To The Moon

Michael Burry has covered half of his Palantir short. Read that again. $Palantir Technologies Inc.(PLTR)$   The man who made billions betting against the market is no longer fully bearish. Yes, he posted "rock rock til you drop" and highlighted a technical breakdown. But actions speak louder than tweets—he's already reduced his short exposure. Palantir has been dragged down in the broad AI and software selloff, trading near its 52-week lows. That's when fear is highest—and when long-term investors should start paying attention. The business hasn't stopped winning government contracts. Commercial AI adoption is still growing. The long-term AI story hasn't changed. When everyone is running for the exit, smart mone

#Stocks to watch..Gold,Silver,Copper,Wheat,Sugar

Everyone talks about Tesla.$Tesla Motors(TSLA)$   Everyone watches BYD. $BYD COMPANY(01211)$   But very few investors are looking at the companies supplying the technology that every modern vehicle needs. That's where Aptiv stands out. $Aptiv PLC(APTV)$   Aptiv isn't an EV manufacturer—it's the company helping build the electrical architecture, software, sensors, and connectivity that power the next generation of vehicles. As cars become more connected, autonomous, and software-defined, they require significantly more electronics than traditional vehicles. Whether it's an EV or a combustion vehicle, the trend is the same: more

$Qualcomm(QCOM)$ has spent years being treated as a smartphone stock. When handset demand was strong, investors liked it. When handset demand slowed, investors punished it. That was the old Qualcomm story. But today, the market is starting to ask a different question: What if Qualcomm is no longer just a smartphone chip company? After its latest investor update, Qualcomm is trying to convince Wall Street that its next major growth engine will come from AI data centers, custom chips, edge AI, automotive, and non-handset markets. The stock jumped after the company forecast $15 billion in data-center chip revenue by 2029. That number matters because it changes the way investors think about Qualcomm. For years, the main criticism was simple: Qualcomm

The U.S. markets' mixed close on June 24, 2026, offers a textbook look at a market undergoing structural rotation and structural skepticism. While megacap tech giants like $Microsoft(MSFT)$ Microsoft and $Oracle(ORCL)$ Oracle pulled the Nasdaq and $S&P 500(.SPX)$ S&P 500 lower, the $Dow Jones(.DJI)$ Dow Jones Industrial Average rose, fueled by a broadening out into cyclical sectors like homebuilders. This divergence signals a pivotal shift: Wall Street is transitioning from blind euphoria over AI narratives to demanding strict "market discipline" on capital expenditure (Capex) and valuations. The Real-T

The Memory Monopoly: How Micron, SK Hynix & Samsung are Powering DRAM ETF's Surge  🌟🌟🌟The historic post earnings explosion from $Micron Technology(MU)$  has proven that the artificial intelligence hardware supercycle is far from over.  However for investors looking to capture this multi year trend, buying $Roundhill Memory ETF(DRAM)$ offers a better investment than picking individual stocks. DRAM ETF seeks to offer a precise basket of the best global memory chip companies in just 1 powerful trade.  In fact, DRAM is the first ever memory stock ETF. DRAM has cemented its status as the most explosive record breaking fund launch in Wall Street history

$Micron Technology(MU)$ $NVIDIA(NVDA)$  $Robinhood(HOOD)$  I’m watching one of the most important shifts in the AI investment cycle unfold. While the market has focused heavily on GPU leaders like $NVDA, retail investors appear to be rotating aggressively into the memory backbone powering the next generation of artificial intelligence. The question investors need to ask: Is memory becoming the next major bottleneck, and could companies like $MU capture a larger share of AI infrastructure spending than the market expects? 📊 Retail is sending a powerful signal I’m tracking a major change in investor behaviour: $MU’s 21-day buy/sell ratio has consi

$Weibo(WB)$ $WB-SW(09898)$ In the hyper-evolving landscape of Chinese digital media, few platforms occupy as unique or as paradoxically contested a position as Weibo Corporation (NASDAQ: WB; HKEX: 9898). Long heralded as China’s public town square—a critical hybrid of social network and real-time informational broadcast engine—the company currently finds itself at a profound financial crossroad. Equity markets have fundamentally reset the company’s valuation multi-year baselines, compressing multiples to levels typically reserved for businesses facing terminal structural decline. Yet, beneath the visible technical damage on the price charts lies a highly profitable enterprise executing a complex strategic

SK Hynix ADRs are scheduled to list on Nasdaq on July 10. $Micron Technology(MU)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $Corgi SK hynix 2x Daily ETF(SK)$   The global AI race may be getting another major catalyst. South Korean memory giant SK Hynix is reportedly preparing to list its American Depositary Receipts (ADRs) on Nasdaq on July 10, a move that could significantly increase its visibility among U.S. investors and place it directly in front of the world's largest pool of AI-focused capital. The timing is notable. SK Hynix has emerged as one of the biggest winners of the AI boom, becoming the domin

📈 Why I'm watching $Toast, Inc.(TOST)$   • Expanding restaurant customer base  • Growing recurring software revenue  • Increasing payment processing volume  • Large addressable market with plenty of room to scale  • Strong ecosystem that creates customer stickiness The restaurant industry is still undergoing digital transformation, and Toast is positioning itself as the platform many operators run their businesses on. Toast isn't just processing payments. It provides restaurants with everything from POS hardware and payroll to online ordering, inventory management, marketing, and analytics. The deeper a restaurant integrates with the ecosystem, the harder it becomes to switch. TOST is one of the more interesting long-

$Wendy's(WEN)$ GameStop 2.0 loading... Muthu boy is suddenly craving Wendy's.  Problem is, Wendy's has vanished from Singapore. The last time he had it was more than 10 years ago at NEX when he was still a kid. Some memories—and cravings—never fade." 🍔😂

$QAF(Q01.SI)$ 1.5 Target Price. QAF Limited (SGX: Q01) is the food group behind household bread brands Gardenia and Bonjour, with operations across Singapore, Malaysia, the Philippines, and Australia. As at 31 December 2025, QAF held S$214.1 million in cash against just S$4.8 million in debt (excluding lease liabilities). That's a net cash position exceeding S$209 million. For FY2025, QAF maintained its total payout at $0.05 per share, unchanged till now Revenue held steady at S$633.6 million, while net profit rose 15% year on year (YoY) to S$39.8 million. The profit lift was partly powered by QAF's Malaysian joint venture, Gardenia Bakeries (KL), whose contribution surged from S$4.7 million to S$15.4 million. With over S$209 million in net cash on its balance sheet, QAF's steady dividend

On Thu, 29 Apr 2026, $Deutsche Bank AG(DB)$ handed in a “smashing” Q1 2026 earnings report. Before diving into the results, it would be interesting to learn about Deutsche, the biggest German private bank, not state-owned or central bank. Background DB is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. It is dual listed on both Frankfurt Stock Exchange and the New York Stock Exchange (NYSE) in 2001. It was founded way back in 1870, in Berlin. It grew to its present market cap size through M&A, with its last purchase of Deutsche Postbank back in 2010. It used to be a bank of good reputation and standings, until it started cutting corners, embarking on risky business ventures resulting in

$SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  🚨 $SNDK SanDisk’s AI Memory Supercycle Faces Its First Major Reality Check 🚨 SanDisk $SNDK is on track for its 2nd worst trading day of 2026, plunging more than 12% intraday as memory semiconductor stocks come under heavy selling pressure. After an extraordinary rally, $SNDK is still holding an incredible 739% return for 2026, but today’s move highlights the biggest question facing AI infrastructure investors: Has the market simply taken profits, or is it starting to question the sustainability of the AI spending cycle? The semiconductor ecosystem is feeling the pressure. Memory weak

$Carnival(CCL)$ $Royal Caribbean Cruises(RCL)$  $Norwegian Cruise Line(NCLH)$  🚢📊 $CCL Carnival: record demand meets a technical earnings reset 📊🚢 I’m watching Carnival closely after Q2 2026 earnings because the market is currently pricing two very different stories. The operating business continues to show resilience with record customer deposits, improving profitability, and strong forward bookings. However, the stock reaction has been negative, with $CCL breaking below both its 100-day and 200-day moving averages after earnings, dragging $RCL, $NCLH, and $VIK lower in sympathy. The key question for investors is whether this is a fundamental d

The Balance Sheet Behind the Fairy Tale For years, investors have treated Disney as though streaming was the only story worth following. I think that misses the bigger plot entirely. The real investment case no longer revolves around whether Disney+ can make money — it already has. Instead, I believe Disney's future valuation depends on something far less glamorous but infinitely more important: how management allocates capital. That may not inspire a theme park ride, but it is precisely how shareholder wealth is created. At roughly US$102 per share, Disney trades on a trailing price-to-earnings ratio of around 16 and a forward multiple below 14. Those are hardly the valuations of a company that owns some of the world's most valuable intellectual property. Yet the market continues to treat

$Addvalue Tech(A31.SI)$ 0.3 Target Price Simply Wall St Value Rating: ★★★★★★ Overview: Addvalue Technologies Ltd is an investment holding company that offers satellite-based communication and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD593.02 million. Operations: Revenue for Addvalue Technologies primarily comes from its Communications Equipment segment, totaling $18.58 million. Addvalue Technologies, a compact player in the space communication sector, has shown impressive growth with earnings surging 300.6% over the past year, outpacing the communications industry average of 7.4%. The company's strategic focus on its Space Connectivity (SPC) busines

$Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (A31) secured multi-million in new IDRS orders from new customers, with a NASDAQ Listing and ADR break-through technology Launch expected in Jun-2026, positioning the company as a top undervalued pick for exponential growth in the space and radio communication industry. 

The trading session on Monday, June 22, 2026, highlighted a major shift in market dynamics as the first half of the year wrapped up. While geopolitical developments provided a backdrop of volatility, the internal mechanics of the market—specifically a long-awaited sector rotation and macro anxiety—stole the show. Analyzing the June 22 Market Dynamics The "De-Escalation" Paradox in Energy & Geopolitics While geopolitical tensions involving the U.S. and Iran have been a source of anxiety, Monday actually brought a wave of de-escalation hopes. News emerged from peace talks in Switzerland detailing a 60-day roadmap toward a final deal, including the return of UN nuclear inspectors and the easing of sanctions on Iranian oil exports. The Market Reaction: Global crude prices tumbled significa

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $NVIDIA(NVDA)$  🚀🛰️📈 Rocket Lab $RKLB Faces Space Sector Whiplash as Nasdaq-100 Inclusion Meets Insider Selling 📈🛰️🚀 🚀 I’m watching $RKLB closely today as the stock falls -7.6% and tests the psychological $100 level, highlighting the extreme volatility currently surrounding the space sector. Rocket Lab has gained +43% since the start of 2026, but recent weakness comes as investors digest Nasdaq-100 inclusion, SpaceX-related sentiment shifts, and elevated insider activity. 📌 Nasdaq-100 milestone: A major index catalyst with a valuation reset I’m focusing on one of the biggest structural developments

Michael Burry has covered half of his Palantir short. Read that again. $Palantir Technologies Inc.(PLTR)$   The man who made billions betting against the market is no longer fully bearish. Yes, he posted "rock rock til you drop" and highlighted a technical breakdown. But actions speak louder than tweets—he's already reduced his short exposure. Palantir has been dragged down in the broad AI and software selloff, trading near its 52-week lows. That's when fear is highest—and when long-term investors should start paying attention. The business hasn't stopped winning government contracts. Commercial AI adoption is still growing. The long-term AI story hasn't changed. When everyone is running for the exit, smart mone

Everyone talks about Tesla.$Tesla Motors(TSLA)$   Everyone watches BYD. $BYD COMPANY(01211)$   But very few investors are looking at the companies supplying the technology that every modern vehicle needs. That's where Aptiv stands out. $Aptiv PLC(APTV)$   Aptiv isn't an EV manufacturer—it's the company helping build the electrical architecture, software, sensors, and connectivity that power the next generation of vehicles. As cars become more connected, autonomous, and software-defined, they require significantly more electronics than traditional vehicles. Whether it's an EV or a combustion vehicle, the trend is the same: more

$Qualcomm(QCOM)$ has spent years being treated as a smartphone stock. When handset demand was strong, investors liked it. When handset demand slowed, investors punished it. That was the old Qualcomm story. But today, the market is starting to ask a different question: What if Qualcomm is no longer just a smartphone chip company? After its latest investor update, Qualcomm is trying to convince Wall Street that its next major growth engine will come from AI data centers, custom chips, edge AI, automotive, and non-handset markets. The stock jumped after the company forecast $15 billion in data-center chip revenue by 2029. That number matters because it changes the way investors think about Qualcomm. For years, the main criticism was simple: Qualcomm

The U.S. markets' mixed close on June 24, 2026, offers a textbook look at a market undergoing structural rotation and structural skepticism. While megacap tech giants like $Microsoft(MSFT)$ Microsoft and $Oracle(ORCL)$ Oracle pulled the Nasdaq and $S&P 500(.SPX)$ S&P 500 lower, the $Dow Jones(.DJI)$ Dow Jones Industrial Average rose, fueled by a broadening out into cyclical sectors like homebuilders. This divergence signals a pivotal shift: Wall Street is transitioning from blind euphoria over AI narratives to demanding strict "market discipline" on capital expenditure (Capex) and valuations. The Real-T

The Memory Monopoly: How Micron, SK Hynix & Samsung are Powering DRAM ETF's Surge  🌟🌟🌟The historic post earnings explosion from $Micron Technology(MU)$  has proven that the artificial intelligence hardware supercycle is far from over.  However for investors looking to capture this multi year trend, buying $Roundhill Memory ETF(DRAM)$ offers a better investment than picking individual stocks. DRAM ETF seeks to offer a precise basket of the best global memory chip companies in just 1 powerful trade.  In fact, DRAM is the first ever memory stock ETF. DRAM has cemented its status as the most explosive record breaking fund launch in Wall Street history

$Micron Technology(MU)$ $NVIDIA(NVDA)$  $Robinhood(HOOD)$  I’m watching one of the most important shifts in the AI investment cycle unfold. While the market has focused heavily on GPU leaders like $NVDA, retail investors appear to be rotating aggressively into the memory backbone powering the next generation of artificial intelligence. The question investors need to ask: Is memory becoming the next major bottleneck, and could companies like $MU capture a larger share of AI infrastructure spending than the market expects? 📊 Retail is sending a powerful signal I’m tracking a major change in investor behaviour: $MU’s 21-day buy/sell ratio has consi

On Thu, 29 Apr 2026, $Deutsche Bank AG(DB)$ handed in a “smashing” Q1 2026 earnings report. Before diving into the results, it would be interesting to learn about Deutsche, the biggest German private bank, not state-owned or central bank. Background DB is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. It is dual listed on both Frankfurt Stock Exchange and the New York Stock Exchange (NYSE) in 2001. It was founded way back in 1870, in Berlin. It grew to its present market cap size through M&A, with its last purchase of Deutsche Postbank back in 2010. It used to be a bank of good reputation and standings, until it started cutting corners, embarking on risky business ventures resulting in

#Stocks to watch..Gold,Silver,Copper,Wheat,Sugar

$Weibo(WB)$ $WB-SW(09898)$ In the hyper-evolving landscape of Chinese digital media, few platforms occupy as unique or as paradoxically contested a position as Weibo Corporation (NASDAQ: WB; HKEX: 9898). Long heralded as China’s public town square—a critical hybrid of social network and real-time informational broadcast engine—the company currently finds itself at a profound financial crossroad. Equity markets have fundamentally reset the company’s valuation multi-year baselines, compressing multiples to levels typically reserved for businesses facing terminal structural decline. Yet, beneath the visible technical damage on the price charts lies a highly profitable enterprise executing a complex strategic

The Balance Sheet Behind the Fairy Tale For years, investors have treated Disney as though streaming was the only story worth following. I think that misses the bigger plot entirely. The real investment case no longer revolves around whether Disney+ can make money — it already has. Instead, I believe Disney's future valuation depends on something far less glamorous but infinitely more important: how management allocates capital. That may not inspire a theme park ride, but it is precisely how shareholder wealth is created. At roughly US$102 per share, Disney trades on a trailing price-to-earnings ratio of around 16 and a forward multiple below 14. Those are hardly the valuations of a company that owns some of the world's most valuable intellectual property. Yet the market continues to treat

$Carnival(CCL)$ $Royal Caribbean Cruises(RCL)$  $Norwegian Cruise Line(NCLH)$  🚢📊 $CCL Carnival: record demand meets a technical earnings reset 📊🚢 I’m watching Carnival closely after Q2 2026 earnings because the market is currently pricing two very different stories. The operating business continues to show resilience with record customer deposits, improving profitability, and strong forward bookings. However, the stock reaction has been negative, with $CCL breaking below both its 100-day and 200-day moving averages after earnings, dragging $RCL, $NCLH, and $VIK lower in sympathy. The key question for investors is whether this is a fundamental d

$SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  🚨 $SNDK SanDisk’s AI Memory Supercycle Faces Its First Major Reality Check 🚨 SanDisk $SNDK is on track for its 2nd worst trading day of 2026, plunging more than 12% intraday as memory semiconductor stocks come under heavy selling pressure. After an extraordinary rally, $SNDK is still holding an incredible 739% return for 2026, but today’s move highlights the biggest question facing AI infrastructure investors: Has the market simply taken profits, or is it starting to question the sustainability of the AI spending cycle? The semiconductor ecosystem is feeling the pressure. Memory weak

SK Hynix ADRs are scheduled to list on Nasdaq on July 10. $Micron Technology(MU)$   $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$   $Corgi SK hynix 2x Daily ETF(SK)$   The global AI race may be getting another major catalyst. South Korean memory giant SK Hynix is reportedly preparing to list its American Depositary Receipts (ADRs) on Nasdaq on July 10, a move that could significantly increase its visibility among U.S. investors and place it directly in front of the world's largest pool of AI-focused capital. The timing is notable. SK Hynix has emerged as one of the biggest winners of the AI boom, becoming the domin

For years, the market has fallen into a classic textbook fallacy regarding $Nokia Oyj(NOK)$, stubbornly misclassifying it as a dinosaur mobile vendor bound to cyclical hardware shifts rather than recognizing its modern evolution. In all honesty, Nokia is no longer a mobile phone company, nor is it a simple telecom service provider like $AT&T Inc(T)$ or $Verizon(VZ)$. Instead, the company has pivoted and evolved into a core network infrastructure architect, focusing heavily on : Specialized fiber-optic technologies. High-end routing hardware. The exact AI-optimized systems necessary to connect modern data centers. NOK's Q1 2026 financial results underscore this stru

The trading session on Monday, June 22, 2026, highlighted a major shift in market dynamics as the first half of the year wrapped up. While geopolitical developments provided a backdrop of volatility, the internal mechanics of the market—specifically a long-awaited sector rotation and macro anxiety—stole the show. Analyzing the June 22 Market Dynamics The "De-Escalation" Paradox in Energy & Geopolitics While geopolitical tensions involving the U.S. and Iran have been a source of anxiety, Monday actually brought a wave of de-escalation hopes. News emerged from peace talks in Switzerland detailing a 60-day roadmap toward a final deal, including the return of UN nuclear inspectors and the easing of sanctions on Iranian oil exports. The Market Reaction: Global crude prices tumbled significa

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $NVIDIA(NVDA)$  🚀🛰️📈 Rocket Lab $RKLB Faces Space Sector Whiplash as Nasdaq-100 Inclusion Meets Insider Selling 📈🛰️🚀 🚀 I’m watching $RKLB closely today as the stock falls -7.6% and tests the psychological $100 level, highlighting the extreme volatility currently surrounding the space sector. Rocket Lab has gained +43% since the start of 2026, but recent weakness comes as investors digest Nasdaq-100 inclusion, SpaceX-related sentiment shifts, and elevated insider activity. 📌 Nasdaq-100 milestone: A major index catalyst with a valuation reset I’m focusing on one of the biggest structural developments

$Micron Technology(MU)$ $KB Home(KBH)$  $Carnival(CCL)$  🚨📊 Earnings Pressure Cooker: $KBH Short Squeeze Risk & $MU’s $4B Options Battle 🚀 📈 I’m watching two completely different earnings setups where positioning, expectations, and options activity could create explosive volatility. One is a heavily shorted homebuilder where pessimism may already be extreme. The other is a semiconductor giant where expectations are sky-high after a historic rally. The biggest moves often happen when reality surprises a market that has already picked a side. 🏠 $KBH | Bearish Track Record Meets Crowded Short Positioning KB Home reports earnings on 23Jun26, enter

Could Micron Earnings Mark a Turning Point for Memory Stocks? $Micron Technology(MU)$  , the U.S. memory giant and the world's third-largest DRAM and fourth-largest NAND maker, will release its FY26Q3 earnings after the U.S. market close on June 24. Investors are focused on whether this report can mark a sentiment turning point in the memory cycle. Core Financial Indicators – Revenue: Consensus estimate of $35.43 billion, up 281% YoY and 48% QoQ, versus company guidance of $33.5 billion. – GAAP Gross Margin: Consensus estimate of 81.8%, up 44.1 ppts YoY and 7.4 ppts QoQ, versus company guidance of 81%. Non-GAAP Gross Margin: Consensus estimate of 81.8%, up 42.8 ppts YoY and 6.9 ppts QoQ, versus company guidance of

$Intel(INTC)$ used to be the old king of semiconductors. Then it became the fallen king. For years, investors looked at Intel and saw missed opportunities. It lost manufacturing leadership. It missed the first major wave of AI acceleration. $NVIDIA(NVDA)$ became the face of the AI boom. $Taiwan Semiconductor Manufacturing(TSM)$ became the world’s most important chip manufacturer. $Advanced Micro Devices(AMD)$ took share in CPUs. Intel, once the giant, became the turnaround story nobody wanted to fully trust. INTC Weekly Chart But recently, Intel has started rising again. Not because everything is fixed. Not because Intel h

AI Infrastructure Rally Broadens Beyond Chips: Where Are the Biggest Opportunities? After President Trump announced a peace agreement between the United States and Iran, market risk appetite rebounded sharply, triggering a broad rally across AI infrastructure stocks. Capital flowed back into the entire AI value chain—from memory and semiconductor equipment to power infrastructure and optical networking—as investors once again focused on the long-term AI capital expenditure (AI CapEx) theme. After today's powerful rally, is the AI trade just getting started? And more importantly, is it still a good time to buy? AI Infrastructure Sees Broad-Based Strength The AI ecosystem rallied across the board, with memory stocks leading the advance. $SanDisk Corp.(S