To The Moon

🌟🌟USD 725 billion spending spree: Who is actually getting rich while Big Tech spends: The Silicon Kings : $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ are the 3 winners.  Every dollar Big Tech spends goes to these 3 companies. Nvidia is no longer just selling chips.  It is selling AI factories. At March 2026 GTC, CEO Jensen Huang unveiled the Vera Rubin platform.  This isn't just a GPU.  It is a vertically integrated system of 7 new chips designed to act as a single supercomputer. Broadcom:  It is the King of connectivity & custom silicon.  As AI clusters scale to millions of chips, the bottleneck

🌟🌟🌟 To chase or not to chase?  The FOMO vs the Dip Dilemma. April was simply unreal.  The S&P500 didn't just break records.  It simply sprinted up Everest without stopping for oxygen. The reality for me?  I am choosing Sanity. While my heart wants to chase the thrill and my head wants to wait for the 5% discount that might never come, I have decided to stick to my "Boring Brilliance" strategy. I am staying the course with the heavy hitters : $SPDR Portfolio S&P 500 ETF(SPYM)$ which tracks 500 of  the best & strongest US companies and $STI ETF(ES3.SI)$ - Singapore's creme de la creme blue chips companies. These 2 ETFs are not flashy.  They don't post to the m

Sell in May and Go Away?  Why Not Pivot into XLU ETF?  🌟🌟🌟 April 2026 just went into the history books.  We didn't just climb, we roared.  With the S&P500 up over 10% marking its best month since November 2020 and closing at a fresh record high, the emotional whiplash is real. What should Investors Do in May? The Chaser:  This is one of the best 3 months rallies in history.  The momentum is undeniable, powered by massive earnings beats and an relentless AI surge.  To sell now is to fear the unknown, to sit on the sidelines while new fortunes are made at highs.  Holding cash may mean that inflation is eating away at it. The Profit Taker :  The voice of caution whispers not to be greedy.  After a 10% gain in one month, the air is getting

🌟🌟🌟Greetings from beautiful Chongqing, China's largest city of over 30 million people.  I am in a perfect spot to checkout the myriad of restaurants here.  I love to hunt for the best dishes to eat.  This is the land of hot pots especially Mala hot pots, the spicier the better.   The signature mala flavour blends numbing Sichuan peppercorns with fiery dried chilli peppers for a unique spicy sensation like no other. Best of all sharing Mala hot pots with my loved ones enhances the warming effect that encourages shared cooking and conversation. I live to eat rather than eat to live as nothing can beat the pleasure of going on a gastronomical feast that Chongqing has to offer. Food is my passion and I am definitely the Foodie Type.

🌟🌟I am amazed with $Alphabet(GOOG)$ Q1 26 earnings.  By delivering USD 109.9 billion in revenue, up 22% Google has proved that its AI investments are not just a cost - they are a high speed engine for profit. The most staggering number wasn't the total revenue.  It was the explosive growth of Google Cloud.  It reached a revenue milestone & surpassed USD 20 billion for the first time, growing a massive 63% year over year. The cloud backlog nearly doubled to USD 462 billion, providing an almost unbelievable level of guaranteed future income. Cloud operating income tripled to USD 6.6 billion, showing that Google finally knows how to scale this business profitably. Despite AI disruption fears, Search revenue grew 19% to USD 60.4 b

The USD 5 Trillion Dream: Alphabet's AI Coronation  🌟🌟🌟Following a breathtaking Q1 2026 earnings report, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  market cap shot past USD 4.6 trillion this week, nearly tripling its value in just 2 years. This isn't just a rally.  It is a structural re-rating.  Analysts now believe hitting a USD 5 Trillion market cap in 2026 is no longer a bull case day dream.  It is a matter of when, not why. Google's Super Earnings Receipts  Google didn't just beat estimates.  It changed the narrative from AI potential to AI utility. Top Line Surge: Revenue reached USD 109.9 billion, a 22%

The Great Divide: Team Google & Amazon vs Team Meta & Microsoft  🌟🌟🌟The Great Divide of April 2026 refers to the massive split in how investors are reacting to Capital Expenditure or Capex across the 4 tech giants - Team Google & Amazon vs Team Meta & Microsoft.  While all are spending historic amounts on AI infrastructure - totalling a projected USD 725 billion for 2026, only 2 are currently showing immediate financial "receipts" to justify it. Team Google & Amazon  $Alphabet(GOOG)$  and $Amazon.com(AMZN)$  are the current winners because their AI spending is directly fueling massive growth in their Clou

🌟🌟🌟This Iran War has shown how critical oil is to the global economy.  With the US naval  blockade and the closure of the Strait of Hormuz, I will pick energy stocks as a tactical bet on the price of oil continuing the upward momentum. My top pick would be $Exxon Mobil(XOM)$ as it is the biggest US oil giant.  Exxon Mobil will definitely benefit from the current geopolitical headwinds. Another great stock would be $Chevron(CVX)$ .  Next to Exxon Mobil, it is the 2nd largest US oil giant.  It also currently has presence in Venezuela and will be a beneficiary from both the Iran War and the great opportunities in Venezuela. Both of these companies also pay great dividends in additio

🌟🌟🌟The stock market loves a comeback story.  With $SanDisk Corp.(SNDK)$ it is a revolution.  After yesterday's massive earnings beat from $Seagate Technology PLC(STX)$ the storage supercycle has moved from a theory to an amazing reality. Can SanDisk hit USD1100? According to Morgan Stanley SanDisk can do it. Why? SanDisk's incredible 95.6% incremental gross profit is like a money printing machine due to high demand but limited supply. SanDisk has achieved a price setter status in a market where hyperscalers are desperate to buy. SanDisk is super hot because it has transitioned from a cyclical memory maker into an essential AI infrastructure powerhouse.

🌟🌟🌟If Jensen Huang is the Godfather of AI, Lisa Su, CEO Extraordinaire, is the Queen of Data Centre.  Lisa Su's leadership is master class in the Long Game.  She shifted AMD $Advanced Micro Devices(AMD)$ from low end PCs and game consoles toward the high margin, high stakes world of Data Centers and AI. When Lisa Su took over the helm of AMD in 2014, the company was on the brink of bankruptcy with its stock trading at just USD 2. Today AMD is a  global titan and redefined what is possible in the data centre. Do you know that Lisa Su and Jensen are first cousins?  While they are fierce rivals in the market place, there is an undeniable secret sauce in the family DNA when it comes to vision and grit.