To The Moon

$NEBIUS(NBIS)$  NBIS: A Bullish Powerhouse in AI Infrastructure 🚀 Holy smokes, NBIS just crushed expectations by missing revenue—not from sloppy operations, but because explosive demand overwhelmed their supply. That’s the kind of “problem” that screams massive upside! Leadership is now projecting a whopping $9B in ARR for 2026 😎 Trading at just 3x next year’s sales for a growth machine outpacing nearly every AI infra rival? This is a screaming undervaluation—the market’s sleeping on it big time. Time to load up on $NBIS; my position’s way too light… The $NBIS upside is absolutely massive! Here’s why: • Epic $3B deal with $META • Ambitious $7-9B ARR goal for 2026 • 2.5GW of contracted power locked in for 2026 • 1GW of live, connected power by

$JD.com(JD)$ is expected to release its unaudited fiscal Q3 2025 earnings on Thursday, November 13, 2025, before the U.S. market opens. JD Q3 2025 Earnings Analysis & Expectations Analyst consensus suggests a mixed picture, with expectations of solid revenue growth but significant pressure on profitability due to increased investment in new initiatives. The key narrative for this quarter is the trade-off between market share gains (through the new food delivery venture and competitive retail pricing) and short-term margin compression. JD Fiscal Q2 2025 Earnings Summary JD.com released its unaudited financial results for the second quarter of 2025 (covering April 1 to June 30, 2025) on Thursday, August 14, 2025. The results were characterized by

SoftBank's sale of $5.83 billion worth of Nvidia shares definitely caught my attention, especially coming just ahead of Nvidia's earnings next week. However, I don't see it as an outright bearish signal. SoftBank has been known for actively managing its portfolio and realizing profits when positions become outsized, particularly after strong rallies. Considering Nvidia's massive run over the past year, it's understandable that SoftBank would want to secure gains and rebalance its exposure. For me, the key question isn't why SoftBank sold, but what Nvidia's upcoming earnings could reveal about AI demand momentum. Nvidia remains the backbone of the AI infrastructure buildout, and as long as hyperscalers and enterprises continue investing heavily in GPUs, its fundamentals stay strong. The ris

🟩 📉 PrimeUS REIT’s Yield Trap: Avoid This Risk! Packed with insights, this video sheds light on the hidden dangers lurking behind high dividend yields in investments like PrimeUS REIT. 🚨 If you've been tempted by flashy payout ratios, this analysis will show you why they may mask deeper financial problems, especially in the struggling US office market. 🔍 Join Iggy as he breaks down the latest earnings reports and dives into other key players like FNN, SBS Transit, and CLAR. Learn about capital recycling, operational efficiency, and why active management matters more than ever in today's stock pickers market. Whether you're holding or looking to buy, find strategies to protect your portfolio from yield traps and unlock growth opportunities. 💡 Practical tips: Watch out for margin compression

AMD Unveiled Its 3-5 Year Outlook. Here Are Three Things to Watch Global AI chip giant $Advanced Micro Devices(AMD)$   hosted its Financial Analyst Day today, with management outlining robust growth expectations for the next three to five years. AMD Datacenter Growth vs. Rivals in Focus ~$NVIDIA(NVDA)$   : Reported Q3 Data Center revenue (incl. server GPU/CPU/networking) of $48.99 billion, up 59% YoY. The market projects its Q4 Data Center revenue at $55.8 billion, a 57% YoY increase. ~$Broadcom(AVGO)$   : Reported FQ3 AI revenue (incl. AI ASIC/networki

Circle Q3 Earnings Preview: USDC Yields, GENIUS Act Implementation, 50% Coinbase Cost $Circle Internet Corp.(CRCL)$ is set to release its Q3 FY 2025 earnings report on Wednesday, November 12, 2025 at 8:00 AM Eastern Time (ET). The market is keenly watching to see if the "Stablecoin King" can demonstrate clear and sustainable GAAP (Generally Accepted Accounting Principles) profitability, building upon the expansion of its core business, USDC. Core Financial Indicators $Circle (CRCL.US)$'s revenue is expected to be $709 Million for 2025Q3, up 7.74% QoQ (Quarter-over-Quarter, a clear increase); YoY (Year-over-Year) growth is not calculated directly as the company was not listed in Q3 2024. $Circle (CRCL.US)$'s EPS (Earnings Per Share) is estimated t

🌟🌟🌟The NAND flash rally is up nearly 5x in 2 months due to AI's insatiable hunger for high capacity storage. AI models require massive data storage for training and inference.   NAND flash offers high density, cost efficient storage for this purpose. Data centers are also shifting from hard disk drives to NAND based SSDs to meet AI latency and throughput demands. Another reason why NAND is surging is the semiconductor supercycle. Stocks poised to benefit are $SanDisk Corp.(SNDK)$ $SK Hynix, Inc.(HXSCL)$ $Western Digital(WDC)$. Exciting times are ahead for these stocks so it is worthwhile considering adding them to my watch list as there is lots of e

With Circle's $Circle Internet Corp.(CRCL)$   Q3 earnings just around the corner, I'm quite curious to see how the market will react to its second public report. The company is still in the early phase of proving itself beyond being a "stablecoin issuer" — it's positioning as an infrastructure play in digital payments and tokenized finance. Analysts'estimates of around $699 million in revenue and EPS of $0.175 suggest solid growth, but the key will be whether Circle can show meaningful progress in scaling USDC adoption and expanding beyond crypto-native use cases. At around $100, I'd say Circle looks fairly valued based on its fundamentals and market potential, though it's not cheap. The stock already prices in a premium for its leadersh

Among the high ex-dividend stocks this week, I like IBM $IBM(IBM)$ the most. It offers both stable dividends and AI-driven growth potential. With an analyst price target around $205 and a yield near 3.6%, IBM provides a solid mix of income and upside, backed by strong cash flow and consistent execution. Compared to high-yield names like Alexander’s $Alexander's(ALX)$ , IBM stands out for its innovation and resilience in tech infrastructure and enterprise AI. It’s a dependable choice for investors seeking balance between yield and long-term appreciation. I’m also watching Nexstar Broadcasting $Nexstar

$Advanced Micro Devices(AMD)$   🔴⚡ AMD’s $1 Trillion Vision: The Great Silicon Race to 2030 — Can It Finally Challenge Nvidia’s AI Empire? 🚀 AMD just fired the loudest shot yet in the silicon war. At Analyst Day, CEO Lisa Su unveiled an audacious 2030 roadmap — forecasting profits to triple by the end of the decade and betting that AI and data centre chips will power a $1 trillion total addressable market. For investors, this wasn’t just guidance — it was a declaration that AMD intends to become the second pole of AI gravity beside Nvidia. --- 💹 Strong Fundamentals, Stronger Ambition AMD’s Q3 earnings already show the company’s momentum: Revenue: $9.25B, up 36% YoY. EPS: $1.20 (vs. $1.17 expected). Data Centre Re

$Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Oracle(ORCL)$ The AI arms race is fueling a massive debt overload that's got Wall Street sweating bullets. Just in the last few months, giants like Meta, Google, Amazon, Microsoft, and Oracle have piled on $93 billion in fresh bonds to crank up those power-hungry data centers. That's on top of earlier hauls, pushing total AI-fueled borrowing past $150 billion this year alone—nearly six times the decade-long average of $32 billion annually. 😱📉 Oracle's leading the charge into risky territory. They

Apple's much-anticipated entry into the generative AI race with Apple Intelligence has been marred by initial stumbles and underwhelming execution, raising serious investment concerns. While the company's commitment to user privacy is admirable, its cautious, late, and, at times, technically limited approach risks ceding the future of the user experience to more aggressive and capable rivals like Google and Microsoft. The Missteps and Execution Problems The core issues with the initial rollout and subsequent performance of Apple Intelligence revolve around delays, incomplete features, and a lack of comparative capability:  * Delayed and Incomplete Rollout: Apple was a late entrant to the generative AI space, and even its initial features have been plagued by delays and fragmented avai