To The Moon

I see this as more of a valuation reset than the AI bubble bursting, although I would not rush to buy everything that has fallen. The key distinction is between AI demand and AI-stock valuations. AI infrastructure spending, cloud demand and data-centre investment remain substantial, but many stocks had already priced in years of exceptional growth. Once expectations become that high, even strong earnings can trigger sharp corrections. I would favour gradual accumulation of profitable AI leaders with strong cash flow and durable demand, rather than trying to catch the biggest losers simply because they are 40–50% cheaper. The biggest risks now are tighter Fed policy, compressed valuations and any evidence that AI capex is producing weaker returns than expected. My outlook: AI remains a long

🌟🌟🌟Friday's upcoming August Non Farm Payrolls or NFP report is the ultimate make or break macro catalyst, where a hot headline figure above 100,000 will validate Fed Chair Kevin Warsh's hawkish Jackson Hole stance and may ignite rate hike panic. Suddenly bad economic news is good news.  Good economic news is a terrifying ticket to tighter monetary policy. When the Fed Chair tells you that they are commited to a discipline, not a decision, it is best to be cautious. Let the macro cowboys guess the numbers.  I will protect my capital with $iShares 0-3 Month Treasury Bond ETF(SGOV)$ as it allows me to step off the emotional roller coaster and get paid a monthly paycheck just to chill and watch the market drama unfold.

🚀 A New Chapter Begins at Apple Apple is approaching one of the biggest product changes in its history. John Ternus is set to become Apple’s CEO on September 1, with Tim Cook moving into the role of executive chairman after 15 years leading the company. Just eight days later, Apple is expected to hold its September 9 keynote — potentially introducing its first-ever foldable iPhone. 📱🔥 The rumored device could feature a book-style design, with an approximately 5.5-inch outer display opening into a much larger 7.8-inch inner screen. Reports have suggested a price potentially starting around $2,000, with premium configurations potentially reaching $2,500. Importantly, Apple has not officially confirmed these specifications, so investors should treat them as expectations rather than facts. ⚠️

For me, AMD’s upgrade is the most important call of the week. The interesting part isn’t simply the $641 price target, but the changing definition of the AI infrastructure trade. Investors have spent years focusing on GPUs, yet the AI data center is an ecosystem: CPUs, networking, memory, power and software all have to scale together. AMD is well positioned to benefit from this broader spending cycle, especially if server CPU demand continues expanding and AMD captures more share. I also like the risk/reward argument here. Unlike a pure momentum upgrade, the thesis is tied to a potentially much larger addressable market and earnings leverage. The key question now is valuation. If AMD can translate AI-driven infrastructure spending into sustainable cash-flow growth, the stock could have an