To The Moon

AI servers are creating new demand for Intel's Xeon CPUs alongside AI accelerators. IMHO - what price to buy : Below $85 Strong Buy (load up). $85–95 Buy gradually (DCA over 3–6 months). Above $105 Wait for a pullback.

Good time to pick up bargain stock. Dividened-4+%. Buy only below HK$2.20 HK$2.00–2.20 looks attractive. HK$2.40–2.80 is fair. Above HK$3.20 starts to look expensive. 4%+ dividend yield while you wait. At around HK$2.10, the expected forward dividend yield is about 4.1%, providing a steady income stream while waiting for price appreciation. The payout ratio is around 58%, which is generally considered sustainable. Trading near intrinsic value. This price is close to the company's book value and below the level where the market fully values its satellite assets and orbital licences. Strategic monopoly-like assets. APT owns geostationary satellites and valuable orbital slots across Asia-Pacific—assets that are difficult and expensive to replace. Strong government backing. The company is link

Good time to pick up bargain stock. Dividened-4+%. Buy only below HK$2.20 HK$2.00–2.20 looks attractive. HK$2.40–2.80 is fair. Above HK$3.20 starts to look expensive.  4%+ dividend yield while you wait. At around HK$2.10, the expected forward dividend yield is about 4.1%, providing a steady income stream while waiting for price appreciation. The payout ratio is around 58%, which is generally considered sustainable. Trading near intrinsic value. This price is close to the company's book value and below the level where the market fully values its satellite assets and orbital licences. Strategic monopoly-like assets. APT owns geostationary satellites and valuable orbital slots across Asia-Pacific—assets that are difficult and expensive to replace. Strong government backing. The company i

No fear if you know the Semiconductor Industry and how to move forward with current Semicon Sell Off! The market is differentiating between AI compute, AI memory, and AI storage rather than treating all semiconductor companies equally. A) AI Compute (GPUs, AI Accelerators, CPUs) 1.Nvidia (NVDA) Dominates AI GPUs with CUDA ecosystem; market leader. 2.AMD (AMD) Strong challenger with MI300/MI400 AI accelerators. 3.Broadcom (AVGO) Designs custom AI ASICs for hyperscalers like Google and Meta. 4. Intel (INTC) Xeon CPUs, Gaudi AI chips, and foundry business; turnaround story. 5. Marvell Technology (MRVL) AI networking, custom silicon, and data-center infrastructure. B) AI Memory (HBM, DRAM, NAND) 1. SK Hynix-Global leader in HBM used by Nvidia. 2. Micron (MU)-Fast-growing HBM supplier with stro

Abstract from FB-Stock In - 🔥 AI infrastructure is becoming a battle for power capacity. The valuations across the sector are honestly wild when you compare them on a per-watt basis: • #CRWV CoreWeave $57B market cap, 3.5 GW contracted → about $16 per watt • NBIS Nebius $44B market cap, 2+ GW contracted and targeting 3 GW → about $15 per watt • IREN $19B market cap, 5 GW secured power → about $3.80 per watt • #MARA Mara $4.87B market cap, 2.2 GW pipeline → about $2.22 per watt • #HUT Hut 8 $11B market cap, 597 MW contracted with an 8.4 GW pipeline → about $1.18 per watt contracted • #KEEL Soluna $2.4B market cap, 2.2 GW pipeline → about $1.09 per watt • #VIVO VivoPower $50M market cap, 358 MW operational + near-term pipeline → about $0.14 per watt The market is rewarding companies that alr

Thank you TigerStars and congratulations to the other winners.

Stay invested! DCA.

If the Iran conflict continues, typically: Oil stocks / oil ETFs → up Airlines, tech, consumer stocks → down Defense stocks → up Despite the overall red market on Friday, a few sectors actually held up or went green. The money rotated into “war + inflation” sectors. Why it went up: Oil surged above $90/barrel because of the Iran conflict and supply risk. Examples of stocks moving up : Chevron ↑ about 2% Exxon Mobil slightly up BP ↑ nearly 3% and hit a 52-week high When war disrupts oil supply → energy companies make more money. Related ETFs you may watch : 1)XLE (Energy Select Sector ETF) 2)XOP (Oil & Gas Exploration ETF) 3)USO (Oil futures ETF) *4)BNO* Examples that have been moving: 1)Lockheed Martin 2)Northrop Grumman 3)Raytheon 4)Palantir (battlefield AI / data analytics) Defense s

1️⃣ If Netflix bought Warner Bros. Discovery Netflix Warner Bros. Discovery If the ~$80B+ deal had gone through: 👍 Pros HBO library (Game of Thrones, DC, Harry Potter) Strong film studio + IP moat Bigger global scale vs Disney 👎 Risks Massive debt load absorption Cultural integration risk Dilution of Netflix’s high-margin model Slower buybacks Higher interest costs Based on your earlier math (~8–9 years payback using FCF), that’s a long capital lock-up. For a company like Netflix — which thrives on: Flexible content spending Strong cash generation High ROIC discipline — tying up $80B+ could reduce optionality. From a pure capital efficiency standpoint, not overpaying can be a win. Sometimes the best M&A is the one you don’t do. 2️⃣ Could Netflix buy Paramount later at a discount? Param

Roth Capital initiated coverage with a Buy (Strong Buy) rating and a $6.00 12-month price target.  Some services show a consensus rating closer to Hold based on a mix of Buy, Hold, and Sell ratings from a few analysts.  MarketBeat The average analyst price target is about $6.00, implying roughly 20–30% potential upside over the next year vs. current prices.