To The Moon

AMD's Helios AI rack is strategically important, but it is unlikely to meaningfully erode NVIDIA's dominance in the near term. The launch is more significant as a long-term positioning move than as an immediate competitive threat. Why Helios matters AMD is no longer selling just GPUs. It is offering an integrated AI platform combining GPUs, CPUs, networking and software, similar to NVIDIA's rack-scale approach. Large cloud providers increasingly prefer complete, validated systems because they simplify deployment and improve performance. AMD can leverage its strengths across EPYC CPUs, Instinct GPUs and Pensando networking to provide an end-to-end AI infrastructure solution. Why NVIDIA's moat remains formidable CUDA ecosystem: NVIDIA still has the most mature AI software stack, libraries an

$Charles Schwab(SCHW)$ $JPMorgan Chase(JPM)$  $Goldman Sachs(GS)$  🚀💰 $SCHW Delivers a Blockbuster Q2! Record Revenue, 42% EPS Growth and NIM Breaks 3.0% 📈🔥 $SCHW delivered one of its strongest quarters in years, putting the cash-sorting bear thesis firmly in the rear-view mirror. Record revenue, accelerating client asset growth, expanding Net Interest Margin (NIM) and continued product innovation demonstrate that Schwab’s earnings engine is firing on multiple cylinders. At a glance: ✅ Record net revenue: $7.1B, up 21% YoY ✅ Adjusted EPS: $1.62, up 42% YoY ✅ Core net new assets (NNA): $120B ✅ June core NNA: $62.7B ✅ NIM: 3.00% ✅ Client assets: Ov

$ParkwayLife Reit(C2PU.SI)$    ParkwayLife Reit - First Half results will be out on 4th August before trading commence, nice. Dividend is coming. Yesterday closed at 4.20, let's see if she can stay above 4.21 in order to continue to trend higher. 19 July 2026: ParkwayLife Reit - Hosey. Closed well at 4.16, likely to rise up to test 4.21 and above. Pls dyodd. 11 July 2026: She is climbing up nicely and closed well at 4.15, looks rather bullish! She may rise up to test 4.21. A nice breakout smoothly plus good volume we may see her rising up further towards 4.40 and above. ParkwayLife Reit - She will be releasing her 1st Half results in early August, estimating dividend of 8 cents and above as 1st quarter dpu of 4.44 cents plus recent di

$CapitaLandInvest(9CI.SI)$    CapitaLand Investment - She has retreated from 2.70 to 2.49, looks like boat is back. At 2.49, yield is about 4.82 percent of which I think is quite a gd yield level. She will be releasing her 1st Half results on 13 Aug, do take note. 16 June 2026: CapLand Investment - She is gaining strength likely to rise up to test 2.62 than 2.69. A nice breakout of 2.70 smoothly plus high volume we may see her rising up further towards 2.80 and above. Pls dyodd. 10 June 2026: Today, reit sector seem rising up a bit. May be interest rate may not increase.CLI is up 4 cents to 2.57. Likely to retest 2.62. Pls dyodd . CapLand Investment (9CI.SI) - I think boat is back. At 2.54, yield is quite decent at 4.724 percent which

$NVIDIA(NVDA)$ 9.3% stake definitely grabs my attention. They don't tend to make investments like this without seeing long-term strategic value, and it adds another layer of credibility to $NEBIUS(NBIS)$ AI cloud ambitions. The positive moves in $CoreWeave, Inc.(CRWV)$ and also $Oracle(ORCL)$ suggest the market is becoming more confident that AI infrastructure spending is translating into real business growth rather than just hype. That said, I'd still be a little cautious after an almost 19% jump in a single session. The chairman selling shares at the same time doesn't automatically make me bearish, but it's something w

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Every time SOXL experiences a sharp correction, I see the same question being asked: "Is the AI trade over?" My answer is usually the opposite. Corrections are a normal part of investing, especially in one of the market's most volatile sectors. Instead of chasing rallies, I prefer adding during periods of fear. My confidence comes from one simple belief: semiconductor demand is still in a long-term uptrend. AI data centers, cloud computing, autonomous driving, robotics, and edge devices all require more advanced chips. While individual companies may go through different cycles, I believe the industry as a whole will continue to benefit from these structural trends. That's why I use SOXL to

I. Fundamentals: Strong Deliveries Come at the Cost of Profit and Cash Flow Tesla's overall Q2 deliveries beat expectations, and the full-year delivery guidance was raised. However, gross margins and EPS are expected to come under pressure and trend lower, while capex has breached $25 billion and free cash flow has turned negative. The market's real focus is no longer on car sales, but rather on the execution of Robotaxi rollouts and the production ramp of Optimus. Whether Tesla can build a moat in physical AI is the true make-or-break factor for this valuation. Key Data: Deliveries (raised): 2026 raised from 1.57M → 1.67M units; 2027 from 1.82M → 1.86M units. Capex: 2026 expected at $26.8B, with FCF loss of approximately $11.4B, in line with company guidance. Robotaxi: Launched in Miami o

$S&P 500(.SPX)$ closed +65 on the day and reclaimed 7500. If SPX can defend this level after $Alphabet(GOOGL)$ and $Tesla Motors(TSLA)$ earnings tmrw we can see all time highs again by next week. SPX July 22 7530C can work above 7500 $Micron Technology(MU)$ is winding up for a run to 1100+ if it can get back through 1000. MU should be bottomed now as long as 900 holds over the next 2 weeks. MU July 24 1050C can work above 980 $SanDisk Corp.(SNDK)$ to 1800 in play if it holds a higher low above 158