To The Moon

I would choose B first, followed by A. I remain most bullish on the AI hardware supply chain because regardless of which platform wins, hyperscalers will continue investing in GPUs, networking, memory and power infrastructure. As long as capex stays strong, hardware demand should remain well supported. Microsoft's $Microsoft(MSFT)$ results also show the market has shifted from rewarding AI spending to rewarding AI monetization. Azure and Copilot are already generating visible revenue, while Meta $Meta Platforms, Inc.(META)$ still needs to prove its AI investments can create meaningful cash flow beyond advertising. I don't think the AI trade is over—it is simply becoming more selective. I'll continue accu

Microsoft's rally suggests investors are rewarding AI monetisation, not simply AI spending. Azure growth and management's confidence in competing with OpenAI and Anthropic signalled that Microsoft's infrastructure investments are translating into customer demand and revenue. Meta, despite a similar AI investment strategy, faced greater scrutiny because returns remain tied more to future advertising and AI execution. If this view persists, the market could further reprice the cloud and compute supply chain. Hyperscalers with visible AI revenue may command higher valuations, while key beneficiaries such as Nvidia, TSMC, Broadcom, AMD, networking, power, memory and data centre infrastructure providers could also see renewed support. The next test is whether upcoming earnings confirm that AI c

$L3Harris Technologies, Inc.(LHX)$ $Lockheed Martin(LMT)$  $RTX Corp(RTX)$  🚨 $LHX Q2 2026 earnings: Strong Fundamentals, Weak Stock Reaction L3Harris $LHX is down roughly 10% today and sitting out the broader market rally, despite beating Q2 expectations and raising FY26 revenue and EPS guidance. That disconnect is the story. The underlying quarter was strong: Revenue: $5.9B, +8% YoY Diluted EPS: $3.13, +28% YoY Orders: $7.3B Book-to-bill: 1.2x Backlog: Record $42B Operating margin: 11.1%, +60 bps Segment operating margin: 16.0% Operating cash flow: $879M, +37% Free cash flow: $771M, +37% FY26 guidance was raised to: Revenue: $23.2B-$23.7B EPS:

1. Tough day for those who still deny TSLA & SPCX will ever merge 2. After hours surge means the merger rumours DO affect stock price despite what some delusionals will deny 3. Tesla China is a huge part of TSLA. What does this mean for Tesla public investors? 4. Merger is likely in the 7th/8th inning for this news to leak now 5. If you’re Elon, why pump TSLA/robotaxis/optimus now? Better to wait and get better ratio for more shareholder control. You can’t control stock prices but you can tamper expectations. This is what we’re seeing imo

The AI CapEx Cuts Never Came. The Spending Is Paying Off Short covering lit the match SK Group Chairman Chey Tae-won bought 3,620 $SK hynix(SKHY)$   shares worth approximately KRW4.8 billion, marking his first direct investment in the memory company. Separately, Leopold Aschenbrenner's Situational Awareness fund transferred most of its public-equity portfolio to Citadel after heavy losses forced it to unwind. Reuters said it remains unclear whether margin calls were involved. The two developments helped remove selling pressure and encouraged short covering. But they were only the spark. The more important fuel came from hyperscaler earnings. The four hyperscaler scorecards – $Microsoft (MSFT.US)$: CapEx unchanged, new capacity sold immed

$PC Partner(PCT.SI)$ 3.50 Target Price   PC Partner's primary growth catalyst is a structural improvement in profitability driven by a richer product mix (higher Average Selling Prices/ASPs) and operational leverage, supported by strong underlying demand. PC Partner Group (PCT.SI) forecasts a net profit of no less than SGD 500 million for H1-2026. --Key Catalysts and Supporting Data--- 1. Product Mix Upgrade & ASP Expansion The company directly attributes its H1 2026 profit surge to "higher average selling prices of its branded products". This indicates a successful shift towards premium, higher-margin GPU models. This catalyst is already visible in the financials. In FY2025 (annual), Gross Profit grew 48.92% YoY to HKD 1.42B, significa

🌟🌟🌟I choose Route A: Cloud Platforms - Microsoft, Amazon as the most compelling and fundamentally sound choice following the dramatic earnings results of these 2 companies. The recent divergence proved that Wall Street is ruthlessly shifting away from open ended "cake drawing" promises and demanding immediate,  monetized proof of cash flow. The reality of this earnings cycle is that enterprise cloud infrastructure has a rapid and highly visible payback loop. The proof is in the numbers when $Microsoft(MSFT)$ Azure surged 40% & $Amazon.com(AMZN)$ AWS Cloud sales boomed by an explosive 37%.  This proves that businesses are paying cold hard cash right now to rent computing power and adopt AI

Going into the Q2 GDP release, I expect a result close to market consensus rather than a major surprise. Consumer spending has moderated, but strong AI-related capital expenditure should continue supporting growth. To me, the economy remains resilient despite signs of cooling. I'm focusing more on what the GDP data means for the Fed than the headline itself. A stronger-than-expected reading could push yields higher and pressure growth stocks, while a weaker result would likely support AI, semiconductor and software names through lower rate expectations. My strategy remains unchanged. I stay bullish on the long-term AI cycle and will continue using market volatility to accumulate quality companies instead of chasing short-term rallies. Patience and disciplined position building remain my p

I found this livestream insightful because it reinforced my view that AI is shifting from hype to real business value. Singapore has one of the world's highest AI usage rates, but many businesses are still in the early stages of adoption. That creates a compelling long-term investment opportunity. To me, the biggest winners may not be AI applications, but the infrastructure behind them. As enterprise adoption grows, demand for data centres, semiconductor testing, precision engineering and digital infrastructure should continue to rise. These are the "shovel sellers" of the AI era. I'm optimistic about Singapore's AI ecosystem. With strong government support and rising compute demand, I believe SGX-listed AI infrastructure companies have a long growth runway. My focus is on accumulating qu

Apple's rally reinforces my view that the market is rewarding AI returns over AI spending. Its asset-light model, strong free cash flow and massive ecosystem give it an advantage over companies investing heavily in AI infrastructure. I believe this supports Apple's premium valuation. I'm also encouraged by Apple's AI progress in China. Regulatory approval for Apple Intelligence, resilient iPhone demand and high-margin services strengthen its long-term outlook. Continued share buybacks also provide support for shareholder returns. While valuation is becoming more demanding, I remain focused on the long term. Short-term volatility is possible, but I believe Apple's ecosystem and AI strategy will continue to drive sustainable growth. @AI_Focus

I see this selloff as more than just a reaction to the Fed holding rates steady. What changed was the market's expectation for future policy. A more hawkish tone, combined with higher Treasury yields, puts pressure on high-valuation growth stocks that have rallied strongly this year. At the same time, geopolitical risks are making investors even more cautious. Rising oil prices and tensions in the Middle East could keep inflation elevated, making it harder for the Fed to begin cutting rates. That uncertainty is increasing market volatility across multiple asset classes. For now, I'm not changing my long-term strategy. If fundamentally strong AI and technology companies pull back because of macro concerns rather than weaker earnings, I'll continue to accumulate them gradually. Volatility c

AI Capex Showdown: Why Microsoft Got a Standing Ovation and Meta Took a Hit I've been watching these tech earnings for years, and last night's reports from Microsoft and Meta delivered one of the cleanest case studies in how Wall Street actually prices AI bets. Both companies dropped monster revenue numbers. Both are pouring tens of billions into the same infrastructure gold rush. Yet the market sent MSFT shares up sharply after hours while hammering META down nearly as hard in the other direction. Let's break it down without the hype. The Numbers Side by Side Microsoft's fiscal Q4 (ended June 30, 2026) came in at $90 billion revenue, up 18% year-over-year and ahead of expectations. Adjusted EPS hit $4.74, crushing the street. Azure cloud growth accelerated to 43%, pushing the annual cloud

There is a coherent argument for SK Hynix being the most resilient name, but it is not guaranteed to outperform. SK Hynix derives a larger share of earnings from high-bandwidth memory (HBM), where demand is still driven by AI accelerators and supply remains relatively tight. Micron and SanDisk have greater exposure to conventional DRAM or NAND pricing, which is more vulnerable if oversupply emerges. That helps explain why SK Hynix declined less. However, resilience is different from immunity. If hyperscaler AI spending slows, HBM demand weakens, or customers digest inventory, SK Hynix will also face pressure. CEO insider selling at Micron may affect sentiment, but it does not necessarily signal an industry peak on its own. The key indicators to watch are HBM pricing, AI capex from hypersca

1 $S&P 500(.SPX)$ what a bounce today, SPX +120 SPX if it reclaims 7500 we can see all time highs again in August. Calls can work above 7420 tomorrow $Micron Technology(MU)$ the bottom is in. The stock dropped from 1250 to 705. If it gets through 900.. 1000 comes fast. MU July 31 930C can work above 900 $Microsoft(MSFT)$ up 17% after earnings. MSFT has been in a downtrend for months. If MSFT can form a new base above 440.. we can see 500 by September. Calls can work above 450 tomorrow. Good luck tmrw everyone!! 📈 2 STOP TRADING UNTIL THIS HAPPENS. Before I decide how aggressive to be, I check the