To The Moon

My watchlist this week is $Applied Materials(AMAT)$ $Constellation Energy Corp(CEG)$ . I still see strong momentum in the AI infrastructure cycle, especially semiconductors and data center power demand, which should continue to support both names in the medium term as capex from hyperscalers remains elevated. For dividend plays, I prefer $W.W. Grainger(GWW)$ $Target(TGT)$ . GWW stands out for its strong cash flow, pricing power, and consistent execution, while TGT looks more like a value recovery story after its pullback, with a decent dividend yield as a cushion. Overall, I focus more on EPS momentum, guidance quality,

My stock in focus today will be $LiveRamp Holdings, Inc.(RAMP)$ after shares surged more than 27% following news that French advertising giant Publicis Groupe is acquiring the company in a $2.2 billion all-cash deal. The acquisition price of $38.50 per share represents a 30% premium, showing how valuable LiveRamp's data collaboration platform has become in the AI era. What makes this deal interesting is that LiveRamp specializes in helping companies securely connect and match datasets without directly sharing personal information. In today's AI race, high-quality proprietary data is becoming one of the biggest competitive advantages, and Publicis clearly sees "data co-creation" as a critical growth driver for the future of AI-powered advertising

I’m watching the upcoming earnings closely, especially names like $NVIDIA(NVDA)$ $Wal-Mart(WMT)$ $Analog Devices(ADI)$ $TJX Companies(TJX)$ . The focus for me is mainly on EPS beats and forward guidance rather than just short-term price moves, especially in AI and retail-related stocks. On the dividend side, I’m looking at names like $Equinix(EQIX)$ ,Microsoft Corporation and Applied Materials Inc.. I see them more as long-term compounders where dividends are a bonus rather than the main driver. Overall, I’m staying cautiously bullish but selective, balancing growth names wit

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Today, my stock in focus will be $Palo Alto Networks(PANW)$   after the stock rallied last week following multiple bullish analyst upgrades. Barclays, BTIG, Wells Fargo, and Truist all raised their outlooks, reflecting growing confidence in the company's growth prospects and strong enterprise cybersecurity demand. What impressed me most is Palo Alto's continued push into AI-powered cybersecurity. Its latest AI models reportedly can identify seven times more vulnerabilities, while new products like Prisma AIRS 3.0 strengthen its position in securing AI applications. The company's platformization strategy also gives it an advantage by integrating multiple security services into one ecosystem. In my view, Palo

$EQT Corp(EQT)$ Recently, I started to slowly build my position in EQT because I believe the natural gas sector is entering a much stronger long-term cycle. While many investors continue to focus heavily on AI and semiconductor stocks, I see energy infrastructure as one of the forgotten themes that could quietly outperform over the next few years. EQT, being one of the largest natural gas producers in the United States, stands in a very strong position to benefit if gas demand continues to rise globally. The stock has also gone through periods of consolidation and negative sentiment, which creates a more attractive entry point for long-term investors like me. Another reason I am interested in EQT is the growing electricity demand coming from A

$Palantir Technologies Inc.(PLTR)$ Recently, I've continued to DCA into PLTR despite the sharp pullback, mainly because I believe the market is currently rotating away from software and AI-related names in the short term. Sentiment toward high-valuation software stocks has clearly weakened as investors move back into semiconductors, industrials, and defensive sectors. But from my experience, market themes always rotate. Strong companies with real revenue growth and strategic positioning tend to recover once sentiment stabilizes again. What gives me confidence in PLTR is that the company is no longer just a 'story stock." Over the past few quarters, Palantir has consistently delivered strong commercial growth, improving profitability, and expa

My pick would be $NVIDIA(NVDA)$ . Interestingly, most AI & semiconductor stocks have rallied hard this year, but Nvidia has been lagging despite still leading the AI GPU market. Thus, I’m considering averaging up on my position instead of taking profits. The key catalyst for me is earnings next week. I’m also watching the Trump-China visit closely, especially reports that 10 Chinese companies may be allowed to import Nvidia H200 chips again. If confirmed, it could improve sentiment around Nvidia’s China business significantly. So my take is: buy more gradually. I still believe Nvidia remains the backbone of the AI boom, and strong earnings plus positive China news could finally help the stock catch up with the rest of the AI sector. Valuation

$Cerebras Systems(CBRS)$ is my stock in focus today after a strong Nasdaq debut, surging 68% and pushing its valuation near US$95 billion. The AI chipmaker also shows solid fundamentals, with revenue up 76% last year to US$510 mil & a swing into profitability. The key story is its attempt to challenge $NVIDIA(NVDA)$ with a different chip architecture aimed at faster AI training and inference. It’s also scaling its cloud strategy through partnerships with OpenAI and Amazon Web Services, riding the accelerating demand for AI compute infrastructure. Risks remain, especially intense competition and past customer concentration issues, but the IPO could mark the start of a broader AI listing wave. With p

$C3.ai, Inc.(AI)$ C3.ai has honestly been one of my biggest investing regrets so far. My position is currently sitting at almost a 75% paper loss, and looking back, I can admit that I got caught up in the hype surrounding AI stocks a few years ago. At that time, anything related to artificial intelligence was flying, and C3.ai was marketed as one of the few "pure AI" companies in the market. Instead of focusing deeply on fundamentals, profitability, and execution, I treated it more like a meme trade and speculative bet on the AI narrative. Thankfully, the position size was never very large, which is why I'm still comfortable holding and averaging down today. My strategy now is less about believing C3.ai will become the next great software giant