To The Moon

Hello everyone! Today i want to share some technical analysis with you! 1 $Intel(INTC)$Double breakout on Friday. 2 $Broadcom(AVGO)$ Upside gaps to be aware of if this continues to get a move higher. 3 $SanDisk Corp.(SNDK)$ Horizontal zones to be aware of this week. 4 $AeroVironment(AVAV)$ Earnings this week could help get the entire drone sector out of this funk it has been in pretty much all year. This has been historically a very strong bounce spot. 5 $Rocket Lab USA, Inc.(RKLB)$ Very odd price ac

Hello everyone! Today i want to share some technical analysis with you! 1 $Salesforce.com(CRM)$ is on a hot streak 🔥 2 Still in the cup ☕️ $SoFi Technologies Inc.(SOFI)$ 3 $Constellation Energy Corp(CEG)$ breaking out following an almost half-million-dollar insider buy 💰 4 Power restored ⚡️ $Bloom Energy Corp(BE)$ 5 The $Meta Platforms, Inc.(META)$ standoff continues 🌶️

The analyst move that caught my attention most was Broadcom’s upgrade. It highlights an important shift in the AI investment story: the opportunity is no longer limited to GPU makers. Broadcom is positioned across several critical parts of the AI infrastructure chain, including custom accelerators, networking and connectivity. As hyperscalers continue pouring billions into data centers, demand for customized chips and high-speed networking could become increasingly important. What I find particularly interesting is the economics. Cloud giants want better performance and lower costs, while custom silicon gives them more control over their AI workloads. That creates a potentially powerful second engine of growth for Broadcom. The bigger takeaway? AI infrastructure is becoming an ecosystem,

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ So OpenAI announced a breakthrough with their latest model, Astra. It has capability to control your whole computer system for you, automating all the programs you have. This will improve efficiency and any nagging issues with processing of apps. However, this means you are subjecting the information on your computer to a third party AI model, who knows what it will do with it. So the issue with privacy and PDPA actually will deter me from using this. From the beginning of the year, two AI companies are thrusted to the forefront, OpenAI and Anthropic. They are seen as the frontrunners in this rat race, and most optimistic to IPO at end of 2026 o

The memory trade enters the week of 8 September with something it did not have a week ago: confirmation. SNDK enters around $1,740. MU around $1,017. Both have shown extraordinary relative strength. But from here, I think their paths diverge. SNDK has a new mechanical catalyst. MU has the cleaner fundamental catalyst. And this week, both have to survive a major macro test. 🔴 SNDK: The Countdown to 21 September Begins SanDisk will enter the S&P 100 on 21 September. That matters because index-tracking funds will need to reposition around the rebalance. But I would not confuse that with unlimited upside. The index catalyst is real but temporary. SNDK still needs NAND pricing, AI storage demand and its long-term customer commitments to justify the valuation once those flows are finished. M

Michael Burry Calls Lululemon His "Trickster"—Is LULU a Fat Pitch or a Value Trap? $Lululemon Athletica(LULU)$   fell 17.4% to $100.61 last Friday, its lowest level in roughly eight years, bringing its year-to-date decline to about 52%. A stronger U.S. jobs report pushed rate-hike expectations higher and weighed on consumer discretionary stocks, but Lululemon's much steeper drop was mostly company-specific: North American sales weakened further, full-year guidance was cut again, and international growth also started to slow. Even contrarian investor Michael Burry has become more cautious on the stock. So the real question is no longer how far LULU has fallen. It is this: At around $100, is Lululemon finally

My top pick is $Oracle(ORCL)$ . I’m watching it closely because AI and cloud infrastructure demand remain strong growth drivers, while the market is waiting to see whether its huge backlog can translate into real revenue and EPS growth. I’ll be watching for an EPS beat and continued cloud growth. If Oracle can show that AI demand is converting into actual bookings and revenue, I think the stock could regain momentum after its recent weakness. A strong outlook or guidance upgrade could be an even bigger catalyst than the headline EPS beat. For me, ORCL offers a better growth opportunity than chasing dividend yield. I wouldn’t chase a pre-earnings rally, but I’d c

🌟🌟🌟Why $Apple(AAPL)$ moat will stabilise:  While $NVIDIA(NVDA)$ builds the factories of the future, $Apple(AAPL)$ still owns the digital real estate where humans live.  NVIDIA creates the intelligence but Apple delivers it to over 2 billion active devices.  For the average person, AI is useless until it is woven into the fabric of his life like his morning routine, messaging apps & privacy boundaries. Apple's moat is built on its unique ecosystem.   By introducing localised deeply private AI, Apple makes it even harder for users to leave.  Apple is not selling raw compute.  Apple is selling convenience for its users. My

🌟🌟🌟I believe that the memory giants $SK hynix(SKHY)$ $Micron Technology(MU)$ & Samsung Electronics wil continue to stay relevant for the long haul as they are orchestrating a memory supercycle that is breaking the historical boom and bust cycle. Why? The HBM Inelasticity Wall: AI starves without processing speed.  The insatiable race to build larger LLMs has forced a massive hardware shift towards HBM.  HBMs takes 4 times longer to manufacture than a standard RAM.  Giants like Hynix & Micron are completely sold out through 2027. The Big Contracts: Hyperscalers are locked into Multi year prepayments just to guarantee allocations.  This means the memory giants have a irreplaceab