To The Moon

My vote: 🟢 Very Green (+10% or more). I think the market has become too pessimistic. After five consecutive weeks of selling, much of the bad news—including the lockup expiration—has likely already been priced in. The key isn't just the headline numbers, but management's guidance. If SpaceX reports solid Starlink growth, provides encouraging updates on AI and Starship, and outlines a clear long-term roadmap, investor confidence could recover quickly. I also believe the recent selloff has lowered expectations to a level where even a modest beat could have a meaningful impact on the stock. If management demonstrates that AI investments are beginning to generate stronger commercial returns, it could become the next catalyst for a re-rating. With expectations already low and short interest st

I'm voting A. I believe both $Advanced Micro Devices(AMD)$ and Arista can deliver results strong enough to reinforce the AI investment cycle. Cloud providers are still spending aggressively on AI infrastructure, and I expect that demand to extend beyond GPUs into CPUs, networking and the broader data center ecosystem. What I'm watching most isn't just whether they beat estimates, but whether they raise guidance. If AMD shows accelerating AI accelerator adoption alongside continued EPYC strength, and Arista confirms robust demand for high-speed networking, it would signal that AI capital spending remains healthy across multiple layers of the infrastructure stack. I'm staying constructive on AI. Valuations are elevated, but companies that continue t

Big-company stakes (especially Alphabet/Google’s) are not a reliable “buy” signal for retail investors, mainly because of timing, strategy, scale, and risk profile differences. SpaceX can still be compelling on its own merits for long-horizon believers in its businesses. Why PLTR/GOOG involvement does not mean you should invest Alphabet/Google’s stake is old and strategic, not a current endorsement of the public valuation.** Google invested alongside Fidelity in 2015 (around a $10–12B company valuation) for satellite connectivity and related infrastructure. That position has ballooned into a reported $94B holding (roughly 4–6% stake post-IPO) after SpaceX’s June 2026 IPO (priced at $135/share for ~$1.75–1.78T market cap). Google cannot freely sell large portions due to lockups. It also has

I voted for A) Mega-cap tech & cloud because I believe the AI investment cycle is still in its early stages. AI spending is increasingly translating into real revenue, and I think the leading cloud platforms will continue to benefit as enterprise AI adoption grows. The demand for AI infrastructure also supports the broader semiconductor and networking ecosystem. If I could buy only one stock from this list, I'd choose $Amazon.com(AMZN)$ . AWS growth has reaccelerated, its advertising business is strong, and Amazon is well positioned to benefit from the long-term AI trend. I believe the company still has multiple growth drivers that can support earnings over the next few years. I expect some short-term pullbacks after the recent rally, but I

I voted for A) Microsoft because it didn't just talk about AI—it showed measurable returns. Azure growth, a record commercial backlog, and rising Copilot adoption give me confidence that AI spending is translating into real revenue instead of remaining a promise. For me, the biggest proof that an AI strategy is working is improving revenue, expanding free cash flow & better margins over time. Meta's cash flow decline doesn't make me bearish, but I do think investors will want clearer evidence that today's heavy AI investments can generate stronger financial returns in the coming quarters. I also remain bullish on the picks-and-shovels side of AI. Companies involved in GPUs, memory, networking & advanced packaging should continue to benefit because every AI deployment depends on th

$Wayfair(W)$ $Williams-Sonoma(WSM)$  $RH(RH)$  📈 Wayfair $W +27.3% After Blowout Q2: Best Sequential Revenue Growth Since 2020 Wayfair $W is soaring +27.3% today after delivering an outstanding Q2, posting its strongest sequential revenue growth since 2020. The rally has completely erased the stock’s 2026 losses, pushing shares up 13% YTD and back near February highs. The company exceeded expectations on both earnings and revenue while demonstrating impressive operating leverage, surging Free Cash Flow and continued market share gains despite one of the toughest housing markets in years. 🟢 EPS: $0.95 | Est. $0.92 🟢 Revenue: $3.52B | Est. $3.47B $W Q

$McDonald's(MCD)$ $Yum(YUM)$  $Restaurant(QSR)$  🍔 $MCD Q2 2026 Earnings: Pricing Power Hits Its Limit? McDonald’s delivered a respectable earnings beat, but beneath the surface the growth engine is losing momentum. Global comparable sales slowed sharply to +1.3%, down from +3.8% in Q1, while U.S. guest traffic turned negative. Revenue rose just 4% YoY, driven almost entirely by higher prices rather than more customers. The franchised business model continues to protect margins and EPS, but investors are now asking whether pricing has reached its ceiling. 🟢 EPS: $3.32 🟢 Revenue: +4% YoY 🔴 Global Comparable Sales: +1.3% 🔴 U.S. Comparable Guest Cou

🌟🌟🌟Welcome to Crypto Zoo where meme coins are the craze among collectors.  It is a total emotional rollercoaster where financial logic goes to hide in the closet. The internet is massive but the whole system is built on a foundation of pure digital air. Cash Cat is a new cat token by $Robinhood(HOOD)$ which shot up 4,000% to a USD 200 million in a single week. Cate on Solana hit a USD 75 million value in just 8 days after launch. Then there is MarsCoin by Binance. Is a real bull market starting? I don't think so.  Why?  There is no big serious money from Wall Street banks.  It is just the same group of crypto traders moving their cash around

$ParkwayLife Reit(C2PU.SI)$    ParkwayLife Reit - 1st Half Results is out! DPU is up 14.6 percent to 8.77 cents. DI is up 14.6 percent to 57.2m, awesome.XD 12th August, paydate 8th September 2026. Estimating yearly dividend of 17.54 cents, yield is about 4.18%, seem not bad! gross revenue for the half year stood at S$77.1 million, while net property income was S$72.4 million. Compared to the corresponding period last year, gross revenue and net property income have declined by 1.6% and 2.0% respectively, mainly due to the depreciation of the Japanese Yen and lower rental income from affected Japan assets. These were partially offset by continued contributions from the Singapore portfolio. As the REIT has hedged its net income from Jap

In the very short term, sellers usually move first. The earnings report removed one uncertainty, but Thursday's lock-up expiry introduces a more immediate one: potential supply. Not every insider will sell, but markets often price in the possibility before knowing the actual amount. Three scenarios are worth watching: Bullish: Insider selling is limited, demand absorbs the new shares, and the post-earnings drop becomes a buying opportunity. That would signal strong institutional conviction. Base case: Initial selling creates volatility for several sessions before the stock finds equilibrium as the market digests the additional float. Bearish: Heavy insider sales reinforce concerns over elevated AI capex and valuation, triggering further profit-taking. The Nvidia purchase commitment is a do

Supply-side pricing can persist longer than many expect, but it rarely lasts indefinitely. Today's backdrop is supportive: Apple and Amazon have confirmed tighter memory supply and rising costs, suggesting demand remains strong. AI infrastructure continues to consume large amounts of NAND for storage, supporting enterprise demand. Manufacturers have been more disciplined with capacity additions than in previous cycles, reducing the risk of immediate oversupply. However, the market will be looking beyond this quarter. Investors will focus on: Management's pricing outlook for the next two to four quarters. Customer inventory levels. Capacity expansion plans and whether new supply will outpace demand. Gross margin guidance, which is often the clearest indicator of pricing power. My expectatio

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX reported Q2 2026 revenue of $7.8B, up 92% YoY, with EPS of -$0.09 vs -$0.24 expected. EBITDA jumped 191% YoY to $3.5B, driven by strong growth across Space, Connectivity, and AI. Space revenue rose 29% YoY to $962M, Connectivity revenue grew 66% YoY to $4.3B, and AI revenue surged 247% YoY to $2.6B. Starlink subscribers doubled YoY to 12.0M, backlog reached $47.5B, and cash plus marketable securities stood at $100B. SpaceX’s CFO said revenue growth accelerated across all business segments, with strong operating leverage and margin expansion led by new AI compute agreements. 2. AMD $AMD reported a strong Q2 2026, with revenue up 50% YoY to $11.5B and adjusted EPS up 246% YoY to $1.66. Data Center revenu

TRADE PLAN for Wednesday 📈 $SPX gapped above the all time high near 7620 and ran to 7758 today. SPX setting up for a melt up to 8000. If SPX runs to 8000 we'll see the Nasdaq make a BIG run as well. $QQQ to 748 then 800. The market had a negative reaction to $AMD earnings so far tonight but we still have $SNDK earnings tomorrow, If SNDK can beat and have a good guidance, $SNDK to 1600+ $MU to 950 in play. $ARM winding up for a move to 300+ by September. We need to see a new base formed above 272 to see 300 in 4-6 weeks.

Replying to @Silverthehorse:Hi, thank you for reading my post and sharing your views.  I could not agree more, I have other income ETFs, so still evaluating and pitting these against my existings.  Usually will observe for a while before deciding whether to invest, my strategy... So far so good.  SCHD has proven to be stable in the face of volatility...//@Silverthehorse:Quality ETFs for a defensive play are great in the current market. Great piece, thank you.

🌟🌟🌟The $Intel(INTC)$ dilemma:  To Buy or to say Bye Bye?  Intel Bulls say that Intel is a national security play with the US government owning 10% equity of the company. The Bears are saying that there is much to be done to turnaround Intel.  Intel has  spent last year restructuring.  The engineering looks promising but until those new chips are shipping in massive volume and beating $Taiwan Semiconductor Manufacturing(TSM)$ at its own game, it has much work to do in order to catch up. So is Intel a Buy?  Wall Street analysts are divided in this.  Out of 49 major analysts, 30 recommend a Hold, 16 say Buy and 3 say Sell.  So Intel is not a definitive Buy for now. <

🌟🌟🌟 $SK hynix(SKHY)$ is the unsung hero of the $NVIDIA(NVDA)$ monopoly but Nvidia's world dominating AI processors are completely useless without SK Hynix's HBM chips.  SK Hynix is actually selling shovel handles during the gold rush, earning an incredible 550% surge in recent operating income. Yet because of the historical Korea discount & cyclical fears, the market has been hesitant to give it the full premium it deserves. SK Hynix has not reached USD 200 yet because the market is treating it like a volatile commodity stock while its financial books look like a hyper growth tech monopoly. If you believe the AI build out is going to continue through 2028, buying SK Hynix at USD 150 means you a