To The Moon

From Leaders to Laggards: Is Memory Waiting on Micron? Memory gave back Tuesday's gains on Wednesday. SanDisk fell 3.73%, SK Hynix 3.12% and Micron 2.22%. The selling carried on into Thursday's pre-market, then all three bounced on Friday as oil eased after the Trump–Xi meeting. They fell together and bounced together, so this is one trade, not three. The real test is Micron's report after the close on September 30, which is about 4 AM on October 1 in Singapore. Wall Street expects $50.91 billion in revenue and $31.49 in earnings per share. Management guided about 86% gross margin, but also said price increases are moderating. The quarter also has 14 weeks, one more than usual. Bull case: 16 take-or-pay contracts lock in about $100 billion through 2030. HBM4 has already shipped over $1 bil

One stock I’m watching is $Nike(NKE)$  . The setup is pretty simple: the world’s biggest sportswear brand has been struggling, and the market has become increasingly impatient. Nike reports fiscal Q1 earnings on October 1, with consensus around $0.44 EPS and $11.3B revenue.  But the interesting part isn’t the earnings estimate. It’s whether Nike can finally show signs that the turnaround is working. 👟 China is the big question. Greater China sales fell 17% on a constant-currency basis in Nike’s most recent quarter, making the region one of the biggest problems management needs to address.  🇺🇸 Then there’s North America. Wholesale revenue has been growing, but that hasn’t translated into overall sales growth. That raises an uncomfortable

This isn’t really a streaming story anymore. It’s a consolidation story. Paramount Skydance is moving ahead with its acquisition of Warner Bros. Discovery, with the company now seeking another $7.5B in debt financing as part of the deal. The combined company could carry roughly $80B of debt after closing.  And that’s where things get interesting. Warner Bros. Discovery brings together huge pieces of the entertainment ecosystem — Warner Bros., HBO, CNN, Discovery and Max. Paramount brings Paramount Pictures, CBS and its own streaming business. Put them together and suddenly one company controls a much larger collection of studios, TV networks, streaming platforms and content libraries. But bigger doesn’t automatically mean better. 💰 The debt is enormous. 🎬 The studios still have to produce

Palantir: "Not Really an AI Company" — and Why That Matters EdgeRunner AI's CEO put it well: Palantir is "an incredible data architecture company." EdgeRunner is the camshaft and Palantir is the engine block. The models plug into Palantir's plumbing, so Palantir doesn't need to win the model race. Bull case The Pentagon made Maven a program of record, and users grew from 5,000 to 20,000. The Army enterprise deal is worth up to $10 billion over a decade. Full-year revenue is expected to reach about $8.19 billion, up 83%. Bear case The stock trades at about 120 times forward earnings. Maven is under scrutiny after the February 28 Minab strike review. Palantir says it wasn't responsible for the underlying intelligence. If models move to devices that work offline, some of the value moves with

$HIMS 20260925 25.0 PUT$  HIMS Recent News: Bullish vs Bearish Conclusion: Over the past month the news flow on Hims & Hers Health (HIMS) watchlist has been genuinely two-sided, but the bearish items have carried more weight — the stock is down 7.08% over 20 days and 21.69% over 60 days, sitting 54.95% below its 52-week high. The bull case rests on international expansion (Australia GLP-1 launch) and a strong oversold rebound with bullish options flow; the bear case centres on insider selling filings, a product removal, payment-network/FTC pressure, and target-price cuts.

$CRITICAL METALS CORPORATION(CRML)$ it has been a gift that keeps giving. It might not be your $Palantir Technologies Inc.(PLTR)$  or $NVIDIA(NVDA)$ , it's still something worth celebrating 🥳🎉. A few shining lights in my weekly gloomy trades.  Greenland trades suddenly kicked in again last week when all was peace and quiet. To me, those were simply old news. Nevertheless, I wasted little time logging in some little loose changes for my efforts. True enough, the price corrected a little. As the profits are too small 🦐 to speak of, I have to simply sit through the options expiry... but tha

$Palantir Technologies Inc.(PLTR)$  should be new all time highs soon..

📊 Market Recap As of September 27, 2026, 'H78.SI' (Hongkong Land Holdings Ltd) closed at $8.57, up +0.35% from the previous close of $8.54. The stock traded within a narrow range of $8.45 to $8.60, reflecting a mild consolidation pattern. Current price sits just 2.9% below its 52-week high of $8.83 and approximately 49.6% above its 52-week low of $5.73, highlighting a strong medium-term recovery while short-term momentum remains capped near resistance. 🚀 Key Drivers Controlled Shareholding Structure: Jardine Matheson Holdings Limited maintains a dominant 55.21% stake, providing strong backing and limiting free-float volatility. Meanwhile, recent disclosure shows BlackRock reduced its position by 439,760 shares, while Vanguard and Geode Capital slightly increased holdings, indicating mixed

📊 Market Recap As of September 26, 2026, 'G92.SI' is consolidating near a critical technical juncture. While latest closing data remains limited in the provided feed, price behavior suggests a phase of contraction rather than distribution. The stock is holding above its immediate pivot zone, and the next expansion move is expected to be driven by volume confirmation. Market participants should watch whether the stock can reclaim its recent swing high and extend toward the next resistance cluster. 🚀 Key Drivers Macro Liquidity Context: Broader Asia-Pacific equity sentiment remains mixed, with regional indices showing selective strength. This environment favors range-trading strategies in small-cap and mid-cap technology names. Company-Specific Catalyst Watch: 'G92.SI' has no confirmed earni

📊 Market Recap As of September 27, 2026 (Singapore time), 'Y92.SI' (Thai Beverage) closed at S$0.44, up +1.15% from the previous close of S$0.435. The stock is hovering just 8.3% below its 52-week high of S$0.48, while trading 7.3% above its 52-week low of S$0.41. With a modest daily amplitude of 1.15% and a volume ratio of 0.28, price action suggests a low-volatility consolidation phase rather than an aggressive breakout.

$CrowdStrike Holdings, Inc.(CRWD)$   — The Cybersecurity Dip Gets Interesting Cybersecurity has been one of the strongest themes in the market, but Friday brought a reminder that even leaders can get hit hard. $CRWD fell nearly 3% on September 25, while the broader market was pressured by elevated Treasury yields and oil prices.  What makes CrowdStrike interesting is the bigger trend rather than one day’s price action. Cyber threats aren’t going away. As companies add cloud infrastructure, AI systems and connected workloads, the amount of digital infrastructure that needs protection keeps expanding. The question for investors is whether cybersecurity spending can continue growing fast enough to justify premium valuations. Why I’m w

$BABA-W(09988)$ baba at least 300a