuations and rising yields. SPY is the safer choice if the Fed turns hawkish, but QQQ looks like the better middle ground between growth potential and diversification. My pick: QQQ, with selective exposure to chip leaders.

Core CPI: 2.6%. Core PCE, the Fed's own gauge: 3.0%. Core CPI over the last three months, annualised: 3.4%. Three "core" numbers, one rate decision. The gap between them is the story. It is not the headline number minus the funds rate. The Fed decides today (usually 2 PM ET, which is 1 AM Thursday in Bangkok, 2 AM in Singapore). I am not predicting the decision. I want to show how I read the debate. The method works on any inflation scare. 1) Which "real rate"? The funds midpoint is 3.875%. Subtract headline CPI (3.7%) and you get 0.2. Subtract core CPI (2.6%) and you get 1.3. That is just arithmetic. It hides a choice. The choice is the gauge. The Fed targets PCE, not CPI. Normally core PCE runs below core CPI. From 1990 to 2019 it did in 86% of months, by a median of 0.47 points (FRED da

$CoreWeave, Inc.(CRWV)$   $NVIDIA(NVDA)$   $Lumentum(LITE)$   Buying the names the market is selling even on good news. So from that perspective, we like the semicap guys still, we like (ASML). I mean, their last print they guided for Q4 sales to increase 22 to 30%. And they're expecting that their fiscal twenty-six EUV sales are gonna be 65, targeting 85 and 27, and still have this potential for 110 EUVs in 2028. And so that's what underpins their fiscal 26 sales outlook, which is somewhere between 44 and 45 billion for 36% year over year growth. And that'

it is a good time to get another AI stock. [Miser]

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Can't wait for it to be listed will be another ai darling??? Let's wait to see ....but I feel the token usage benefits thr upcoming Anthropic public listing by proving that businesses rely on the AI for daily operations, generating predictable revenue, and driving massive financial growth. This continuous cash flow proves real-world value to investors, helping to justify a strong market valuation for anthropic ...... believe u guys have jump into the usage of ai too . 

can't wait for the IPO, seems like a long term buy and hold?

[得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意][得意]

Go good okay good okay

let's gooow tudamun and make it insane

gold price down, good time to buy?

Ok that is ver nice to hear but quite good to see as well. Let’s watch it out together

Yes, this October curse strikes again this year, should have short the market during this month. Hopefully the end year really will materialise too.

Anthropic’s IPO filing is more than another milestone for artificial intelligence. It could give public-market investors a closer look at the economics behind the AI boom — and raise a difficult question for the companies already trading at premium valuations. Who will capture the biggest share of AI’s profits: the companies building the models, the chipmakers powering them, or the cloud providers selling the computing capacity? The chipmakers have benefited first Nvidia and other semiconductor companies have been major beneficiaries of AI infrastructure spending. As developers train and deploy increasingly capable models, demand for computing power has created a substantial market for specialised chips and related equipment. But infrastructure spending cannot grow indefinitely without cus

Anthropic’s IPO filing gave AI bulls a reason to return to the market on Monday. QQQ rose 1.11%, SPY gained 0.71%, and Nasdaq 100 futures climbed 1.14%, with semiconductor and high-beta growth stocks leading the move. The proposed Nasdaq ticker ANT puts a major question in front of investors: can a public listing for a leading AI company bring fresh capital and confidence into the wider AI sector? Why the IPO matters Anthropic’s filing could give investors a new benchmark for valuing AI businesses. Its revenue growth highlights the commercial demand for AI, while its enormous infrastructure commitments show how much capital is needed to compete. Chipmakers and data-centre suppliers may benefit if AI spending continues. But the impact will not be equal across the sector. A successful IPO wo

not really sure if gold would be a good hedge now so probably will not aim for any. If any, most likely will go for high risk miners instead but small small bites.

Anthropic, the company behind Claude, has put its IPO plans in front of public-market investors. The company publicly filed its S-1 on October 26 and intends to list on Nasdaq under the symbol “ANT.” The initial prospectus still leaves the offering price range blank. Filing for an IPO does not mean the shares have begun trading. (SEC filing) Two reported financial figures stand out. According to CNBC’s coverage of the prospectus, Anthropic generated $16.29 billion in revenue in the first half of 2026, up 1,304% year over year, while reporting a net loss of $80.7 billion. How can revenue rise so quickly alongside such a large loss? A central part of the explanation is approximately $72 billion in accounting charges related to changes in the value of convertible notes. (CNBC’s financial brea

Anthropic’s IPO Twist: Public Investors May Buy the Shares, but Founders Keep Control Anthropic’s upcoming IPO has revealed an unusual governance structure: seven co-founders will retain majority voting control through a new class of shares. According to the reported prospectus, Anthropic has introduced Class F common stock. A single Class F share, held by a newly established entity called Founder LLC, will carry 50.1% of the company’s total voting power. Founder LLC’s sole members are Anthropic’s seven co-founders, who will generally decide how to exercise that voting power. This creates an important distinction for potential investors: buying Anthropic shares may provide an economic stake in the business without giving shareholders equivalent influence over its decisions. 🔍 How Does the

QQQ rose as SoFi and Nebius gained more than 11 per cent The $Invesco QQQ(QQQ)$, which tracks the Nasdaq 100, gained 1.27 per cent on Tuesday, while the $S&P 500(.SPX)$ rose 0.60 per cent. $SoFi Technologies Inc.(SOFI)$ jumped 13.42 per cent, $NEBIUS(NBIS)$ gained 11.22 per cent and $CoreWeave, Inc.(CRWV)$ rose 7.94 per cent. $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$ and

Core CPI: 2.6%. Core PCE, the Fed's own gauge: 3.0%. Core CPI over the last three months, annualised: 3.4%. Three "core" numbers, one rate decision. The gap between them is the story. It is not the headline number minus the funds rate. The Fed decides today (usually 2 PM ET, which is 1 AM Thursday in Bangkok, 2 AM in Singapore). I am not predicting the decision. I want to show how I read the debate. The method works on any inflation scare. 1) Which "real rate"? The funds midpoint is 3.875%. Subtract headline CPI (3.7%) and you get 0.2. Subtract core CPI (2.6%) and you get 1.3. That is just arithmetic. It hides a choice. The choice is the gauge. The Fed targets PCE, not CPI. Normally core PCE runs below core CPI. From 1990 to 2019 it did in 86% of months, by a median of 0.47 points (FRED da

The AI rally is gaining momentum just as the Federal Reserve prepares to make its next policy decision. On Tuesday, QQQ rose 1.27% and SPY gained 0.56%, with investors positioning ahead of the announcement. Semiconductors led the advance. AMD jumped 5.45%, Broadcom gained 4.00%, and Nvidia added 0.90%. The pattern suggests investors are still willing to pay for exposure to AI infrastructure, but the wider market remains more selective. The real question is whether earnings can justify the rally if interest rates stay higher for longer. 1. The market is rewarding AI spending — for now AMD and Broadcom have attracted attention as demand expands beyond traditional GPUs into custom AI accelerators and networking infrastructure. These businesses could benefit as cloud providers and AI developer

$CoreWeave, Inc.(CRWV)$   $NVIDIA(NVDA)$   $Lumentum(LITE)$   Buying the names the market is selling even on good news. So from that perspective, we like the semicap guys still, we like (ASML). I mean, their last print they guided for Q4 sales to increase 22 to 30%. And they're expecting that their fiscal twenty-six EUV sales are gonna be 65, targeting 85 and 27, and still have this potential for 110 EUVs in 2028. And so that's what underpins their fiscal 26 sales outlook, which is somewhere between 44 and 45 billion for 36% year over year growth. And that'

🌟🌟🌟The armour is polished, the war chests are full and the battle lines are drawn.  Anthropic has just dropped its highly anticipated public S-1 Filing.  The financial crusade to capture the tech world's crown is officially underway.   Who is Behind the Anthropic Crusade? To understand why Wall Street is going crazy over Anthropic, you have to look at its origins.  Anthropic was founded in 2021 by Dario and Daniela Amodei, a brother and sister duo who previously held top research leadership roles at OpenAI.   Dario and Daniela Amodei left OpenAI in a dramatic split, taking a core group of researchers with them because they fundamentally disagreed with OpenAI's increasingly commercial, fast and loose direction.   Anthropic was built to be a Publi

Anthropic, the company behind Claude, has put its IPO plans in front of public-market investors. The company publicly filed its S-1 on October 26 and intends to list on Nasdaq under the symbol “ANT.” The initial prospectus still leaves the offering price range blank. Filing for an IPO does not mean the shares have begun trading. (SEC filing) Two reported financial figures stand out. According to CNBC’s coverage of the prospectus, Anthropic generated $16.29 billion in revenue in the first half of 2026, up 1,304% year over year, while reporting a net loss of $80.7 billion. How can revenue rise so quickly alongside such a large loss? A central part of the explanation is approximately $72 billion in accounting charges related to changes in the value of convertible notes. (CNBC’s financial brea

I’d favour QQQ for the best balance of earnings and rate support. Big Tech earnings remain relatively strong, while a neutral or dovish Fed would ease valuation pressure on growth stocks. Chip leaders like AMD, AVGO and NVDA offer greater upside if AI spending stays strong, but they are also more exposed to high valuations and rising yields. SPY is the safer choice if the Fed turns hawkish, but QQQ looks like the better middle ground between growth potential and diversification. My pick: QQQ, with selective exposure to chip leaders.

Anthropic’s IPO Twist: Public Investors May Buy the Shares, but Founders Keep Control Anthropic’s upcoming IPO has revealed an unusual governance structure: seven co-founders will retain majority voting control through a new class of shares. According to the reported prospectus, Anthropic has introduced Class F common stock. A single Class F share, held by a newly established entity called Founder LLC, will carry 50.1% of the company’s total voting power. Founder LLC’s sole members are Anthropic’s seven co-founders, who will generally decide how to exercise that voting power. This creates an important distinction for potential investors: buying Anthropic shares may provide an economic stake in the business without giving shareholders equivalent influence over its decisions. 🔍 How Does the

Anthropic’s IPO filing is more than another milestone for artificial intelligence. It could give public-market investors a closer look at the economics behind the AI boom — and raise a difficult question for the companies already trading at premium valuations. Who will capture the biggest share of AI’s profits: the companies building the models, the chipmakers powering them, or the cloud providers selling the computing capacity? The chipmakers have benefited first Nvidia and other semiconductor companies have been major beneficiaries of AI infrastructure spending. As developers train and deploy increasingly capable models, demand for computing power has created a substantial market for specialised chips and related equipment. But infrastructure spending cannot grow indefinitely without cus

The Federal Reserve is widely expected to announce a "hawkish hold" this week, keeping its benchmark interest rate steady in the 3.75%–4.00% range while signaling that a December rate hike remains strongly on the table. In this article, we would like to share how we are analyzing the Federal Reserve's impending FOMC decision, bond yield dynamics, tech earnings reactions, volatility expectations, and tactical positioning strategies. 1. Deciphering the "Hawkish Hold" Framework A "hawkish hold" represents a sophisticated monetary strategy designed to balance two competing policy risks: over-tightening into slowing economic momentum versus prematurely loosening financial conditions before inflation is durably anchored to the Federal Reserve's 2.0% core target. By keeping rates stationary in th

Anthropic’s IPO filing gave AI bulls a reason to return to the market on Monday. QQQ rose 1.11%, SPY gained 0.71%, and Nasdaq 100 futures climbed 1.14%, with semiconductor and high-beta growth stocks leading the move. The proposed Nasdaq ticker ANT puts a major question in front of investors: can a public listing for a leading AI company bring fresh capital and confidence into the wider AI sector? Why the IPO matters Anthropic’s filing could give investors a new benchmark for valuing AI businesses. Its revenue growth highlights the commercial demand for AI, while its enormous infrastructure commitments show how much capital is needed to compete. Chipmakers and data-centre suppliers may benefit if AI spending continues. But the impact will not be equal across the sector. A successful IPO wo

QQQ rose while three large platforms declined The $Invesco QQQ(QQQ)$, which tracks the Nasdaq 100, gained 1.11 per cent on Monday, while the $SPDR S&P 500 ETF Trust(SPY)$ rose 0.71 per cent. $Alphabet(GOOG)$ fell 0.97 per cent, $Apple(AAPL)$ lost 1.10 per cent and Meta declined 1.88 per cent in the same session. The indices closed higher, but this was not a rally driven by all the large platforms together. Semiconductors and higher-beta growth shares were stronger. $Tesla Motors(TSLA)$ rose 5.21 pe

I have repeatedly highlighted October as a key turning-point window for US equity indices. Whatever the news backdrop, a break below the key trend line should prompt us to consider reducing risk. US indices have yet to see a sharp acceleration in selling, but other markets, including mainland China's A-share market, have already fallen. It is hard to tell whether this reflects a synchronized move across markets or local developments. With most of the news unfavorable, however, temporarily reducing risk is a prudent choice. $China A50 Index - main 2610(CNmain)$ $Hang Seng Index - main 2610(HSImain)$ $Hang Seng Index - Oct 2026(HSI2610)$

Can't wait for it to be listed will be another ai darling??? Let's wait to see ....but I feel the token usage benefits thr upcoming Anthropic public listing by proving that businesses rely on the AI for daily operations, generating predictable revenue, and driving massive financial growth. This continuous cash flow proves real-world value to investors, helping to justify a strong market valuation for anthropic ...... believe u guys have jump into the usage of ai too . 

$Anthropic(ANT)$   Anthropic reported $16.286 billion in revenue and a $80.748 billion GAAP net loss for the first half of 2026. Put those figures side by side and they make a striking headline. They do not, on their own, tell us how the business is performing. The first distinction is between an accounting loss and an operating loss. The net loss includes a $72.388 billion change in the fair value of convertible notes, derivative liabilities and SAFEs. That charge is not the same as spending $72 billion in cash. But setting it aside does not mean Anthropic was profitable under GAAP: its operating loss for the period was $693 million. The filing also reports $1.618 billion in adjusted operating income. That is a company-defined, non-GAAP

it is a good time to get another AI stock. [Miser]

The AI selloff does not have a fixed end date and remains tied to escalating oil prices (surpassing $100–$116 per barrel due to Middle East tensions). In this article, we would like to share how we are analyzing the key drivers prolonging the AI tech selloff, covering chipmakers, mega-cap infrastructure providers, and Federal Reserve rate expectations. I. Macroeconomic Catalysts Fueling the Downturn The equity selloff in technology and artificial intelligence infrastructure is not happening in a vacuum; rather, it represents the intersection of severe external macroeconomic shocks and internal industry re-evaluations. Central to this broader disruption is an unprecedented squeeze on operating margins and cost of capital, driven primarily by energy market instability and elevated discount r

Wall Street may get the rate decision it expects this week, but that doesn’t necessarily mean markets are in the clear. The Federal Reserve meets on October 27–28, with markets widely expecting rates to remain at 3.75%–4.00%. The bigger question is whether Chair Kevin Warsh signals that another increase could be coming in December. According to a Reuters poll published October 20, all 100 economists surveyed expected a December rate hike, highlighting how much inflation concerns have shifted expectations.  📊 Why the Fed Is Under Pressure Three factors are complicating the outlook: 1. Inflation remains stubborn Higher oil prices are adding to inflation pressures, while price increases in other areas could make the problem harder to contain. If inflation remains elevated, the Fed may have l

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can't wait for the IPO, seems like a long term buy and hold?