To The Moon

Semis are poised for a turn around and ready for an all time highs!

Palantir just delivered the kind of quarter most companies could only dream of. Revenue: $2.313B Up: 96% YoY. U.S. commercial revenue: $984M Up: 148%. U.S. government revenue: $953M Up: 96%. Adjusted EPS: $0.44. Adjusted free cash flow: $1.22B. FCF margin: 53%. And management RAISED full-year revenue guidance to: $8.530B-$8.534B. Then the stock fell. Again. At around $163 pre-market, Palantir is down roughly: 8.5%. So what exactly does the market want? I think I found the answer. And strangely? It isn't revenue. It isn't EPS. It isn't even free cash flow. It is: THE NEXT DOLLAR. 🔥 FIRST, THIS WAS AN EXTRAORDINARY QUARTER Let's not rewrite reality simply because the stock fell. Palantir's business is accelerating at a scale that is extremely unusual. Total revenue: +96%. U.S. revenue: +119%

I believe the current sell-off is exposing the difference between business growth and market expectations. AI demand remains strong, but memory stocks have already priced in extraordinary earnings growth. Even excellent results can disappoint when valuations demand near-perfect execution. DRAM and NAND may follow different paths. HBM and server DRAM benefit from AI demand and tight supply, while NAND faces greater uncertainty around pricing and consumer demand. I would not treat MU, SK Hynix, SNDK, WDC and STX as one investment opportunity. My strategy is patience rather than aggressive dip-buying. I would prioritize companies with strong balance sheets, pricing power and sustainable earnings growth. The AI opportunity is not disappearing, but the easy-money phase of the memory trade may

I believe the current sell-off is exposing the difference between business growth and market expectations. AI demand remains strong, but memory stocks have already priced in extraordinary earnings growth. Even excellent results can disappoint when valuations demand near-perfect execution. DRAM and NAND may follow different paths. HBM and server DRAM benefit from AI demand and tight supply, while NAND faces greater uncertainty around pricing and consumer demand. I would not treat MU, SK Hynix, SNDK, WDC and STX as one investment opportunity. My strategy is patience rather than aggressive dip-buying. I would prioritize companies with strong balance sheets, pricing power and sustainable earnings growth. The AI opportunity is not disappearing, but the easy-money phase of the memory trade may

🐱 Are AI Memory Stocks Facing a Temporary Correction or a Bigger Downcycle? The recent sell-off in memory and semiconductor stocks raises an important question: is this a buying opportunity or the beginning of a longer downturn? AI demand remains strong, especially for high-bandwidth memory (HBM), data centres and advanced chips. However, investors are becoming more cautious about valuations, future earnings and whether AI spending can continue growing at this pace. My view is that I should not rush to buy every dip. I would watch earnings guidance, memory pricing, inventory levels and capital expenditure. If demand remains strong, this correction could offer attractive entry prices. 🐱 $NVDA 20261120 215.0 CALL$ Sold a

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The key takeaway: Wall Street is not necessarily questioning the strength of AI demand. Instead, investors are increasingly concerned about the sustainability of AI capital expenditure, the return on massive infrastructure investments, and whether the memory industry's earnings boom is approaching its peak. The latest sell-off reveals a striking disconnect: semiconductor companies are reporting strong earnings, yet their shares continue to decline. Memory demand remains robust, but markets are already pricing in the possibility of a cyclical slowdown. 1. How Wall Street Explains the Sell-Off Barclays Private Bank: AI's Financing Model Is Under Scrutiny Barclays argues that the market is increasingly focused on the financial sustainability of AI infrastructure spending. Hyperscalers continu

Follow $100 through Palantir. 🖊️ $43 US commercial. $41 US government. $16 overseas. About $47 in GAAP operating profit. $62 on an adjusted basis. Here’s why those are different—and what the cash tells us. A strong business still needs the right price. How much future success are you already paying for? The Finance Butler — Daniel Phang Q3 2026 | Rounded USD | Educational, not financial advice. Source: Palantir, 2 Nov 2026 earnings release (source link in companion notes). #Palantir #PLTR #Earnings #StockMarket #Investing #FinanceExplained #TheFinanceButler $Palantir(PLTR)$  

I have to the A One day of two the love  Official skyiD

I would think SaaS would integrate Agentic AI as part of process automation with options of choosing the best AI models with cost/performance trade-off.

The SaaSpocalypse thesis was too simplistic. AI can replace features, but replacing enterprise software means replacing data infrastructure, permissions, compliance, workflows and years of integration. That is a far higher hurdle. The bigger risk is not disappearance—it is pricing power. If agents dramatically increase productivity, customers may demand fewer seats and lower subscription costs. The winners will therefore be SaaS companies that turn AI into measurable incremental revenue, not merely cheaper software. CRM, ITSM and cybersecurity incumbents have an important advantage: they already sit where enterprise data and workflows live. The real test is simple: Does AI expand the economic value of the platform faster than it destroys the old pricing model? If yes, SaaS may be entering

Nice post!  I would agree with all the options, where only software leaders with moat and adapting to the agentic AI including business model changes will only survive and enrich further. The business and enterprise softwares are differrent to the cyber security softwares, so while both grows, cyber requirement on AI usage is inevitable, hence has the edge! The disruption on SaaS will still be incoming later according to the AI' wider adaptation by the people and enterprise for bespoke development along with the high capital technology companies like MAG7 and OpenAI, Anthropic, SpaceX and more new companies building new SaaS products. Hence the high moat quality software investment with periodical portfolio review helps! Thanks.

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I would choose ①. I think AI is more likely to strengthen the moat of leading SaaS companies that already control enterprise data, workflows and customer relationships. Replacing these systems is much harder than simply generating code or building an app. For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR. That said, I would not ignore the longer-term risk. If AI eventually lea

Earlier this year, one of Wall Street’s favorite bearish narratives was the “SaaSpocalypse.” The logic was simple: if AI agents can write code, build apps and automate workflows, why would companies keep paying large recurring fees to Salesforce, ServiceNow and other software vendors? That fear hit the sector hard. The S&P 500 Software & Services Index fell more than 26% from late January to its April low. Now the story is starting to reverse. The software index has climbed to a new 2026 high, and earnings expectations are moving higher as well. LSEG data shows expected 2026 earnings growth for the software sector has risen from about 13.8% at the end of March to 20.6%. The key shift is that AI is starting to look less like an immediate replacement for SaaS — and more like a new mo

I think the comparison between Niu Lai and Anthropic is surprisingly relevant: both show how quickly markets can reprice once expectations of future scale take over. Anthropic’s growth is impressive, but a potential $2 trillion valuation requires strong confidence that its 2028 revenue can translate into sustainable margins and cash flow. Personally, I’d rather not chase the IPO purely on hype. I’m more interested in AMZN and GOOGL as indirect beneficiaries through equity stakes and cloud demand, while keeping an eye on PLTR, NET and SPCX. A successful Anthropic IPO could reinforce premium valuations across AI growth stocks. For me, AI demand is clearly real. The bigger question is how much future growth is already priced in. I remain bullish on enterprise AI, but I’d rather see revenue,

My Take: D — Wait I’m bullish on Anthropic and AI, but if the IPO approaches a $2 trillion valuation, I’d rather wait. The key question isn’t whether Anthropic is a great company—it’s whether the price already assumes too much future growth. Investors are essentially paying today for huge 2028 revenue, while Anthropic still needs to prove that rapid growth can translate into sustainable margins and cash flow. I’d watch the IPO valuation, revenue growth, customer concentration and free cash flow first. Great company, but price matters. I’d rather buy after the hype and let the numbers prove the story. @Tiger_comments [真香]

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

Palantir Shares Jump 9%, Extending Post-Earnings Rally on AI Demand Shares of $Palantir Technologies Inc.(PLTR)$   continued their post-earnings ascent on Friday, jumping about 9% as sustained momentum in large-cap technology stocks and robust demand for enterprise artificial intelligence software fueled investor optimism. The gains follow the software company's Monday earnings report, which comfortably topped Wall Street forecasts and prompted management to raise its full-year guidance.  Palantir reported second-quarter revenue of $1.94 billion—a 93% surge year-over-year—beating consensus estimates by roughly $136 million. Adjusted earnings per share reached 41 cents, surpassing the 35 cents projected

Once short covering fades, the share price has to be supported by new buyers and continued execution, not forced buying. For Palantir, the key drivers are: Commercial revenue growth. If 100%+ growth persists, the premium valuation becomes easier to justify. Margins and free cash flow. Investors will want operating leverage, not just rapid sales growth. Large AI platform adoption. More enterprise customers deploying AIP at scale would support future earnings. Valuation expectations. After a near 30% jump, even strong results may not prevent volatility if future quarters merely meet expectations. The risk is that short covering can create an overshoot. Once that demand disappears, the stock often enters a period of consolidation while fundamentals catch up. Any sign of slowing growth or weak

Palantir just delivered the kind of quarter most companies could only dream of. Revenue: $2.313B Up: 96% YoY. U.S. commercial revenue: $984M Up: 148%. U.S. government revenue: $953M Up: 96%. Adjusted EPS: $0.44. Adjusted free cash flow: $1.22B. FCF margin: 53%. And management RAISED full-year revenue guidance to: $8.530B-$8.534B. Then the stock fell. Again. At around $163 pre-market, Palantir is down roughly: 8.5%. So what exactly does the market want? I think I found the answer. And strangely? It isn't revenue. It isn't EPS. It isn't even free cash flow. It is: THE NEXT DOLLAR. 🔥 FIRST, THIS WAS AN EXTRAORDINARY QUARTER Let's not rewrite reality simply because the stock fell. Palantir's business is accelerating at a scale that is extremely unusual. Total revenue: +96%. U.S. revenue: +119%

The key takeaway: Wall Street is not necessarily questioning the strength of AI demand. Instead, investors are increasingly concerned about the sustainability of AI capital expenditure, the return on massive infrastructure investments, and whether the memory industry's earnings boom is approaching its peak. The latest sell-off reveals a striking disconnect: semiconductor companies are reporting strong earnings, yet their shares continue to decline. Memory demand remains robust, but markets are already pricing in the possibility of a cyclical slowdown. 1. How Wall Street Explains the Sell-Off Barclays Private Bank: AI's Financing Model Is Under Scrutiny Barclays argues that the market is increasingly focused on the financial sustainability of AI infrastructure spending. Hyperscalers continu

I believe the current sell-off is exposing the difference between business growth and market expectations. AI demand remains strong, but memory stocks have already priced in extraordinary earnings growth. Even excellent results can disappoint when valuations demand near-perfect execution. DRAM and NAND may follow different paths. HBM and server DRAM benefit from AI demand and tight supply, while NAND faces greater uncertainty around pricing and consumer demand. I would not treat MU, SK Hynix, SNDK, WDC and STX as one investment opportunity. My strategy is patience rather than aggressive dip-buying. I would prioritize companies with strong balance sheets, pricing power and sustainable earnings growth. The AI opportunity is not disappearing, but the easy-money phase of the memory trade may

Semis are poised for a turn around and ready for an all time highs!

I believe the current sell-off is exposing the difference between business growth and market expectations. AI demand remains strong, but memory stocks have already priced in extraordinary earnings growth. Even excellent results can disappoint when valuations demand near-perfect execution. DRAM and NAND may follow different paths. HBM and server DRAM benefit from AI demand and tight supply, while NAND faces greater uncertainty around pricing and consumer demand. I would not treat MU, SK Hynix, SNDK, WDC and STX as one investment opportunity. My strategy is patience rather than aggressive dip-buying. I would prioritize companies with strong balance sheets, pricing power and sustainable earnings growth. The AI opportunity is not disappearing, but the easy-money phase of the memory trade may

🐱 Are AI Memory Stocks Facing a Temporary Correction or a Bigger Downcycle? The recent sell-off in memory and semiconductor stocks raises an important question: is this a buying opportunity or the beginning of a longer downturn? AI demand remains strong, especially for high-bandwidth memory (HBM), data centres and advanced chips. However, investors are becoming more cautious about valuations, future earnings and whether AI spending can continue growing at this pace. My view is that I should not rush to buy every dip. I would watch earnings guidance, memory pricing, inventory levels and capital expenditure. If demand remains strong, this correction could offer attractive entry prices. 🐱 $NVDA 20261120 215.0 CALL$ Sold a

Follow $100 through Palantir. 🖊️ $43 US commercial. $41 US government. $16 overseas. About $47 in GAAP operating profit. $62 on an adjusted basis. Here’s why those are different—and what the cash tells us. A strong business still needs the right price. How much future success are you already paying for? The Finance Butler — Daniel Phang Q3 2026 | Rounded USD | Educational, not financial advice. Source: Palantir, 2 Nov 2026 earnings release (source link in companion notes). #Palantir #PLTR #Earnings #StockMarket #Investing #FinanceExplained #TheFinanceButler $Palantir(PLTR)$  

2.31

Earlier this year, one of Wall Street’s favorite bearish narratives was the “SaaSpocalypse.” The logic was simple: if AI agents can write code, build apps and automate workflows, why would companies keep paying large recurring fees to Salesforce, ServiceNow and other software vendors? That fear hit the sector hard. The S&P 500 Software & Services Index fell more than 26% from late January to its April low. Now the story is starting to reverse. The software index has climbed to a new 2026 high, and earnings expectations are moving higher as well. LSEG data shows expected 2026 earnings growth for the software sector has risen from about 13.8% at the end of March to 20.6%. The key shift is that AI is starting to look less like an immediate replacement for SaaS — and more like a new mo

I have to the A One day of two the love  Official skyiD

I would choose ①. I think AI is more likely to strengthen the moat of leading SaaS companies that already control enterprise data, workflows and customer relationships. Replacing these systems is much harder than simply generating code or building an app. For companies like $Salesforce.com(CRM)$ and $ServiceNow(NOW)$ , AI agents could become a new monetization layer rather than a direct threat. I am especially interested in whether customers are willing to pay more for AI-driven automation and whether this can translate into meaningful incremental ARR. That said, I would not ignore the longer-term risk. If AI eventually lea

The SaaSpocalypse thesis was too simplistic. AI can replace features, but replacing enterprise software means replacing data infrastructure, permissions, compliance, workflows and years of integration. That is a far higher hurdle. The bigger risk is not disappearance—it is pricing power. If agents dramatically increase productivity, customers may demand fewer seats and lower subscription costs. The winners will therefore be SaaS companies that turn AI into measurable incremental revenue, not merely cheaper software. CRM, ITSM and cybersecurity incumbents have an important advantage: they already sit where enterprise data and workflows live. The real test is simple: Does AI expand the economic value of the platform faster than it destroys the old pricing model? If yes, SaaS may be entering

Nice post!  I would agree with all the options, where only software leaders with moat and adapting to the agentic AI including business model changes will only survive and enrich further. The business and enterprise softwares are differrent to the cyber security softwares, so while both grows, cyber requirement on AI usage is inevitable, hence has the edge! The disruption on SaaS will still be incoming later according to the AI' wider adaptation by the people and enterprise for bespoke development along with the high capital technology companies like MAG7 and OpenAI, Anthropic, SpaceX and more new companies building new SaaS products. Hence the high moat quality software investment with periodical portfolio review helps! Thanks.

I would think SaaS would integrate Agentic AI as part of process automation with options of choosing the best AI models with cost/performance trade-off.

The viral Chinese animated film Niu Lai and Anthropic’s potential mega-IPO may appear completely unrelated, but both reveal the same market behavior: once people believe future attention, revenue and scale will keep expanding, prices can move far ahead of current quality or profits. Hype can create a valuation, but only cash flow can defend it. The Weekend’s Biggest Surprise Was a Movie Called Niu Lai Anyone who spent time on Chinese social media over the weekend probably saw clips or memes about Niu Lai (《牛来》). The animated film opened on August 5 with almost no promotion and only two core creators. After nine days in theaters, it had earned just RMB 7,169, while nationwide daily screenings had fallen to only 21. Then its rough 3D modeling, stiff animation and unusual dialogue started cir

$Palantir Technologies Inc.(PLTR)$ delivered an exceptional Q2 2026 financial report on August 3, 2026, blowing past Wall Street expectations across top-line revenue, net margins, and forward guidance. Below is a complete earnings breakdown, addressing valuation concerns, core takeaways, strategic positioning, and options playability. 1. Earnings Overview: Key Numbers at a Glance FY 2026 Guidance Upgrades: Full-Year Revenue: Raised to $8.150B – $8.158B (representing ~82% YoY growth). U.S. Commercial Revenue: Raised to >$3.424B (at least +134% YoY). Free Cash Flow: Raised to $4.5B – $4.7B. 2. Valuation Concerns: Has Palantir Outgrown Its Premium? Prior to this print, PLTR had pulled back significantly from its late-2025 highs due to market anxie

How it will affect Xero shste price going forward

🐶 Options Puppy: Lean FIRE – My Journey to Financial Freedom by Saving 70–80% of My Income 💰 Save First, Spend Later – The Foundation of Lean FIRE Many people believe that becoming financially independent requires earning a huge salary. I think differently. My goal is Lean FIRE, which means reaching financial independence with a simple lifestyle and allowing my investments to generate enough cash flow to cover my everyday expenses. Instead of upgrading my lifestyle every time my income increases, I aim to save between 70% and 80% of everything I earn. Every dollar that I do not spend today becomes another employee working for me tomorrow. The earlier I invest, the more time compound growth has to work in my favour. Lean FIRE is not about being stingy. It is about buying freedom instead of

$Palantir Technologies Inc.(PLTR)$  Palantir has just delivered one of the strongest earnings reports I have seen "from a major software company! Wow. The company did not merely beat expectations. It nearly doubled revenue, accelerated both sides of its business, generated enormous free cash flow and raised its full year outlook by  roughly half a billion dollars. Shares jumped approximately 12–14% after hours, but one major question remains: Has Palantir finally grown into its premium valuation, or is the market once again getting carried away? 📊 The headline numbers Palantir reported: - Revenue: $1.94 billion, up 93% year over year - Adjusted earnings: $0.41 per share -  U.S. commercial revenue: $764 million, up 149% - U.S. g

$Palantir Technologies Inc.(PLTR)$will report its Q2 2026 results after the US market closes on 3 August. Expectations are already high. The key question is no longer whether the company can beat its own guidance. Investors will be watching the size of the beat, the full-year guidance update, and whether commercial growth can remain strong enough to support the current valuation. Palantir delivered revenue of US$1.63 billion in Q1, up 85% year on year. Operating income reached US$754 million, while net income attributable to common shareholders was US$871 million. Operating cash flow was close to US$900 million. For Q2, management guided for revenue of US$1.797 billion to US$1.801 billion. Adjusted operating income is expected to c