To The Moon

Sharing my findings :  For Long-Term, Risk-Tolerant Investors Potentially Yes — If you believe in: Continued revenue growth and margin expansion, Long-term demand in defense and advanced materials, Execution of new contracts and commercial products,then CPSH could be a growth-oriented speculative buy with meaningful upside potential. 📉 For Conservative or Short-Term Investors Maybe Not Yet — Because: It’s a micro-cap with volatility and limited analyst coverage, Profitability isn’t solidly consistent, Consensus from some models is only moderate buy or hold. Institutional & Insider Buying are noted, which can read as confidence from insiders and funds.

My take and read on China Aerospace. (I hold Aerospace  @0.65) Pros (Bullish Factors) 1. Strategic Government Affiliation CASIL’s parentage links it to China Aerospace Science and Technology Corporation — a state-owned entity with deep involvement in national aerospace and defense programs. This relationship offers preferential access to large government contracts and strategic projects that other commercial players may find hard to secure. 2. Revenue Growth in Core Business Despite headwinds in property leasing, the company’s technology industrial segment (e.g., injection-molding, PCB, semiconductors) has delivered double-digit revenue growth recently. 3. Diversified Business Mix CASIL’s operations span multiple industrial sectors, reducing dependence on any single revenue source. In

Sharing from my read from Stocktoearn: Bank of America, through analyst Vivek Arya, projects that global semiconductor sales will exceed $1 trillion in 2026, driven by the AI boom. Here are the 6 stocks they highlighted as their “Top 6 for 2026” that are expected to lead the $1 trillion surge across the AI value chain in 2026: 1. Nvidia (NVDA): The dominant leader in AI accelerators (GPUs) for training and inference. Its powerful GPUs and comprehensive CUDA software platform are considered the industry standard and “brain” powering the vast majority of current generative AI models and data centers. 2. Broadcom (AVGO): A key player in custom Application-Specific Integrated Circuits (ASICs) for hyperscalers like Google and Meta. 3. Lam Research (LRCX): A semiconductor equipment maker benefit

Palantir plays a significant and growing role in U.S. defense and also in their home security. 🧠 It is a data, AI, and decision-making backbone, do note that they are not a weapons supplier 🇺🇸 It is strategically important, especially in AI-driven warfare They are part of a broader defense ecosystem, BUT not a monopoly Now, Palantir ($PLTR) is reportedly developing a tool for Immigration and Customs Enforcement (ICE) that displays potential deportation targets on a map, generates detailed profiles for each individual, and assigns a confidence score estimating the accuracy of their current location, according to 404 Media.

🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.

Growth stocks that doubled in 2025: Sandisk: +572% Lumentum: +341% Western Digital: +291% AST: +257% Micron: +249% Seagate: +225% Robinhood: +211% Rocket Lab: +177% Lam: +141% Palantir: +141% Wayfair: +128% Comfort Systems: +121% Applovin: +115% Carvana: +113% GE Vernova: +101%

Thank you 🐅! Roaring ahead for Yr2026

 Manus is a Chinese startup! Manus is primarily known as a new type of autonomous AI agent that executes complex, multi-step tasks in the cloud, acting like a digital assistant to handle research, content creation (like coding or writing reports from data), scheduling, and data analysis without constant human input, bridging the gap between idea and execution. Meta will operate and sell the Manus service, as well as integrate it into its consumer and business products, including in Meta AI, the company said. The exact financial terms of the deal have not been officially disclosed by the company.