To The Moon

Tech stocks are staging a notable rebound today as investors digest significant corporate updates following a volatile correction cycle in high-profile artificial intelligence and semiconductor infrastructure. Leading the charge is Super Micro Computer (SMCI), which has seen its shares soar following a surprise corporate update, subsequently triggering a robust sympathy rally across adjacent server and data infrastructure peers like Dell and Hewlett Packard Enterprise. Meanwhile, Tesla (TSLA) is capturing intense retail momentum after CEO Elon Musk teased new clues regarding a potential SpaceX merger, though broader tracking remains highly volatile as the aerospace giant navigates a competitive spectrum push against telecom majors. In contrast, Netflix (NFLX) is experiencing mixed, active

Weekly Report: Key Views Hello everyone, and welcome to another edition of our Macro Strategy Weekly. Each issue features market strategy insights from selected contributors with relevant professional expertise. We also track how these views perform each week. Here is a preview of this week’s key ideas: 1. Nvidia Straddle Closed for Profit; Lock In Option Gains Promptly: The previously discussed Nvidia straddle has been closed at a profit. Investors still holding the position should consider taking profits promptly. Profitable calls bought at lower levels should also be monetized into the rebound before lower implied volatility, time decay and weaker buying erode returns. 2. US Equity Selloff May Be Near Its End, Creating Conditions for a Rebound: Leveraged ETFs recorded a sharp

[你懂的]  SMCI: AI Server Demand Is Exploding, but Can Profits Keep Up? A major development has put $Super Micro Computer (SMCI)$ back on investors’ radar. The company recently updated its outlook for the quarter ended September, projecting revenue of $18.5 billion to $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion. It also expects gross margin of 12% to 12.5%, higher than its earlier forecast. The announcement triggered a sharp rally in after-hours trading. But here is the question I think investors should be asking: Can SMCI turn explosive AI server demand into sustainable profits and stronger cash flow? Revenue growth makes headlines. Profitability determines whether shareholders ultimately benefit. 1. What Does SMCI Actually Sell? While

$Meta Platforms, Inc.(META)$   Facebook or Meta Platforms have been in the news lately with a series of successful artificial-intelligence launches has given Meta Platforms fresh momentum heading into its third-quarter earnings report on Wednesday — and a reason to spend more. After being written off as an AI laggard for much of the past year, Meta shocked investors with the breakout success of its Muse agent and the recent launch of its Muse Wonder models. Shares of Meta have risen 14% since the launch of Muse in early September. The company is “back on offense with AI,” Bank of America analyst Justin Post wrote in a note last week, adding that further details about Muse adoption will be a main area of focus f

$Neo-Concept International Group Holdings Limited(NCI)$   Neo-Concept International Group Holdings will hold an extraordinary general meeting in Hong Kong on October 29, 2026. Shareholders will vote on consolidating class A and class B ordinary shares at a board-selected ratio between 2-for-1 and 400-for-1. The initial consolidation would take effect by December 31, 2026. A separate proposal would authorize further share consolidations over two years, each at a ratio between 2-for-1 and 500-for-1. Those further consolidations would have a cumulative 500-for-1 cap, excluding the initial consolidation.

1 4 The $19.59 billion capex exceeded the CFO's own guidance and is expected to double in Q4. This company is using its IPO fundraising as a war chest to build compute infrastructure at an unprecedented speed. If AI compute's pricing power begins to decline over the next 12 months due to increased supply, SpaceX's burn rate will become a critical weakness. The ultimate goal of merging Tesla may not be synergy, but Tesla's cash flow. If the Robotaxi business can be realized, it could generate hundreds of billions of dollars in free cash flow each year—exactly what SpaceX needs most. $特斯拉(TSLA)$  $SpaceX(SPCX)$  

$SpaceX(SPCX)$  FY27 Q1 Revenue Guidance: $33–$37 billion, significantly exceeding the market's expectation of $24.5 billion. This means a 127-154% increase compared to the previous period. If this guidance is implemented, SpaceX's annual revenue will approach $150 billion, directly reshaping the landscape of the AI compute market.

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$Hasbro(HAS)$  $SpaceX(SPCX)$  $Netflix(NFLX)$   Market Talk · Earnings, SpaceX, Hasbro & Netflix The big story for 21 October is that Wall Street is rewarding companies that can deliver real earnings, while investors are becoming more selective about expensive technology stocks. Hasbro delivered a strong earnings surprise, SpaceX reported a major profitability milestone, and Netflix’s weaker forward guidance raises questions about its growth engine. The US market figures below refer to the close on Tuesday, 20 October, US time, and the earnings develop

$SK海力士(SKHY)$ 

[Miser]  ALERT: THE SPACE COMPANY IS NO LONGER A SPACE COMPANY  SpaceX just dropped their Q3 earnings and basically yelled, "Rockets? Oh yeah, those things we use to carry our REAL moneymaker—AI SERVER RACKS!"  Here is the quick breakdown of how SPCX just saved the entire AI bull market from an existential crisis: 1. "Forget Satellites, We're a Data Center Now"  SpaceX's AI compute unit just pulled in $7.56 BILLION this quarter.   That is an 830% jump year-over-year.   It officially flipped Starlink to become their largest revenue driver.   Elon looked at beaming internet to rural cabins and said, "Cool hobby, but have you tried renting GPUs to big tech?" 😂 2. Capex goes BRRRRR  While Wall Street was biting its nails worrying that

we need indepth Research

My humble opinion 

SNAPCHAT stock will rise 

Watching the market closely today and I'm excited to see how ETFs perform this week! How about yall?

YXT.com Group Holding Limited ( $云学堂(YXT)$ ) is partnering with a large steel group with tens of thousands of employees to advance the development of its digital talent development platform. The collaboration will adopt a hybrid deployment model to address the group's needs in data security, knowledge management, and AI adoption, offering greater flexibility in its digital transformation. For large corporate groups, state-owned enterprises, and companies in sectors such as energy, finance, and semiconductors, data security is a key consideration when building digital talent development platforms, alongside functionality and user experience. As AI becomes increasingly integrated into enterprise knowledge management and workplace applications, compan

One line of code. That’s all Amazon is asking AI developers to change to attack NVIDIA’s multi-billion-dollar competitive moat. 🧵👇 $NVIDIA(NVDA)$   $Amazon.com(AMZN)$   ​The Silent King: CUDA ​Most people think NVIDIA dominates AI because of raw GPU hardware speed. ​They’re wrong. ​NVIDIA’s real secret weapon is CUDA—the software computing platform developers have relied on for over a decade. Moving away from CUDA usually means rebuilding entire AI models from scratch, taking months of engineering time, and facing potential performance degradation. ​Even if a rival chip is cheaper, switching software has always been a nightmare. Until

Hi there I'm just wondering how you're feeling today about the new stocks to watch? ~[Shy]  [Shy]  [Love you]  [Love you]  

China’s Chip Threat — Are Singapore Semiconductor Stocks in Trouble? https://youtu.be/lHykeqkFjiM

Stocks to Watch Today (20 Oct): One Green Day After the Worst Week Since June. Here's What I'm Watching and Why I'm Not Chasing It Written Tuesday morning SGT, using Monday's US closes. What happened on Monday After last week's AI infrastructure selloff, tech finally bounced. - Nasdaq: +1.11% to 26,430.89 - S&P 500: +0.41% to 7,690.73 - Dow: -0.07% to 51,966.03 - Philadelphia Semiconductor Index: +1.61% to 11,316.34, with 26 of 30 members higher Memory stocks, last week's biggest losers, led the rebound: - Western Digital +6.09% - SanDisk +5.53% - SK Hynix +4.67% - Micron +2.97% to $904.90 Bank of America said memory valuations have bottomed, with 2027 to 2028 consensus P/E ratios at just 2x to 3x. The other notable moves: - Amazon +4.95%. Morgan Stanley named it a top pick and raised

Weekly Report: Key Views Hello everyone, and welcome to another edition of our Macro Strategy Weekly. Each issue features market strategy insights from selected contributors with relevant professional expertise. We also track how these views perform each week. Here is a preview of this week’s key ideas: 1. Nvidia Straddle Closed for Profit; Lock In Option Gains Promptly: The previously discussed Nvidia straddle has been closed at a profit. Investors still holding the position should consider taking profits promptly. Profitable calls bought at lower levels should also be monetized into the rebound before lower implied volatility, time decay and weaker buying erode returns. 2. US Equity Selloff May Be Near Its End, Creating Conditions for a Rebound: Leveraged ETFs recorded a sharp

Tech stocks are staging a notable rebound today as investors digest significant corporate updates following a volatile correction cycle in high-profile artificial intelligence and semiconductor infrastructure. Leading the charge is Super Micro Computer (SMCI), which has seen its shares soar following a surprise corporate update, subsequently triggering a robust sympathy rally across adjacent server and data infrastructure peers like Dell and Hewlett Packard Enterprise. Meanwhile, Tesla (TSLA) is capturing intense retail momentum after CEO Elon Musk teased new clues regarding a potential SpaceX merger, though broader tracking remains highly volatile as the aerospace giant navigates a competitive spectrum push against telecom majors. In contrast, Netflix (NFLX) is experiencing mixed, active

[你懂的]  SMCI: AI Server Demand Is Exploding, but Can Profits Keep Up? A major development has put $Super Micro Computer (SMCI)$ back on investors’ radar. The company recently updated its outlook for the quarter ended September, projecting revenue of $18.5 billion to $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion. It also expects gross margin of 12% to 12.5%, higher than its earlier forecast. The announcement triggered a sharp rally in after-hours trading. But here is the question I think investors should be asking: Can SMCI turn explosive AI server demand into sustainable profits and stronger cash flow? Revenue growth makes headlines. Profitability determines whether shareholders ultimately benefit. 1. What Does SMCI Actually Sell? While

$Hasbro(HAS)$  $SpaceX(SPCX)$  $Netflix(NFLX)$   Market Talk · Earnings, SpaceX, Hasbro & Netflix The big story for 21 October is that Wall Street is rewarding companies that can deliver real earnings, while investors are becoming more selective about expensive technology stocks. Hasbro delivered a strong earnings surprise, SpaceX reported a major profitability milestone, and Netflix’s weaker forward guidance raises questions about its growth engine. The US market figures below refer to the close on Tuesday, 20 October, US time, and the earnings develop

$Meta Platforms, Inc.(META)$   Facebook or Meta Platforms have been in the news lately with a series of successful artificial-intelligence launches has given Meta Platforms fresh momentum heading into its third-quarter earnings report on Wednesday — and a reason to spend more. After being written off as an AI laggard for much of the past year, Meta shocked investors with the breakout success of its Muse agent and the recent launch of its Muse Wonder models. Shares of Meta have risen 14% since the launch of Muse in early September. The company is “back on offense with AI,” Bank of America analyst Justin Post wrote in a note last week, adding that further details about Muse adoption will be a main area of focus f

[Miser]  ALERT: THE SPACE COMPANY IS NO LONGER A SPACE COMPANY  SpaceX just dropped their Q3 earnings and basically yelled, "Rockets? Oh yeah, those things we use to carry our REAL moneymaker—AI SERVER RACKS!"  Here is the quick breakdown of how SPCX just saved the entire AI bull market from an existential crisis: 1. "Forget Satellites, We're a Data Center Now"  SpaceX's AI compute unit just pulled in $7.56 BILLION this quarter.   That is an 830% jump year-over-year.   It officially flipped Starlink to become their largest revenue driver.   Elon looked at beaming internet to rural cabins and said, "Cool hobby, but have you tried renting GPUs to big tech?" 😂 2. Capex goes BRRRRR  While Wall Street was biting its nails worrying that

$Neo-Concept International Group Holdings Limited(NCI)$   Neo-Concept International Group Holdings will hold an extraordinary general meeting in Hong Kong on October 29, 2026. Shareholders will vote on consolidating class A and class B ordinary shares at a board-selected ratio between 2-for-1 and 400-for-1. The initial consolidation would take effect by December 31, 2026. A separate proposal would authorize further share consolidations over two years, each at a ratio between 2-for-1 and 500-for-1. Those further consolidations would have a cumulative 500-for-1 cap, excluding the initial consolidation.

1 4 The $19.59 billion capex exceeded the CFO's own guidance and is expected to double in Q4. This company is using its IPO fundraising as a war chest to build compute infrastructure at an unprecedented speed. If AI compute's pricing power begins to decline over the next 12 months due to increased supply, SpaceX's burn rate will become a critical weakness. The ultimate goal of merging Tesla may not be synergy, but Tesla's cash flow. If the Robotaxi business can be realized, it could generate hundreds of billions of dollars in free cash flow each year—exactly what SpaceX needs most. $特斯拉(TSLA)$  $SpaceX(SPCX)$  

The latest US inflation data had raised concerns that the Federal Reserve could deliver three rate hikes this year. However, recent CME FedWatch data indicate little risk of an additional hike in October. Combined with the continued decline in Treasury yields, this suggests that risk on trading may dominate in the near term. As the fourth quarter approaches, however, any rally in risk assets could prove to be the “last dance.” Even a sharp advance should not be mistaken for a durable trend. $E-mini S&P 500 - main 2612(ESmain)$ $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ 

YXT.com Group Holding Limited ( $云学堂(YXT)$ ) is partnering with a large steel group with tens of thousands of employees to advance the development of its digital talent development platform. The collaboration will adopt a hybrid deployment model to address the group's needs in data security, knowledge management, and AI adoption, offering greater flexibility in its digital transformation. For large corporate groups, state-owned enterprises, and companies in sectors such as energy, finance, and semiconductors, data security is a key consideration when building digital talent development platforms, alongside functionality and user experience. As AI becomes increasingly integrated into enterprise knowledge management and workplace applications, compan

Stocks to Watch Today (20 Oct): One Green Day After the Worst Week Since June. Here's What I'm Watching and Why I'm Not Chasing It Written Tuesday morning SGT, using Monday's US closes. What happened on Monday After last week's AI infrastructure selloff, tech finally bounced. - Nasdaq: +1.11% to 26,430.89 - S&P 500: +0.41% to 7,690.73 - Dow: -0.07% to 51,966.03 - Philadelphia Semiconductor Index: +1.61% to 11,316.34, with 26 of 30 members higher Memory stocks, last week's biggest losers, led the rebound: - Western Digital +6.09% - SanDisk +5.53% - SK Hynix +4.67% - Micron +2.97% to $904.90 Bank of America said memory valuations have bottomed, with 2027 to 2028 consensus P/E ratios at just 2x to 3x. The other notable moves: - Amazon +4.95%. Morgan Stanley named it a top pick and raised

$SpaceX(SPCX)$  FY27 Q1 Revenue Guidance: $33–$37 billion, significantly exceeding the market's expectation of $24.5 billion. This means a 127-154% increase compared to the previous period. If this guidance is implemented, SpaceX's annual revenue will approach $150 billion, directly reshaping the landscape of the AI compute market.

[你懂的]   Intuitive Surgical (ISRG) — Can Surgical Robotics Keep Delivering Growth? While much of Wall Street remains focused on AI chips, data centers, and semiconductor volatility, I want to highlight a different opportunity: Intuitive Surgical (ISRG), a pioneer in robotic-assisted surgery. What makes this company interesting isn't simply its technology. It's the business model behind it. Intuitive Surgical sells sophisticated surgical systems, but it also generates recurring revenue from instruments, accessories, and services. As its installed base grows and more procedures are performed, the company has opportunities to generate revenue long after the initial equipment sale. However, a great business isn't automatically a great investment at every price. With the company a

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One line of code. That’s all Amazon is asking AI developers to change to attack NVIDIA’s multi-billion-dollar competitive moat. 🧵👇 $NVIDIA(NVDA)$   $Amazon.com(AMZN)$   ​The Silent King: CUDA ​Most people think NVIDIA dominates AI because of raw GPU hardware speed. ​They’re wrong. ​NVIDIA’s real secret weapon is CUDA—the software computing platform developers have relied on for over a decade. Moving away from CUDA usually means rebuilding entire AI models from scratch, taking months of engineering time, and facing potential performance degradation. ​Even if a rival chip is cheaper, switching software has always been a nightmare. Until

U.S. equities are attracting fresh capital, even as technology funds face billions in outflows. Is Wall Street positioning for another rally — or becoming more selective? Hey Tigers! 🐯 The Q3 2026 earnings season is officially underway, and Wall Street is entering one of the most important reporting periods of the year with high expectations. Corporate earnings are projected to grow nearly 30%, major banks have begun releasing their results, and investors are closely watching whether the AI boom can continue supporting profitability. But the latest market fund-flow data reveals an interesting contradiction. U.S. equity funds attracted $13 billion in fresh capital last week, while technology-sector funds recorded more than $5 billion in outflows. So, what are major financial institutions ex

The AI trade is facing one of its biggest tests yet. Last week, the Philadelphia Semiconductor Index fell roughly 11%, as investors grew increasingly concerned about AI infrastructure financing, elevated valuations and whether massive capital spending could eventually generate sufficient returns. Yet just as Wall Street begins questioning the economics of AI, Meta is preparing to report its Q3 earnings on October 21. And the company has already outlined an extraordinary spending plan: $130 billion to $145 billion in capital expenditures for 2026. That creates an interesting contradiction. AI infrastructure stocks are getting punished for spending too much, while Meta is preparing to defend one of the largest AI investment programs in the industry. So the real question going into earnings i

$SK海力士(SKHY)$ 

BEGINNER’S GUIDE · GEOPOLITICS & MARKETS 🌍🐱 How War News Becomes a Catalyst for Stock Markets, Indexes and ETFs Understanding oil prices, inflation, interest rates, the S&P 500, Nasdaq, Hang Seng and the ETFs that investors watch. War headlines can move financial markets even when the fighting is happening thousands of kilometres away. The reason is simple: markets do not only trade what is happening today. They trade expectations about what might happen tomorrow. When investors hear about a conflict involving Iran, the Middle East, Russia or Ukraine, they start asking several questions. Will oil supplies be disrupted? Will petrol become more expensive? Could inflation rise again? Will central banks keep interest rates higher for longer? Could companies earn less money because thei

U.S. stock markets from October 12 to October 16, 2026, experienced a sharp rotation out of technology and AI-related stocks into defensive and blue-chip sectors, driven by hot inflation readings, AI debt/financing concerns, and rising oil prices. In this article, we would like to look at the weekly sector performance breakdown, top and worst equity performers, key macroeconomic drivers, also in-depth rotation analysis as to whether is this structural or transitory? Next, we will look at Q3 2026 earnings season with its key details & catalysts and lastly we will share on portfolio positioning & strategic outlook. Weekly Sector Performance Breakdown Performance divergence across $S&P 500(.SPX)$ S&P 500 sectors reached one of its wid