To The Moon

Will AMD Be The Next Nvidia? 🌟🌟🌟 AMD $Advanced Micro Devices(AMD)$  hasn't just broken USD 300, it has skyrocketed to an all time high of USD 347.80, marking one of the most explosive rallies in semiconductor history! Will AMD Be The Next Nvidia? While the "next Nvidia" tag is often used, the reality in 2026 is that AMD is carving out its own unique path as the primary structural alternative to Nvidia's dominance. Closing the Gap:  AMD's Data Center revenue reached a record USD 16.6 billion in 2025.  While $NVIDIA(NVDA)$  data center revenue is still over 11 times larger, AMD is gaining ground rapidly with its Instinct MI Ser

The Art of the Short Squeeze 🌟🌟🌟 In April 2026, a perfect storm of low liquidity, high short interest and concentrated retail and institutional buying, has reignited the meme stock frenzy.  To understand why $Navitas Semiconductor Corp(NVTS)$  $Avis Budget(CAR)$ and $Beyond Meat, Inc.(BYND)$  are moving this way, you have to first understand the mechanics of the Short Squeeze. What is a Short Squeeze? A short squeeze is a high stakes feedback loop where the very act of betting against a stock actually drives its price higher. The Set Up:  Short sellers "borrow" shares they do not own and sell them, hopi

AMD above $300 is a psychological and technical breakout, but risk/reward does look tighter here. Advanced Micro Devices has strong tailwinds, namely improving MI-series adoption, broader ecosystem partnerships, and a market willing to price in a credible No. 2 AI accelerator player behind NVIDIA. That said, much optimism is now embedded in valuation. To move materially higher, AMD likely needs clear proof of accelerating AI revenue, stronger margins, and sustained share gains versus rivals. Any execution slip could trigger a sharp pullback after such a strong run. Meanwhile, names like Micron Technology may still offer cleaner upside if memory pricing and HBM demand remain strong, while select AI infrastructure/software plays could provide better asymmetry. My view: • Long-term bullish, t

$Intel(INTC)$  Intel posting its strongest profitability metrics in years is meaningful because it suggests more than a temporary beat. If CPU scarcity is real and product competitiveness is improving, sentiment could shift sharply. Can Intel reach $100 this year? Possible, but demanding. That would require: • sustained margin expansion • clear server CPU share recovery • foundry execution improving credibility • no major competitive reset from Advanced Micro Devices or ARM-based challengers Stocks that could benefit from a CPU revival: • Micron Technology, stronger DRAM/HBM attach rates • Samsung Electronics, memory demand uplift • Taiwan Semiconductor Manufacturing Company, broader semiconductor capex tailwind • Dell Technologies and HP Inc

The Business: A Portfolio of Mini-Monopolies Stryker is a diversified MedTech giant that has effectively de-risked its revenue stream. No single product line accounts for more than 15% of total sales. MedSurg & Neurotechnology: The "Utility" arm. These are the beds, lights, and power tools every hospital must have to function. Orthopaedics: The "Ecosystem" arm. This is anchored by the Mako Robotic-Arm Assisted Technology.   The "Buffett" Moat (High Switching Costs): Once a surgeon spends years mastering the Mako robotic system for knee and hip replacements, they are highly unlikely to switch to a competitor. The system becomes the "operating system" of the surgeon's career. Furthermore, Stryker is deeply embedded in hospital procurement workflows, making them a "preferred ven

Leadership in tech constantly shifts, usually once every decade. It’s important to recognize that today’s tech giants may not remain on top tomorrow. The Magnificent 7 feel unstoppable now — but so did IBM, Nokia, and Cisco in their heydays. Each era had its acronym: FANG, FAANG, and now the Magnificent 7. It changes because markets are always recalibrating who the real leaders are. That’s why investing in tech isn’t about blindly buying today’s winners. It requires you to forecast who will actually benefit from the next shift — and avoid those working against it. That’s not easy. Even though some tech stocks have delivered massive gains, there’s a strong survivorship bias — for every success, many others fade into irrelevance. Look at Alphabet. Despite growing revenue, its stock is down 3

Gold should not be seen as a standalone asset. On its own, it has no intrinsic value—and naysayers have been banging on this point for years, saying it doesn’t produce cashflow and therefore can’t be valued. Gold’s value is driven by a myriad of factors. The earliest is that it’s perceived as a store of value—and that perception has lasted until today. In other words, gold has value as long as society believes it has value. Otherwise, we could have used anything. Here’s what matters more: gold’s value is relative to alternative stores of value. And in today’s context, the US Dollar is the single most important currency—a store of value and a medium of exchange. That’s why gold prices tend to have an inverse relationship with the USD. If the USD weakens, gold rises. And vice versa. To me, t

During the Iran War, the USD actually strengthened. At least two reasons for that. First, oil couldn’t flow out of the Middle East due to the closure of the Strait of Hormuz. Oil prices shot up. Oil is settled in USD—hence the term PetroDollars. Countries suddenly needed more dollars to buy the same amount of oil. The demand for USD went up, strengthening the Dollar. Second, higher oil prices created inflationary pressure. The Fed was unlikely to cut interest rates as aggressively as initially expected. With higher rates on the Dollar, it attracted more demand for USD deposits and bonds—strengthening the USD once more. In the short term, it’s more likely the Iran War is coming to an end, even though there’s still plenty of politicking online between the US and Iran. Oil prices are expected

$ComfortDelGro(C52.SI)$    ComfortDelGro AGM - AGM is being held at Sands Expo and Convention Centre today 24 April 10 AM level 3. On the way now. The lunch will be served at 11.50Aam. Cash flow is healthy. 868.4m cash on hands. EPS is up 9.4% to 10.63 cents. Yearly dividend is up 9.4% to 8.5 cents. Payout Ratio of 80%. Here is a snapshot of the income statement. Total Revenue growed more than 5b.Global presents 13 countries. AGM just started! The Chairman Mr. Mark Christopher and CEO Mr. Cheng Siak Kian is introducing the mgmt team. The bento set meal is delicious! ComfortDelGro - Finally, she is back above 1.50, looking gd! She is trading at 1.51, likely to rise up to test 1.56 and above! Beyond 1.56, she may rise further higher towa

Is Tesla A Buy With Cybercab Scaled Production? 🌟🌟🌟 The current outlook for Tesla $Tesla Motors(TSLA)$  valuation rests on 2 high stakes pivots occuring in April 2026: the successful industrialisation of the Cybercab and the expansion of FSD into new global markets. Cybercab Production Scalability  The Cybercab has officially transitioned from prototype to pilot production at Giga Texas as of February 2026. Current Status: Continuous output began in April 2026.  Initial volume is in the hundreds per week. The Ramp Window: CEO Elon Musk has warned the ramp will follow an agonising slow S Curve. What is the S Curve? This is a 3 stage journey that looks like a stretched out letter S: The Launch Point

I Paid $8,500 To Stay In The Rally. Here's Why. Last week I wrote about how the portfolio is built to work regardless of whether 7000 is a bull run or a blow-off top. Three strategies, three different market conditions, same portfolio. This week the market tested that. And I want to show you exactly what happened — the good, the bad, and the $19,000 loss I took on purpose. What Actually Happened MARA ripped past $11.80. SPY kept grinding above $700. Both moves blew straight through my short call strikes. On MARA I had 80 contracts of $11 covered calls expiring April 17. When the stock pushed through $11 and kept going, those calls went deep in the money. I had a choice — let them get assigned and lose my shares at $11, or roll them up to higher strikes and pay the difference. I rolled. Cos

$Intel(INTC)$  Intel Surges 20% on AI "Agentic" Boom — Is $100 the Next Stop or the Top? ​Intel just dropped a bombshell Q1 2026 earnings report, crushing Wall Street expectations and sending the stock rocketing past the $82 level. For the first time in half a decade, Intel is flashing serious profitability metrics and signaling that product competitiveness is actually recovering. ​The narrative is shifting violently: this isn’t just a "dead money" value play anymore. With CPU scarcity taking center stage and "agentic AI" driving an unexpected server upgrade cycle, the market is suddenly whispering about a realistic $100 price target. But is this a structural turnaround, or just a temporary supply-shock sugar high? Let’s break down the trade.

Palantir Dives 7% on ServiceNow’s Bloodbath — Is the SaaS Rally Officially Dead? A brutal reality check just hit the software sector. ServiceNow (NOW) cratered 20% on shockingly weak guidance, sending violent shockwaves through the market and dragging Palantir (PLTR) down 7% in sympathy. The narrative has shifted overnight: the relief we saw in tech over the past week is evaporating. As Morgan Stanley’s trading desk recently highlighted, the 8-day SaaS rally was driven heavily by tactical short-covering, not fundamental buying. With the shorts done covering and NOW sounding the alarm on enterprise spending, the market is suddenly asking: is this a healthy reset, or the start of a much darker tech drawdown? 1️⃣ The ServiceNow Contagion: IT Budgets Under Fire ServiceNow is widely considered

TSLA Breaks $380 as Cybercab Production Starts — Is Regulatory Fear Killing the Premium? Tesla (TSLA) slipped another 3.56% on Thursday, extending its painful post-earnings bleed and slicing right through the critical $380 support level. Ironically, this aggressive selling pressure is happening exactly as trial production for the highly anticipated Cybercab officially commences. Why is the market dumping shares on what should be a massive fundamental milestone? The narrative is shifting violently from engineering triumphs to legal roadblocks. The autonomous driving premium that has kept Tesla's valuation in the stratosphere is suddenly under severe threat. Let’s break down the trade and the shifting risk profile. 1️⃣ The Cybercab Disconnect: Selling the News Retail investors have been wait

$Microsoft(MSFT)$  MSFT Earnings Showdown: Will Copilot Finally Prove AI is a Cash Machine? ​Microsoft shares are staging a vicious, sustained rebound heading into their Q3 earnings, fueled heavily by Morgan Stanley’s aggressively bullish channel checks. With Azure growth projected in the high-30s on a constant-currency basis, the narrative is officially shifting from "AI infrastructure spend" to "AI software monetization." ​This is the most critical earnings print of the season. After a choppy year-to-date performance, the market is no longer satisfied with just buying the hardware thesis. Wall Street is demanding hard proof that enterprise AI—specifically Copilot—is delivering actual ROI. Is Microsoft about to validate the entire AI softwar

GOOGL’s Two-Front War: Will the TPU 8 Split Finally Dethrone Nvidia and OpenAI? Google just drew a massive line in the silicon sand at Cloud Next 2026. By launching the 8th-gen TPU with a hard architectural split—the TPU 8t for heavy-duty training and the TPU 8i dedicated purely to inference—Google Cloud is aggressively attacking the most expensive bottlenecks in AI. Paired with a massive "Gemini Enterprise" rollout focused on AI agents, the narrative is suddenly shifting. The market is now forced into a high-stakes debate: is Google finally executing a masterstroke to undercut Nvidia on compute costs and rival OpenAI in the enterprise, or is this just another incredibly expensive game of catch-up? Let’s break down the implications for GOOGL’s valuation and the broader AI trade. 1️⃣ The "8

$Amazon.com(AMZN)$  AMZN Surges 20% on $100B Anthropic Mega-Deal — Is $300 Inevitable, or Is Nvidia Still King? Amazon (AMZN) just fired a multi-billion dollar bazooka in the AI infrastructure wars. By committing an immediate $5 billion to Anthropic—with the deal potentially scaling to $25 billion—Amazon has secured a staggering commitment: Anthropic will spend over $100 billion on AWS and AI infrastructure over the next decade. This headline sent shares jumping nearly 3% premarket, capping off a massive 20% surge this month. The narrative around Amazon is aggressively shifting from e-commerce margin recovery to undisputed AI foundation layer. But after such a violent melt-up, traders are asking: is this the catalyst that breaks AMZN toward t

Is THIS the Next SpaceX? 🚀🤯 Rocket Lab just blasted past $90 a share, and Wall Street is paying close attention! Think of the commercial space industry right now like trying to book a flight right before a holiday. SpaceX is the giant airline everyone knows, but regular investors can't buy their stock yet (they haven't gone public). Enter Rocket Lab. 🌌 Here is exactly why everyone is talking about this stock today: The Massive Waiting List: They just hit a $1.85 BILLION order backlog. Customers are practically begging for a ride to space, and the line is out the door! The "Launch Squeeze": There are way too many satellites that need to go up, and simply not enough rockets to take them. Rocket Lab is cashing in on this shortage. The Wall Street Target: The big suits at Stifel (a major inves

Did the AI Memory Bubble Just Pop? 💥😱 SanDisk stock has been on an absolute tear this year, up an insane 295%! But today, it took a sudden 5% dive, and Wall Street is starting to sweat. Think of the AI boom like a massive gold rush. SanDisk makes the "memory chips" (the digital brain power) that these new AI systems desperately need to function. Investors have been buying up this stock like it’s the only water in a desert! 🏜️ But here is why regular investors are suddenly getting nervous: Too Hot, Too Fast: Analysts are worried the stock price has grown way faster than the company's actual cash profits. It's like paying for a mansion before seeing the blueprints. The "Show Me" Moment: Investors are now demanding proof. They want to see massive sales numbers in the upcoming earnings report