To The Moon

🌟🌟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.

SanDisk's Road to USD 1100: Is It Possible?   🌟🌟🌟The stars are aligned for a historic run for SanDisk $SanDisk Corp.(SNDK)$ .  After $Seagate Technology PLC(STX)$  explosive results yesterday where its shares have skyrocketed 18% on news that AI is devouring storage capacity, the focus has now shifted to SanDisk. SanDisk's Road to USD 1100 According to Morgan Stanley, it is not just a possibility that SanDisk can hit USD1100, it is their new target. Analyst Joseph Moore of Morgan Stanley recently hiked the price target for SanDisk to USD 1100, up from USD 690, citing a massive earnings potential that is 65% above what the rest of Wall Street expects. SanDisk: The Money Printing Ma

🌟FOMO & FAFO represent the pendulum swing from greed to the hangover of reality. FOMO - Fear of Missing Out is the frantic urge to buy into a trend because everyone else is getting rich, driven by emotion, hype & fear of missing out. FAFO - Find Out - is the moment of reckoning.  It is what happens when the hype meets reality & the consequences of reckless decisions or overvaluations finally hit the fan. FAFO is the consequence phase of the FOMO phase. A good example of this is $NVIDIA(NVDA)$ While OpenAI is the brain of the AI movement, NVIDIA is an example of the FOMO to FAFO pipeline. FOMO Phase : In 2023 to 2024, NVIDIA stock became super hot.  The focus was on growth. FAFO Phase: NVIDIA is currently the biggest candid

As a female Singaporean, I am very proud of $DBS(D05.SI)$ CEO Tan Su Shan.  She is the very first female CEO of Southeast Asia's largest bank, succeeding long time CEO Piyush Gupta. Tan Su Shan has over 35 years of experience in consumer banking, wealth management and institutional baking. She is also a wife and mother of 2 kids.  She somehow manages to juggle her role as a CEO and mother while she rose through the ranks at DBS. DBS has just announced its Q1 26 earnings and it is Tan Su Shan's first quarterly performance as CEO.  DBS shares surged over 3.7% hitting a high of SGD 59 following an excellent quarterly report. What is amazing is

🌟🌟🌟As a female, I celebrate the achievements of these 5 amazing women CEOs who have the courage and passion to drive the companies they represent.  Like the conductor of an orchestra, they guide their companies to success through their vision and great leadership.