To The Moon

Investing can look complicated from the outside. There are charts, earnings reports, interest rates, economic data, analyst upgrades, price targets, dividends, ETFs, market caps and endless opinions about what stocks will rise next. But good investing does not have to be complicated. At its core, investing is about putting your money into assets that you believe can grow in value or generate income over time. The difficult part is understanding what you are buying, what could go wrong, and whether the price you are paying makes sense. Here are some of the investment concepts that every investor should understand — explained in simple terms. 1. What does it mean to own a stock? When you buy a share of a company, you are buying a small piece of that business. If you buy 1 share of Apple, Nvi

I’d still take the index. If the market leaders keep delivering strong earnings, the index benefits — and if leadership broadens out, even better. The bigger question now is whether the rally can spread beyond the usual names.

$Taiwan Semiconductor Manufacturing(TSM)$  just gave investors another reason to pay attention. Taiwan Semiconductor jumped 2.75% to a record $485.80 after Elon Musk confirmed that early discussions are underway around the proposed Terafab project. That matters because the market isn’t just watching who ultimately gets the manufacturing contract. It’s watching who controls the leading-edge capacity behind the next wave of chips. And TSMC is already sitting at the centre of that conversation. The interesting part is that Terafab doesn’t need to become a massive confirmed order tomorrow for TSMC to remain relevant. If Musk’s ambitions require advanced semiconductor manufacturing, TSMC is naturally one of the companies investors will keep wa

Something unusual is happening on Wall Street. The Nasdaq just closed at a record 27,477.31, gaining 1.05%. The S&P 500 added 0.66%, while QQQ climbed 0.88%. And at the same time, the 10-year Treasury yield pushed above 5.3%, its highest level since 2002.  Normally, that combination would make investors nervous. Higher long-term yields increase the discount rate applied to future earnings, making expensive growth stocks harder to justify. Yet tech is still climbing. So what is holding the Nasdaq up? Earnings. The bullish argument is that earnings growth — particularly from the biggest technology companies — is strong enough to offset the pressure from higher rates. Nvidia, Microsoft, Meta and Tesla all helped drive Monday’s advance, with Nvidia reaching another record.  But there is

One headline. Three very different market reactions. TSMC jumped 2.75% to a record $485.80 after Elon Musk confirmed that discussions are underway with TSMC around the proposed Terafab project. SpaceX surged 7.63% to $171.09. And Intel? Down 2.63% to $116.19 — the clear semiconductor laggard. That reaction tells an interesting story. Intel had previously been the only publicly named foundry partner connected to Musk’s chip ambitions. Now that TSMC is reportedly part of the conversation, investors appear to be reassessing just how much of that potential opportunity Intel can ultimately capture. But there’s another side to this trade. If Terafab requires leading-edge manufacturing capacity, TSMC could potentially benefit regardless of exactly how the final partnership is structured. That exp

Friday looked ugly for the memory and HDD trade. Then Monday told a very different story. $Western Digital(WDC)$  jumped 6.34% to $441.64, while $Seagate Technology PLC(STX)$  gained 4.49% to $887.09, clawing back part of Friday’s 10%+ selloff. The trigger? Investors appear to be reassessing fears around Toshiba’s planned capacity expansion. Bernstein called the panic a “storm in a teacup”, maintaining Outperform ratings on both WDC and STX. The argument is simple: even if Toshiba significantly expands capacity, execution takes time — and current supply still looks well short of demand. But there’s an important detail. Not everything in the memory complex bounced.

For me, B is the standout because CRWV sits right at the intersection of huge AI infrastructure demand and equally huge capital requirements. The bull case is powerful, but the bears have plenty to argue about too.

Singapore has a strong starting position, but I think B is the most realistic answer. Infrastructure and investment can attract AI companies, but talent will ultimately decide who becomes a true AI hub. The regional race is only getting more competitive.

$Tesla Motors(TSLA)$  just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce

$NVIDIA(NVDA)$  just put $235 billion behind its own stock. That sounds like an enormous vote of confidence. On September 28, Nvidia’s board added another $150 billion to its share-repurchase authorization, taking the remaining authorization to $235 billion through fiscal 2028. Nvidia described it as the largest increase to a buyback authorization in history.  Then came the market reaction. Nvidia hit an intraday record of $237.88 on Friday before closing at $233.95, up 1.34%. Its market value finished around $5.7 trillion.  But here’s the question I keep coming back to: At these prices, is buying back stock the best use of Nvidia’s enormous cash flow? The bull case is straightforward. Buybacks reduce the number of shares outstanding,