To The Moon

I find $Microsoft(MSFT)$ Microsoft’s AI strategy the most convincing because it is already turning AI investment into visible revenue through Azure and Copilot. Alphabet $Alphabet(GOOGL)$ is also attractive with its diversified Search, Cloud and Gemini strategy, but I think AI monetization and ROI will matter more than simply spending the most. I believe the late-July selloff was partly amplified by forced hedge-fund liquidation, but valuation and crowded positioning were also important factors. Strong earnings alone may not be enough when future growth is already priced in. I remain cautiously bullish on AI, especially if Jackson Hole and the Fed signal a more supportive rate environment. Personally,

Economic Preview: Key Data Releases (week of 24Aug2026) Consumer Sentiment CB Consumer Confidence for August is forecast at 90.3, suggesting softer consumer sentiment toward the market. This figure can serve as a useful reference point for assessing the strength of household confidence and broader market expectations. Housing Market New Home Sales for July are expected to come in at 620,000 units, slightly below the previous month. The result will provide a reference point for evaluating current conditions in the real estate market. Inflation and Federal Reserve Focus The most closely watched release in the coming week is likely to be the July PCE Price Index. The year-on-year forecast stands at 3.3%. As the Federal Reserve’s preferred inflation gauge, this data will be closely monitored b

Earnings Calendar (24Aug2026) I am interested in a few earnings that include Salesforce, Nvidia, Zoom, and PDD. Let us look at Salesforce. Technical Analysis has a recommendation of “strong buy”, and the Analysts Sentiment recommends a “Buy”. The stock price has fallen 16.78% from a year ago. With the (analyst) price target of $243.98, there is a potential upside of 16.64%. With the P/E Ratio of 24.2 and an EPS of 8.05, this appears to be rather attractive. One of the reasons why I have picked this stock is due to the potential disruption of AI. How will Salesforce navigate this? This can be a good case study for other companies offering enterprise solutions. We are looking at the annual financial performance since 2022. Revenue has been growing from $26.4B (2022) to $41.5B (2026). With th

Market Outlook of S&P500 (24Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 200-day (MA200) moving average line. This pattern indicates a bullish shift in the long term. With the last candle sitting on the MA50 line, this implies a potential trend change in the shorter term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a bullish trend with a potential for reversal. Chaikin Money Flow CMF index shows a score of -0.04. This impl

🌟🌟🌟The premier corporate report to watch on the ASX this week is $QANTAS AIRWAYS LIMITED(QAN.AU)$ when it drops its highly anticipated full year FY 26 earnings on Thursday 27 August 2026. While Qantas shares a corporate calendar with other heavyweights like $WOOLWORTHS GROUP LTD(WOW.AU)$ $WESFARMERS LTD(WES.AU)$ Qantas is the ultimate litmus test to evaluate the overall health of the Aust

Yes—but I think the more interesting question is why Wall Street is upgrading them. The latest analyst moves suggest investors are no longer simply chasing “AI winners.” They are looking for companies positioned to monetize the next stage of the cycle. Apple is the clearest example. Redburn upgraded AAPL to Buy and lifted its target from $260 to $400, betting on a stronger product cycle and AI-driven opportunities. Meanwhile, BMO’s bullish coverage of NVDA, AMD, AVGO, MRVL and MU shows that AI spending is still spreading across the entire infrastructure stack—not just GPUs. For me, that is the key takeaway: the market is moving from “Who builds AI?” to “Who captures the profits?” Personally, I pay more attention to repeated upgrades, earnings growth and cash flow than any single price tar

$Riverstone(AP4.SI)$    Riverstone - The power of dividend. She is rising up to test 83 cents and above. Beyond 83 cents, she may rise up to retest 86-88 cents. Pls dyodd. XD 11 September for MYR 5 cents dividend. I think gd price is back. 0.80 preferable. Lai ah, jiak. 5th June 2026: First Half results is out! A nice sets of financial numbers. Interim dividend of MYR 5 cents. 2026 revenue increased 24.5% q-o-q to RM266.7 million from RM214.3 million in 1Q2026, driven by stronger cleanroom glove demand.  2Q2026 gross profit rose 54.8% q-o-q to RM96.0 million, with gross profit margin expanding 7.0 pts to 36.0%, the highest in eight quarters, driven by improved average selling prices.  Proposes an interim dividend of 5.0 sen (RM) per

Rocket Lab Shot Up 460% in a Year, Then Sank 50%. Here's Its Chart Rocket Lab shot up more than 460% over 12 months to hit a $151 all-time high on May 27, but fell back to Earth and sank some 50% in the nearly four months since then. Let's see what the space-launch firm's chart and fundamentals can tell us about what might happen next. Rocket Lab's Fundamental Analysis $Rocket Lab USA, Inc.(RKLB)$   released Q2 results earlier this month, posting a $0.02 adjusted loss per share on $234.1 million of revenue – easily beating the Street's expectations. Perhaps most notably, the firm's order backlog reached $2.4 billion during the quarter, representing 137% in year-over-year growth.  Management also guided

I would wait for both Nvidia and Jackson Hole to clear rather than add before the print. The issue is no longer whether Nvidia can beat consensus. Current estimates vary by source, roughly around $92bn revenue and $2.09 EPS, and options imply about a 6% post-earnings move. More importantly, Nvidia has fallen after each of its past four earnings reports despite consistently beating expectations.  The long-term case remains compelling. The analyst consensus is still Strong Buy, with the $304.73 mean target implying about 46% upside from Monday's close. But this week combines two separate risks: Nvidia determining whether AI spending expectations remain credible, then Warsh potentially moving long-term yields at Jackson Hole.  I would therefore keep Nvidia rather than sell, but hold

A) Copper & Mining gets my vote, with BHP as the one I would be most comfortable buying. The copper rally still has fundamental support rather than being purely momentum-driven. Electrification, grid investment and AI infrastructure are increasing demand, while supply remains constrained. S&P Global expects data-centre copper demand alone to rise from 1.1m tonnes in 2025 to 2.5m by 2040. I prefer BHP over the more concentrated copper miners because it combines growing copper exposure with diversification. Copper already contributed more than half of BHP's adjusted EBITDA last year, and management expects copper production to rise substantially over the longer term. Valuation is the main concern after the rally, so I would accumulate rather than chase aggressively. Bonus pick: Visa

My pick is Apple (AAPL). Rothschild & Co Redburn’s upgrade from Neutral to Buy, with the target jumping from $260 to $400, is one of the more interesting calls this week. The thesis rests on the upcoming premium foldable iPhone and Apple potentially becoming a stronger AI “fast follower”. I would not interpret the broader wave of upgrades as proof that “smart money” is uniformly bullish, though. AI semiconductors are already one of the market’s most crowded trades, so expectations are extremely high. For AAPL, I like the ecosystem, pricing power and potential new product cycle, but at current valuations execution matters. A $400 target becomes credible only if the foldable iPhone expands revenue rather than simply cannibalising existing models, while Apple finally demonstrates meaning