To The Moon

Centrus Energy has become the nuclear market’s ultimate argument starter. The bulls see a strategically indispensable US fuel supplier sitting at the intersection of nuclear revival, energy security and AI’s insatiable appetite for electricity. The bears see an expensive stock whose current earnings barely justify the valuation, let alone the enormous future investors have already begun to price in. Then there is the share price. LEU closed at $173.89 on 4 September, down more than 62% from its 52-week high of $464.25. That is not a routine pullback. It is a full-scale demolition of the momentum trade. Yet the underlying strategic case has hardly been demolished with it. That disconnect is what makes Centrus so interesting now. The stock collapsed. The strategic bottleneck did not From nuc

$Broadcom(AVGO)$ Broadcom Inc. (AVGO) recently presented a landmark long-term AI semiconductor revenue roadmap, projecting $58 billion in fiscal 2026, $115 billion in 2027, and an astounding $230 billion by fiscal 2028. Despite delivering stellar fiscal Q3 results—with total revenue surging 86% year-over-year to $29.59 billion and AI chip sales jumping 221% to $16.7 billion—shares fell post-earnings. This reaction highlights a sharp disconnect between Broadcom’s multi-year AI vision and the market’s immediate, reactive stance. The market’s short-term skepticism stems from four key drivers: Q4 Guidance Mismatch: Management guided Q4 revenue to ~$34.8 billion, slightly below average Wall Street estimates ($35.03B). Customer Concentration & Reven

🐯 Hi Tigers, here's the setup: Wall Street analysts reshuffled their views across technology, industrials, energy, utilities, healthcare and consumer stocks last week. From bullish calls on agricultural equipment and AI infrastructure to sharp target cuts in healthcare and utilities, the week's rating changes offered a glimpse into where analysts are becoming more confident — and where expectations are being reset. Here’s a day-by-day look at some of the most notable rating upgrades and downgrades from Aug. 31 through Sept. 4. 📅 Day 1 — Agricultural Recovery Meets Utility Caution The week opened with analysts becoming more constructive on agricultural equipment while taking a more cautious stance on several utilities. $Deere(DE)$ rec

1.Executive Summary Oil is back at the center of the global market story. Brent crude has climbed toward $100 a barrel, with escalating attacks on vessels around the Strait of Hormuz raising fears that Middle East oil shipments could face a much deeper disruption. Now, $Goldman Sachs(GS)$ is warning that crude could reach as high as $120 a barrel if attacks on maritime shipping intensify. That is not Goldman’s base-case forecast. If regional exports normalize, the bank sees Brent potentially falling toward $80 instead. 📌 Key Insight: The important question isn't simply whether oil reaches $120. It's whether a prolonged oil shock is strong enough to push inflation higher, keep the Fed hawkish and pressure stock valuations. And that co