To The Moon

$Micron Technology(MU)$   Bullish 

$Wendy's(WEN)$’s shares rose sharply on August 12 after Reuters reported that Nelson Peltz’s Trian Fund Management was assembling a consortium for a possible take-private offer. A transaction could give management room to restructure away from quarterly market pressure, but the underlying business deterioration explains why financing terms and franchisee participation will matter as much as the headline price. Wendy’s reported its second quarter on August 7 for the period ended June 28. Global systemwide sales fell 6.5%, including an 8.2% US decline. US same-restaurant sales dropped 7%, company-operated restaurant margin contracted 240 basis points to 13.8%, and adjusted EBITDA fell 15.4% to $124.1 million. Management withdrew its 2026 outlook and

$Lantheus(LNTH)$ received US approval for a new Alzheimer’s imaging agent on August 14, but its shares barely moved because the company is already subject to a cash acquisition agreement. The more useful analysis therefore concerns merger economics: whether TAUKLARIFY improves the chance of receiving contingent payments and strengthens the strategic case for Curium’s proposed purchase. The FDA approved TAUKLARIFY, also known as florquinitau F 18 or MK-6240, for PET brain imaging in cognitively impaired adults being evaluated for Alzheimer’s disease. The agent identifies tau neurofibrillary-tangle pathology and complements amyloid imaging, although a positive scan does not by itself confirm Alzheimer’s and performance may be weaker at earlier patho

$Home Depot(HD)$ reports fiscal second-quarter results on August 18. The central question is whether its push into complex professional projects can offset weak housing turnover and cautious spending on major renovations. The first quarter, ended May 3 and reported May 19, established a restrained baseline. Sales increased 4.8% to $41.8 billion, helped by acquisitions, but comparable sales rose only 0.6% and US comparable sales increased 0.4%. Comparable customer transactions declined 1.3%, while the average ticket rose 2.2%. Adjusted earnings fell to $3.43 per share from $3.56. Home Depot retained guidance for fiscal-year comparable sales between flat and 2% growth and adjusted EPS between flat and 4% growth. Home Depot’s first-quarter release prov

$Berkshire Hathaway(BRK.A)$’s latest portfolio filing shows a notable change in capital allocation: after years of accumulating cash and reducing equity exposure, the conglomerate made $Alphabet(GOOG)$ one of its three largest stock investments and became a net buyer of equities. $Berkshire Hathaway(BRK.B)$’s Form 13F was filed with the SEC after the August 14 close and reports holdings as of June 30—not Berkshire’s current positions. The filing showed nearly 106 million $Alphabet(GOOGL)$ shares, up 83% from 57.8 million at March 31 and worth approximately $37.8 billion at quarter-end. Berkshire’s August 14 Form 13F i

$Rocket Lab USA, Inc.(RKLB)$ cleared an important US antitrust milestone for its proposed $8 billion acquisition of Iridium Communications, but it simultaneously highlighted the cost of becoming a vertically integrated space company. An at-the-market programme permits almost $1.95 billion of additional equity issuance, potentially transferring part of the acquisition burden to existing shareholders. Rocket Lab announced on August 13 that the Hart-Scott-Rodino waiting period had expired at 11:59 p.m. Eastern Time on August 12. It also filed a Form S-4 and applications to transfer Iridium’s Federal Communications Commission licences. Rocket Lab’s official transaction update documents those milestones. The acquisition, announced June 29, would give I

What an awesome day to be Sandusky

NVIDIA's Q2 Portfolio Adds SpaceX as Second-Largest Holding $NVIDIA(NVDA)$  's 13F filing for the quarter ended June 30, 2026, reveals a highly concentrated equity portfolio. The primary update this quarter is the first-time disclosure of $SpaceX (SPCX.US)$ , which enters the portfolio as the second-largest holding. Together with $Intel(INTC)$  , these two positions account for over 80% of NVIDIA's disclosed equities. The SpaceX Entry: xAI Stake Conversion This new position stems from corporate restructuring rather than open-market purchases. In January 2026, NVIDIA invested $10 billion into the AI startup xAI. After SpaceX acquired x

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Paramount Skydance Corp(PSKY)$ $Warner Bros. Discovery(WBD)$ Wow. PSKY is forced to sell one of its most valuable asset, CNN in order to facilitate the acquisition of WBD. This proves that in the US once you ruffle the wrong feathers, there will be a mountain of red tape created for you to unravel before you get what you want.[OMG]  @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional

14 August — three separate stories converging into one theme: disinflation, AI infrastructure spend, and a memory sector re-rating are all running at once The macro backdrop is calm: Wednesday's CPI print landed exactly on consensus, and Asian markets have now ridden that into a fourth straight week of gains, with the Kospi (a proxy for the AI supply chain) up more than 14% on the week as Samsung and SK Hynix ran hard. That's the read-through worth watching at the open — Asia often leads where US chip and memory names go next. On the memory side, SanDisk's 15%+ Investor Day pop this week pulled the whole complex along — Micron, Western Digital, SK Hynix all caught a bid. If that momentum holds into today's session, MU and WDC are the names to watch for follow-through, not just SNDK. The ot

What deserves the most attention in the U.S. equity market this week is not the movement of the S&P 500 Index itself, but rather the structural changes taking place within the index. From a valuation perspective, the S&P 500’s overall price-to-earnings ratio remains at a relatively elevated level. Valuations in information technology, real estate, industrials, health care, and other sectors are all materially above the broader market, indicating that U.S. equities as a whole still lack a clear valuation cushion. From a fund-flow perspective, SPY has recorded cumulative net inflows of approximately USD 21.6 billion since July, but fund-flow divergence across sectors has become increasingly pronounced. Capital is not simply leaving the equity market; rather, it is being reallocated a

Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr

The Straits Times Index (STI) tracks the 30 largest and most liquid companies on the Singapore Exchange, serving as the primary benchmark for the local market. Supported by record-setting performances from major local financial institutions, the index has recently achieved milestone highs.

14 August 2026 Softer producer inflation, falling oil prices and fading rate-hike expectations lifted technology stocks and pushed the S&P 500 to another record close, although a weak 30-year Treasury auction showed that long-term fiscal and interest-rate risks have not disappeared. S&P 500 rose 0.65% to 7,798.99 Dow Jones rose 0.13% to 53,839.99 Nasdaq rose 0.81% to 26,803.03 US 2-year Treasury yield fell approximately 6 basis points to 4.14% US 10-year Treasury yield fell approximately 5 basis points to 4.64% Market data: Reuters⁠ ⸻ News 1) US July PPI came in below expectations, while lower oil prices further reduced pressure for a September rate hike * The US Producer Price Index was unchanged month-on-month in July, below expectations for a 0.2% increase. June’s reading was r

BUY STARHUB AS NETT PROFIT SURGES WITH HIGH DIVIDEND 

On Thursday, 13 August 2026, Wall Street delivered a broad-based momentum workup, driving the benchmark $S&P 500(.SPX)$ S&P 500 to a record high with a 0.7% to 0.8% gain. The tech-heavy Nasdaq Composite $NASDAQ(.IXIC)$ outperformed with a 0.8% to 1.0% rally, while the Dow Jones Industrial Average tacked on 0.1% to 0.3%. The primary catalysts behind this upward thrust were a double dose of macro relief and earnings validation: Cooling Wholesale Inflation: The July Producer Price Index (PPI) print cooled to 4.7% year-over-year—down markedly from June's 5.5% reading and below Wall Street forecasts. Coming on the heels of softer Consumer Price Index (CPI) data (3.4% YoY), wholesale moderation reassur

🎬🐶 Beginner Guide: Why Netflix Rose After Replacing Its Homegrown Titus Solutions with Kueue When I first read that Netflix stock jumped about 3% after announcing changes to its internal technology systems, I wondered: Why would a backend software change make investors excited? 🤔 As a beginner investor, it is easy to think stock prices move only when subscriber numbers increase. But technology companies like Netflix are different. Investors also watch cost savings, efficiency, scalability, and future profit margins. This Netflix story is a good example of that. ⸻ 🍿 What happened? Netflix has long used its own internal container platform called Titus to run many backend workloads. Over the years, Netflix also built several homegrown tools around Titus to manage batch jobs and scheduling. Re

NviDia - will it fly?

$Wendy's(WEN)$’s shares rose sharply on August 12 after Reuters reported that Nelson Peltz’s Trian Fund Management was assembling a consortium for a possible take-private offer. A transaction could give management room to restructure away from quarterly market pressure, but the underlying business deterioration explains why financing terms and franchisee participation will matter as much as the headline price. Wendy’s reported its second quarter on August 7 for the period ended June 28. Global systemwide sales fell 6.5%, including an 8.2% US decline. US same-restaurant sales dropped 7%, company-operated restaurant margin contracted 240 basis points to 13.8%, and adjusted EBITDA fell 15.4% to $124.1 million. Management withdrew its 2026 outlook and

$Berkshire Hathaway(BRK.A)$’s latest portfolio filing shows a notable change in capital allocation: after years of accumulating cash and reducing equity exposure, the conglomerate made $Alphabet(GOOG)$ one of its three largest stock investments and became a net buyer of equities. $Berkshire Hathaway(BRK.B)$’s Form 13F was filed with the SEC after the August 14 close and reports holdings as of June 30—not Berkshire’s current positions. The filing showed nearly 106 million $Alphabet(GOOGL)$ shares, up 83% from 57.8 million at March 31 and worth approximately $37.8 billion at quarter-end. Berkshire’s August 14 Form 13F i

$Lantheus(LNTH)$ received US approval for a new Alzheimer’s imaging agent on August 14, but its shares barely moved because the company is already subject to a cash acquisition agreement. The more useful analysis therefore concerns merger economics: whether TAUKLARIFY improves the chance of receiving contingent payments and strengthens the strategic case for Curium’s proposed purchase. The FDA approved TAUKLARIFY, also known as florquinitau F 18 or MK-6240, for PET brain imaging in cognitively impaired adults being evaluated for Alzheimer’s disease. The agent identifies tau neurofibrillary-tangle pathology and complements amyloid imaging, although a positive scan does not by itself confirm Alzheimer’s and performance may be weaker at earlier patho

$Rocket Lab USA, Inc.(RKLB)$ cleared an important US antitrust milestone for its proposed $8 billion acquisition of Iridium Communications, but it simultaneously highlighted the cost of becoming a vertically integrated space company. An at-the-market programme permits almost $1.95 billion of additional equity issuance, potentially transferring part of the acquisition burden to existing shareholders. Rocket Lab announced on August 13 that the Hart-Scott-Rodino waiting period had expired at 11:59 p.m. Eastern Time on August 12. It also filed a Form S-4 and applications to transfer Iridium’s Federal Communications Commission licences. Rocket Lab’s official transaction update documents those milestones. The acquisition, announced June 29, would give I

$Home Depot(HD)$ reports fiscal second-quarter results on August 18. The central question is whether its push into complex professional projects can offset weak housing turnover and cautious spending on major renovations. The first quarter, ended May 3 and reported May 19, established a restrained baseline. Sales increased 4.8% to $41.8 billion, helped by acquisitions, but comparable sales rose only 0.6% and US comparable sales increased 0.4%. Comparable customer transactions declined 1.3%, while the average ticket rose 2.2%. Adjusted earnings fell to $3.43 per share from $3.56. Home Depot retained guidance for fiscal-year comparable sales between flat and 2% growth and adjusted EPS between flat and 4% growth. Home Depot’s first-quarter release prov

$Micron Technology(MU)$   Bullish 

What deserves the most attention in the U.S. equity market this week is not the movement of the S&P 500 Index itself, but rather the structural changes taking place within the index. From a valuation perspective, the S&P 500’s overall price-to-earnings ratio remains at a relatively elevated level. Valuations in information technology, real estate, industrials, health care, and other sectors are all materially above the broader market, indicating that U.S. equities as a whole still lack a clear valuation cushion. From a fund-flow perspective, SPY has recorded cumulative net inflows of approximately USD 21.6 billion since July, but fund-flow divergence across sectors has become increasingly pronounced. Capital is not simply leaving the equity market; rather, it is being reallocated a

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional

👋 Thursday was a strong day for tech. The $S&P 500(.SPX)$ rose 0.65% to a record 7,798.99, while the $NASDAQ(.IXIC)$ gained 0.81%. $Netflix(NFLX)$ jumped 5.43%, $Adobe(ADBE)$ 4.54%, $Salesforce.com(CRM)$ just over 4%, $Micron Technology(MU)$ 4.23%, and $Intel(INTC)$ 3.58%. The common tailwind was macro: softer inflation data reduced fears of another Fed hike and supported growth-sto

NVIDIA's Q2 Portfolio Adds SpaceX as Second-Largest Holding $NVIDIA(NVDA)$  's 13F filing for the quarter ended June 30, 2026, reveals a highly concentrated equity portfolio. The primary update this quarter is the first-time disclosure of $SpaceX (SPCX.US)$ , which enters the portfolio as the second-largest holding. Together with $Intel(INTC)$  , these two positions account for over 80% of NVIDIA's disclosed equities. The SpaceX Entry: xAI Stake Conversion This new position stems from corporate restructuring rather than open-market purchases. In January 2026, NVIDIA invested $10 billion into the AI startup xAI. After SpaceX acquired x

🎬🐶 Beginner Guide: Why Netflix Rose After Replacing Its Homegrown Titus Solutions with Kueue When I first read that Netflix stock jumped about 3% after announcing changes to its internal technology systems, I wondered: Why would a backend software change make investors excited? 🤔 As a beginner investor, it is easy to think stock prices move only when subscriber numbers increase. But technology companies like Netflix are different. Investors also watch cost savings, efficiency, scalability, and future profit margins. This Netflix story is a good example of that. ⸻ 🍿 What happened? Netflix has long used its own internal container platform called Titus to run many backend workloads. Over the years, Netflix also built several homegrown tools around Titus to manage batch jobs and scheduling. Re

On Thursday, 13 August 2026, Wall Street delivered a broad-based momentum workup, driving the benchmark $S&P 500(.SPX)$ S&P 500 to a record high with a 0.7% to 0.8% gain. The tech-heavy Nasdaq Composite $NASDAQ(.IXIC)$ outperformed with a 0.8% to 1.0% rally, while the Dow Jones Industrial Average tacked on 0.1% to 0.3%. The primary catalysts behind this upward thrust were a double dose of macro relief and earnings validation: Cooling Wholesale Inflation: The July Producer Price Index (PPI) print cooled to 4.7% year-over-year—down markedly from June's 5.5% reading and below Wall Street forecasts. Coming on the heels of softer Consumer Price Index (CPI) data (3.4% YoY), wholesale moderation reassur

Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr

14 August 2026 Softer producer inflation, falling oil prices and fading rate-hike expectations lifted technology stocks and pushed the S&P 500 to another record close, although a weak 30-year Treasury auction showed that long-term fiscal and interest-rate risks have not disappeared. S&P 500 rose 0.65% to 7,798.99 Dow Jones rose 0.13% to 53,839.99 Nasdaq rose 0.81% to 26,803.03 US 2-year Treasury yield fell approximately 6 basis points to 4.14% US 10-year Treasury yield fell approximately 5 basis points to 4.64% Market data: Reuters⁠ ⸻ News 1) US July PPI came in below expectations, while lower oil prices further reduced pressure for a September rate hike * The US Producer Price Index was unchanged month-on-month in July, below expectations for a 0.2% increase. June’s reading was r

👋 Hey SGX fam — if you blinked last week, you basically missed the move. The $Straits Times Index(STI.SI)$ just printed its strongest monthly gain since November 2020, cracked a fresh all-time high on Monday, and a certain shipbuilder decided to rip nearly +19% in five sessions off the back of a record earnings print. Buckle up — here's the full play-by-play, the why, and what actually matters next.   🎇The Setup: STI's Monster July (And an Even Fresher High)   The $Straits Times Index(STI.SI)$ climbed +8.8% in July — its best monthly performance since November 2020. It ended the month at 5,628.50 and notched an all-time high of 5,713.19 on July 29. For the first seven months of 202

AMAT Earnings Preview: AI‑sector Optimism Points to Opportunities for Semiconductor Equipment $Applied Materials(AMAT)$   is expected to release its earnings report after the market closes on August 13th. Recently, traditional cloud giants and Neoclouds' AI CapEx have seen better-than-expected returns on their investments. Continued order increases from cloud vendors will indirectly lead to upward revisions of their forward guidance for wafer fab equipment procurement. I. Core Outlook Market expectations for AMAT's FY26-Q3 (quarter ending July 2026) call for revenue of $9.004 billion, corresponding to year-over-year growth of +23.3%, a significant acceleration from the prior quarter's 11.4% YoY growth. EPS

$Coherent(COHR)$ fiscal year 2026 fourth-quarter results were strong. Revenue, profit and next-quarter guidance all beat market forecasts. The debate has moved from whether AI optical demand is real to whether Coherent can add capacity on time and how much growth is already priced into the stock. Q4 revenue reached $2.046 billion, up 33.8% year over year and 13.3% quarter over quarter, passing $2 billion for the first time. Non-GAAP gross margin was 40.2%, up 2.15 percentage points from a year ago. Non-GAAP operating profit rose 62% to $446 million, while adjusted earnings per share grew 74% to $1.74. Profit grew much faster than revenue, showing gains in product mix, yields and pricing. Coherent fiscal year 2026 Q4 results Full-ye

The AI Bear Case Is Cracking: Faster Cloud ROI Keeps the Hardware Boom Alive For much of the past year, the cleanest AI bear case was not that AI demand was fake. It was this: the spending is real, but where is the return? Hyperscalers and AI clouds were pouring tens of billions of dollars into GPUs and data centers. Bears argued that cloud free cash flow would eventually crack, GPU depreciation would be too fast, and some of the demand might simply reflect easy financing or “circular” capital flowing around the AI ecosystem. AI CapEx Is Paying Back Faster Than Bears Expected The latest disclosures are striking: SpaceX is the most aggressive example. Its AI segment spent $15.8 billion of CapEx in Q2, yet CFO Bret Johnsen said the current economics of new compute deployments imply a payback

On August 13, 2026, YXT.com Group Holding Limited ( $云学堂(YXT)$ ), a provider of enterprise intelligent productivity solutions, announced its unaudited financial results for the six months ended June 30, 2026. The results showed steady revenue growth, continued margin improvement, and stronger operating quality in the first half of the year. At the same time, the accelerated commercialization of AI-related products indicates that YXT’s AI transformation is gradually translating into new business momentum. In the first half of 2026, YXT recorded total revenues of RMB162 million, representing a year-over-year increase of 6.0%. Gross margin reached 70.1%, up 5 percentage points from the same period last year. Net loss decreased by RMB59.5 million year

The release of the July 2026 Consumer Price Index (CPI) report on August 12, 2026 provided financial markets with a much-anticipated breathing room. Coming on the heels of hawkish signals from the July FOMC meeting—where three regional Fed presidents dissented in favor of a rate hike—the inflation print confirmed that price pressures continue their gradual, albeit sticky, trajectory toward normal. Headline inflation edged up +0.1% M/M (following June’s -0.4% drop), bringing the annual CPI rate down to 3.4% Y/Y from 3.5%. Core CPI—which excludes volatile food and energy components—rose +0.2% M/M, cooling the annual core reading to 2.5% Y/Y. Within the underlying components: Shelter Inflation: Remained moderate at +0.1% M/M, continuing to account for a substantial portion of the residual ann