To The Moon

To buy or buy later This is the question As an adult why not both[Happy]   FOMO buy now drop to 150 then buy more As long as it has good value buy at 170  There is no guarantee that price will reach 150 so buy @170  If price drop to 150 and valuation keep intact buy again at 150

$200 I wait for u for this mood cake festival 😊

$NVIDIA(NVDA)$ $Broadcom(AVGO)$ Nvidia's Q2 FY26 earnings showcased a 55% revenue jump to $30.0 billion, beating estimates, but a 24% China revenue drop to 6.7% share wiped $93 billion in market value, sending shares down 6.38% after-hours to $116.88. This pattern echoes previous earnings dips followed by rebounds to new highs like $180. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel. Is $170 the start of a new bull run, or should you wait for $150 support? What’s your choice—is it ever too late to buy Nvidia? How will AVGO's earnings impact Nvidia? This deep dive explore

$Credo Technology Group Holding Ltd(CRDO)$ just released exceptionally strong Q1 FY2026 earnings that exceeded market expectations. Driven by surging demand for high-speed connectivity solutions in AI infrastructure, both revenue and profits reached all-time highs. While high customer concentration may cause short-term volatility, overall growth momentum remains robust. Potential risks include supply chain disruptions and tariff uncertainties.Key Financial HighlightsRevenue Performance: Q1 revenue reached $223.1 million, up 31% quarter-over-quarter and surging 274% year-over-year. Growth was primarily driven by the product business, particularly demand for Active Electronic Cables (AEC) and optical DSP products. The company's revenue significantly

$NVIDIA(NVDA)$ Whenever there is media doubting Nvidia, it just shows that they want to push the price down so that they can buy more. The fundamentals of Nvidia haven't changed, and it still has much upside potential.

Yes and it will go up again

Morgan Stanley raised its target price for $Broadcom(AVGO)$ ahead of its earnings report, increasing it from $338 to $357. The core view is that AVGO's investments in AI-customized chips are entering a period of explosive growth and are likely to become a powerful engine for the company's performance next year.Driving FactorsThe ASIC business is viewed as the primary growth driver, with AI-related revenue projected to reach $3.16 billion by 2026 (up 532.08% year-over-year from the original estimate of $1.78 billion). This growth stems from accelerated launches of new customers (such as the TPU project) and surging demand for inference capabilities. TPU (Tensor Processing Unit) demand has exceeded expectations, with unit growth potentially outperfo

$Advanced Micro Devices(AMD)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$  🎯 The Setup: From GPUs to AI’s Cash Engine I’m looking at Nvidia expected to generate $97.5B in free cash flow in FY26; that’s up nearly $37B YoY and a staggering 26× since FY23 ($3.75B). By contrast, AMD is projected at $7.5B, a 7× lift in the same span. The divergence isn’t incremental; it’s exponential. Nvidia has followed the AI script almost perfectly, evolving from a GPU vendor into the cash machine of the Fourth Industrial Revolution. 📈 The Ascent: Market Power at Unprecedented Scale I’m seeing Nvidia’s stock surge 1,200% since late 2022, the fastest rise for any U.S. mega

1. Portfolio Holding Check TSMC (-8% pre-market, closed -1%): The sharp intraday recovery suggests investors saw the revocation of the waiver as serious but not catastrophic, at least for now. TSMC’s fundamentals remain strong, but its China exposure will keep volatility high. Nvidia (-3% on open): This is in line with the historical pattern you mentioned—sell-off after earnings, then recovery as long-term growth drivers (AI chips, datacentres) reassert themselves. Broader semis: Pulled lower in sympathy, but this looks more like a knee-jerk reaction than a structural derating. If your portfolio is heavily weighted in semiconductors, risk management is key here—hedges, cash buffers, or selective trimming could help reduce volatility exposure. --- 2. Timing Bottom-Fishing Short-term: Volati

I am observing the recent dip in Nvidia $NVIDIA Corp(NVDA)$   and TSMC $Taiwan Semiconductor Manufacturing(TSM)$   with keen interest, noting TSMC 's nearly 8% plunge in pre-market trading before stabilizing to 1% loss. The news of the U.S. revoking TSMC's waiver for chip supplies to China has clearly shaken the semiconductor sector, with Nvidia opening down 3%. This volatility feels familiar, and I am curious to see how it plays out given the broader market context. My portfolio holdings are feeling the impact of this downturn, particularly my positions in semiconductor stocks. The pullback across the board is a concern

Introduction NVIDIA Corporation (NVDA) continues to dominate the semiconductor and AI landscape, positioning itself as a cornerstone of technological innovation. As of September 3, 2025, NVDA trades at around $170, reflecting a recent dip but still boasting a year-to-date gain of over 25% and a market cap exceeding $4 trillion.  With its leadership in AI GPUs, data centers, and emerging technologies, NVIDIA is primed for growth across all time horizons. Recent Q2 FY2026 earnings, which shattered expectations with $46.7 billion in revenue (up 56% year-over-year), underscore this potential.  Analysts overwhelmingly rate NVDA as a “Strong Buy,” with an average 12-month price target of $203.88—implying nearly 20% upside from current levels.  This article explores why NVDA is a compelling in

Yes same old story. Buy dip

Not sure The pullback begins hope to add Nvidia under $150 Is it possible?[Miser]  [Miser]  

$Alibaba(BABA)$ The key highlights of its Q1 earnings report are twofold: a robust recovery in its cloud business and a significant ramp-up in capital expenditures. In contrast, domestic e-commerce performance remained stable but offered no surprises. While the cash-burning food delivery wars did impact profits, the market has largely priced this in, making it less of a current focus.Cloud Services: The True Growth Engine Powered by AIAlibaba Cloud's revenue grew by 26% year-over-year, not only exceeding market expectations (22%-23%) but also maintaining the same growth rate as external cloud services. This demonstrates that even amid policy headwinds and overseas chip restrictions, the explosive demand for domestic AI computing power has been suf

September kicked off with the Labor Day holiday, and even though the market was closed for just one day, market sentiment seemed to shift subtly. While the TMT sector's overall performance last week wasn't exactly lackluster, risk-averse sentiment still rose.The divergence across TMT sub-sectors has a clear frontrunner: Quantum technology surged with a strong bullish candle, posting a weekly gain of 3.9% (0.4σ) and soaring 33.9% year-to-date, solidifying its position as the sector's main driver. Following closely are Security Software and Hardware, with weekly gains of 3.2% (0.8σ) and 2.5% (0.6σ), respectively. Their year-to-date returns also remain in double digits at 11.6% and 19.4%, supported by solid fundamentals.The lagging sectors—semiconductors (Semis)

💻📉 Nvidia Slips Post-Earnings — Is $170 the Buy Zone or a Red Flag? Nvidia’s latest earnings were a spectacle — revenue smashed past expectations again, AI demand remained red hot, and analysts raced to hike their price targets. One major institution even raised its fair value estimate to $202.60. And yet, the stock dropped. 📉 $NVIDIA(NVDA)$   slipped back toward $170, reminding investors of a truth often forgotten in hype cycles: even the strongest growth stories can stumble when expectations are sky-high. The question for Tigers now is simple but critical: is this pullback a golden entry point — or a flashing warning sign that risk is catching up? --- 🚦 The Immediate Picture Post-earnings dips are nothing new for Nvidia. Historica

$NVIDIA(NVDA)$ Nvidia remains the poster child of the artificial intelligence boom, but its most recent earnings report revealed a structural weakness that has raised fresh questions among investors: revenue concentration risk. The disclosure that just two customers accounted for 39% of Nvidia’s revenue in the July quarter has sparked concerns that the company’s record-breaking growth is overly dependent on a handful of cloud computing giants. With Microsoft, Amazon, Google, and Oracle collectively dominating Nvidia’s sales, some investors are asking whether the chipmaker is too reliant on a small set of buyers, leaving it vulnerable if demand shifts or competition intensifies. At the same time, history shows that Nvidia’s stock has a habit of sli

Asset Performance: Gold Leads the Way, China Rides the Tailwind, Dollar Under PressureOver the past year, asset classes have shown significant divergence in performance. Gold $SPDR Gold Shares(GLD)$ led the pack with a 30.5% annual return, reflecting robust safe-haven demand; European equities $iShares Europe ETF(IEV)$ (24.5%) and Chinese equities (21.9%) $iShares China Large-Cap ETF(FXI)$ followed closely, while Bitcoin (19.5%) exhibited greater volatility.In contrast, the U.S. Dollar Index $USD Index(USDindex.FOREX)$ fell 9.8%, while crude oil prices declined 10.3%, highlighting pressures in commodity and curren

$Advanced Micro Devices(AMD)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$  🎯 The Setup: From GPUs to AI’s Cash Engine I’m looking at Nvidia expected to generate $97.5B in free cash flow in FY26; that’s up nearly $37B YoY and a staggering 26× since FY23 ($3.75B). By contrast, AMD is projected at $7.5B, a 7× lift in the same span. The divergence isn’t incremental; it’s exponential. Nvidia has followed the AI script almost perfectly, evolving from a GPU vendor into the cash machine of the Fourth Industrial Revolution. 📈 The Ascent: Market Power at Unprecedented Scale I’m seeing Nvidia’s stock surge 1,200% since late 2022, the fastest rise for any U.S. mega

$NVIDIA(NVDA)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ I believe this is the most pivotal trading week of Q3, where AI earnings collide with Powell’s policy pivot and stretched valuations, and I’m fully convinced the winners will be those who position before the volatility wave breaks. Friday’s rally confirmed the market’s mood. 🟢 $SPX +96 pts (+1.5%) 🟢 $DJI +846 pts (+1.8%) 🟢 $NQ +396 pts (+1.8%) I’m extremely confident that Powell’s Jackson Hole hint at a September cut flipped sentiment back into greed. The Fear & Greed Index closed at 61, up from 55 the prior day. That’s not just a number, it’s a psychological reset. When combined with Friday’

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Alphabet(GOOGL)$ I’m fully convinced tomorrow’s $NVDA earnings are not just a corporate event; they’re a referendum on whether the AI trade can sustain Nvidia’s $4 trillion valuation. Options are implying a 6% swing, or roughly $260B in market cap, which is less than the long-term 7% average. That moderation suggests investors think they have a clearer handle on expectations, but the stakes are historic. Nvidia now sits just below the market cap of Japan’s entire stock market and dwarfs the equity value of the UK, China, Canada, France, and Germany combined. Options Volatility and Market Positioning I’m confident the

$NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$ I’m fully convinced this is a pivotal stretch for $NVDA: the numbers remain exceptional, execution is still elite, and yet the tape is forcing a sober re-rating of expectations. I’m tactically positioned long and I’m treating this as a high-conviction, data-led navigation rather than a dopamine trade. 💡 Conviction snapshot I believe the $60B buyback approved on 26Aug25 materially changes downside elasticity. I’m confident Blackwell demand and an annual cadence keep the revenue engine compounding. I’m watching the China pathway as the narrative swing factor. I’m prepared for volatility as premium sellers har

🌟🌟🌟Wall Street isn't just watching Nvidia's earnings on August 27 - It is holding its breath.  As the undisputed leader in AI infrastructure, $NVIDIA(NVDA)$  results are more than a quarterly check in.  They are a referendum on the entire AI sector's ability to deliver real returns. With expectations sky high, any miss could rattle tech valuations and even broader sentiment.  But a beat?  That could reignite the AI trade with fresh conviction. Nvidia's Earnings Preview : A Leap or a Trap? Wall Street is looking for around USD 46 billion on revenue and USD 1.00 in non GAAP EPS, representing 53% and 47% year over year growth respectively.  Beyond the headline numbers, investors will zero i

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $CoreWeave, Inc.(CRWV)$ I’m convinced this print determines the trajectory for AI infrastructure leadership and everything tethered to it, from hyperscalers to $PLTR. Nvidia ($NVDA) reports on 27 Aug 2025 after market close, fiscal Q2 FY26. Guidance colour around GB200 and GB300, and any timeline markers for Vera Rubin, will be the fulcrum. Management has a live event posted for 2.00 pm PT on 27 Aug. 🎯 Executive Summary NVDA is near 175.4, coiled between put support 172.5 and resistance 182.88 to 185. IV 30 is 42.19 percent versus HV 30 at 26.25 percent, with IV Rank 25.57 percent. The 1-day expected range pri

$NVIDIA(NVDA)$ $Broadcom(AVGO)$ Nvidia's Q2 FY26 earnings showcased a 55% revenue jump to $30.0 billion, beating estimates, but a 24% China revenue drop to 6.7% share wiped $93 billion in market value, sending shares down 6.38% after-hours to $116.88. This pattern echoes previous earnings dips followed by rebounds to new highs like $180. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel. Is $170 the start of a new bull run, or should you wait for $150 support? What’s your choice—is it ever too late to buy Nvidia? How will AVGO's earnings impact Nvidia? This deep dive explore

Morgan Stanley raised its target price for $Broadcom(AVGO)$ ahead of its earnings report, increasing it from $338 to $357. The core view is that AVGO's investments in AI-customized chips are entering a period of explosive growth and are likely to become a powerful engine for the company's performance next year.Driving FactorsThe ASIC business is viewed as the primary growth driver, with AI-related revenue projected to reach $3.16 billion by 2026 (up 532.08% year-over-year from the original estimate of $1.78 billion). This growth stems from accelerated launches of new customers (such as the TPU project) and surging demand for inference capabilities. TPU (Tensor Processing Unit) demand has exceeded expectations, with unit growth potentially outperfo

$Credo Technology Group Holding Ltd(CRDO)$ just released exceptionally strong Q1 FY2026 earnings that exceeded market expectations. Driven by surging demand for high-speed connectivity solutions in AI infrastructure, both revenue and profits reached all-time highs. While high customer concentration may cause short-term volatility, overall growth momentum remains robust. Potential risks include supply chain disruptions and tariff uncertainties.Key Financial HighlightsRevenue Performance: Q1 revenue reached $223.1 million, up 31% quarter-over-quarter and surging 274% year-over-year. Growth was primarily driven by the product business, particularly demand for Active Electronic Cables (AEC) and optical DSP products. The company's revenue significantly

On the evening of August 27, the world’s most valuable listed company $NVIDIA(NVDA)$ will release its highly anticipated Q2 earnings report. Recently, there has been a lot of debate around AI demand. MIT’s AI benefit report triggered a pullback in chip stocks, but at the same time, news emerged that NVIDIA may design a new chip for the China market.How is the market expecting NVIDIA’s earnings? Market Expectations: Revenue $46–49B (+58% YoY), Net Income $24–25B (+53% YoY), Adjusted EPS $1.00–1.05 (+56% YoY). Q3 revenue guidance: $53–57B.Key segmentsData Center ~90% of revenue, expected $42–45B (+64–70% YoY), boosted by hyperscale capex, GB200/300 ramp, H20 demand from China.Gaming revenue set to hit another record with RTX 50 series.Other business

September kicked off with the Labor Day holiday, and even though the market was closed for just one day, market sentiment seemed to shift subtly. While the TMT sector's overall performance last week wasn't exactly lackluster, risk-averse sentiment still rose.The divergence across TMT sub-sectors has a clear frontrunner: Quantum technology surged with a strong bullish candle, posting a weekly gain of 3.9% (0.4σ) and soaring 33.9% year-to-date, solidifying its position as the sector's main driver. Following closely are Security Software and Hardware, with weekly gains of 3.2% (0.8σ) and 2.5% (0.6σ), respectively. Their year-to-date returns also remain in double digits at 11.6% and 19.4%, supported by solid fundamentals.The lagging sectors—semiconductors (Semis)

Introduction NVIDIA Corporation (NVDA) continues to dominate the semiconductor and AI landscape, positioning itself as a cornerstone of technological innovation. As of September 3, 2025, NVDA trades at around $170, reflecting a recent dip but still boasting a year-to-date gain of over 25% and a market cap exceeding $4 trillion.  With its leadership in AI GPUs, data centers, and emerging technologies, NVIDIA is primed for growth across all time horizons. Recent Q2 FY2026 earnings, which shattered expectations with $46.7 billion in revenue (up 56% year-over-year), underscore this potential.  Analysts overwhelmingly rate NVDA as a “Strong Buy,” with an average 12-month price target of $203.88—implying nearly 20% upside from current levels.  This article explores why NVDA is a compelling in

$NVIDIA(NVDA)$ Nvidia's Q2 FY26 earnings revealed a revenue beat of $30 billion (up 122% YoY) and $0.68 EPS (up 168% YoY), but the disclosure that two clients account for 39% of revenue has ignited debates about overreliance on hyperscalers like Microsoft and Amazon. The stock dipped 6.38% after-hours to $116.88, extending a pattern of post-earnings declines followed by rebounds, with at least 10 institutions raising 12-month price targets post-release, lifting the average 3% to $202.60. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel. Is this a healthy correction or an overreaction? Could a slide to $170 be a buyi

Big-Tech’s Performance​Macro Headlines This Week: Focus on a September rate cut? Divergence in tech earnings.The Fed's "dovish pivot" has fueled market expectations. At the Jackson Hole meeting, Fed Chair Powell signaled a potential rate cut in September, seen as a policy shift, sparking global optimism about an easing cycle. The US dollar is on track for a monthly decline as markets increase bets on rate cuts. The core PCE inflation data, the Fed's preferred gauge, is due this week. If it rises as expected, it could influence the timing of the rate cut.Trump's recent attempts to remove Fed Governor Lisa Cook are ongoing, raising concerns about the Fed's independence. This adds a new risk dimension for the Fed, while markets view Powell's "dovish pivot" as still tentative.Markets continued

$NVIDIA(NVDA)$ is scheduled to report its fiscal Q2 2026 earnings after the market closes on Wednesday, August 27, 2025.I am holding NVDA for long term and in this article, I will be sharing how I planned to trade NVDA using option (Bull Put Spread).Revenue: Analysts are projecting Q2 revenue of around $46 billion, which would represent a significant year-over-year increase but a deceleration from the explosive growth of previous quarters. Nvidia's own guidance is for revenue of $45 billion, plus or minus 2%. The key will be if the company can exceed these high expectations.Earnings per Share (EPS): The consensus for adjusted EPS is approximately $1.01 per share. Similar to revenue, this would be a substantial increase year-over-year but a potenti

💻📉 Nvidia Slips Post-Earnings — Is $170 the Buy Zone or a Red Flag? Nvidia’s latest earnings were a spectacle — revenue smashed past expectations again, AI demand remained red hot, and analysts raced to hike their price targets. One major institution even raised its fair value estimate to $202.60. And yet, the stock dropped. 📉 $NVIDIA(NVDA)$   slipped back toward $170, reminding investors of a truth often forgotten in hype cycles: even the strongest growth stories can stumble when expectations are sky-high. The question for Tigers now is simple but critical: is this pullback a golden entry point — or a flashing warning sign that risk is catching up? --- 🚦 The Immediate Picture Post-earnings dips are nothing new for Nvidia. Historica

$NVIDIA(NVDA)$ Nvidia’s stock is at a crossroads as it prepares to unveil its Q2 FY26 earnings today, August 27, 2025, with shares closing at $181.77 after a 1.09% gain. Last week, nine institutions hiked price targets, lifting the average to $194, a 10% upside from current levels, fueled by bullish notes from Wedbush ($210), UBS ($205), and TD Cowen ($235). The latest 13F filings reveal institutional ownership jumped from 1,769 to 2,158 top holders, with Vanguard, BlackRock, and Fidelity each holding over 5%, reflecting 71.5% institutional control. Yet, caution creeps in as the put/call ratio spiked 26% from 1.32 to 1.65, signaling protective hedging amid optimism. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, th

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$NVIDIA(NVDA)$ Nvidia remains the poster child of the artificial intelligence boom, but its most recent earnings report revealed a structural weakness that has raised fresh questions among investors: revenue concentration risk. The disclosure that just two customers accounted for 39% of Nvidia’s revenue in the July quarter has sparked concerns that the company’s record-breaking growth is overly dependent on a handful of cloud computing giants. With Microsoft, Amazon, Google, and Oracle collectively dominating Nvidia’s sales, some investors are asking whether the chipmaker is too reliant on a small set of buyers, leaving it vulnerable if demand shifts or competition intensifies. At the same time, history shows that Nvidia’s stock has a habit of sli

Given that some analysts estimate that half of all AI infrastructure capital expenditures end up in the purchase of its products and services, American/Taiwanese chipmaker Nvidia Inc ( $NVIDIA(NVDA)$ ) was expected to show pretty solid results for the second quarter (Q2) of its Fiscal Year (FY) 2026 that ended on July 31, 2025. While it did precisely that by delivering revenue: of $46.74 billion versus a LSEG-polled estimate of $46.06 billion and adjusted Earnings Per Share of $1.05 versus an estimate of $1.01, the stock's price went on to show weakness in after-markets trading.  There are a number of factors behind this. Trend Drilldown Across its product categories, the corporate-demanded "Compute and Networking" segment far eclipses the ga