To The Moon

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Circle (CRCL) Q1 2026 Earnings Preview: Can the Stablecoin Giant Sustain Its Growth Momentum? $Circle Internet Corp.(CRCL)$   is set to report its Q1 2026 earnings before market open on May 11, 2026. As the "first publicly traded stablecoin company," this report will be a critical checkpoint for investors assessing the sustainability of its business model. Revenue Expectations: Steady Growth According to S&P Global data, Wall Street expects CRCL's Q1 2026 revenue to reach $714.9 million, representing approximately a 7% quarter-over-quarter decline compared to last quarter's actual $770.2 million, but roughly 11% year-over-year growth versus Q1 2025 levels. From the chart, looking at recent quarters, CRCL's actual revenue in Q2, Q3, a

It is coming up to 2½ months since US unilaterally decided to launch an assault on Iran with its partners-in-crime Israel. The relative ease with which Trump’s order to capture Venezuela’s President Nicolás Maduro and his wife by force on 03 Jan 2026 has embolden the ‘foolish’ into thinking that the feat could be repeated with the same relative ease. Trump’s history of avoiding military service (in September 1968 for the Vietnam war) suggests a fundamental detachment from the life & death stakes of the very operations he so casually orders. What about his Defense minister ? Surely, he would know better, many had assumed. After all, Hegseth served in the Army National Guard from 2002 to 2021 and had been deployed overseas 3 times. On closer examination, his tours & experiences were

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Broadcom’s Quiet Empire The first wave of artificial intelligence created a simple investment story: buy the companies building the fastest chips and enjoy the ride. The second wave is becoming far more complicated — and, in my view, far more interesting. AI is now colliding with economic reality. Hyperscalers are discovering that training and deploying large language models at global scale requires far more than raw compute power. It demands lower energy costs, faster connectivity, optimised architectures, and infrastructure capable of moving staggering amounts of data without collapsing into latency chaos. That shift is precisely why I believe Broadcom has quietly become one of the most strategically important companies in the entire AI ecosystem. Broadcom is no longer simply benefiting

Stocks for today? To watch to buy to sell

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💥 The Pulse $iShares TIPS Bond ETF(TIP)$ While the equity crowd chases tech earnings, smart money is rotating HARD into inflation protection. $TIP (iShares TIPS Bond ETF) just absorbed +$125M in a single day—part of a $900M April bonanza that crushed estimates by 45% and marks the biggest monthly haul since December 2021. Across the Atlantic, Euro inflation-linked bonds (ILBs) pulled +$320M yesterday as breakeven inflation expectations spike to 2.6% in the US and 2.1% in the Eurozone. Translation? The bond market is screaming that the inflation fight isn't over, and it's pricing in a tariff-fueled reflation trade that could torch traditional fixed in

💥 The Pulse $iShares TIPS Bond ETF(TIP)$ While the equity crowd chases tech earnings, smart money is rotating HARD into inflation protection. $TIP (iShares TIPS Bond ETF) just absorbed +$125M in a single day—part of a $900M April bonanza that crushed estimates by 45% and marks the biggest monthly haul since December 2021. Across the Atlantic, Euro inflation-linked bonds (ILBs) pulled +$320M yesterday as breakeven inflation expectations spike to 2.6% in the US and 2.1% in the Eurozone. Translation? The bond market is screaming that the inflation fight isn't over, and it's pricing in a tariff-fueled reflation trade that could torch traditional fixed income. This isn't your grandpa's treasury play—this is margin expansion in real yield compression, an

Happy Friday! As we move into Mother's Day Weekend, here's the market setup for today - 8th May 2026: U.S. equities are trying to stabilize after yesterday’s fade. On Thursday, the S&P 500 and Nasdaq touched fresh intraday highs but closed lower as oil rebounded and rates stayed firm. The key macro backdrop today is still earnings, oil, geopolitical risk, and Treasury yields. Premarket tone looks modestly risk-on, especially in software, cloud, and AI-infrastructure names. The market is rewarding companies that can show real AI-driven revenue or infrastructure demand, while punishing software names where AI may pressure growth, pricing, or headcount assumptions. Akamai — AKAM Akamai is one of the cleaner upside earnings stories today. The company reported a decent Q1, but the bigger ca

$InnoTek(M14.SI)$ $1 Target Price.   InnoTek's near-to-medium-term growth is driven by a strategic pivot to expand its Southeast Asian manufacturing footprint by strengthen its balance sheet, strategic capital raising and capacity upgrades. Key Catalysts for InnoTek Growth: 1. Southeast Asian Capacity Expansion (Malaysia Facility): InnoTek has opened a new 10,000-square-meter manufacturing facility in Melaka, Malaysia, with a total capital investment of S$5 million. This plant will focus on precision metal-stamped components, a core part of its business. Operations already started in Q1-2026, with output ramping as customer qualifications progress. This expansion is a direct catalyst as it diversifies InnoTek's production base beyond

TSLA, the trade was easy

TSLA, very wonderful

Today’s stock in focus for me is $IREN Ltd(IREN)$ after $NVIDIA(NVDA)$ strategic backing further boosted its AI infrastructure story. NVIDIA’s potential $2.1 billion investment and Blackwell deployment agreement show IREN is rapidly evolving from a Bitcoin miner into a serious AI cloud infrastructure player, with plans to scale toward 5GW of AI data center capacity. What stands out is the combination of NVIDIA’s AI hardware leadership and IREN’s ability to secure land and power resources, which are becoming critical bottlenecks in the AI race. The acquisition of Spain-based Ingenostrum also strengthens IREN’s European expansion and future growth pipeline. $Microso

Great insights raise the whole game. 🚀Share a trade idea and lift the community higher. Let’s break it down. These stories drove the markets. More News Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively! 📊 Friday — Earnings Focus Interpret key corporate earnings reports to grasp performance-driven investment opportunities. 📌【Today’s Question】 Did you make money or lose money this week? Share your trading insights from this week. Yesterday's winners：

$AST SpaceMobile, Inc.(ASTS)$ is entering a critical Q1 2026 earnings report scheduled for Monday, May 11, 2026, after the market closes. The narrative around the stock has shifted dramatically this quarter. While the stock has seen a massive multi-year run, it is currently grappling with a significant technical setback that has injected high volatility into the upcoming print. Earnings Expectations Analysts are looking for a significant ramp in revenue, but the bottom line remains in the red as the company builds out its constellation. Consensus EPS: Loss of $0.23 (vs. a $0.18 loss in the year-ago quarter). Tipranks.com is providing consensus EPS forecast of a loss of $0.24. Consensus Revenue: $38.24M – $39.01M. This represents a massive year-ove

$PICC GROUP(01339)$ Its currently trading at a discount of over 20% from its 52 weeks highs[Miser]  

$Shake Shack(SHAK)$ $McDonald's(MCD)$  $Tesla Motors(TSLA)$  🍔📉⚔️ $SHAK vs. $MCD | Wall Street Just Sent A Powerful Message ⚔️📉🍔 $SHAK just suffered the worst single-day collapse in its history, plunging over -28% after reporting an unexpected operating loss despite posting strong sales growth, positive traffic, and accelerating expansion. Meanwhile, $MCD rallied. That divergence tells us something much bigger than burgers. Consumers are still spending. But Wall Street is becoming dramatically more selective about WHICH business models deserve premium valuations in an increasingly pressured consumer environment. This quarter was not about deman

institutional traders sold long-dated 250putsfor250putsfor3.74M, signaling long-term bullishness with a breakeven at 220.05.Oraclefell4.05220.05.Oraclefell4.05177.50 puts for $1.85M as a hedge or bearish bet, while others sold longer-dated puts to collect premium. Overall, near-term caution contrasted with medium-to-long-term neutral-to-bullish positioning.

U.S. stocks fell Tuesday on renewed AI concerns ahead of major tech earnings. Options volume hit 53.6 million contracts (59% calls). AMD dropped 3.41%; institutional traders sold long-dated 250putsfor250putsfor3.74M, signaling long-term bullishness with a breakeven at 220.05.Oraclefell4.05220.05.Oraclefell4.05177.50 puts for $1.85M as a hedge or bearish bet, while others sold longer-dated puts to collect premium. Overall, near-term caution contrasted with medium-to-long-term neutral-to-bullish positioning.

It is coming up to 2½ months since US unilaterally decided to launch an assault on Iran with its partners-in-crime Israel. The relative ease with which Trump’s order to capture Venezuela’s President Nicolás Maduro and his wife by force on 03 Jan 2026 has embolden the ‘foolish’ into thinking that the feat could be repeated with the same relative ease. Trump’s history of avoiding military service (in September 1968 for the Vietnam war) suggests a fundamental detachment from the life & death stakes of the very operations he so casually orders. What about his Defense minister ? Surely, he would know better, many had assumed. After all, Hegseth served in the Army National Guard from 2002 to 2021 and had been deployed overseas 3 times. On closer examination, his tours & experiences were

Circle (CRCL) Q1 2026 Earnings Preview: Can the Stablecoin Giant Sustain Its Growth Momentum? $Circle Internet Corp.(CRCL)$   is set to report its Q1 2026 earnings before market open on May 11, 2026. As the "first publicly traded stablecoin company," this report will be a critical checkpoint for investors assessing the sustainability of its business model. Revenue Expectations: Steady Growth According to S&P Global data, Wall Street expects CRCL's Q1 2026 revenue to reach $714.9 million, representing approximately a 7% quarter-over-quarter decline compared to last quarter's actual $770.2 million, but roughly 11% year-over-year growth versus Q1 2025 levels. From the chart, looking at recent quarters, CRCL's actual revenue in Q2, Q3, a

Broadcom’s Quiet Empire The first wave of artificial intelligence created a simple investment story: buy the companies building the fastest chips and enjoy the ride. The second wave is becoming far more complicated — and, in my view, far more interesting. AI is now colliding with economic reality. Hyperscalers are discovering that training and deploying large language models at global scale requires far more than raw compute power. It demands lower energy costs, faster connectivity, optimised architectures, and infrastructure capable of moving staggering amounts of data without collapsing into latency chaos. That shift is precisely why I believe Broadcom has quietly become one of the most strategically important companies in the entire AI ecosystem. Broadcom is no longer simply benefiting

Good ⭐⭐⭐

💥 The Pulse $iShares TIPS Bond ETF(TIP)$ While the equity crowd chases tech earnings, smart money is rotating HARD into inflation protection. $TIP (iShares TIPS Bond ETF) just absorbed +$125M in a single day—part of a $900M April bonanza that crushed estimates by 45% and marks the biggest monthly haul since December 2021. Across the Atlantic, Euro inflation-linked bonds (ILBs) pulled +$320M yesterday as breakeven inflation expectations spike to 2.6% in the US and 2.1% in the Eurozone. Translation? The bond market is screaming that the inflation fight isn't over, and it's pricing in a tariff-fueled reflation trade that could torch traditional fixed in

💥 The Pulse $iShares TIPS Bond ETF(TIP)$ While the equity crowd chases tech earnings, smart money is rotating HARD into inflation protection. $TIP (iShares TIPS Bond ETF) just absorbed +$125M in a single day—part of a $900M April bonanza that crushed estimates by 45% and marks the biggest monthly haul since December 2021. Across the Atlantic, Euro inflation-linked bonds (ILBs) pulled +$320M yesterday as breakeven inflation expectations spike to 2.6% in the US and 2.1% in the Eurozone. Translation? The bond market is screaming that the inflation fight isn't over, and it's pricing in a tariff-fueled reflation trade that could torch traditional fixed income. This isn't your grandpa's treasury play—this is margin expansion in real yield compression, an

$AST SpaceMobile, Inc.(ASTS)$ is entering a critical Q1 2026 earnings report scheduled for Monday, May 11, 2026, after the market closes. The narrative around the stock has shifted dramatically this quarter. While the stock has seen a massive multi-year run, it is currently grappling with a significant technical setback that has injected high volatility into the upcoming print. Earnings Expectations Analysts are looking for a significant ramp in revenue, but the bottom line remains in the red as the company builds out its constellation. Consensus EPS: Loss of $0.23 (vs. a $0.18 loss in the year-ago quarter). Tipranks.com is providing consensus EPS forecast of a loss of $0.24. Consensus Revenue: $38.24M – $39.01M. This represents a massive year-ove

Happy Friday! As we move into Mother's Day Weekend, here's the market setup for today - 8th May 2026: U.S. equities are trying to stabilize after yesterday’s fade. On Thursday, the S&P 500 and Nasdaq touched fresh intraday highs but closed lower as oil rebounded and rates stayed firm. The key macro backdrop today is still earnings, oil, geopolitical risk, and Treasury yields. Premarket tone looks modestly risk-on, especially in software, cloud, and AI-infrastructure names. The market is rewarding companies that can show real AI-driven revenue or infrastructure demand, while punishing software names where AI may pressure growth, pricing, or headcount assumptions. Akamai — AKAM Akamai is one of the cleaner upside earnings stories today. The company reported a decent Q1, but the bigger ca

$Shake Shack(SHAK)$ $McDonald's(MCD)$  $Tesla Motors(TSLA)$  🍔📉⚔️ $SHAK vs. $MCD | Wall Street Just Sent A Powerful Message ⚔️📉🍔 $SHAK just suffered the worst single-day collapse in its history, plunging over -28% after reporting an unexpected operating loss despite posting strong sales growth, positive traffic, and accelerating expansion. Meanwhile, $MCD rallied. That divergence tells us something much bigger than burgers. Consumers are still spending. But Wall Street is becoming dramatically more selective about WHICH business models deserve premium valuations in an increasingly pressured consumer environment. This quarter was not about deman

Reinvention in Plain Sight Alphabet is no longer the market’s favourite ‘obvious’ company, which is precisely why I find it compelling. At just under $4.7 trillion in market capitalisation and trading near its highs, it looks fully appreciated on the surface. A trailing P/E of roughly 29 and a forward multiple above 30 do not scream bargain. Yet those numbers obscure a deeper transition: Alphabet is shifting from a predominantly advertising-driven enterprise into a vertically integrated AI infrastructure company. This is not a cosmetic pivot. It is a structural rewrite of how revenue is generated, how costs are controlled, and how competitive advantage is sustained. The market, in my view, is still pricing Alphabet as a highly efficient incumbent rather than a company attempting to control

$Anglogold Ashanti(AU)$ is scheduled to report its fiscal Q1 2026 earnings on Friday, May 8, 2026, before the market opens. The company enters this report during a period of extreme volatility for gold prices, which reached record highs near $5,500/oz in January 2026 before correcting sharply. Analysts remain bullish on AU, but the focus has shifted from top-line revenue to cost discipline and cash conversion. Earnings Estimates Consensus EPS: $2.21–$2.23 (a massive 150%+ increase year-over-year). Revenue Estimate: $3.34 Billion (up ~73% YoY). Zacks Rank: #3 (Hold), indicating a neutral outlook on a surprise beat/miss. AngloGold Ashanti (AU) reported its fiscal Q4 and Full Year 2025 earnings on February 20, 2026. The results were widely considered a

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$Uber(UBER)$ $Tesla Motors(TSLA)$  $Joby Aviation, Inc.(JOBY)$  🚗📊⚡ Uber $UBER Breakout Tension Meets Bearish Crowding ⚡📊🚗 I’m watching a high-probability dislocation where price, positioning, and fundamentals are no longer aligned, and that’s where asymmetric setups are born. $UBER +8% today as an upbeat outlook forces the market to look through a minor revenue miss. The stock is reclaiming its 100DMA and pressing into a well-defined supply zone near $80, a level that has repeatedly capped upside. What makes this setup different is not the level, it’s the positioning into it. Options data shows a put/call ratio in the 90th percentile, meaning

$Shopify(SHOP)$ $Wix.com(WIX)$  $Amazon.com(AMZN)$  📊🧠⚖️ Shopify $SHOP: Elite Growth Engine Meets Valuation Reality in the AI Commerce Shift ⚖️🧠📊 I’m seeing a textbook case of strong fundamentals colliding with elevated expectations. $SHOP delivers a high-quality beat, yet the stock drops ~-8% as guidance and margin structure force a reset in positioning. 🧭 Flow & Positioning Insight I’m watching aggressive call activity step in despite the selloff. 213K calls traded before noon, 13X normal volume and 17X puts, with heavy focus on Sep $160Cs. That tells me this is not panic, it’s repositioning. At the same time, Cathie Wood added ~$27M, rei

Stocks for today? To watch to buy to sell

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I follow and ‘track’ (for lack of a better word) a few investment gurus, to see what stocks remain in their holdings from quarter to quarter. Gurus like Mr Warren Buffett, Mr Stanley Druckenmiller and of course Mr Bill Ackman, touted to be a mini-Buffett, when it comes to his investment approach. Last week, the man executed a landmark dual listing on the New York Stock Exchange. On Wed, 29 Apr 2026, he priced a combined $5 billion offering for $Pershing Square USA, Ltd.(PSUS)$ and $Pershing Square Inc.(PS)$. This marked a significant milestone in his effort to build a "modern-day” Berkshire Hathaway. The Man and Guru. Bill Ackman is an American billionaire hedge fund manager and founder of Pershing Square C

$InnoTek(M14.SI)$ $1 Target Price.   InnoTek's near-to-medium-term growth is driven by a strategic pivot to expand its Southeast Asian manufacturing footprint by strengthen its balance sheet, strategic capital raising and capacity upgrades. Key Catalysts for InnoTek Growth: 1. Southeast Asian Capacity Expansion (Malaysia Facility): InnoTek has opened a new 10,000-square-meter manufacturing facility in Melaka, Malaysia, with a total capital investment of S$5 million. This plant will focus on precision metal-stamped components, a core part of its business. Operations already started in Q1-2026, with output ramping as customer qualifications progress. This expansion is a direct catalyst as it diversifies InnoTek's production base beyond

Great insights raise the whole game. 🚀Share a trade idea and lift the community higher. Let’s break it down. These stories drove the markets. More News Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively! 📊 Friday — Earnings Focus Interpret key corporate earnings reports to grasp performance-driven investment opportunities. 📌【Today’s Question】 Did you make money or lose money this week? Share your trading insights from this week. Yesterday's winners：

$McDonald's(MCD)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, May 7, 2026, before the market opens. The stock has faced some recent pressure, returning approximately -6.7% over the past month compared to a strong S&P 500. This setup suggests that market expectations may be tempered, potentially creating a "relief rally" if the company can demonstrate resilience in its value strategy. Key Forecasted Metrics Analysts are looking for modest growth despite a challenging macroeconomic backdrop and "cautious" consumer spending. McDonald's (MCD) delivered a robust finish to 2025, reporting its fiscal Q4 results on February 11, 2026. The quarter was characterized by a significant rebound in U.S. traffic, driven by aggressive value c