To The Moon

QCOM survived long enough. New story about the edge AI, I think the story will continue and even better than before.

I guessed AMD is an important player in GPU. Of course, have overtook Intel for the CPU. The income from Data Center getting more n more.

$Microsoft(MSFT)$ Bearish story: Fundamentally, escalating capital expenditures on artificial intelligence infrastructure are severely squeezing profit margins, while the near-term monetization of Copilot remains sluggish. Additionally, slowing growth in its core Azure cloud division suggests that macro headwinds are finally catching up.

U.S. commercial revenue surpassed U.S. government revenue for the first time. But stock is down before open. Let's see.

$Microsoft(MSFT)$ Microsoft’s financial discipline combines strict cost optimization with aggressive, high-return capital allocation. Historically reliant on its massive operating cash flows and equity-heavy capital structure, Microsoft has increasingly leveraged external funding—such as its $25 billion bond issue in late 2026—to preserve cash flexibility while maintaining a premier AAA credit rating.

I still deeply believe in Google's unbeatable wide moat. YouTube, Google cloud, Android, Ads, TPU, Google Search, Google maps..... plus Waymo n others bets. Down times is for you to collect, not to sell.

Hopefully can get bounce back on existing level. Otherwise, 2.30 will be another support level. Undoubtedly, Grab is Ultra super app in SEA. Long term bullish.

$Grab Holdings(GRAB)$ Grab Holdings Inc. (GRAB) Bear Case risks Buying GRAB at $2.71 offered a decent entry margin, but the long-term bear case remains a looming threat to capital preservation. Grab’s core segments—ride-hailing and delivery—operate in hyper-competitive, low-margin markets across Southeast Asia. Structural inflation and rising driver-incentive costs heavily pressure their path to sustained, high-quality profitability. Furthermore, macroeconomic headwinds in regional markets risk dampening consumer discretionary spending, slowing down GMV (Gross Merchandise Volume) growth. While the company has made strides toward GAAP profitability, its reliance on heavy promotional spending to defend market share against agile regional competitor

$Grab Holdings(GRAB)$ Bought Grab Holdings Limited (GRAB) at $2.71 today. Entry point right near the absolute bottom of its 52-week trading range ($2.67 to $6.24), offering a substantial margin of safety. Bull Case The market is currently pricing Grab like a cash-burning startup, failing to recognize its fundamental evolution into a profitable, highly integrated Southeast Asian powerhouse. Operational metrics tell a vastly different story from the compressed stock price: • Accelerating Profitability: Grab achieved a massive milestone by turning structurally profitable, posting a solid $235 million in profit for Q2 2026 with a 54% year-over-year surge in Adjusted EBITDA ($168 million). • Fintech & Ecosystem Flywheel: The platform is aggre

$微軟(MSFT)$ This week, ATH already!!