To The Moon

Good Read - BIG NEWS: Capital Group offloaded more than 21 million shares of Broadcom (AVGO) worth about $7,000,000,000 in Q3. Capital Group is the world’s largest active asset manager, overseeing more than $3 trillion in assets under management (AUM). Based on Q3 13F filings, Capital Group’s three investment divisions offloaded approximately 21.2 million shares of Broadcom during the quarter. Capital World Investors offloaded 12,713,939 shares, Capital Research Global Investors offloaded 3,824,140 shares and Capital International Investors offloaded 4,720,839 shares of Broadcom. These are three investment management divisions of Capital Group. #broadcom #capitalgroup #wallstreet #stockmarket #investing #finance

Oracle released its latest earnings report, and the stock immediately plunged 11%. Looking purely at the core numbers, the results are actually impressive: Revenue up 13% YoY, cloud revenue surging 33%, and EPS jumping 51%. Most shocking of all: RPO (remaining performance obligations) skyrocketed 433% to $523.3 billion, showing a massive pipeline of future orders. So… what exactly is the market selling off? Because Oracle is still burning cash. Free cash flow this quarter was negative $10 billion, and capital expenditure for FY2026 was revised upward by another $15 billion from prior expectations. --- Management's rosy vision vs. harsh reality Management remains highly confident about the future: 1. Margins will take off  As AI capacity comes online, gross margins for AI infrastructur

Absbtracted-BREAKING: Goldman Sachs bought 3,107,496 AMD shares worth over $500 million in Q3 at prices ranging from $138 to $162 per share, boosting its existing AMD stake by 44.48%. Based on Q3 13F filing, Goldman Sachs now holds over 10 million AMD shares, worth over $1.6 billion. The firm now holds a 0.62% stake in the chip company. AMD shares have surged over 40% to $220 per share since Goldman bought these shares. #amd #goldmansachs #wallstreet #stockmarket #investing

Abstracted-Here are 15 Dividend-Paying Stocks for 2025 1. Johnson & Johnson (JNJ): Distributes an annual dividend of $5.20, yielding 2.73%; next ex-dividend date is November 25, 2025. 2. PepsiCo (PEP): Distributes an annual dividend of $5.69, yielding 3.75%; most recent ex-dividend date occurred on September 5, 2025. 3. Coca-Cola (KO): Distributes an annual dividend of $2.04, yielding 2.93%; next ex-dividend date is December 1, 2025. 4. Procter & Gamble (PG): Distributes an annual dividend of $4.23, yielding 2.77%; most recent ex-dividend date occurred on October 24, 2025. 5. AbbVie (ABBV): Distributes an annual dividend of $6.56, yielding 2.88%; most recent ex-dividend date occurred on October 15, 2025. 6. Realty Income (O): Distributes an annual dividend of $3.23, yielding 5.39%;

Abstracted: Here are 15 Dividend-Paying Stocks for 2025 1. Johnson & Johnson (JNJ): Distributes an annual dividend of $5.20, yielding 2.73%; next ex-dividend date is November 25, 2025. 2. PepsiCo (PEP): Distributes an annual dividend of $5.69, yielding 3.75%; most recent ex-dividend date occurred on September 5, 2025. 3. Coca-Cola (KO): Distributes an annual dividend of $2.04, yielding 2.93%; next ex-dividend date is December 1, 2025. 4. Procter & Gamble (PG): Distributes an annual dividend of $4.23, yielding 2.77%; most recent ex-dividend date occurred on October 24, 2025. 5. AbbVie (ABBV): Distributes an annual dividend of $6.56, yielding 2.88%; most recent ex-dividend date occurred on October 15, 2025. 6. Realty Income (O): Distributes an annual dividend of $3.23, yielding

Is CPSH a Good Investment? CPS Technologies shows strong momentum as a growth play in AI infrastructure, EVs, and defense—evidenced by record revenues, major contracts, and facility expansion positioning it for 2026 upside. If AI data center buildouts (e.g., Nvidia demand) and gov't funding accelerate, it could deliver 50%+ returns, making it appealing for aggressive, risk-tolerant investors (e.g., 5–10% portfolio allocation). However, it's not a "safe" or broad-market bet: Limited analyst coverage, post-earnings pullback, dilution risks, and overvaluation flags suggest high downside (20–30% near-term). Volatility suits traders over long-term holders; WalletInvestor's bearish forecast highlights potential regression.  Recommendation: Moderate Buy for short-term (3–6 months) if it hold

Executive Summary : Google or Microsoft? Why  Buy Both - Theme: The “battle of AI business models” pits Google’s vertically-integrated strategy (chip → model → product → ads) against Microsoft’s ecosystem-and-partnership model (OpenAI + Azure + enterprise integration). Both firms are seeing strong AI tailwinds — but their monetisation pathways and ROI timing differ. Google’s ROI strength: The vertical stack yields compounding returns once infrastructure is amortised — lower long-term unit cost per AI operation. Monetisation spreads across multiple consumer products (Search, Ads, YouTube), giving diversified upside once AI enhances ad precision and user retention. However, short-term ROI is diluted by large capital outlays in chips and data-centres. Microsoft’s ROI strength: Immediate

What Berkshire (or its managers) presumably like 1. Stable subscription-based business Sirius XM has a large base of recurring revenue from subscriptions (satellite radio plus Pandora streaming) rather than one-time sales. Analysts note that over 70-75% of their revenue is subscription based. For a value investor who likes predictability, that’s a plus. 2. Attractive valuation and “margin of safety” The stock was trading at a relatively low multiple (for a business with stable cash flows) when Berkshire began significantly ramping up the position. For example, one write-up noted the shares were trading at about 8× earnings at that time. Value investors like Buffett often say: buy when others are fearful. 3. Large stakeholder position / potential influence / capital return Berkshire holds ~

Positive signal Secured $15.5 million contract — a confirmed order, not just a memorandum of understanding. Customer is a “longstanding multinational semiconductor manufacturer”, implying strong client trust and recurring business. 16.5% year-over-year growth in orders shows demand momentum for CPS's technology (advanced power-module components). Applications in high-speed rail and energy/grid infrastructure point to stable, government-backed industries with long-term funding.  For a cautious investor: This contract strengthens CPS's revenue visibility for the next 12 months, reducing near-term risk and validating their niche technology's demand.

If you’re considering buying ProKidney Corp. (ticker PROK) for the long term, one compelling reason is: > Potential of its lead therapy to address a large unmet medical need. ProKidney is developing a cell-therapy platform (namely REACT / “renal autologous cell therapy”) aimed at treating chronic kidney disease (CKD) in diabetic patients, a market with few disease-modifying options. Because CKD affects many people and presents serious complications (e.g., kidney failure, dialysis), if REACT succeeds in later-stage trials and gets regulatory approval, the company could have a strong growth opportunity. Cautious: The company is still in clinical stage (no commercial product yet), so there is significant risk of trial failure or regulatory setbacks. Analysts are mixed: some bullish (high u