To The Moon

🌟🌟🌟Despite US Treasury Secretary  Scott Bessent's recent action to prop up the bond market, the selloff of the US bonds has only worsened.  The benchmark 10 year Treasury yield has surged toward 4.93%, its highest level since late 2023. By tripling the US government's standard bond repurchase limit to USD 6 billion, Bessent attempted to artificially constrain bond supply, drive prices up & push down the yields. But the market is not buying it.  Why? Global macro funds view a USD 6 billion buyback as entirely too weak to combat a USD 32 trillion US government debt market that must continuously absorb heavy issuance to fund a USD 2 trillion annual deficit. Then there is energy shock caused by the war in Iran and high corporate debt demand for the AI buildout plus a hawkis

Oil matters to inflation more than almost any other single commodity because it touches everything. Transport costs more, manufacturing costs more, even your electricity bill costs more, because an oil price move flows through to nearly every other price in the economy. BNO is also the top performer on this entire list, which tells you how large this year’s Middle East supply shock has actually been. The risk cuts both ways. The same headline risk that took this up 104% can reverse just as fast if there is real de-escalation, and futures funds bleed a little to the roll from month to month even when the price goes nowhere. Commodities usedlike oil  to mean opening a separate futures account. Futures are leveraged, and they come with quirks like contango and backwardation, where near-t

Same company’s massive debt. Some see pure crisis. Others see pure opportunity. That’s $Oracle(ORCL)$   right now. Quick Translation + Reality Check (with the absolute latest numbers after Sept 10 earnings) Oracle reported Q1 FY2027 (ended Aug 31, 2026) on Sept 10 after the close: Revenue: $19.3 billion (+30% YoY) — beat estimates Cloud Infrastructure (OCI): $7.4 billion (+121%) — absolute monster growth Total Cloud: +62% Remaining Performance Obligations (RPO / backlog): $664 billion (was $638B at end of FY2026) — still insane Non-GAAP EPS: $1.92 (beat $1.74) Free cash flow burn: only –$5.4 billion (vs expected –$9.56B) — much better than feared Raised full-year FY2027 adjusted EPS guidance to $8.10 They also delivered 850 MW of ne

Oil matters to inflation more than almost any other single commodity because it touches everything. Transport costs more, manufacturing costs more, even your electricity bill costs more, because an oil price move flows through to nearly every other price in the economy. Brent oil funds is also the top performer on this entire list, which tells you how large this year’s Middle East supply shock has actually been. The risk cuts both ways. The same headline risk that took this up 104% can reverse just as fast if there is real de-escalation, and futures funds bleed a little to the roll from month to month even when the price goes nowhere. Commodities used to mean opening a separate futures account. Futures are leveraged, and they come with quirks like contango and backwardation, where near-ter

Higher crude prices trigger a rapid reallocation of cash flows and valuations across equity markets. Oil functions simultaneously as a direct revenue driver for producers and a major cost input for the rest of the economy. When prices move higher and remain elevated, the impact is rarely uniform: upstream energy captures the bulk of the upside while fuel-intensive and inflation-sensitive sectors absorb the pressure. The magnitude depends on the speed of the move, absolute price levels relative to corporate cost structures, and whether the rise stems from supply constraints or genuine demand strength. Sectors and Companies Positioned to Benefit Upstream exploration and production companies experience the most direct earnings leverage. Higher realized prices expand operating margins and free

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

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.