To The Moon

$Netflix(NFLX)$ Netflix is gearing up to drop its Q1 FY2026 earnings this week, and all eyes are on whether the streaming giant can keep its double-digit top-line growth alive as the post-WBD acquisition dust settles and the competitive landscape stabilizes. 😤 Wedbush is pounding the table with a bold call that ad revenue will double to $3 billion this year, fueled by sharper AI-powered targeting technology and improved monetization efficiency across its massive user base. Analyst Alicia Reese has hiked her price target to $118, betting that Netflix’s proven pricing power and ad-tier momentum will outweigh any 2026 consumer spending slowdown. The WBD deal has already validated Netflix’s ability to bundle and dominate, but the big question is wheth

$Microsoft(MSFT)$ Microsoft surged 3.64% to $384.37 today, staging a strong recovery alongside the broader tech sector as Anthropic launched the Claude for Word beta plugin, prompting markets to reprice the massive expansion potential of AI-driven productivity ecosystems. 😤 This move underscores the accelerating monetization of AI office workflows, where Copilot and Claude are no longer pure competitors but mutual validators of a new era where agents handle everything from document generation to real-time collaboration. With $380 now firmly established as support, the question is whether Microsoft can reclaim leadership among mega-cap tech names by capitalizing on the AI office restructuring that turns every Word, Excel, and Teams session into a h

NVDA Near Highs Again, $35M Options Bet Says Rally Isn't Over Driven by a continued AI tailwind and improving risk appetite, Nvidia's stock has staged a sharp recovery. On Tuesday, shares of $NVIDIA(NVDA)$   rose 3.6%, rebounding from a late-March low of $164.27 to around $195, approaching prior highs. After rallying nearly 20% in just two weeks, a key question emerges: is this the start of a new leg higher, or is the rally entering a more measured phase? The options market appears to have an answer. On April 14, a roughly $35 million multi-leg trade showed that institutional investors are still actively positioning for further upside in NVDA. Options Activity: $35M Structure Signals a Measured Upside View

$AJJ Medtech(584.SI)$   AJJ Medtech’s 2025 Annual Report highlights a year of improving financial fundamentals and continued platform development. For FY2025, the Group reported revenue of S$3.19 million, up 37.4% YoY, and gross profit of S$1.17 million, up 100.2% YoY. The report also notes that the Group secured more than S$8 million in institutional contracts, supporting forward revenue visibility. Please refer to the annual report here: https://links.sgx.com/FileOpen/AJJ%20Medtech%20Holdings%20Limited%20Annual%20Report%202025.ashx?App=Announcement&FileID=884073 [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Document: Annual Report 2025 FY2025 Revenue: S$3.19 million FY2025 Gross Profit: S$1.17 million YoY R

My stock in focus today is $IONQ Inc.(IONQ)$ , after announcing a key breakthrough on World Quantum Day. The company successfully linked two separate quantum computers using photonic interconnects — a major step toward building a future quantum network or even a “quantum internet.” This suggests practical quantum computing may be closer than previously expected. The development is further validated by support from the Defense Advanced Research Projects Agency (DARPA) and the Air Force Research Laboratory, reinforcing IonQ’s credibility despite earlier skepticism. At the same time, momentum across the sector remains strong, with peers like Rigetti Computing and D-Wave Quantum also moving higher. From a market perspective, the sharp rally reflects

$Netflix(NFLX)$ $Materials Select Sector SPDR Fund(XLB)$  $Amazon.com(AMZN)$  🚀📊🧠 Institutional Flow Inflection: Growth Calls Surge While Materials Flash Tactical Hedge ⚖️📉🔥 🧭 Precision Risk Is Back in the Market I’m seeing a deliberate shift in capital, not a blanket risk-on move. Today’s options flow is highly selective, with institutions leaning into growth, compute, and momentum while actively hedging cyclical exposure. That divergence is the signal. 📈 Call Flows Target Execution, Not Hope I’m seeing concentrated call buying in names where earnings durability and forward visibility remain intact: • $AMZN continues to anchor institutional ex

Here's a comprehensive, bullish counter-article based on the title "Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin Reality". It directly confronts Burry's bearish valuation math (suggesting PLTR could fall toward $46 based on fundamentals, high spending, and perceived margin inflation) while emphasizing Palantir's actual execution in April 2026: explosive U.S. commercial growth via the AIP platform, exceptional Rule of 40 performance, sticky contracts, and capital-light economics that make his downside scenario unrealistic.Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin RealityMichael Burry has been vocal in his skepticism toward Palantir (PLTR), with his Scion Asset Management disclosing significant put options against the stock in late

Can TACO & Earnings Deliver New High? Spotlight on SOXQ ETF with the Semiconductor Rebound. 🌟🌟🌟The market is pulsating with a raw, undeniable energy as we witness a breathtaking rebound.  It is a testament to the relentless drive of innovation that refuses to be sidelined. The TACO trade - Trump Always Chickens Out,  has transitioned from a lighthearted Wall Street joke into a serious psychological catalyst. The Pattern: Investors have found success buying dips triggered by aggressive policy rhetoric, betting on the inevitable pivot or delay that sparks a relief rally. The Deadline: With recent ceasefire agreements and softened tariff tones, the market is eyeing a potential "mother of all TACOs" to clear the path for fresh record territory. Earnings Power: Supporting this nar

$Taiwan Semiconductor Manufacturing(TSM)$ DAIP is a slow drip feed to my portfolio for desirable stocks

$VITASOY INT'L(00345)$ 飲完兩包維他奶之後決定繼續加倉，再跌再飲[愤怒]  [愤怒]  [愤怒]  [愤怒]  [喷血]  [喷血]  [喷血]  

$Intel(INTC)$ Bought as I will have assignment soon at 50 from a long held PUT. Plan to average out the price and sell another put at higher price