To The Moon

❓Will $IFAST(AIY.SI)$ finally catch up to the soaring financial shares listed on the SGX? Up just 0.7% year-to-date, its performance lags that of the broad STI’s +20% return and that of the Singapore banks as well as SGX. iFAST is scheduled to announce their second quarter earnings today, likely after-market. Upon examining the stock’s technical structure, CGSi’s technical chartist Chua Wei Ren believe that iFAST’s price action has shown a bullish recovery to the upside, and shares his upside target prices alongside stop loss levels on the stock: https://rfs.cgsi.com/api/download?file=1ec3efd6-50ef-4749-ac82-2eff0d0949b7 ✳Warrant investors keen to trade on Wei Ren’s short-term technical view on iFAST can consider using iFAST call warrant

This earnings season is proving that headline beats alone are no longer enough. While $INTC surged as short covering amplified a surprisingly strong report, $STM showed how quickly investors punish AI-related companies that fail to exceed expectations or deliver a compelling outlook. 1. $Intel(INTC)$ That HUGE move up post ER on INTC was likely short covering given the massive sell volume during the final minutes of normal trading. Some placed huge bets against it given the terrible performance of $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ . Short covering should not be allowed after hours or during premarket. But also, Jim Cramer should be put on a 2 month quiet pe

Geely shares rose as much as 3.4% to HKD 19.30 today, bucking the broad weakness (HSI: -1.2% to 24,910 as of 1042AM) Macquarie's trending Geely call warrant $Geely MB eCW261103(IMOW.SI)$ (https://warrants.com.sg/tools/livematrix/IMOW) rose 7 times more than Geely's +3.3% move with a 23.5% gain to SGD 0.042 while trending Geely put warrant $Geely MB ePW261005(93ZW.SI)$ (https://warrants.com.sg/tools/livematrix/93ZW) is down 13.2% to SGD 0.046 Macquarie's trending Geely call and put warrants In an after-market announcement yesterday, Geely said that it has formed a joint venture with Ford Moto to co-develop electric cars in Spain. Ford will own two-thirds of the venture with Geely holding the remainde

Google's AI Gamble: $811 Billion in Future Commitments Sparks Wall Street Debate Google's latest filing has shocked investors. The company revealed $811 billion in future spending commitments, an increase of nearly $500 billion in just one quarter. These commitments are separate from its already massive $180-190 billion annual capital expenditure (CapEx) budget. This isn't just about spending more money. It's about locking up the world's most valuable AI resources before competitors can get them. The AI Infrastructure Race Is Heating Up Google is aggressively securing long-term supply agreements for: - AI chips (TPUs and GPUs) - Data centers - Electricity capacity - Networking equipment - Hardware inventory - AI-related content and software licenses In today's AI boom, computing power and

$S&P 500(.SPX)$ invalidated the triangle. Then EXPANDED it. The flush traced a bullish ABC down and respected Daily FVG support. Bullish SMT with $NASDAQ 100(NDX)$ at last week's low as confluence. Chop into FOMC, then W5 finally unleashes. Bulls still get the edge. Lose the support on a daily close and there's nothing left to bounce from though. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2609(ESmain)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2609(NQmain)$ $Dow Jones(

$Intel(INTC)$ spiking to $115, $140 then $300 exactly 1 year from now. Here's how: Intel just posted its strongest revenue growth in 15 years, up 25% to $16.1B But the number that matters: gross margin ripped to 40.4%, up 13 points YoY. Operating income swung from a $3.2B loss to a $1.8B profit. The core business makes money again. Data Center + AI? Up 59%, the exact segment everyone wrote off against $NVIDIA(NVDA)$ And 18A is real: Panther Lake is now in high volume production on Intel's own leading edge node. The roadmap is landing on time. They even guided next quarter to GAAP profitability. That $11B "loss" everyone's panicking about is a non cash mark on the government stake, not the business. Undern

If you're wondering why $Alphabet(GOOG)$ is down today, I wrote about exactly this moment a week ago. The market expected a delicate dance from Alphabet that involved a massive increase in capex AND the company remaining free cash flow positive (charts below). We got one (capex growth). Not the other (FCF). If operating cash flow doesn't fund the capex of the biggest, most successful business in the world, the entire AI buildout will be dependent on debt. And that's a very different risk proposition than funding it with cash flows. So, the market takes a "risk off" move even with a company like Alphabet. The next question is who blinks first? Or put another way, who cuts capex spending and gets rewarded by the market? Some manager (maybe Zuck, may