To The Moon

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Next 30 days I will think mircon will do really wel

New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. $AeroVironment(AVAV)$ is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d

For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti

$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal

$S&P 500(.SPX)$ will surely hit 8000 before 2026 is over. Shooting to the moon with all my Tiger friends! 🚀🚀🚀

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ With Trump pushing for a cut in capital gains tax, which on the surface it does benefit the wealthy the most. However, it does mean its more favorable than ever as a retail investor to invest in the US market. With all the optimism taken into account, please do take precaution. Do not chase the companies that have already ran up, set your profit taking margins and stop losses. Develop your own system and stick to it until it breaks, then evaluate and adjust it accordingly. Always remember, the market only reward investors who stay invested. By having strict rules and system, it ensures that you get to stay in the market on the long run, while st

Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c

👋 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

Hello. The last of this week's AI hardware papers came in overnight, and both were sold. $Applied Materials(AMAT)$ earned US$3.50 a share, ahead of forecasts, grew revenue 25 per cent year on year, said AI-related demand hit a record, and guided next-quarter revenue above Wall Street expectations. It closed down 2.48 per cent and fell another 5.13 per cent after hours, to US$507.11. $Coherent(COHR)$ was starker. Its report the previous evening beat on both lines — earnings of US$1.74 a share against US$1.6474 expected, revenue of US$2.046 billion against US$2.025 billion — and it closed down 7.99 per cent yesterday at US$327.23, giving back the whole of the prior day's 8.24

New US tariffs substantially raise the price of imported drones and components, giving domestic manufacturers a protective barrier. $AeroVironment(AVAV)$ is an obvious potential beneficiary, but the policy will matter only if the company can convert a more favourable competitive environment into profitable production and funded orders. President Donald Trump signed the drone proclamation on August 13. It imposes a 100% tariff on certain drones weighing more than 25 kilograms or carrying sensitive capabilities such as thermal imaging, a 25% tariff on smaller drones and specified parts, and lower country-specific rates for qualifying allies. The sensitive-product duties take effect 21 days after signing; some other component duties begin after 180 d

Next 30 days I will think mircon will do really wel

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👋 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

Bull! Why is the AI Bull Market is Back? The market previously sold off because investors feared that AI spending was rising faster than the profits it generated. The latest earnings season has started to answer that concern: demand remains strong across almost every layer of the AI supply chain, while AI investment is increasingly translating into revenue. 1. Cloud: AI is finally being monetised Amazon, Microsoft and Alphabet reported accelerating cloud growth: * AWS revenue increased 37%, its fastest growth in 18 quarters. * Azure revenue rose 43%, while Microsoft 365 Copilot surpassed 30 million paid seats. * Google Cloud revenue surged 82%, supported by AI infrastructure and enterprise AI solutions. The market’s main concern was the enormous increase in AI capital expenditure. Higher c

Hello. The last of this week's AI hardware papers came in overnight, and both were sold. $Applied Materials(AMAT)$ earned US$3.50 a share, ahead of forecasts, grew revenue 25 per cent year on year, said AI-related demand hit a record, and guided next-quarter revenue above Wall Street expectations. It closed down 2.48 per cent and fell another 5.13 per cent after hours, to US$507.11. $Coherent(COHR)$ was starker. Its report the previous evening beat on both lines — earnings of US$1.74 a share against US$1.6474 expected, revenue of US$2.046 billion against US$2.025 billion — and it closed down 7.99 per cent yesterday at US$327.23, giving back the whole of the prior day's 8.24

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ With Trump pushing for a cut in capital gains tax, which on the surface it does benefit the wealthy the most. However, it does mean its more favorable than ever as a retail investor to invest in the US market. With all the optimism taken into account, please do take precaution. Do not chase the companies that have already ran up, set your profit taking margins and stop losses. Develop your own system and stick to it until it breaks, then evaluate and adjust it accordingly. Always remember, the market only reward investors who stay invested. By having strict rules and system, it ensures that you get to stay in the market on the long run, while st

For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is sti

$Micron Technology(MU)$ is my number one stock. It will reach $1150 soon.At number two is $Adobe(ADBE)$ , and $Netflix(NFLX)$ is number three. All these three will outperform over the next 30 days. Stock up now! Generative AI is the strongest sub-theme here. $NVIDIA(NVDA)$ supplies the indispensable physical infrastructure powering them all. Thanks for sharing @TigerObserver @1PC @Shyon @icycrystal

$S&P 500(.SPX)$ will surely hit 8000 before 2026 is over. Shooting to the moon with all my Tiger friends! 🚀🚀🚀