To The Moon

B. Talks stall on the blockade issue. Progress in the Hormuz talks is encouraging, but the hardest issue still looks unresolved: what actually constitutes a full reopening and under what conditions. That leaves a meaningful geopolitical premium in oil. If negotiations hit another obstacle or shipping security deteriorates, USO could quickly retest recent highs and XLE would likely benefit. At the same time, the weak July payrolls report has complicated the Fed story, so I would watch both oil and Treasury yields. For now, though, Hormuz remains the more asymmetric near-term catalyst because the market appears to be pricing in a fair amount of diplomatic progress already.

$Venture(V03.SI)$    Venture - Nice Gapped up last Friday and closed higher at 17.19, looks rather bullish. She may rise up to test 17.82 and above. Beyond 17.82, she may rise up to test 18.00 than 18.57 and 18.75. This morning Gapped up at 16.70, superb. VENTURE RECORDS DOUBLE DIGIT GROWTH IN REVENUE AND NET PROFIT FOR 2Q 2026, RAISES INTERIM ORDINARY DIVIDEND TO 30 CENTS PER SHARE • Revenue rose 12.5% year-on-year in 2Q 2026, driven by growth across multiple technology domains • On a sequential quarter basis, 2Q 2026 revenue rose 15.6% against 1Q 2026, reflecting improved business momentum • Interim ordinary dividend raised by 20% to 30 cents per share, demonstrating Venture’s commitment to enhancingshareholder returns. Cash rich. Xd

Is This the Memory Peak, or Just an Expectations Reset? Memory stocks have suddenly become much harder to own. $SanDisk Corp.(SNDK)$   just posted one of its strongest quarters ever, and the stock got hammered. $Western Digital(WDC)$   dropped hard on earnings too. $Micron Technology(MU)$   got dragged down with them. The market is asking one question across the board: has the memory supercycle already peaked? The Numbers Don't Match the Selloff $SanDisk (SNDK.US)$ pulled in $8.97B in revenue, up 51% sequentially, with non-GAAP gross margin at 84.6%. Datacenter revenue nearly

The rally can extend, but after a roughly $300 three-session move, I would expect the pace to slow. The initial trigger was macro, with weak employment data, a softer dollar and falling oil reducing expectations for further Fed tightening. But the size and speed of the move appear to have been amplified by short covering and CTA positioning. The key question now is whether **fundamental buyers replace the shorts who were forced to cover**. If CPI reinforces the disinflation story, Treasury real yields and the dollar could fall further. In that scenario, gold could hold above the breakout area and make another run higher. That would turn what began as a squeeze into a more durable rates-driven rally. Conversely, a hot CPI is probably the greatest near-term threat. If inflation surprises upw

My favorite stock from this week’s list is $RKLB.  I think Rocket Lab has an interesting long-term story, not only because of its launch business, but also its Space Systems segment and the potential of Neutron. The valuation is not cheap and execution risk is still high, but if the company continues to deliver, I believe the upside could be substantial. I also like $CSCO as a more established choice. AI data centers are creating strong demand for networking infrastructure, so I’ll be watching its EPS, revenue growth and management guidance closely. For dividends, $IBM stands out to me because it offers a combination of income and exposure to AI/software growth. Overall, I don’t think investors should focus only on whether EPS beats estimates. Guidance, margins, cash flow and future

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be passed on to consumers.

🌟🌟🌟 $SpaceX(SPCX)$ defied gravity and launch into orbit with a 15.83% jump in a single day last week.  Is this a valuation rush or an orbital bubble? Just when the bears thought that SpaceX was grounded due to its eye watering USD 18.4 billion quarterly infrastructure spend, SpaceX defied all expectations & shot up like a rocket to the moon. That single day rip injected a casual USD 327 billion in market value back into the company.  For context, that daily gain alone is worth more than the entire market cap of Netflix.  Talk about an elite valuation rush! Why Is It A Valuation Rush? Wall Street expected early insiders to dump their stock the second the post IPO lockup expired.  Instead, insiders held the line, giving the

🌟🌟🌟The high flying memory sector has just hit an unexpected patch of turbulence.  $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ & $Micron Technology(MU)$ fell, giving investors a severe case of heartburn! What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation. To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings.  It triggered widespread anxiety that cheap Chinese supply is about to flood the market. To me, this is a Buy the B

🌟🌟🌟Is $NVIDIA(NVDA)$ mispriced or has the AI bubble popped?  I believe that NVIDIA is mispriced.  Why?  Despite controlling a monopoly on AI computing, NVIDIA is trading at a P/E ratio of just 34.2x.  For a company growing its earnings per share at a CAGR of 40%, Bank of America notes that this is the lowest valuation metric in a decade. Elon Musk said that he is building his $SpaceX(SPCX)$ entire next generation AI computing clusters exclusively on NVIDIA's Vera Rubin architecture.  Analysts said that this is worth USD 100 billion in revenue for NVIDIA. CEO Jensen Huang said that the multi year AI supercycle is just beginning.  With NVIDIA's earnings call scheduled for Au

🌟🌟🌟 $Tesla Motors(TSLA)$ EV romance is  currently in a mid life crisis with declining sales & cut throat competition.  Enter the humanoid robot Optimus.  But is this just another beautifully painted pie in the sky or are we looking at the engine of the next industrial revolution? I believe this could be the start of the next revolution.   However it is still in its early innings.  Until Tesla achieves massive economies of scale, building robots will require heavy Capex for the next 3 to 5 years. So is Tesla a Buy? If you are pricing Tesla as a car company trying to fight off cheaper Chinese EV competitors, then it is wildly overvalued. But if you are buying Tesla as an ecosystem play on the future of physical AI,

$XE 20270115 25.0 CALL$ get it before it explode. Still below IPO price!

$BlackBerry(BB)$ it's coming back;)

$MSFT 20281215 400.0 CALL$ 🩷Good improvement