To The Moon

Let's put this in perspective first. SanDisk just reported the most dominant earnings beat in the S&P 500 this quarter. Revenue came in at $5.95 billion against a $4.68 billion consensus, a 27% beat. EPS hit $23.41 against a $14.43 estimate, a 63% beat. Q4 guidance of $7.75 to $8.25 billion in revenue crushed the $6.35 billion Street estimate. Gross margin expanded to 78.4% from 22.5% a year ago. The company launched a $6 billion share buyback. CEO David Goeckeler called it "a fundamental inflection point." The stock fell 7.5% in after-hours trading to around $1,015. So what happened? The Numbers Were Historic Start with the scale of what SanDisk delivered. Revenue of $5.95 billion was up 251% year on year and up 97% sequentially. That is not a typo. Revenue nearly doubled from one qua

AMD gained 5.16% today. Not on a product launch. Not on earnings. On a press release from a startup that most traders had never heard of. CHAI AI, the social AI platform backed by both CoreWeave and AMD, just announced it has crossed $80 million ARR at the close of Q1 2026, with valuation talks approaching $2.4 billion. The platform runs on AMD GPU infrastructure via CoreWeave. It has 10 million active users and has sustained a 3x annual growth rate for three consecutive years. It is projecting $200 million ARR by end of 2026. The market read it as validation. AMD jumped. But is one startup's ARR milestone enough to change the AMD story? Let's dig into what is actually happening. What CHAI AI Actually Means for AMD CHAI AI is not a revenue line item for AMD. The $55 million total invested

The game question was whether DBS could close above SGD 60 this week. The market gave its answer on April 30. DBS closed at SGD 58.50, up 3.43% on the day on the back of a clean earnings beat. Not SGD 60. But the move was decisive and the direction was clear. Here is everything behind that number. The Results: Beat Across the Board Net profit for Q1 2026 came in at SGD 2.93 billion, up 1% year on year and a strong 24% quarter on quarter. That beat the Bloomberg consensus of SGD 2.91 billion and the Visible Alpha poll estimate of SGD 2.78 billion. EPS came in at SGD 1.05 versus the SGD 1.00 estimate, a 4.7% beat. Revenue hit SGD 5.95 billion, a new all-time high for DBS, beating the SGD 5.89 billion estimate by 0.9%. Total dividend declared for Q1: SGD 0.81 per share, comprising SGD 0.66 or

🚀 Nasdaq 10-Day Streak: Rally or the Setup Before the Drop? Ten consecutive green sessions. T The S&P 500 within touching distance of a fresh all-time high at 7,002. Markets have erased every loss since the Iran war broke out and then some. The Nasdaq is up 14% from its recent lows. The Mag 7 has surged a cumulative 15% in ten trading days. NVDA is on an 11-day winning streak, its longest on record. Breadth has improved. Market psychology has shifted. Conviction in value means owning AI infrastructure and financials with real earnings support, not chasing the Nasdaq headline. Following momentum means riding the wave but knowing exactly when to get off, which means watching the Iran ceasefire status, oil prices, and the FOMC on April 28-29 simultaneously. This rally has legs if Iran ho

Retail investors are stepping in where institutions hesitated—and that tells you something important. March’s ~$300M inflow into S-REITs despite a ~7% sector decline signals conviction, not noise. Names like CapLand Ascendas REIT and Keppel DC REIT are attracting dip buyers betting on a rate peak + yield compression reversal. But here is the nuance: Retail is buying yield stability, not aggressive growth. That means downside is cushioned—but upside depends heavily on rate cuts actually materialising. Watch 2 things: US rate path clarity (June–Sept window) Distribution sustainability (DPU trends) If yields hold and rates ease → slow grind higher. If inflation surprises → this becomes a value trap. Smart play: Accumulate selectively, not blindly follow the crowd. I am not a financial adviso

Most people still think of SanDisk as the little USB drive in their desk drawer. The market has a very different view now. SNDK soared 9.05% to $851.57 on April 10, touching an intraday high of $855 to set a fresh all-time record. That extends one of the most extraordinary runs in semiconductor history. From a post-spinoff panic low of $27.89 on April 7, 2025, the stock has returned 30x in exactly twelve months. A $10,000 position at last year's low is worth $305,500 today. MU followed, climbing 3.63% to $421.51 for a third consecutive session with a cumulative 14% gain. The storage bull run is accelerating. Here is everything behind it, and the critical question: how much further can it go? 🏭 The New SanDisk You Need to Understand This is not the thumb drive company anymore. SanDisk separ

One deleted post from Michael Burry just wiped $23 billion off Palantir's market cap in a single day. PLTR closed April 9 at $130.49, down 7.3%, extending a two-day loss of over 13%. The stock is now down 28% year to date and sitting 38% below its November 2025 peak of $207. Meanwhile, the broader market held its ground. This was not a macro selloff. This was targeted. So is Burry right? And is $130 the buy of the year, or a value trap on its way to his $50 price target? Let's actually dig into it. 🐻 Burry's Bear Case: What He Actually Said Burry posted then deleted his critique on X, but not before the damage was done. His argument in plain terms: Anthropic is eating Palantir's lunch in enterprise AI. He cited Ramp's March AI Index showing Anthropic capturing 73% of all new enterprise AI

$Wells Fargo(WFC)$   $Citigroup(C)$   $Morgan Stanley(MS)$   Q1 earnings season is kicking off with a clear expectation: strength. Big banks like Citigroup, Wells Fargo, and Morgan Stanley are set up to report solid numbers. Trading desks have benefited from elevated volatility, deal pipelines have quietly improved, and

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

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