To The Moon

I’m staying cautiously bullish rather than turning bearish. After such a strong rally, I agree the near-term risk/reward is less attractive, especially with the 10-year yield near 4.8% and the Fed back in focus. September could bring more volatility, so I’m prepared for a pullback rather than chasing strength. I don’t think the AI story is broken yet. I’m watching whether AI leaders can turn massive capex into sustainable revenue and earnings growth. If the fundamentals remain strong, I would view weakness as an opportunity to accumulate rather than exit. My approach is to manage position size, keep some cash ready, and add selectively during meaningful pullbacks. I’m not trying to predict the exact top — I’d rather use September volatility to build my high-conviction semiconductor and AI

🌟Wall Street just got hit by a massive economic curve ball. The highly anticipated August Non Farm Payrolls data was just released today. While the consensus was braced for a modest 53,000 to 56,000, the US economy had a staggering 162,000 new jobs! That is nearly triple the forecast. By any normal logic, a roaring labour market is a cause for celebration, right? Wrong. Welcome to the upside down world of macro economic trading where Good News is Bad News! Wall Street realised that the Federal Reserve no longer has any incentive to hand out aggressive interest rate cuts at its policy meeting later this month. What should investors do? With Nasdaq 100 close to its all time high, the risk of buying at the peak is incredibly high. Instead of playing the guessing game, why n

🌟🌟 For weeks, the market was filled with doubts about $NVIDIA(NVDA)$ .Are Nvidia's margins sustainable? Will a cheaper rival chip away at its crown? Is the hardware moat starting to crack? NVIDIA's response? A USD 12.9 billion buyout of Hugging Face. This triggered an immediate market rally that pushed NVIDIA up to USD 228.69. Nvidia isn't just building the engines anymore. It now owns the highway, the toll booths & the map. Hugging Face is the beating heart of the open source AI revolution. It is where every developer, startup & mega company goes to share & download AI models. By absorbing Hugging Face into its ecosystem, NVIDIA has effectively built a fortress around its software stack. The momen

🌟 $Dell Technologies Inc.(DELL)$ blockbuster earnings report proved that enterprise level demand for physical AI data centre infrastructure is accelerating. Dell's total revenue surged 58% YoY to a record USD 47.0 billion, outperforming analysts estimate of USD 44.92 billion. Non GAAP adjusted EPS crushed expectations, coming in at USD 7.04 vs USD 4.92 expected. Dell booked an astonishing USD 60.9 billion in new AI server orders during the quarter alone. Dell's management has upgraded its full year FY27 revenue target by a huge USD 25 billion to USD 192 billion. They also forecasted AI server sales to triple to USD 74 billion. What an amazing earnings report! It is no wonder Dell shares surged by almost 16% post earnings. Will I chase

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For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu

For years, $Dell Technologies Inc.(DELL)$ was viewed primarily as a mature PC and enterprise hardware company. It is profitable, well established and important to corporate IT departments, but hardly the type of dominant technology stock investors would place alongside $NVIDIA(NVDA)$ , $Microsoft(MSFT)$ or $Amazon.com(AMZN)$. Artificial intelligence (AI) buildout is rapidly changing that perception. Dell has emerged as one of the primary beneficiaries of the enormous buildout in AI infrastructure, supplying the servers, storage and networking equipment needed to turn billions of dollars of advanced semiconductors into fu