To The Moon

The short version $Tesla Motors(TSLA)$ 's profit has fallen 79% from its peak. The stock still trades at about 437 times earnings. That only makes sense if you understand what the market is paying for. It isn't the cars. It's self-driving software, robotaxis and humanoid robots, three businesses that barely earn anything today. My take: Tesla is a financially solid company with a speculative stock. It has $45 billion in cash, very little debt and a real brand. But about 80% of what Morningstar thinks the stock is worth comes from products that are still being proven. Timing note: Prices use the $397.45 close on November 12, 2026. Company numbers run through the September 2026 quarter. Smart Money Framework TSLA -3.23%↓ is currently trading within

The market is still showing mixed signals, but several individual stocks are approaching important technical levels that could set up the next move. Some are attempting to recover key moving averages, while others are showing potential oversold bounce signals. Here are four names I'm keeping on my watchlist this week: $META, $NOW, $MU and $CRWD. 1️⃣ $Meta Platforms(META)$ META continues to show constructive price action around its 200DMA, gaining 2.2% this week. A sustained recovery above the 200DMA would be a bullish development and add another piece of evidence that a potential bottom may be in. 2️⃣ $ServiceNow(NOW)$ A break below the lower Bollinger Band, combined with the unfilled gap around 148, creat

📊 Market Recap As of November 14, 2026, 'NVDL' closed at $17.83, down -3.98% on the day. The leveraged 2x long NVDA ETF is trading a striking 58.8% below its 52-week high of $43.27, with intraday amplitude reaching 13.97% and turnover hitting 44.04%. The stock is now hovering just above the critical support zone of $16.89, facing intense bearish pressure. 🚀 Key Drivers NVIDIA Leadership Shock: NVIDIA CEO Jensen Huang unexpectedly resigned from all executive roles, prompting a sharp intraday reversal in NVDA from +1.6% to over -1%, directly crushing leveraged long instruments like 'NVDL'. Macro Pressure on AI Complex: Post-midterm election uncertainty in the US has triggered a broad drawdown in AI and semiconductor names, squeezing high-beta leveraged products the hardest. Capital Flight: O

📊 Market Recap As of November 14, 2026 (ET), 'WDC' closed at $295.65, down -5.00% (-$15.56) from its previous close of $311.21. The stock is now approximately 63% below its 52-week high of $799.87, reflecting intense pressure from AI capital expenditure concerns and HDD supply dynamics. 🚀 Key Drivers AI Capex Worries: Wedbush noted that despite a fiscal Q1 beat, better near-term HDD fundamentals failed to address future AI capital expenditure concerns, triggering the recent pullback. HDD Supply Concerns: Management hinted that capex could exceed the high end of guidance and that Toshiba may add incremental unit capacity, exacerbating HDD supply fears. Sympathy Selling: The stock also fell in sympathy with Seagate after its first-quarter results disappointed, amplifying downward pressure on

📊 Market Recap As of the U.S. Eastern Time close on November 14, 2026, 'SMCI' closed at $26.865, down -0.13 USD or -0.46%. The stock remains 47.7% below its 52-week high of $51.40, while holding above its 52-week low of $19.48. The price action continues to consolidate near the lower band of its recent range after a failed attempt to reclaim $28. 🚀 Key Drivers AI Server Sentiment Shift: Following a broader pullback in U.S. AI and semiconductor names, SMCI has struggled to attract sustained buying interest, with capital flow data showing mixed institutional participation over the past five sessions. Nvidia Leadership Risk: Market attention remains on Nvidia's CEO transition, which added uncertainty to the AI hardware supply chain and pressured second-tier server vendors like SMCI. Valuation

📊 Market Recap As of November 14, 2026, 'LITE' closed at $596.62, down -4.49% ($-28.03) with an intraday amplitude of 8.80%. The stock remains approximately 47.8% below its 52-week high of $1,143.00, signaling persistent bearish pressure despite a recent rebound attempt from the $569.00 low. 🚀 Key Drivers AI Optics Correction: Broad pullback in AI compute and optical module names continues to weigh on 'LITE', with sector peers like Zhongji Innolight experiencing drawdowns over 70% from peaks. Post-Election Volatility: US midterm election outcomes triggered a fresh round of risk-off rotation in high-multiple semiconductor and photonics names, amplifying intraday swings. Analyst Target Support: BNP Paribas recently raised its price target on Lumentum from $1,380 to $1,425, indicating long-te

📊 Market Recap As of November 14, 2026 (US Eastern Time), 'SKHY' closed at $131.79, down -4.30% (-$5.92) from the previous close of $137.71. The stock remains well below its 52-week high of $199.87, with the current price sitting roughly 34% beneath that peak, while holding just above its 52-week low of $122.20. The intraday range was $129.18 to $135.76, with an amplitude of 4.78%. The stock is trapped in a corrective structure after failing to sustain momentum near the $137 level. Despite a bounce attempt on November 12, the sharp sell-off on November 14 pushed price back toward the lower boundary of its recent consolidation, confirming that short-term selling pressure remains dominant. 🚀 Key Drivers Nvidia CEO Resignation Shock: News that Nvidia founder Jensen Huang resigned as CEO sent

📊 Market Recap As of November 14, 2026, CoreWeave, Inc. ('CRWV') closed at $53.13, down -6.13% from the prior session. The stock swung sharply intraday, posting a high of $56.36 and a low of $49.24, resulting in an amplitude of 12.58%. The close sits roughly 61.6% below the 52-week high of $138.25, but still about 30.9% above the 52-week low of $40.58. The pullback follows a period of elevated volatility after a strong earnings-driven surge. 'CRWV' remains under pressure as short-term momentum fades, but the broader trend is still guided by massive AI infrastructure demand and a 13.96% turnover rate that reflects intense speculative activity. 🚀 Key Drivers Backlog Narrative: CoreWeave recently claimed a $133 billion contracted backlog, which powered a pre-market surge of 15% earlier this w

📊 Market Recap As of the U.S. Eastern close on November 14, 'TSLA' settled at $390.22, down -1.82% or $7.23, reflecting a cooling of the prior session's momentum. The stock now trades roughly 21.8% below its 52-week high of $498.83, with intraday trading bounded between $385.83 and $404.40. 🚀 Key Drivers Cybertruck Production Extension: Reports indicate Tesla will extend Cybertruck production through late summer 2027, giving investors a longer visibility window for the pickup line. SpaceX Merger Speculation: Wall Street tech analyst Dan Ives reiterated the possibility of a SpaceX-Tesla merger, though he noted political headwinds and a 20%-25% discount on SpaceX shares could complicate any deal. Capital Rotation Pressure: A one-day net outflow of $1.19 billion and six-day capital flow data

$SATS(S58.SI)$  $5 Target Price *SATS Ltd (SGX: S58)* — FY26 was a record year: revenue *S$6.35B +9.0%*, PATMI *S$285.2M +17.0%*, EBITDA *S$1.15B*. 1Q FY27 kept growing: revenue *+11.3% to S$1.68B*, PATMI *+6.0% to S$75.1M*. Growth Catalysts for SATS SATS has shifted from post-COVID recovery to global cargo + food scaling. ### *1. Gateway Services — Still the Engine (78% of Revenue)* - FY26 Gateway revenue *+10.8% to S$4.95B*. - Cargo volumes have *outperformed IATA for 10 consecutive quarters*. 1Q FY27 cargo tonnage *2.59M tonnes, +8.6% YoY*, record high. - Drivers: Resilient tech / e-commerce flows, AI chip shipments (Singapore airfreight +8.4% YTD), and trade-flow rerouting. - Market share gains: Moving from fra

$Olam Group(VC2.SI)$   Price has corrected sharply from 1.40 to 86 cents, looks like the boat is back. If sny news about divestment of the assets, price may rise up. Nibbled small units at 87 cents. Pls dyodd. Wow! 1st Half results is out! • Higher PATMI due to total one-off gain of S$1.75 billion, comprising gains from the disposal of 44.58% stake in Olam Agri (“Tranche 1”) and 100.0% interest in Mindsprint, and fair value gain on the valuation of the put and call option for the remaining stake in Olam Agri. • Adjusting for the S$1.75 billion one-off gain and non-cash foreign exchange gains recorded in H1 2025, Operational PATMI from continuing operations1 grew by S$84.7 million to S$64.4 million year-on-year. • Net gearing down from 2.09

$Singtel(Z74.SI)$    Singtel Group raises EBIT guidance as underlying profit up 10% to S$1.49 billion. Interim dividend of 9 cents. I think another sets of financial numbers. Singtel Group’s underlying net profit grew 10% to S$1.49 billion for the first half of the year with higher EBIT contributions from NCS, Digital InfraCo and Optus and profits from regional associates Airtel and AIS as well as a first-time dividend from Gulf Development1 . Underlying net profit would have risen 16% without the foreign currency impact of S$75 million. Net profit was 55% lower at S$1.54 billion mainly due to S$2.21 billion in net exceptional gains from the partial stake sale in Airtel and the Intouch-Gulf Energy merger in the corresponding period las

I believe AI computing demand is still strong, but the market is becoming more selective. For me, $NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ have attractive growth potential, but their heavy capex, financing needs and execution risks make me cautious. Strong order backlogs are encouraging, but orders alone do not guarantee profitability. Among these four, I prefer AMD and ORCL for a more balanced approach. AMD benefits directly from growing AI chip demand, while Oracle has an established cloud ecosystem and enterprise customer base.

① What Happened Today? The tech bounce continues, but the market is starting to get picky about earnings and valuations. NVDA +1.6%: Continued its bounce after the management change news. But US chip export restrictions and antitrust investigation news still leave the stock facing uncertainty. GOOGL, AMZN +1%: Extended gains, but Google's search business third-party tracking growth is about 9%, slightly below the market's 10% expectation. TSLA / SPCX: Merger talks are reportedly moving forward and could be announced in December or early next year, but no deal has been reached yet. MOD up about 28% after hours: Samsung is reportedly in talks to buy this data center cooling supplier, heating up AI infrastructure M&A themes. Anthropic IPO: Subscription demand is reportedly 6x, with a mark