To The Moon

I’d pick cybersecurity as the sector with the most room to run. AI is creating new threats while making enterprise infrastructure more complex, supporting strong long-term security spending. $Palo Alto Networks(PANW)$ and $CrowdStrike Holdings, Inc.(CRWD)$ both look compelling, although I expect some consolidation after the strong rerating. If I had to pick one name today, I’d choose PANW. The CyberArk and Chronosphere acquisitions could strengthen

For me, the biggest takeaway is that rising oil prices and Treasury yields are becoming a major headwind for high-growth tech. Higher discount rates make future AI cash flows worth less today, explaining why Microsoft and $NVIDIA(NVDA)$ can sell off despite strong long-term fundamentals. I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage. I’ll be watching Broadcom’s earning

$Merck(MRK)$ $Merck & Co., Inc.(MRK) Rallies +1.42% to $149.86: Pharma Giant Nears 52-Week High with Bullish MACD Momentum, $156 Target in Focus 📈💊 Latest Close Data: MRK closed at $149.86 (+1.42%) on Sep 2, 2026, just 4.5% below its 52-week high of $156.92. Volume was 9.87M shares (Volume Ratio 0.98), turnover rate 0.40%. Core Market Drivers: HSBC upgraded MRK from Hold to Buy on Sep 1, fueling the 2.6% pre-market pop. The mRNA cancer vaccine (intismeran autogene + Keytruda) Phase III success continues to attract analyst upgrades. Morgan Stanley lifted PT from $116 to $179 with Overweight rating. Technical Analysis: MACD remains bullish with DIF 5.91 > DEA 5.71, histogram positive at 0.38. RSI(6) at 58.7 and RSI(24) at 63.7 — momentum recov

Interest rates on government bonds are rising again, making borrowings more expensive for consumers and businesses. It also heightens concerns about whether governments are issuing more debt than financial markets can handle? Rising bond yields are one of the few forces in the world strong enough to get politicians to snap to attention. They can also have a big impact on US citizens’ personal finances and on the broader US economy. The bond market can dictate (a) how much ordinary people have to pay on their mortgages and car loans, as well as (b) how much consumers earn from their savings accounts and 401(k) plans (that is equivalent to Singapore's CPF Investment Scheme (CPFIS). Gradual bubble up of Treasury yields. With fig

🌟🌟🌟 $Broadcom(AVGO)$ smashed out an absolute record of USD 15.2 billion in revenue for a single quarter. It earned USD 4.1 billion from AI custom chips alone and packed away a mind blowing USD 6.1 billion in pure, cold cash profit. By any normal standard, this is a legendary victory. But instead of celebrating, investors sold off and its stock dropped by almost 4%. Why? Because Broadcom's immediate next quarter forecast merely matched expectations instead of pulling off a miracle. In this crazy market, matching official goals is not enough anymore. Broadcom must provide top notch guidance. The Verdict: Buy the Dip or Wait? I would dollar cost average Broadcom as it is impossible to time the bottom of this drop. If th

If I could only pick one, I’d go with $Palantir Technologies Inc.(PLTR)$ . The combination of 93% revenue growth, 149% U.S. commercial growth and raised guidance is hard to ignore. More importantly, I see Palantir benefiting from both AI adoption and broader enterprise software spending, giving it multiple growth drivers. That said, I wouldn’t ignore the valuation risk. At these growth rates, expectations are already extremely high, so even a strong earnings report could trigger a pullback if guidance disappoints. I’d rather DCA into PLTR than chase a big post-earnings rally. $Atlassian Corporation PLC(TEAM)$ ,

$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ 🚀 $RKLB Q2 2026 earnings: Record growth, but Neutron is the real trade 🚀 Rocket Lab just delivered the kind of quarter most growth investors dream about: 🟢 EPS: -$0.08 | Est. -$0.08 🟢 REV: $234.07M | Est. $230.94M 🟢 Revenue: +62% YoY 🟢 Backlog: $2.36B | +137% YoY 🟢 New post-quarter contracts: >$1B And yet $RKLB is getting hit roughly 9%. Why? Because this earnings report exposed something important about the valuation: investors are no longer debating whether Rocket Lab can grow. They are debating how quickly Neutron can turn that growth into a much larger laun

For the week ending 28 Aug 2026, US 3 major composite indexes closed moderately higher despite a late-week selloff. (see below) 3 Composite Indexes performances: DJIA : Ticked up +0.56% (+298.04 to 53,559.99). S&P 500: Advanced +0.63% (+48.38 to 7,711.76). Nasdaq: Led the weekly gains, rising +1.29% (+337.10 to 26,402.42). Trading volume. Trading volume during the week remained relatively muted, continuing a late-summer trend. On the heavier-volume days like Thursday & Friday, roughly 14.9 billion shares changed hands across US exchanges. This volume marked a slight contraction or stayed flat compared to the previous week's average, well below Wall Street's 20-session trading volume average of 16.3 - 16.6 billion shares. Catalysts for the week. The week was driven by a tug-of-war b

🌟🌟🌟The ultimate macro impact of this round of oil price increases on US stocks centres squarely on Option B: The direct transmission of energy inflation will force Kevin Warsh's Fed into a surprise September rate hike, sending the heaviest liquidation pressure straight to growth and technology stocks. Why? When crude oil stays pinned at USD 95, it transmits a massive price impulse straight through the Consumer Price Index or CPI & Producer Price Index (PPI) metrics. Kevin Warsh has warned that financial conditions are not restrictive enough. Surging oil gives him a mandate to push the September interest rate hike probability to over 70%. Higher interest rates drive up global bond yields. The market drops today not because corporate earnings are bad, but b