To The Moon

$微软(MSFT)$   The key question in the AI trade is shifting. It is no longer only about who spends the most on AI infrastructure. Investors are now asking who can turn AI capex into visible revenue, cloud growth and enterprise adoption. In its 31 July report on Microsoft (MSFT US), CMB International highlighted that tangible ROI is becoming increasingly evident. Microsoft’s 4QFY26 revenue rose 18% YoY to US$90.0bn, while Azure and other cloud services grew 43% YoY, above prior guidance. Microsoft 365 Copilot also reached 30mn paid seats, with net seat additions more than doubling QoQ. The signal is clear: Microsoft’s AI story is moving from capex-heavy investment to cloud growth, Copilot monetisation and enterprise AI adoption.

The $S&P 500(.SPX)$ and $NASDAQ 100(NDX)$ extended their advance on Tuesday, confirming the bullish weekly setup highlighted over the weekend. Both indices opened above their key weekly pivot levels, reinforcing the view that the current move could mark the beginning of another leg higher rather than just a short-term rebound. As the rally developed, price continued to validate key technical levels. For the S&P 500, Monday's move above 7,563 confirmed the initial bullish trigger. On Tuesday, the index held above its daily pivot at 7,571.8 before steadily clearing successive resistance levels at 7,638 and 7,677. By the close, the S&P 500 had reached 7,744, finishing the session at a fresh all-ti

Additional units of the Sembcorp 5x Long DLC (UZMW) were issued on 5 August, allowing Societe Generale as the Designated Market Maker, to be able to resume quoting on the Ask to meet strong investor demand on the previously sold-out Sembcorp 5x Long DLC.. Investors with a bullish view on Sembcorp may consider $Sembcorp 5xLongSG270623(UZMW.SI)$ , which offers leveraged exposure to potential gains in Sembcorp's share price. Conversely, those who are bearish can consider the Sembcorp 5x Short DLC.  Separately, Singapore major banks are set to kick off earnings season this week, beginning with $DBS(D05.SI)$ on Thursday (6 Aug) before market open, followed by 

Trump's proposed ban on Chinese optical transceivers ignited one of the strongest rallies the optical networking and AI hardware sector has seen this year. The move fueled broad buying across companies tied to optical components, photonics, semiconductor equipment, networking, and AI infrastructure. Biggest winners included: $Silver Verde May Mining Co., Inc.(SIVE)$ +20.33% $Applied Optoelectronics(AAOI)$ +17.31% $Lightwave Logic, Inc.(LWLG)$ +13.49% $Fabrinet(FN)$ +13.27% $Coherent(COHR)$ +12.53% $POET Technologies Inc(POET)$ +12.09%

The pattern is becoming familiar. SpaceX reported its first-ever quarterly earnings Tuesday night and beat on every single metric. Revenue of $7.8 billion, up 92% year on year, against a $6.8 billion consensus. Net loss of $541 million, a fraction of the $1.9 billion analysts expected. Adjusted EBITDA of $3.5 billion, up 191%. AI segment revenue of $2.56 billion, up 247%, against a $2.18 billion estimate. Starlink subscribers hit 12 million, doubling year on year. CFO Bret Johnsen said the company is on pace to reach $100 billion in annualised recurring revenue by year-end, with $6.7 billion in additional cloud services agreements already contracted in the first weeks of Q3 alone. Musk pulled forward the $1 trillion revenue target from 2031 to 2030. SPCX still fell 8% after hours, at one p

🌌 Revenue up 92%, yet shares plunged over 6% after hours! SpaceX's earnings call reveals a massive CapEx crunch: Elon Musk pulls forward his $1T revenue target by a full year, locking down NVIDIA for orbital AI supremacy! 🚀 ​$Space Exploration Technologies Corp(SPCX)$   just dropped its first quarterly report since going public. While Q2 revenue hit $7.81B (up 92% YoY, beating estimates of $6.93B) and net loss narrowed from $1B to $541M, the stock dropped over 6% after hours. Why? The CFO warned that capital expenditures (CapEx) will stay at historic highs for the next two quarters, squeezing free cash flow (FCF). ​Despite the short-term cash burn, Musk painted a massive, hyper-ambitious vision for AI and space-based computing during the

$S&P 500(.SPX)$ gained 3.3% in just two sessions, yet the $Cboe Volatility Index(VIX)$ also moved higher. At first glance, that looks contradictory. The explanation lies in dealer positioning. Last Friday, $SPDR S&P 500 ETF Trust(SPY)$ closed at 746.82, just below the 747.36 gamma flip, leaving the market in negative gamma with net GEX at -$170 million. Below the flip, dealers hedge with price rather than against it, amplifying market moves instead of dampening them. That dynamic helped fuel Monday's 1.48% rally and Tuesday's 1.79% advance. While headlines provided some support, there was no major macro catalyst capable of explaining two consecutive outsize

Many investors are calling $SpaceX(SPCX)$ one of the best potential 10x–20x opportunities under $100. But that doesn't mean I'm buying today. I'd rather wait for $80–90 before starting a position. The reason is simple: supply. Beginning August 6, insider lockups start expiring, with additional tranches continuing through December. That's a significant amount of new stock entering the market, on top of a share price that's already fallen below its $135 IPO price. Then comes another major catalyst—its first earnings report. There's no need to rush. Many investors still think of $SPCX as just a space company, but today's business is much broader. It now operates across Space, Connectivity, and AI, following the integration of xAI, Grok, and AI infras