To The Moon

October Tech Sell-Off | AI Bubble or Healthy Correction? 🐯 The sharp decline in technology and semiconductor stocks highlights five concerns: elevated valuations, slowing AI capital expenditure growth, weakening free cash flow, rising Treasury yields and tougher earnings comparisons. However, falling share prices do not necessarily mean AI demand is collapsing. Companies such as $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding(ASML)$ retain important competitive advantages, although valuations remain critical. My take: I favour diversified, unleveraged ETFs over concentrated AI bets or leveraged products such as $ProShares UltraPro S&P500 ETF(UPRO)$. Dollar-cost averaging reduces market-timing pressure but does not eliminate losses. Sustainable earnings, fre

I started investing in ETFs five years ago, focusing on low-cost index funds. Consistent contributions and reinvested dividends have grown my portfolio steadily. Recently, I reached my first major milestone of doubling my initial investment, proving that patience and diversification really pay off.

First we need to understand what course the drop? Is it market fundamentals or it is just market sentiment? The companies are still the companies a week ago before mid term. Earnings are still strong. Profit is the key decision to investment

October sell off continue? No one knows. How the further reaction to the control of the AI and data Centers, have to see the blue party coming in Jan2027.

more blood flow in the stock market, just when things were going bad and it has just become worse. when will we see end of the tunnel of this bloodshed.

Great content. Will continue to monitor the trend.

The only way I could do that was if you had to do a lot more work and then you would be done by yourself so you would be fine

has the ai bubble finally burst? or still more to come?

[Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile]

[Smile] [Smile] [Smile] [Smile] [Smile] [Smile]

alphabet and other tech stocks sell off shows how volatile the month has been. hope things get better from where we are now.

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

SPX dropped from 7758 to 7527 last week.SPX had a sharp sell off after FOMC and almost retested the lows from Sept 16th. iF SPX can pop back above 7620 and hold this level we can see a push back to 7700. SPX under 7500 we can see another flush towards 7400. Mid term elections are coming up on Nov 3rd. Let’s see how the market reacts to this next. As long as 7500 holds we can see SPX start

Hope the selloff ends soon

Hope the selloff stops

$MRVL$  Gg.com bubble burst

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

[Smile]

📊 Closing Thoughts: Is This a Tech Bubble Bursting or Just a Normal Correction? After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is overvalued. 🔍 I believe the key is to look at each company individually. We need to examine valuation, earnings durability, free cash flow and competitive advantages. Companies with strong balance sheets, recurring revenue and sustainable demand may be better positioned to weather a correction than companies relying mainly on future p

1 min

October Tech Sell-Off | AI Bubble or Healthy Correction? 🐯 The sharp decline in technology and semiconductor stocks highlights five concerns: elevated valuations, slowing AI capital expenditure growth, weakening free cash flow, rising Treasury yields and tougher earnings comparisons. However, falling share prices do not necessarily mean AI demand is collapsing. Companies such as $NVIDIA(NVDA)$, $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding(ASML)$ retain important competitive advantages, although valuations remain critical. My take: I favour diversified, unleveraged ETFs over concentrated AI bets or leveraged products such as $ProShares UltraPro S&P500 ETF(UPRO)$. Dollar-cost averaging reduces market-timing pressure but does not eliminate losses. Sustainable earnings, fre

I started investing in ETFs five years ago, focusing on low-cost index funds. Consistent contributions and reinvested dividends have grown my portfolio steadily. Recently, I reached my first major milestone of doubling my initial investment, proving that patience and diversification really pay off.

First we need to understand what course the drop? Is it market fundamentals or it is just market sentiment? The companies are still the companies a week ago before mid term. Earnings are still strong. Profit is the key decision to investment

[Heart]Hi Tigers, Market see positive sign with $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ performed well after earning on Wednesday, the same time $Berkshire Hathaway(BRK.B)$ , $Visa(V)$ , $MasterCard(MA)$ price goes all time high? Will the October selloff continue to drag the market and how the earning results influence the market. Welcome to click to review my live on Tiger Brokers: Recap of October Tech Stocks Selloff: Bubble Burst or Healthy Correction? Hed

After Democrats won control of both chambers of Congress, the $Invesco QQQ(QQQ)$ gained 0.96 per cent on Wednesday and the $S&P 500(.SPX)$ rose 1.64 per cent. $Microsoft(MSFT)$ advanced 6.73 per cent, $Amazon.com(AMZN)$ gained 6.10 per cent and $Apple(AAPL)$ rose 5.36 per cent as investors favoured large technology companies with stronger profit and cash flow. Semiconductors moved in the opposite direction. Micron fell 6.99 per cent, Sandisk lost 7.90 per cent, Nvidia declined 3.12 per cent and Ma

The congressional midterm elections, the biggest political event in the United States this year, finally go to a vote this week. Trump has gone to extraordinary lengths ahead of the election, first capturing Venezuela's president and then assassinating Iran's supreme leader. He had hoped that these unconventional measures would free up more crude oil supply, push oil prices down and bring inflation under control. Instead, Iran closed the strait, which remains shut. Oil prices surged, and inflation began rising again. Current market forecasts suggest a significant chance that Republicans will lose control of both the House and the Senate. If that happens, Trump will find it difficult to implement his policies over the remaining two years of his term, or will once again be drawn into protrac

The $Invesco QQQ(QQQ)$ fell 1.37 per cent on Monday and the $S&P 500(.SPX)$ declined 0.52 per cent. All 435 House seats and 35 Senate seats are being contested in the US midterm election. A change in congressional control could alter expectations for taxation, technology regulation, AI data-centre approvals and government spending. The election was not the only reason technology shares fell. Oracle lost 8.78 per cent, AMD fell 7.59 per cent and Intel declined 8.97 per cent as investors continued to reduce exposure to companies associated with heavy AI investment. The result may shape the policy path, but companies still need to prove that investment can produce profit an

Alphabet fell more than 12% in one day, and several technology heavyweights are 20%-30% below their 2026 closing highs. That has brought the familiar buying-the-dip question back into focus. Tiger's view: It is reasonable to start screening profitable companies after these pullbacks, but there is not enough evidence to declare a bottom across technology stocks. Prices, earnings and cash flow need to be assessed together—and historical recoveries show why the time horizon matters. 01 | Stock-level selloffs and index drawdowns differ On October 29, the Nasdaq Composite closed at 26,184.72, down 1.38%. The Nasdaq-100 fell 1.38%, while the S&P 500 lost 0.30%. GOOGL dropped 12.64%, Amazon fell 4.25%, Microsoft slipped just 0.16%, and Meta rose 1.96%. The performance was sharply divided. [1]

$SpaceX(SPCX)$   Pershing Square Capital founder Bill Ackman says Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk‘s ambitious data center and AI compute goals could lead to the company acquiring unprecedented levels of debt. Elon Musk May Need to Borrow $1 Trillion During an appearance at an event in Mexico City on Saturday, Ackman was asked whether he believed that the amount of spending and debt required to build AI infrastructure was sustainable. “I think it is sustainable because intelligence is an enormously valuable asset,” and that the demand for compute will be sustained. Read Also: Elon Musk Blinks? Tesla’s Terafab May Reportedly Lean on TSMC After All Ackman also said that “the hypers

Memory chips, oil prices, Treasury yields and corporate earnings can seem like separate stories. Their connections become clearer when you trace how demand becomes revenue—and how much of that revenue ultimately turns into cash. Focus on the sources of growth, the spending needed to support it, and the cash left over. Valuation then helps explain why companies exposed to the same theme can offer different opportunities and risks. Here are the nine themes in our accompanying graphic, with a closer look at what to track. 01 | Memory: Read demand, pricing and capacity together For AI-related memory demand, watch whether orders become revenue, whether pricing supports margins, and when new capacity comes online. The relative pace of demand growth and supply expansion helps determine how long f

The AI investment story is gradually moving beyond GPUs and data-centre processors. As AI clusters become larger and more complex, moving data between thousands of processors is becoming just as important as the computing power itself. This is creating new opportunities for companies supplying optical networking components, lasers, digital signal processors (DSPs) and high-speed interconnect technology. Marvell is positioning itself to capture more of this market. However, its latest share-price movement highlights an important concern: is the company strengthening its competitive position through a potential acquisition, or taking on too much financial and integration risk? Marvell shares fell 13.24% on Thursday, reversing the previous session’s 3.32% gain. Investors are weighing the

📊 Closing Thoughts: Is This a Tech Bubble Bursting or Just a Normal Correction? After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is overvalued. 🔍 I believe the key is to look at each company individually. We need to examine valuation, earnings durability, free cash flow and competitive advantages. Companies with strong balance sheets, recurring revenue and sustainable demand may be better positioned to weather a correction than companies relying mainly on future p

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

SPX dropped from 7758 to 7527 last week.SPX had a sharp sell off after FOMC and almost retested the lows from Sept 16th. iF SPX can pop back above 7620 and hold this level we can see a push back to 7700. SPX under 7500 we can see another flush towards 7400. Mid term elections are coming up on Nov 3rd. Let’s see how the market reacts to this next. As long as 7500 holds we can see SPX start

October sell off continue? No one knows. How the further reaction to the control of the AI and data Centers, have to see the blue party coming in Jan2027.

more blood flow in the stock market, just when things were going bad and it has just become worse. when will we see end of the tunnel of this bloodshed.

$Alphabet(GOOGL)$ dropped 18.35%, wiping out nearly $500 billion in a day after a rare Q3 double-miss on revenue and Search sales.

alphabet and other tech stocks sell off shows how volatile the month has been. hope things get better from where we are now.

The only way I could do that was if you had to do a lot more work and then you would be done by yourself so you would be fine