To The Moon

$Northwest Bancshares(NWBI)$ , founded in 1896, is a full-service financial institution. They offer business and personal banking products, employee benefits, and wealth management services.  As of September 30, 2025, Northwest operated 151 full-service financial centers and ten free-standing drive-up facilities in Pennsylvania, New York, Ohio, and Indiana. The bank has approximately 60% of its total outstanding loans distributed across around 30 property types, resulting in a diverse portfolio that helps it avoid industry concentration issues. Income Statement  The bank's EPS (Earnings Per Share) was $0.61 for the year ended September 2025. So far, it has distributed $0.60 in dividends, representing a 98.36% payout ratio.  Total in

I see Google’s $Alphabet(GOOGL)$ TPU push as meaningful competition, but not a threat to Nvidia’s $NVIDIA(NVDA)$ core lead. TPUs will broaden the AI compute market rather than shrink it. Nvidia still dominates training and CUDA, while rising inference demand simply encourages hyperscalers to diversify and reduce reliance on a single supplier. On Burry’s bubble call, I think he’s right about pockets of excess, but I don’t see a dot-com style collapse. AI spending today comes from real workloads and enterprise adoption, so despite volatility, this still looks like the early stage of a long AI infrastructure cycle. If Meta $Meta Platforms, Inc.(META)$ or OpenAI

As of now $Alphabet(GOOGL)$ is roughly in the $2.5–3T range depending on recent trading. Alphabet have been showing strength in its stock price movement, and could Google be aiming for $4 trillion by early 2026? In this article I would like to discuss a forward-looking framework to evaluate whether Alphabet (GOOGL) could realistically reach a $4 trillion market cap by early 2026, what could derail that trajectory, and what could power it even higher. Can Alphabet reach $4 trillion by early 2026? Mathematically: GOOGL needs ~35–55% upside over about 12–14 months. This is achievable only if multiple AI monetization paths hit simultaneously and macro conditions stay supportive. Key Risks That Could Derail Alphabet's $4T Ambition 1. AI Monetization F

Hello everyone! In today’s article, we’ll examine the recent performance of Alphabet Inc. ($GOOGL) through the lens of Elliott Wave Theory. We’ll review how the powerful rally from the October 2025 low unfolded as a textbook 5-wave impulse and discuss our evolving forecast for the next move. Let’s dive into the fascinating structure and expectations for this tech giant. 5 Wave Impulse + 7 Swing WXY correction   $GOOGL 4H Elliott Wave Chart 10.09.2025: $GOOGL 4H Elliott Wave Chart 11.24.20

$Alibaba(BABA)$  $BABA-W(09988)$  After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result despite much marketing effort from industry third party sources including independent analyst. Much of the investments into Quick Commerce generated nett revenues growth of +6x% yoy (this is on the small base of Eleme) but at the expense of EBITA down by -7x% yoy (on the huge base of entire core China commerce group). Base on rough assumption, it would be roughly a 4:1 ratio in terms of expense to nett revenue gained. The only redemptions are from Management's verbal assuages that seems to imply higher new customer retention & synergy to

Your question gets to one of the core debates in tech / big-cap investing right now. The recent NATO Communications and Information Agency (NCIA) contract for Google Distributed Cloud (GDC) offers a useful lens — but the verdict on whether the market is truly “winner-takes-all” remains mixed. Below is how I see the situation — and where I lean for Alphabet / Google Cloud (Google) from here. ✅ Why this deal suggests strong competitive advantage for Google The deal with NATO — described as multi-million-dollar, sovereign-cloud and air-gapped — shows Google Cloud is evolving beyond commodity hosting. It’s competing in highly sensitive, security-conscious environments such as defence, where barriers to entry are high. That indicates Google is building credentials and trust that not every cloud

TPU Are Not Killing GPU. The AI Chip Pie Keeps Getting Bigger Over the past few weeks, anything tied to $Alphabet(GOOG)$   TPUs has become the new market darling. Add in reports that $Meta Platforms, Inc.(META)$   may start deploying TPUs around 2027, and a neat but scary story appeared on trading desks in the market. The story says TPUs will replace GPUs, cloud giants will walk away from $NVIDIA(NVDA)$   and $Advanced Micro Devices(AMD)$   , and only a small T

$Advanced Micro Devices(AMD)$ We called the bottom for AMD in June.Now I'm putting a $300 target on it for 2026 After a 30% pullback from the highs, here’s why I still think $300 is on the table and the exact zone I’m waiting to buy again. Here’s my plan on AMD: I took the rest of my calls off when price hit the 1–1.5x Deviation Bands, and I’m not touching it again unless we pull back into the Weekly Bias + THT Volume Pro support around $180. That’s the discount I need to justify riding a potential push toward 300 into 2026. If we never see $180, I’m fine watching it run without me. For SG users only, welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US s

Brief update given the holiday-thinned trading schedule.This market squeeze is a rebound, not a trend reversal. Two unusual moves caught my attention:Tesla's long call position $TSLA 20260220 440.0 CALL$  was closed. This is the same position that was just rolled on Friday. Closing it just one day later is highly unusual. This likely indicates strong expectations for an impending pullback, prompting an early risk-off move.Google's options flow shifted defensive. The top open interest calls are being closed, while put opening is active. For example, 21k contracts of the Dec 19th 310 Put $GOOGL 20251219 310.0 PUT$  were opened as buys. This clearly shows

$CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$ $CSOP Hang Seng TECH Index Daily (2x) Leveraged Product(07226)$  PT: Red candles, double bottom. BM green arrow at 5.29. Stage 4

$GEEKPLUS-W(02590)$ $GEEKPLUS-W(02590)$ 又開始建倉了，估值已合理，有入深港通支持，另外最近收到不少大額訂單，看好。

$SANY HEAVY IND(06031)$ $SANY HEAVY IND(06031)$ 估值出現合理偏平，入通概念，預計未來業績增長持續，可以分段買入。

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Added 100 more because I have a tad of faith. Don't dare to add more as I have 5 lots of puts that expires next Friday and want to grab some other stocks 

$NVDA 20251226 160.0 PUT$ Nvdia is undervalued so I am happy buying it at $155.5 and hold it in the long run as part of my portfolio if it gets exercised. If not nvm just wait