To The Moon

I believe $Apple(AAPL)$ results show that demand isn't the problem—supply is. AI is driving massive investment in advanced chips, memory, and packaging, and it's becoming clear that these resources can't expand overnight. As more capacity is allocated to AI infrastructure, consumer devices could face tighter supply and higher costs. I'm not overly worried about Apple in the long run. Its strong pricing power, supplier relationships & cash flow give it clear advantages over most competitors. I think Apple is better positioned than smaller hardware companies to secure supply, even if margins face some short-term pressure. I'll be watching TSMC's capacity expansion, memory pricing, and whether other consumer-tech companies report similar shortag

The key variable is probably how much supply actually reaches the market, not simply that shares become eligible for sale. If SpaceX delivers strong results, retail investors may chase the earnings momentum. However, insiders and employees often have concentrated wealth tied to their employer. Even if they remain bullish, many will diversify once the lock-up permits it. That does not necessarily signal a lack of confidence. A roughly US$100 billion unlock is substantial. Even if only a small fraction is sold, it could temporarily outweigh incremental retail demand and create volatility. The sequence to watch is: Strong results + light insider selling: Bullish, suggesting confidence and limited supply pressure. Strong results + heavy insider selling: Stock could struggle despite good fundam

I lean towards measured dip-buying rather than chasing momentum. The recent flows suggest institutions are selectively rotating back into Al leaders as earnings increasingly validate the monetisation story. However, this is not a broad "risk-on" environment. Valuations are elevated, capex remains enormous, and expectations are high. Any disappointment in guidance, margins, or Al demand could trigger sharp pullbacks. I'd focus on companies showing both accelerating revenue and improving free cash flow instead of buying the entire sector. If this is the start of a new leg higher, there will still be opportunities. If it proves to be an earnings-driven trap, disciplined position sizing and staggered entries will matter more than trying to time the exact bottom.

Why I Continue to Hold Palantir (PLTR) With Conviction – Strong Earnings Can Help Stabilise Future Pullbacks latest earnings report once again reminded me why Palantir remains one of my highest conviction holdings. After reporting another outstanding quarter, the stock surged more than 14% in after-hours trading. Revenue reached approximately US$1.94 billion, growing by more than 90% year over year, while adjusted earnings per share exceeded expectations. Commercial revenue also accelerated sharply, showing that demand is no longer coming only from government contracts but increasingly from private enterprises embracing artificial intelligence. Despite the sharp rally, my conviction has not changed. In fact, it has become even stronger. 🚀 My Investment Thesis Has Always Been About Earnings

It might be a bullish event but in two days, with the release of a lot more shares (more than existing free float), the flooding of market with more shares is itself a bearish event. Thus, I am neutral for tonight's result release. If the premium is low enough, I am still hoping to buy put option on it...  wait and see... I have never got the guess correct for these events, so don't trust my judgement [Tongue] [Facepalm] [Silence] [Chuckle] Then again, being first to vote and comment, will add that a lot more shares are waiting on the sidelines for release into the market. I would think as a middle term, this is negative for the company shares. The flooding of market with a lot more shares would outweigh positive events from the company. Keep eyes 👀 open and be aware what you are buyi

Good morning. Somebody got paid last night. Not the name you're thinking of. $Palantir Technologies Inc.(PLTR)$ rose 14.25 per cent after hours on Monday. The same day, $Micron Technology(MU)$ rose 0.79 per cent and $SK hynix(SKHY)$ fell 0.70 per cent. I ended the last piece saying $Apple(AAPL)$ had signed for the shortage and the side collecting the money hadn't. On Monday it signed. The signature doesn't belong to a memory maker. Palantir's quarter: revenue of US$1.935 billion, up 93 per cent year on year, commercial revenue growing at around 150 per cent, a

$Amazon.com(AMZN)$  I would be cautious about calling either a durable base or the cycle top based on one day's events. Amazon's move above US$3 trillion reflects improving confidence that AI investment is producing durable cloud demand. Multi-year AI infrastructure contracts improve revenue visibility, which justifies higher valuations if execution continues. Microsoft's and Google's gains reinforce that this is an industry-wide repricing rather than an Amazon-only story. Bezos' planned sale, however, should be interpreted carefully. Founders frequently sell under pre-arranged plans for diversification, liquidity, philanthropy, or tax planning. A multi-billion-dollar sale is not, by itself, evidence that management believes the stock has pea

$Clorox(CLX)$ $Colgate-Palmolive(CL)$  $Church & Dwight(CHD)$  📊 Clorox $CLX Q4 2026 Earnings: Acquisition Hides Cracks in the Core Business 🧴📉 Clorox beat both earnings and revenue expectations while guiding for another year of reported growth. 🟢 EPS: $1.66 vs $1.65 Est. 🟢 Revenue: $1.95B vs $1.91B Est. FY27 Guidance 📈 Net Sales: +13% to +14% 📈 Organic Sales: +3.5% to +4.5% 📈 Adjusted EPS: $5.70 to $6.00 At first glance, the quarter looked solid. Dig deeper and a very different story emerges. The GOJO (Purell) acquisition contributed roughly 10 percentage points of sales growth, masking a 13% collapse in organic sales as ERP-related inventory

$Amazon.com(AMZN)$’s blowout Q2 2026 earnings report provided concrete proof that its massive artificial intelligence investments are moving from capital expenditure into accelerated revenue. However, translating that momentum into a trading strategy depends heavily on whether you currently own the stock or are looking to deploy capital synthetically. 1. Is AI Spending Paying Off for AWS? Yes, the direct revenue monetization is accelerating faster than expected. 37% YoY Growth: AWS reported $42.2 billion in net sales, marking its fastest growth rate in 18 quarters. $25B AI & Silicon Run Rates: AWS's AI business and custom chip business (Trainium/Inferentia) each independently crossed a $25 billion annualized revenue run rate, both expanding at

🌟🌟🌟 $Intel(INTC)$ recent pullback to USD 91 mark is a great opportunity for patient investors to get on the bus.  Why?  This correction took place despite Intel reporting its fastest quarterly growth revenue in 15 years.  CEO Lip Bu Tan has done a great job in turning around Intel.  Besides the US government is also backing Intel too with a 10% equity stake.  This makes them the largest shareholder of Intel. Intel is definitely a great stock to buy and hold long term.🌈🌈🌈💰💰💰