To The Moon

Today, let’s talk about one of the hottest topics in the investment world recently: the sharp rally in the U.S. semiconductor sector. It is fair to say that, whether we look at the fundamentals and financial data or at market price performance, the semiconductor sector has become a major driver of the recent rise in U.S. equities, and arguably the dominant one. As we all know, in the recent performance of U.S. equity gains, large technology companies—especially the SOX Philadelphia Semiconductor Index—have delivered the largest share of the market’s beta gains. At the same time, in the upward revisions to average earnings-per-share expectations for the S&P 500, semiconductor names such as Nvidia and Micron have also made the biggest contributions. However, even in last week’s market ra

Energy experts say another oil price spike is coming, made worse by the president’s favourite past time of incessant postings on social media. The man has repeatedly spurred temporary dips in oil prices by claiming on his propaganda platform - Truth Social that the Iran war is near an end and that US oil production would ensure sky high gas prices would soon retreat. Each color corresponds to a specific outcome that traders are betting on. The jawboning has mostly worked. Even as the global price of oil has crept up over $100 per barrel on the futures market, it is significantly less than the $140 per barrel spot price, or what it would take to buy a barrel today. However, the president’s “promises” can only work for so long. According to Pickering Energy Partners, Chief investment officer

$Intel(INTC)$ | The Pulse The semiconductor sector just witnessed its most explosive earnings beat in years. $INTC obliterated Q1 expectations with EPS of $0.29 versus $0.01 consensus—a 2,800% beat—catapulting shares +23.60% to $82.54 in a single session while dragging the entire SOXX index up over 4%. But here's the twist: after an 18-day winning streak and a +47% rally from late-March lows, the SOX just snapped its momentum with its first red day, flashing overbought warnings. This isn't just an $INTC story—it's a sector-wide AI infrastructure boom that's lifting $AMD, $NVDA, $TSM, and even optical plays like $MXL (+76.12%). The question isn't whether chips are hot—it's whether we're at peak euphoria or just warming up. 📊 Key News $INTC Q1 Earn

We all have a piece of the puzzle. 🧩Contribute your trade idea and let's see the full market picture together. Let’s break it down. These stories drove the markets. More News Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively! ⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures. As of the evening trading session on April 29, 2026, Eastern Time, the crude oil and gold futures markets showed a pronounced divergence. The Light-Sweet Crude Oil (CLmain) front-month contract surged significantly, closing above the $106 level, with exp

$Moderna, Inc.(MRNA)$ is set to report its fiscal Q1 2026 earnings on Friday, May 1, 2026, before the market opens. After a massive 65% rally year-to-date, expectations are high, even as the company continues to navigate its transition from a COVID-only business to a multi-product platform. Below is an analysis of the upcoming report and the metrics that will likely drive post-earnings volatility. Q1 2026 Earnings Forecast Revenue Consensus: ~$223.5M to $251.8M (representing growth over the year-ago period). Earnings Per Share (EPS): Estimated loss of -$2.29 (range of -$1.76 to -$2.87). Earnings Surprise History: Moderna has an impressive track record, beating EPS estimates in each of the last four quarters with an average surprise of 34.4%. Moder

$Chevron(CVX)$ is scheduled to release its Q1 2026 earnings tomorrow, Friday, May 1, 2026, before the market opens. The sentiment heading into the report is mixed. While the company has a strong track record of beating EPS estimates (four consecutive quarters), analysts have significantly lowered their expectations for this period due to specific operational headwinds and accounting adjustments. Key Estimates for Q1 2026 Chevron (CVX) reported its Q4 2025 results on January 30, 2026. While the "headline" numbers showed a year-over-year decline in profitability, the market generally viewed the report as a sign of operational resilience. Q4 2025 Earnings Summary Key Highlights: Production Records: Chevron hit record annual worldwide production, fuele

Macro Theme: De-escalation and “Unstable Peace” as the Core Pricing Driver Although last weekend’s White House dinner shooting incident attracted significant attention, it did not create any material impact, and markets were not disrupted at the start of the week. Meanwhile, the ongoing “Middle East saga” continues steadily, and the U.S. decision not to arrange “in-person” negotiators suggests that the intermediary model has shifted toward “remote” communication. If no surprise attacks occur within the next one to two weeks, it can largely be concluded that this tug-of-war style “peace” will persist until around the midterm elections, when potential changes or turning points may emerge. The three potential models and scenarios of U.S.-Iran negotiations have already been discussed in previo