To The Moon

$Ciena(CIEN)$’s fiscal third quarter combined 37% revenue growth, expanding margins and higher annual guidance. The stock nevertheless fell 10.36%. The contradiction makes sense if investors were pricing almost flawless AI-network demand and became more concerned about customer concentration and the durability of recent growth. Ciena reported on September 3 for the quarter ended August 1. Revenue increased to $1.67 billion from $1.22 billion, adjusted EPS rose to $2.11 from $0.67 and GAAP gross margin expanded to 45.4% from 41.3%. Management raised fiscal-2026 revenue guidance to $6.42 billion, plus or minus $50 million, and guided the fourth quarter to $1.75 billion, plus or minus $50 million. Ciena’s official results provide the figures. The bul

$Samsara, Inc.(IOT)$ is demonstrating that AI demand extends beyond data centres and office software. Its connected-operations platform turns vehicle, equipment and worker data into safety and efficiency decisions. The latest quarter strengthens the growth case, but the after-hours jump moves the valuation test forward. Samsara reported after the September 3 close for its fiscal second quarter ended August 1. Revenue grew 30% to $508.4 million, annual recurring revenue increased 30% to $2.125 billion and net new ARR reached $134.1 million. The company raised full-year revenue guidance to $2.043 billion to $2.047 billion and adjusted EPS guidance to $0.76 to $0.78. Samsara’s official second-quarter release provides the results and outlook. The bulli

. 📊 OCBC vs NTTDCREIT: HOLD, SELL OR SWITCH TO BONDS? 💰 A Beginner’s Guide to Making the Decision The market gives us new headlines every day. But should every headline make us buy or sell? This week, two interesting developments caught investors’ attention: 🏦 OCBC priced US$750 million of covered bonds at 4.63% due 2029. 🏢 NTTDCREIT is set to join the FTSE EPRA Nareit Global Developed Index from September 21. At first glance, both look positive. But the more important question is: Do these announcements actually change the investment thesis? For me, the answer is: not really. Instead, they give investors a good opportunity to review whether they should HOLD, RELEASE or SWITCH some money into bonds. ⸻ 🏦 OCBC: A Strong Bank, But Valuation Matters OCBC is one of Singapore’s Big Three banks.

Snowflake and Broadcom have just released their latest earnings. Both companies delivered solid results, but the market reacted very differently. Snowflake jumped more than 22% in after-hours trading, while Broadcom fell by around 4% at one point. Both companies are benefiting from the AI boom, so why did their share prices move in opposite directions? I think there are three main reasons. 1. Both delivered strong results, but the market trades on expectations Let’s start with Snowflake. Snowflake reported second-quarter product revenue of $1.492 billion, up 37% year over year. Total revenue reached $1.547 billion, representing 35% growth. Adjusted earnings per share came in at $0.62, well above the market expectation of $0.45. Those numbers were already strong, but what really excited the

Dell has been one of the strongest AI-related stocks this year, alongside NVIDIA and Broadcom. As of September 2, Dell closed at $492.20, gaining 15.8% in a single session and moving close to its 52-week high of $514. The stock has now risen more than 230% year to date. After such a massive rally, does Dell still have room to run? I don’t think we should judge it simply by how high the share price has gone. The more important questions are: Why has it risen so much, and can future earnings support the current valuation? 1. Dell’s rally is backed by more than just AI hype Dell’s share-price trend this year has been quite clear. Instead of rising steadily every day, the stock has moved sharply higher each time the company reported earnings. In February, Dell forecast approximately $50 billio

There was a time when reporting 221% growth in AI revenue would have been enough to send almost any semiconductor stock flying. Broadcom just did exactly that. The stock fell anyway. And I think that tells us something much bigger about where the AI trade has reached. Broadcom didn’t report a weak quarter. It reported: 📈 Q3 revenue: US$29.6B, +86% YoY 🤖 AI semiconductor revenue: US$16.7B, +221% YoY 💰 Non-GAAP EPS: US$3.32, +96% YoY 💵 Free cash flow: US$13.7B 🚀 Q4 AI revenue guidance: US$21.7B, +236% YoY Broadcom also expects AI semiconductor revenue to reach approximately US$115B in FY2027 and potentially US$230B in FY2028. Read those numbers again. Then ask yourself: What exactly does an AI company have to do now to impress Wall Street? Because I don’t think Broadcom’s biggest problem is