To The Moon

For most of corporate history, the relationship between a customer and a supplier was relatively simple. One company made something. Another company bought it. Money went one way. Products went the other. Artificial intelligence may be changing that relationship. Because some of the largest technology companies on Earth are no longer simply buying AI infrastructure. They are increasingly taking economic stakes in the companies building it. Amazon has just entered a multi-generation AI infrastructure partnership with Qualcomm. The headline number is enormous. Amazon could purchase up to US$60 billion of Qualcomm AI data-centre chips and related products under the agreement. But the part that interests me more is buried underneath. Qualcomm has also granted Amazon warrants worth approximatel

$YZJ Shipbldg SGD(BS6.SI)$  Patience over the years and decided to take profit

$Alphabet(GOOGL)$  nothing exciting lately

$Microsoft(MSFT)$ Regretting not selling at $517 on Aug 28 or at $515 on Sept 3 [Facepalm]  I could hav just sold another put and making new set of income now, and seating on a pile of cash.

Good morning, tigers ☕️📈 A few Smart Money setups I’m watching closely right now: 🚀 $Rocket Lab USA, Inc.(RKLB)$ Sitting in a double Smart Money Zone. The next couple of months are looking strong. 🎯 $Eos Energy Enterprises Inc.(EOSE)$ Already up nearly 30% from the setup I shared with subscribers. $4.50 is the key level now. Break and hold it, and the longer-term breakout gets interesting. ⚡ $T1 ENERGY INC(TE)$ Major short-term resistance is approaching. Still very bullish over the next couple of months, but we need a clean break and hold above $5.10. Above that: $6.50 → $10. 🔥 $Cipher Mining Inc.(CIFR)$ Now up more th

$Tesla Motors(TSLA)$ is coming at robotaxis with a simple thesis: Efficiency wins. Take the biggest part of the demand curve — one or two riders, short trips, dense metro areas — and drive the cost per ride as low as possible. Tesla’s Cybercab is clearly designed around that philosophy, with a small two-seat configuration and a focus on low operating costs. But there’s one problem. People don’t always choose the cheapest option. If cost were the only thing that mattered, everyone would take the bus. People pay for convenience. Comfort. Safety. Cleanliness. Predictability. Privacy. And sometimes, simply a better experience. That’s where $Uber(UBER)$ has an interesting advantage. Uber doesn’t need to provid

Over the past year, historic spending on the AI buildout has arguably kept the economy afloat. Yet, despite that historic spending, real GDP growth (growth on top of the rate of inflation) was just 0.5%, 2.1%, and 1.5%, respectively, in the past three quarters, well below what experts thought it would be coming into the year. That’s not a great rate of growth given the level of capital investment and there are plenty of signs consumers are being squeezed by high oil prices and interest rates. The problem is, I don’t think either can or will get any better anytime soon. More on that in a moment. Why Gasoline and Interest Rates Will Stay High One of the big misses a lot of prognosticators and CEOs made coming into 2026 was expecting interest rates to be lowered, boosting economic growth. For

In last Saturday's Weekly Compass, I anticipated a high probability of a bearish reversal in the $S&P 500(.SPX)$ and a decline in the Dow Jones ETF ( $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ ), alongside bullish moves for $SpaceX(SPCX)$ $Broadcom(AVGO)$, and $Advanced Micro Devices(AMD)$ , plus a spike in $iPath Series B S&P 500 VIX Short-Term Futures ETN(VXX)$ . Today, those setups played out as expected: SPX (-0.58%), DIA (-1.1% reaching $528 🎯), SPCX (+3.7% to $154.1 🎯), AVGO (+2.9% touching 372.9 🎯), AMD (+5.9% crossi

Mix of lower-beta and higher-beta names I'd prioritize today being bullish AI infra through to FY28. Lower beta: - $Amazon.com(AMZN)$: $1T in AWS revs forecasted by 2035. Current MC ~$2.8B (e-comm, digital ads, moonshot bets, Anthropic stake etc). - $NVIDIA(NVDA)$: 70% FY28 revenue growth despite being capacity constrained. Sub 0.3x PEG for FY28. - $Marvell Technology(MRVL)$: Jensen's "trillion dollar" company. $Alphabet(GOOGL)$ has option to buy $12.2B of the company which could translate to $120 billion in revs over the next 7 years. Medium-beta: -

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