To The Moon

🎬🐶 Beginner Guide: Why Netflix Rose After Replacing Its Homegrown Titus Solutions with Kueue When I first read that Netflix stock jumped about 3% after announcing changes to its internal technology systems, I wondered: Why would a backend software change make investors excited? 🤔 As a beginner investor, it is easy to think stock prices move only when subscriber numbers increase. But technology companies like Netflix are different. Investors also watch cost savings, efficiency, scalability, and future profit margins. This Netflix story is a good example of that. ⸻ 🍿 What happened? Netflix has long used its own internal container platform called Titus to run many backend workloads. Over the years, Netflix also built several homegrown tools around Titus to manage batch jobs and scheduling. Re

In this want I want to calculate $NEBIUS(NBIS)$ price at which the stock could be trading in 2030. After this quarter, I realised that I need to update my assumptions as the company gave more details about pricing and its new asset-light AI segments. I am not gonna make you wait too long: I see 530-690% upside to Nebius stock by 2030! This is who I get there: First, Nebius' 2026 contracted power target is 5GW, which means that Nebius expects to have agreements with utilities to supply them with 5GW of electricity on 31 December 2026. Yet, to bring all this capacity online as active IT power, Nebius will need years, as they have to construct the building and install all the electrical, GPUs, cooling, networking, and other equipment. Thus, I am mode

💫Since last week's earning announcement that exceeded analysts' estimates, $DBS(D05.SI)$ has gained another 4.7% to a new record high of $76.99 on Tues, taking its year to date increase to 35.7% 🤖While its current price of $76.50 is trading above all 50-day, 100-day and 200-day moving averages, Bloomberg AskB points out some indicators that suggest DBS shares may show early signs of cooling Its Relative Strength Index (RSI) for example, currently stands at 68.8 - approaching but has not breached the 70 overbought threshold, meaning momentum is strong but warrants monitoring for a potential pullback or consolidation Its MACD shows a slight bearish crossover (MACD line just below signal), suggesting near-term momentum may be softening after a stro

Micron Technology’s ascension to the $1 trillion market cap threshold marks a fundamental paradigm shift in how global financial markets value memory chipmakers. Traditionally regarded as commoditized, highly cyclical "pig-iron" vendors whose fortunes rose and fell with PC and smartphone refresh cycles, memory producers have been re-rated as critical bottleneck providers for the generative AI revolution. The rally in $Micron Technology(MU)$ Micron (MU), alongside peers SK Hynix and Samsung, is not merely a temporary cyclical rebound. Instead, it represents a structural multi-year expansion driven by High-Bandwidth Memory (HBM3e/HBM4) demand and an severe supply squeeze in conventional DRAM. 1. Memory Sector Dynamics: Rebound vs. Structural Reversal

Market Overview The ‌S&P 500 notched ​a record-high ​close on Thursday (Aug 13), fueled by advances in Sandisk and other heavyweight technology stocks, as tame producer price inflation data supported expectations the Federal Reserve will not raise interest rates at its September ‌meeting. Regarding the options market, a total volume of 61,263,758 contracts was traded, of which 60% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $SPCX(SPCX)$, $MU(MU)$, $AAPL(AAPL)$, $INTC(INTC)$,