To The Moon

Oracle Earnings Preview: OCI and Long-Term Returns on CAPEX comments in Focus $Oracle(ORCL)$   is set to report fiscal third-quarter 2026 results on March 10 after the U.S. market close, with the earnings call scheduled for 4:00 p.m. Central Time.  The market is already expecting a print that looks close to 20% revenue growth and roughly 15% EPS growth. The real issue now is whether Oracle can turn all that demand into recognized revenue fast enough, while maintaining cost control and keeping its financing and capital expenditure path clear and manageable. Earnings Forecast Wall Street is looking for roughly $16.9 billion in revenue and adjusted EPS of about $1.70 to $1.71. The elevated Q2 figure stems

ORCL Signals Dip Buying While MU Signals Bearish Bets On March 6, the options market saw two notable institutional-scale trades in $Oracle(ORCL)$   and $Micron Technology(MU)$  . Both trades showed unusually high volume-to-open-interest ratios (V/OI), strongly suggesting new positions were established. However, the structures of the trades point to very different strategies. The Oracle transaction looks like long-term investors gradually building bullish exposure after the stock's sharp pullback, while the large put buying in Micron appears more consistent with tail-risk hedging, reflecting caution about potential volatility in the

1. The breakthroughs that matter most The most important theme is the shift from AI models → AI factories. Key use cases likely to dominate discussion: Agentic AI and reasoning models Next-generation AI systems require far more compute than basic chatbots. Nvidia has highlighted a huge rise in compute demand for “reasoning” and autonomous agents.  Massive-context AI New chips like Rubin CPX are designed to process million-token context windows, enabling applications like large-scale coding assistants and generative video.  Physical AI (robots and autonomous machines) Robotics, self-driving systems and simulation training environments are becoming a core AI growth pillar.  AI data-centre scaling Hyperscalers want clusters with thousands of GPUs linked together. This is where

The margin reduction by the CME Group is a meaningful signal for the precious-metals market, mainly because it changes the leverage dynamics for futures traders. 1. Margin cuts typically increase speculative flows Lower initial margins mean traders need less capital to control the same futures position. Gold margin: 9% → 7% Silver margin: 18% → 14% Historically, margin reductions often lead to higher futures volume and short-term price momentum because leveraged funds can re-enter the market. Silver tends to react even more strongly than gold due to its higher volatility. 2. The timing supports a bullish setup The margin cut is happening while fundamentals remain strong. According to the World Gold Council: $5.3B ETF inflows in February 9 straight months of institutional demand That combin

U.S. crude oil futures (WTI) exploded to a 52-week high near $91 per barrel on March 07, 2026, surging over 13% in a single session as the Middle East war paralyzed tanker traffic through the Strait of Hormuz for the fifth day straight, choking off 20% of global oil supply. 😤 Brent crude blasted past $92, up 8.82% as markets priced in a prolonged "long-war" scenario with shipping halted and Kuwait slashing production due to storage overflows – Citigroup estimates 7-11 million barrels daily lost, fueling the biggest weekly gain since Covid volatility in 2020. This "Strait of Hormuz premium" has skyrocketed to 86% odds of closure on prediction markets, amplifying fears of supply squeezes that could catapult prices above $100 if disruptions drag on. But Trump's plan for U.S. Navy escorts and

🌟🌟🌟Is $Trade Desk Inc.(TTD)$ the NVIDIA of Ad Tech?  Like NVIDIA, Trade Desk provides the essential platform that agencies and brands use to optimise their ad spend across the open internet. However while NVIDIA's revenue is growing at triple digit rates of 73%, Trade Desk has in fact seen its growth decelerate, with Q1 2026 guidance pointing to only 10% YoY growth. However reports of early partnership talks with OpenAI to manage ad sales for ChatGPT sparked an 18% surge in Trade Desk on March 5 2026. It is a catalyst as investors see this as a potential NVIDIA moment, where Trade Desk becomes the main monetisation engine for ChatGPT, the world's leading generative AI platform. Exciting times are ahead for Trade Desk with this latest develop

$Cboe Volatility Index(VIX)$  $S&P 500(.SPX)$  $Goldman Sachs(GS)$   The surge in the Cboe Volatility Index (VIX) and the plunge in the markets signal a clear rise in risk-off sentiment, setting the stage for intense volatility Whether the S&P 500 (.SPY) can safeguard 6,800 hinges on technical support and sentiment; a break below this level could signal further downside, while holding it might set the stage for a rebound if fundamentals stabilize In a "Negative Gamma" trap, a market drop forcing options traders to sell more to hedge could accelerate the selloff; this feedback loop intensifies downward moves in volatile environme

$S&P 500(.SPX)$ $NASDAQ 100(NDX)$  $Exxon Mobil(XOM)$  🌍📊⚠️ Global Equity Leadership Just Flipped: The Market’s YTD Winners Are Suddenly the Biggest Losers ⚠️📊🌍 📊 Global Market Snapshot • Asia’s YTD leaders reversing sharply • Oil surging toward $90 amid Iran escalation • $SPX and $NDX showing relative resilience The Bloomberg chart attached captures one of the most important cross-asset signals emerging in global markets this year. I am watching a sharp reversal in global equity leadership that began the moment the Iran conflict escalated in late February 2026. Markets that dominated year-to-date gains have rapidly turned into the weakest p

If you’re a long-term investor, we believe the bull trend for equities hasn’t ended. The current down move looks more like a pullback—it may deepen into a correction, but it should eventually bounce back. And because the stock market is forward-looking, stocks could rebound before the war situation improves. That means now could be a window to start looking for buying opportunities. Even before the war, there were already bargains emerging from the AI-driven selloff of the past few months. The conflict just made the selldown more widespread—hitting even the AI beneficiaries. If you’re still hesitant and think it’s too early, that’s fair. You can keep an eye on developments, or invest a portion of your capital now, and deploy more later. There’s no need to go all-in at once. If you’re a sho

$Tiger Brokers(TIGR)$ There are interesting parallels between love and investing, though the overlap is not perfect. 1. Emotional stability as the “entry ticket” Both domains reward emotional regulation. In investing, panic selling during volatility often locks in losses. In relationships, reacting impulsively during conflict can damage trust. The ability to pause, assess, and respond calmly is a major advantage in both. 2. “Ride it out” vs. “panic exit” A turbulent market week resembles difficult periods in relationships. Many successful investors accept volatility as part of the journey, just as stable relationships endure disagreements or stress. However, blind loyalty is not always wise. Just as a fundamentally broken investment should be sol

It's not just cryptocurrencies. It's the entire economy. Kuwait, Iraq and Qartar have stopped oil production. Trump and Nethanyahu's attack on Iran have triggered a new oil crisis. Fuel pump prices are rocketing all over the world. And this will trigger a renewed inflation jump.  Also, Fridays' non-farm job report was a complete shock. All the false bravado from the Trump administration about how great America has become under his rule is now proving to bd another Trump lie. Add on how tariffs will cut US factory production, and further add to US consumption costs, we have all the makings of a recession.  Now with only Cryptocurrency open for trading over the weekend, we are already seeing a collapse happening with prices of Bticoin, Ether and others. Monday may be really bad day

My weekly task [Happy]   $Global X Nasdaq 100 Covered Call ETF(QYLD)$  

As someone who holds a mix of ETFs (VOO, QQQ, SMH), individual stocks, and a small crypto allocation, I got tired of manually checking whether my portfolio was drifting from target weights, guessing when to buy, and reading through endless news. So I built an automated system that does it all for me every morning — zero maintenance, completely free to run. The Problem Most retail investors (myself included) struggle with three things: 1. Allocation drift — You set a target (e.g. 20% VOO, 15% QQQ, 10% GLD) but over time, winners grow too large and losers shrink. You end up overweight on whatever ran up last. 2. Entry timing — Even if you know *what* to buy, knowing *when* is harder. Is the P/E reasonable? Is it near a 52-week low or high? Is it technically oversold? 3. Information overload

$Realty Income Corp(O)$ one of my biggest profit 

$CapLand IntCom T(C38U.SI)$  for the short term due to the war. But holding as believing it will recover

$Ondas Holdings Inc.(ONDS)$ long time and now start wondering again