To The Moon

Who can turn AI spending into incremental revenue, margins and free cash flow? My 3 key takeaways 1. AI capex is no longer automatically bullish Microsoft, Meta and Amazon are committing enormous amounts of capital to AI infrastructure. The market is increasingly demanding evidence that those investments generate sufficient revenue and cash returns. This is particularly important because Microsoft's Azure growth has been very strong—Azure grew about 40% for FY2026, while Microsoft has indicated roughly $190B of 2026 capex. Investor test: AI revenue growth must eventually grow faster than AI-related depreciation, infrastructure costs and capital expenditure. That's the biggest theme I would watch over the next 3 months. 2. Microsoft currently has the strongest AI investment case Of the four

Nice Sharing 😁 @Barcode @JC888 @koolgal @Aqa @DiAngel @Shernice軒嬣 2000 //@Shyon:For me, the key shift is $Meta Platforms, Inc.(META)$ moving AI from simply talking to actually taking action. Tasks like shopping, travel, scheduling and payments create much clearer paths to monetization than another stronger chatbot. I am bullish on Meta’s distribution advantage t

🤖 1. This Is More Than Another “AI Safety” Debate For the past three years, the AI industry has focused on one question: when will the next model arrive, and how much more capable will it be? This weekend, that tone changed. Anthropic CEO Dario Amodei publicly called on frontier AI companies to slow the pace of capability improvements and push for independent evaluations and shared safety standards. More surprisingly, Sam Altman and Elon Musk also expressed support for that direction. The important part is not that another CEO warned about AI risk. It is that the people with the strongest incentives to build more powerful models are now seriously discussing whether they should slow down. ⚠️ 2. Why Is This Happening Now? The core reason is that AI agents are turning safety concerns from the

🌟If I could only choose one side to marry for the rest of my investing life, Buy The Dip speaks to my deepest desire for a good bargain & a heroic comeback story.  A good example is $Tesla Motors(TSLA)$ .  It represents the quintessential, high stakes Buy the Dip scenario.  Tesla is still trading significantly below its 52 week high of nearly USD 500. I would be buying a stock that plummeted due to recent headline concerns regarding its Cybercab launch.  I am betting Tesla is more than just a car company with exponential growth ahead. But Chase the Winner is often the brutal reality of how wealth is generated: by backing the champions ev

Economic Calendar (14Sep2026) Federal Reserve Interest Rate Decision The main event in the coming week will be the Federal Reserve’s interest rate decision, with the previous rate standing at 3.75%. While the decision itself will be closely watched, the accompanying FOMC statement may be even more important, as it will help shape expectations for future interest rate moves. Consumer Spending and Retail Sales Retail sales data for August will also be released in the coming week. This report will provide an important indication of the consumption outlook and the underlying strength of consumer demand. Energy, Manufacturing, and Labour Market Indicators · Crude oil inventories will be released, offering insight into oil demand expectations and the outlook monitored by oil producers. · The Phi

Market Outlook of S&P500 (14Sep2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is in a downtrend. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This shows a current downtrend. Chaikin Money Flow CMF index shows a score of -0.21. This implies more selling momentum than buying momentum. Other Technical Analysis Based on the daily interval, technical

$SGX(S68.SI)$ Still in good profit!

$Advanced Micro Devices(AMD)$ let's target for 600

$BABA-W(09988)$  $Alibaba(BABA)$  $BABA-W(09988)$  BABA continue to hang on to the resistance turned support level. It shows that it is a strong support level so far for not breaking down. This week is super critical, if it continue to have no bounce then most likely it will break down. I expect no rate hikes from the FOMC that will have all stocks rally. 

$Palantir Technologies Inc.(PLTR)$ only this one still in profit.. 

$Tesla Motors(TSLA)$  Still holding on as TSLA is on upward trend 

$Palantir Technologies Inc.(PLTR)$ my largest winning 

$Tesla Motors(TSLA)$  have reduced Tesla and holding some due to sentimentality

$NVIDIA(NVDA)$ from 13k drop to 10k

🌟🌟🌟The global finance world just got a major reality check and it came wrapped in a Singapore Flag.  Forbes and Statista just dropped their inaugural "World's Top Performing Banks" list.  Out of 500 massive banking institutions from 89 countries, guess who swept the podium? Number 1 In The World: $OCBC Bank(O39.SI)$   Number 2 In The World: $DBS(D05.SI)$   They didn't just beat regional competitors, they ranked above global titans like $JPMorgan Chase(JPM)$  .  For a tiny city state, this isn't just an accolade.  It is absol

$Oracle(ORCL)$ earnings selloff may be giving bulls their next entry 🚨 Back in July, this setup was nearly perfect when we called the bottom. The stock rallied more than 50% in just 50 days. I remain bullish over the next six months, with a potential path toward $200 to $220. But the recent earnings reaction matters. On the weekly chart, there is a massive 1 billion-share block between $138 and $142. That zone could become significant support over the next few weeks. My base case: • Pullback into $138 to $144 • Buyers defend the zone • Price begins the next move higher The setup changes if price breaks below $138. That would open the door to a possible retest of $120. Until then, I’m not guessing the next move. I’m waiting for price to reach the l