To The Moon

I really dislike when women act coquettish toward men at work to get what they want. So it stung when someone told me I do the same thing, something I completely disagree with.  When I asked my boss about it, he agreed that he's seen me do it sometimes.  But when I pushed him for concrete examples, he brushed it off with a 'nevermind' and quickly changed the subject.  I know who I am at work.  I'm independent, assertive, and use humor, though I can occasionally have a hot temper under pressure. That feedback just doesn't match my reality. 

$Nokia Oyj(NOK)$   surged nearly 5% ($10.64) after hours, with Microsoft $Microsoft(MSFT)$  following up to $494.87 (+0.93%), after announcing a major expansion of their long-term partnership! They are integrating the Nokia Data Suite with Microsoft Fabric to build a unified, AI Agent-driven data foundation, pushing telecom operators closer to self-healing, autonomous networks. 🔑 Key Takeaways & What It Means for AI Automation • 1. Breaking Down Data Silos Nokia Data Suite and Microsoft Fabric are teaming up to unify cross-domain data (RAN, core, and transport networks) onto Microsoft's enterprise platform, giving AI agents re

Asia is staring down an absolute nightmare scenario, and nobody is talking about the ticking clock. Here is the brutal reality: Middle Eastern oil cannot reach Asia right now. * The Primary Chokepoint is Dead: Heavyweights like Kuwait, Saudi Arabia, Qatar, and the UAE pump the lifeblood of global industry through the Persian Gulf and out via the Strait of Hormuz. With that strait completely blockaded, the main artery is severed. * Every Alternative is Sabotaged: The backup plan—pumping oil across Saudi Arabia to the Red Sea and through the Bab el-Mandeb Strait—is totally dead in the water. Pipelines have been bombed and shut down, and the Houthis have locked down the Bab el-Mandeb. Even if those pipes get fixed, any ship heading out of the Red Sea into the Mediterranean hits a wall: the Me

🔥 AI's real strength isn't just NVIDIA—it's the full-stack server builders: HPE +12.4%, Dell +12%. Capital is starting to flow into the second layer of AI infrastructure. $Dell Technologies Inc.(DELL)$   $Hewlett Packard Enterprise(HPE)$   $Arista Networks(ANET)$   $SUPER MICRO COMPUTER INC(SMCI)$   Hewlett Packard Enterprise (HPE)jumped 12.44% to US$62.09, becoming one of the top performers in the S&P 500. Dell Technologies (DELL) also rose about 11.98% to US$567.29. Arista Networks (ANET) gained about 5.61%. Capital is clearly no longer chasing just GPUs. Servers, networking, and e

Same company’s massive debt. Some see pure crisis. Others see pure opportunity. That’s $Oracle(ORCL)$   right now. Quick Translation + Reality Check (with the absolute latest numbers after Sept 10 earnings) Oracle reported Q1 FY2027 (ended Aug 31, 2026) on Sept 10 after the close: Revenue: $19.3 billion (+30% YoY) — beat estimates Cloud Infrastructure (OCI): $7.4 billion (+121%) — absolute monster growth Total Cloud: +62% Remaining Performance Obligations (RPO / backlog): $664 billion (was $638B at end of FY2026) — still insane Non-GAAP EPS: $1.92 (beat $1.74) Free cash flow burn: only –$5.4 billion (vs expected –$9.56B) — much better than feared Raised full-year FY2027 adjusted EPS guidance to $8.10 They also delivered 850 MW of ne

@InverseCramer @Optionspuppy Congratulations [Grin] [Grin]

@Optionspuppy @Ah_Meng @InverseCramer   Story time: 🧵👇 An orangutan at the San Diego Zoo became an absolute legend for repeatedly breaking out of his enclosure. His name was Ken Allen. The wild part? He didn't go on a rampage or try to flee into the city. Once he got out, he mostly just wandered calmly around the zoo. He'd explore the grounds, check out the other animals, and just vibe. Total tourist mode. Except for one major detail. Ken had absolute beef with another orangutan named Otis. During one of his breakouts, he marched straight over to Otis’s enclosure and started throwing rocks at him. 💀 The zoo staff was so ba

Out for dinner with my boss yesterday, and he was this close to ordering Lao Fu Zi Char Kway Teow. Remember when they used to sell medium for $6 and large for $8 ? Well, now $8 is the ONLY option on the menu. I literally had to intervene and warn him: Do NOT buy this, or I will scold you. The taste is dead average, the portion size is a total joke for $8, and it’s completely lost its touch.  That Michelin Bib Gourmand badge is just a giant scam sign. Save your money. $8 for Char Kway Teow is absolute robbery! 🚫🍝

Let me ask you a question. If every country in the world is in debt — the US, Japan, Europe, and even Singapore — who exactly is this money owed to?Have you ever thought that this question might actually have no clean answer?Because if every country is a debtor, logic says someone must be the creditor. But when you dig into the data, ask around, and flip through the reports, you discover something very strange: almost no country dares to openly admit that it is holding the world’s money. Every country is crying poor. Every country is borrowing. Yet the money that is being lent out still has to land somewhere on someone’s books.Last year the Institute of International Finance put out a figure: total global debt hit US$348 trillion. What does that number mean? If you take all 8.1 billion peo

$Semtech(SMTC)$   ​Core Dynamic:  "Availability currently matters more than pricing." Zero near-term order erosion; cost increases are passing through cleanly. ​CW Lasers (Post-HieFo):  Transceiver revenue targeted for H1 FY28. Capacity is tight and they trail pure laser leaders, but making solid progress toward the 2027 ramp. ​TIA & Drivers (FiberEdge):  Exceptional demand. Deepening hyperscaler integration with a dominant target of 50%+ market share for 1.6T FiberEdge by year's end ("designing to every module provider"). 1.6T qualifications are finishing ahead of schedule. ​Backlog & Visibility:  Current FY is fully booked; next year is already >70% locked in. Management noted current capacity may fall short f