To The Moon

My pick is C. Trade between -5% and +5%, with a slight bullish bias. AI data-centre demand and stronger NAND pricing are positive catalysts for SanDisk. However, after the recent memory stock rally, some good news may already be priced in. I’d watch gross margin guidance closely. Strong margins would suggest the NAND pricing cycle still has room to run. I’d remain bullish long term but avoid chasing the initial earnings reaction.

I would back $LHX for the next quarter. CVNA has impressive volume growth and LLY continues to benefit from strong weight-loss drug demand, but LHX offers something particularly attractive: long-term revenue visibility. Its Q3 backlog reached a record $53.2 billion, up 47% year-on-year, with a 3.2x book-to-bill ratio. Free cash flow also increased 195% to $1.3 billion, giving the growth story more financial support. I would consider buying a pullback after the earnings rally, rather than chasing the initial price reaction. My key trigger would be backlog conversion into revenue and free cash flow. A large backlog is encouraging, but it only creates shareholder value if contracts translate into profitable delivery. For me, the combination of strong order growth, improving cash generat

I would look beyond revenue growth and focus on whether AI infrastructure spending is generating measurable returns. The strongest evidence would be sustained growth in AI-related revenue, improving operating margins and free cash flow, rather than simply higher capital expenditure. I would also want to see customers increasing AI usage and renewing contracts because the technology is delivering real productivity gains. For companies like Microsoft, Amazon and Alphabet, the key test is whether revenue from cloud and AI services can grow faster than the cost of building and operating the infrastructure. If returns improve while capital intensity gradually declines, that would give me greater confidence that today’s spending is creating long-term value rather than just expanding capacity.

Big Tech earnings have failed to give semiconductor stocks the boost many investors expected. Despite continued AI investment, chip shares remain under pressure as the market questions whether current spending levels can translate into sustainable earnings growth. Two companies worth watching are Taiwan Semiconductor Manufacturing (TSM) and Micron Technology (MU). Both have delivered strong results, but their businesses offer different ways to participate in the AI boom. 1. TSMC (TSM): The Manufacturing Backbone TSMC is one of the most important companies in the global semiconductor industry. It manufactures advanced chips designed by companies such as Nvidia and AMD. Its latest third-quarter results showed revenue growth of 41.2% year over year, while earnings per ADR increased 57.5%. Str

The AI investment story is gradually moving beyond GPUs and data-centre processors. As AI clusters become larger and more complex, moving data between thousands of processors is becoming just as important as the computing power itself. This is creating new opportunities for companies supplying optical networking components, lasers, digital signal processors (DSPs) and high-speed interconnect technology. Marvell is positioning itself to capture more of this market. However, its latest share-price movement highlights an important concern: is the company strengthening its competitive position through a potential acquisition, or taking on too much financial and integration risk? Marvell shares fell 13.24% on Thursday, reversing the previous session’s 3.32% gain. Investors are weighing the

$Alphabet(GOOG)$  latest quarterly results highlight one of the biggest questions facing the technology sector: how much should investors tolerate today in exchange for potential AI growth tomorrow? For months, Big Tech companies have been competing to build larger data centres, secure advanced chips and expand their AI capabilities. The market initially rewarded this spending as evidence that these companies were positioning themselves for long-term growth. However, investors are becoming more selective. Strong revenue growth is no longer enough. They want to see whether AI investment can eventually translate into sustainable profits and free cash flow. Alphabet’s latest results demonstrate why this debate is becoming more important. Sh

$Intel(INTC)$  latest earnings report highlights an interesting divide in the technology sector. While demand for AI infrastructure and data-centre processors remains strong, the traditional PC business is showing signs of weakness. This raises an important question for investors: is the PC market experiencing a temporary slowdown, or are we entering a longer period of weaker demand? Intel shares fell 3.62% on Thursday before plunging approximately 23% after hours following its disappointing fourth-quarter outlook. What makes the reaction particularly interesting is that the company actually delivered some encouraging results for the third quarter. Revenue reached approximately $16.5 billion, while adjusted EPS came in at $0.52, beating

For much of the past two years, the market has rewarded Big Tech companies for investing aggressively in artificial intelligence. Building data centres, securing advanced chips and expanding computing capacity were seen as necessary steps to capture the next major technology opportunity. But the market is starting to change its expectations. Investors are no longer satisfied with hearing how much companies plan to spend on AI or how quickly their cloud businesses are growing. They want evidence that these investments can generate enough additional revenue, profit and free cash flow to justify the enormous costs. Thursday’s market reaction suggests that this shift is becoming increasingly important. The Nasdaq 100 fell 1.42%, while the S&P 500 declined 0.30%. Technology shares faced ren

If I had to choose one ETF to invest in regularly over the long term, I would choose $Vanguard Total World Stock ETF(VT)$ . Before explaining why, let’s define DCA. Dollar-cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, such as weekly or monthly, regardless of whether the market is rising or falling. For example, investing US$100 into an ETF every month means you buy more shares when the price falls and fewer shares when the price rises. Over time, your purchases are made at different prices rather than relying on a single entry point. DCA does not guarantee a profit or prevent losses, but it can help investors build a consistent investing habit without constantly trying to time the

Tesla rose 5.21% on Monday while SPCX slipped 0.40%. The divergence highlights how investors are positioning themselves around different growth opportunities, with Tesla attracting attention for its potential in autonomous driving, AI and robotics. One of the boldest long-term forecasts comes from ARK Invest, which has modelled a Tesla share price of approximately $4,400 by 2031, with around 80% of enterprise value attributed to Robotaxi in that scenario. That valuation depends on a major transformation. Tesla would need to evolve beyond selling vehicles and establish a scalable autonomous ride-hailing business capable of generating substantial recurring revenue. The opportunity is significant, but so is the execution challenge. 1. The first test: Can Tesla scale paid Robotaxi rides? A suc