To The Moon

$NVIDIA(NVDA)$   Nvidia was worth $5.76 trillion as of Monday's close. With Nvidia's stock booking its first new record close in four months, analysts are upbeat about what's ahead. Nvidia shares (NVDA) finished Monday's session at $237.58, setting a fresh high that translates to a roughly $5.76 trillion market capitalization for the company.

Prepared to cover and rise up!

Airbnb is an unexpected artificial intelligence winner with greater increase in travel and accommodation forecast in future periods with the end of Covid and other travel restrictions. Airbnb $Airbnb, Inc.(ABNB)$ is platform which is growing in profitability over time as more people travel

I do not treat analyst upgrades and downgrades as direct buy or sell signals. What matters to me is why the rating changed, especially whether it is fundamentals or valuation. A good company can still be a poor investment if too much optimism is already priced in. $Netflix(NFLX)$ and $Target(TGT)$ stand out to me because both show how better risk-reward can emerge when expectations become more reasonable. $Moderna, Inc.(MRNA)$ is a good reminder that strong prospects do not always make a stock attractive at its current valuation. I will continue doing my own homework rathe

I find the $Broadcom(AVGO)$ -Anthropic deal interesting because it shows how AI infrastructure financing is evolving. Vendor financing does not automatically mean demand is fake, but it makes me question how much spending is backed by genuine cash flow. For me, demand quality matters more than the size of AI orders. A large compute commitment backed by strong revenue is very different from one that keeps expanding through debt and financing. If AI usage grows fast enough, financing simply accelerates the buildout. I will watch Broadcom, $NVIDIA(NVDA)$ and the hyperscalers closely, especially infrastructure commitment

C. 🧬 Moderna — Citi says valuation has gone too far Wall Street’s Moderna downgrade is the most interesting call because it highlights a lesson investors often overlook: great fundamentals do not automatically mean a great stock at any price. Moderna’s business may improve, its pipeline may deliver, and earnings expectations may recover — yet if the share price has already priced in too much future success, the risk/reward can deteriorate quickly. That is why analyst upgrades and downgrades should be read as valuation signals, not simple buy-or-sell instructions. Netflix and Target show how improving expectations can create upside, while Moderna shows the opposite: sometimes the biggest risk isn't a bad company — it's paying too much for a good story. For me, this is the key takeaway from

The Broadcom–Anthropic deal is less about a $42 billion headline and more about who is financing AI demand. Broadcom may fund roughly one-third of Anthropic’s $125.2 billion TPU commitment, while potentially becoming its largest chip customer. This is not proof that AI demand is artificial. But it changes what investors should measure. Revenue growth alone is no longer enough; we need to examine cash flow, infrastructure commitments and who ultimately funds the expansion. If financing accelerates genuine AI adoption, it is powerful operating leverage. If suppliers increasingly finance customers who then buy more infrastructure from those same suppliers, the ecosystem becomes more interconnected—and more vulnerable if monetization disappoints. The real AI question is no longer simply “Who

Let look at #BR & #TYL

Netflix. it's going up. that's what everyone says

long term hold. just add monthly. keep pumping.  dividend stock

Singapore Stocks Rise as SGX Cuts Board Lots | Market Close Oct 5 https://youtu.be/idbWjYsZ9lw $DBS(D05.SI)$  $OCBC Bank(O39.SI)$  $UOB(U11.SI)$  

Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028 Published by: Minglong Think Tank | Strategy Research: Yu Minglong The combination of AI intelligence, big data and robotics marks the dawn of core intelligent productivity and the core intelligence era. The defining features of this era include mass unemployment, growing grid-based stratification of society, and mounting employment pressure alongside rising living costs. These trends will inevitably trigger industry-wide and localized social unrest. As intelligent applications and AI computing power spread explosively across the globe, the survival conflict between core intelligent productivity and human labor will escalate: labor costs will decline while jobs become increasingly scarce, giving rise to more extreme soc

While everyone fights over AI GPUs, data centers are starving for efficient power delivery. That makes Power Chips (SiC & GaN) the ultimate infrastructure play for 2027-2029. 📊 THE LEADERS TO WATCH: 1️⃣ Infineon (IFX) - Clear #1 global power leader. FY27 revenue heading toward €20B (+20% growth acceleration). Massive AI data-center pipeline. 2️⃣ onsemi (ON) - EliteSiC & 900V auto/AI dominance. Targeting a 12-14% CAGR toward an $11B run-rate. 3️⃣ STMicroelectronics (STM) - SiC auto giant pushing into $2.5B+ AI silicon photonics/power by 2027. 4️⃣ Texas Instruments (TXN) - Steady analog/power compounder. 5️⃣ Wolfspeed (WOLF) - High-risk/high-reward pure-play SiC turnaround watch. 💡 THE THESIS: Power content per AI rack & per EV is exploding. Less hype than AI compute, but structu

My view The biggest lesson is valuation matters as much as the company itself. A good company can still be a bad buy if the stock is too expensive. Netflix and Target show that improving fundamentals can create opportunities. Moderna and Exxon show that even strong companies can be downgraded after a big price increase. AI is spreading beyond chips into networking, software and even travel. Analyst ratings are opinions, not guarantees. Always ask: Did the business improve, or did the stock simply become cheaper/more expensive? Bottom line: I would not buy a stock just because an analyst says “Buy.” I would look at business growth + valuation + cash flow first. For a beginner, buying good companies at a reasonable price is more important than following weekly analyst changes.

Hey Tigers 🐯 — Wall Street analysts were busy reshuffling their stock picks last week. From $Netflix(NFLX)$ and $Target(TGT)$ receiving fresh bullish calls to $Moderna, Inc.(MRNA)$ and $Exxon Mobil(XOM)$ getting downgraded, the bigger story wasn’t simply “bullish vs. bearish.” Analysts were weighing valuation, improving fundamentals and future catalysts — and in several cases, a good company still got downgraded because its stock had already run too far. Here are some of the notable analyst moves from Sep. 28 to Oct. 2 👇 📅 Monday, Sep. 28: Travel Gets Bullish

A new pattern is emerging across the AI infrastructure boom: the companies selling compute are starting to help finance the companies buying it. According to Anthropic’s IPO filing, Broadcom has agreed to provide up to $42 billion in financing to support Anthropic’s AI infrastructure buildout. The financing could cover roughly one-third of Anthropic’s five-year $125.2 billion TPU lease commitment and may include convertible instruments that could eventually become equity. The headline number is huge, but the structure matters even more. Broadcom is already deeply involved in Google’s TPU ecosystem and is expected to help Anthropic access roughly 3.5GW of next-generation TPU capacity starting in 2027. Now Broadcom is also helping Anthropic finance that infrastructure. So the relationship is

[你懂的]  The market’s biggest story today isn’t simply whether AI stocks can keep rising. The more important question is: Where does the next wave of AI capital spending go? The latest U.S. jobs data showed a sharp slowdown in employment growth, reducing expectations for another near-term Fed rate hike. That is supportive for growth stocks. But with long-term Treasury yields still elevated, investors have less room to pay any price for future growth. That makes earnings power and real AI demand increasingly important. And this is where I think the next opportunity may be hiding. 1️⃣ NVIDIA — Still the AI Core NVIDIA remains the undisputed center of AI computing. Its massive buyback authorization also highlights the extraordinary cash generation of the business. But there is a probl

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.

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

Cognition and Fortune: Money-Making Plans and Strategies for 2026–2028 Published by: Minglong Think Tank | Strategy Research: Yu Minglong The combination of AI intelligence, big data and robotics marks the dawn of core intelligent productivity and the core intelligence era. The defining features of this era include mass unemployment, growing grid-based stratification of society, and mounting employment pressure alongside rising living costs. These trends will inevitably trigger industry-wide and localized social unrest. As intelligent applications and AI computing power spread explosively across the globe, the survival conflict between core intelligent productivity and human labor will escalate: labor costs will decline while jobs become increasingly scarce, giving rise to more extreme soc

Hey Tigers 🐯 — Wall Street analysts were busy reshuffling their stock picks last week. From $Netflix(NFLX)$ and $Target(TGT)$ receiving fresh bullish calls to $Moderna, Inc.(MRNA)$ and $Exxon Mobil(XOM)$ getting downgraded, the bigger story wasn’t simply “bullish vs. bearish.” Analysts were weighing valuation, improving fundamentals and future catalysts — and in several cases, a good company still got downgraded because its stock had already run too far. Here are some of the notable analyst moves from Sep. 28 to Oct. 2 👇 📅 Monday, Sep. 28: Travel Gets Bullish

A new pattern is emerging across the AI infrastructure boom: the companies selling compute are starting to help finance the companies buying it. According to Anthropic’s IPO filing, Broadcom has agreed to provide up to $42 billion in financing to support Anthropic’s AI infrastructure buildout. The financing could cover roughly one-third of Anthropic’s five-year $125.2 billion TPU lease commitment and may include convertible instruments that could eventually become equity. The headline number is huge, but the structure matters even more. Broadcom is already deeply involved in Google’s TPU ecosystem and is expected to help Anthropic access roughly 3.5GW of next-generation TPU capacity starting in 2027. Now Broadcom is also helping Anthropic finance that infrastructure. So the relationship is

$NVIDIA(NVDA)$   Nvidia was worth $5.76 trillion as of Monday's close. With Nvidia's stock booking its first new record close in four months, analysts are upbeat about what's ahead. Nvidia shares (NVDA) finished Monday's session at $237.58, setting a fresh high that translates to a roughly $5.76 trillion market capitalization for the company.

[你懂的]  The market’s biggest story today isn’t simply whether AI stocks can keep rising. The more important question is: Where does the next wave of AI capital spending go? The latest U.S. jobs data showed a sharp slowdown in employment growth, reducing expectations for another near-term Fed rate hike. That is supportive for growth stocks. But with long-term Treasury yields still elevated, investors have less room to pay any price for future growth. That makes earnings power and real AI demand increasingly important. And this is where I think the next opportunity may be hiding. 1️⃣ NVIDIA — Still the AI Core NVIDIA remains the undisputed center of AI computing. Its massive buyback authorization also highlights the extraordinary cash generation of the business. But there is a probl

The 2026 U.S. midterm elections are shaping up to be an intense battle for Capitol Hill, with the general election scheduled for November 3, 2026. Propelled by President Donald Trump’s record-low approval ratings, voter anxiety over the war in Iran, rising gas prices, and general affordability, Democrats are seeing strong momentum even in traditionally red states. In this article, we would like to perform an exhaustive assessment of legislative battlegrounds, regulatory shifts, and structural sector risks ahead of the 2026 US midterm elections. 1. Introduction: The Macroeconomic Stakes of Midterms Electoral cycles in the United States serve as critical barometers for investor sentiment, fiscal trajectory, and regulatory enforcement. While presidential elections command broad media attentio

The Broadcom–Anthropic deal is less about a $42 billion headline and more about who is financing AI demand. Broadcom may fund roughly one-third of Anthropic’s $125.2 billion TPU commitment, while potentially becoming its largest chip customer. This is not proof that AI demand is artificial. But it changes what investors should measure. Revenue growth alone is no longer enough; we need to examine cash flow, infrastructure commitments and who ultimately funds the expansion. If financing accelerates genuine AI adoption, it is powerful operating leverage. If suppliers increasingly finance customers who then buy more infrastructure from those same suppliers, the ecosystem becomes more interconnected—and more vulnerable if monetization disappoints. The real AI question is no longer simply “Who

Prepared to cover and rise up!

C. 🧬 Moderna — Citi says valuation has gone too far Wall Street’s Moderna downgrade is the most interesting call because it highlights a lesson investors often overlook: great fundamentals do not automatically mean a great stock at any price. Moderna’s business may improve, its pipeline may deliver, and earnings expectations may recover — yet if the share price has already priced in too much future success, the risk/reward can deteriorate quickly. That is why analyst upgrades and downgrades should be read as valuation signals, not simple buy-or-sell instructions. Netflix and Target show how improving expectations can create upside, while Moderna shows the opposite: sometimes the biggest risk isn't a bad company — it's paying too much for a good story. For me, this is the key takeaway from

I do not treat analyst upgrades and downgrades as direct buy or sell signals. What matters to me is why the rating changed, especially whether it is fundamentals or valuation. A good company can still be a poor investment if too much optimism is already priced in. $Netflix(NFLX)$ and $Target(TGT)$ stand out to me because both show how better risk-reward can emerge when expectations become more reasonable. $Moderna, Inc.(MRNA)$ is a good reminder that strong prospects do not always make a stock attractive at its current valuation. I will continue doing my own homework rathe

I find the $Broadcom(AVGO)$ -Anthropic deal interesting because it shows how AI infrastructure financing is evolving. Vendor financing does not automatically mean demand is fake, but it makes me question how much spending is backed by genuine cash flow. For me, demand quality matters more than the size of AI orders. A large compute commitment backed by strong revenue is very different from one that keeps expanding through debt and financing. If AI usage grows fast enough, financing simply accelerates the buildout. I will watch Broadcom, $NVIDIA(NVDA)$ and the hyperscalers closely, especially infrastructure commitment

While everyone fights over AI GPUs, data centers are starving for efficient power delivery. That makes Power Chips (SiC & GaN) the ultimate infrastructure play for 2027-2029. 📊 THE LEADERS TO WATCH: 1️⃣ Infineon (IFX) - Clear #1 global power leader. FY27 revenue heading toward €20B (+20% growth acceleration). Massive AI data-center pipeline. 2️⃣ onsemi (ON) - EliteSiC & 900V auto/AI dominance. Targeting a 12-14% CAGR toward an $11B run-rate. 3️⃣ STMicroelectronics (STM) - SiC auto giant pushing into $2.5B+ AI silicon photonics/power by 2027. 4️⃣ Texas Instruments (TXN) - Steady analog/power compounder. 5️⃣ Wolfspeed (WOLF) - High-risk/high-reward pure-play SiC turnaround watch. 💡 THE THESIS: Power content per AI rack & per EV is exploding. Less hype than AI compute, but structu

Nasdaq hit record highs following a soft jobs report that lowered interest rate fears, driving $NVIDIA(NVDA)$ Nvidia and $Advanced Micro Devices(AMD)$ AMD to new highs. In this article, we would like to look at an in-depth analysis of $NASDAQ(.IXIC)$ Nasdaq record Highs, Interest Rate Shifts, and Ecosystem Disparities. 1. Macroeconomic Context: The Soft Jobs Report Catalyst The catalyst for the recent leg up in equity markets was a cooler-than-expected employment report. For months, market participants wrestled with sticky inflation prints and resilient labor data that forced the Federal Reserve to maintain a higher-for-longer interest rate stance. When the lates

$APPLIED DIGITAL CORP(APLD)$ is heading into earnings with one of the more interesting setups in the AI infrastructure space. The company reports Wednesday, and expectations are high: analysts are looking for roughly 94% year-over-year revenue growth.  But this isn’t just another “AI is growing” story. The real question is whether Applied Digital can turn the massive demand for AI computing capacity into real, scalable revenue. That’s becoming increasingly important as investors move beyond the headline AI trade and start asking which companies can actually generate cash from the infrastructure boom. APLD has attracted attention for its data-centre strategy and potential expansion of its AI infrastructure business. One analyst highlighted it

Airbnb is an unexpected artificial intelligence winner with greater increase in travel and accommodation forecast in future periods with the end of Covid and other travel restrictions. Airbnb $Airbnb, Inc.(ABNB)$ is platform which is growing in profitability over time as more people travel

$Eightco Holdings Inc.(ORBS)$   Eightco Holdings is one of the stranger small-cap setups I'm watching right now. ORBS closed at $1.16, up 2.65%, after trading as high as $1.36. More importantly, the chart has climbed from a recent low around $0.73 while producing a sequence of higher lows. Unlike BYND and RZLV, this is not an oversold-rebound setup. ORBS already has momentum. The question is whether the next move is $1.40+, or whether traders are about to discover how quickly a crypto-treasury premium can disappear. First, Understand What You're Actually Buying ORBS increasingly behaves less like a conventional operating company and more like a publicly traded basket of speculative assets. Its latest disclosed holdings were approximately $380

My view The biggest lesson is valuation matters as much as the company itself. A good company can still be a bad buy if the stock is too expensive. Netflix and Target show that improving fundamentals can create opportunities. Moderna and Exxon show that even strong companies can be downgraded after a big price increase. AI is spreading beyond chips into networking, software and even travel. Analyst ratings are opinions, not guarantees. Always ask: Did the business improve, or did the stock simply become cheaper/more expensive? Bottom line: I would not buy a stock just because an analyst says “Buy.” I would look at business growth + valuation + cash flow first. For a beginner, buying good companies at a reasonable price is more important than following weekly analyst changes.

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

Economic Calendar (05Oct2026) Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [Investing.c

Netflix. it's going up. that's what everyone says