To The Moon

I. Key Events AVGO (Broadcom): Down 3% on Guidance Miss Q3 results slightly beat market expectations, Q4 in line, with clear FY2027/FY2028 outlook provided. However, FY2027 revenue guidance of $115 billion fell short of the market's $130 billion expectation; FY2028 expectations, in contrast, far exceeded Wall Street consensus. Growth is heavily dependent on Anthropic and OpenAI, introducing significant uncertainty to the outlook. Key level to watch: whether the stock pulls back to the 20-month MA at 320. SNOW (Snowflake): Surged 23% on Accelerating Growth Annual revenue growth is accelerating, with Q3 revenue growth of 37–38% (above market expectations of 30%), and full-year guidance raised from 31% to 36%. There may be further upside in the coming months. Approach: watch for Sell Put oppo

I’d pick B: Tech Stocks. Even with Brent above $95, I think the oil rally is more vulnerable to geopolitical headlines and supply disruptions, while quality tech companies still have stronger structural growth drivers. For me, AI remains the bigger long-term story. $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Advanced Micro Devices(AMD)$ and the broader AI ecosystem are benefiting from massive infrastructure spending, while companies like $Meta Platforms, Inc.(META)$ , $Alphabet(GOOGL)$ and Amazon can continue monetising AI through advertising, cloud and other businesses. Higher yiel

I’d stay away from chasing the 10% jump for now. $Dell Technologies Inc.(DELL)$ numbers are clearly impressive, especially the $95B AI server backlog and upgraded outlook, but after such a sharp post-earnings move, I’d rather wait for the market to digest the news than buy purely on momentum. The AI infrastructure demand is definitely encouraging, and Dell is becoming an important beneficiary of the ongoing data-center buildout. However, I’d also keep an eye on margins, execution and how much of that backlog ultimately converts into sustainable free cash flow. A huge backlog is great, but valuation matters too. So personally, I’d hold my existing exposure but not chase the spike. If Dell pulls back after the initial excitement, I’d be more comfo

Introduction Tonight, after the U.S. market closes on 2 September 2026, $Broadcom(AVGO)$  will release its Fiscal Q3 2026 earnings results, with the numbers expected around 04:00 SGT on Thursday morning. This earnings report has become one of the most important events in the AI investment landscape. While$NVIDIA(NVDA)$  remains the dominant AI infrastructure company, Broadcom has quietly evolved into one of the biggest beneficiaries of the AI boom through its custom AI accelerators, networking solutions, and VMware software business. AVGO Earnings Unlike NVIDIA, Broadcom is not dependent on a single product line. It has exposure to: 📎Custo

The most interesting takeaway isn’t that Dell, Palo Alto Networks, and Moderna are all benefiting from technology—it’s where the value is accruing. Dell shows AI infrastructure is still supply-constrained, with a record $95B backlog and $192B FY27 revenue guidance. Palo Alto shows the next layer: as AI expands the attack surface, cybersecurity becomes mandatory. But with FY27 growth normalizing to ~23–24%, valuation matters. Moderna represents the highest-risk, highest-upside frontier: turning personalized mRNA oncology from science into a commercial platform. My conclusion: AI creates the demand, security protects it, and biotech may ultimately redefine what technology can do. The winners won’t simply have breakthrough technology—they’ll be the ones that convert breakthroughs into scalab

Singapore’s 2026 buyback boom is sending a clear message: companies are becoming more confident about returning excess capital to shareholders. In 8M26, more than 70 primary-listed companies repurchased S$2.09 billion of shares, already well above S$1.57 billion in the same period last year. The standout is Singtel, which accounted for roughly 45% of total buybacks. Its three-year, S$2 billion programme could permanently lift EPS by about 3%, potentially supporting future dividends. Seatrium is another interesting case, having nearly exhausted its S$100 million buyback programme. Meanwhile, SHS Holdings’ cancellation of repurchased shares directly reduces its share count. The bigger takeaway: buybacks matter most when companies have strong cash flow, reasonable valuations and limited bett