To The Moon

Alphabet’s aggressive capital programme signals one clear message: scale will decide the AI hierarchy. 1. Why borrow when cash is abundant? Alphabet holds substantial liquidity, yet tapping global debt markets achieves several objectives: Locks in long-duration funding before rates potentially reprice higher Preserves cash flexibility for acquisitions and strategic pivots Optimises capital structure while debt remains comparatively cheap The 100-year GBP issuance is particularly strategic. It reflects confidence in long-term cash flow durability from Search, Cloud, and AI infrastructure. 2. What is the $185B funding? Primarily: Data centres and hyperscale expansion Custom silicon such as TPUs AI infrastructure to defend Search and accelerate Cloud Model training and inference capacity This

1. What matters most this quarter? With revenue expected at $1.77B and transaction revenue softening, focus shifts to quality rather than headline growth. Key areas: Subscription and services stability at ~$723M USDC yield contribution Derivatives traction Operating expense discipline If recurring revenue mix rises further, valuation becomes less tied to spot volatility. 2. Does Bitcoin’s pullback help or hurt? At ~$69K, Bitcoin is consolidating after a sharp unwind. If leverage has indeed flushed out and large holders are accumulating, volatility may compress before the next directional move. For Coinbase, two scenarios: Bull case Stabilising BTC plus ETF flows revive retail and institutional activity into Q2. Bear case Muted volatility suppresses trading volumes despite price stability.

I have shared this company before but there were not much interest (see attached article below). After recent correction, $ASCLETIS-B(01672)$ has started moving again.  In fact, the climb accelerated after the company's latest funds raising exercise. This is obvious not normal, however at the same time, not entirely unusual. Most of time it depends on the secondary offering pricing and investor's group.  This raising has attracted Singapore GIC! It was a pleasant surprise, at least to me... GIC is a Singapore sovereign fund, with a big reputation to uphold. It is well known as a long term stable investor. I have own Ascletis for quite a number of years, maybe close to a decade. Once again, I have been early in the game. I entered when A

Optical vs. Copper? Why the Answer Is "Both" — And Why Both Are Booming Recent U.S. stock earnings season data shows that companies in the data center interconnection sector generally have higher profit growth rates than traditional mainstream AI sectors, such as cloud services and chip sectors. The reason is that as data center complexity increases and connection demands grow, the difficulty of cabling and signal integrity rises exponentially, leading to exceptional growth in the connector component sector. Recent financial reports from cloud giants show continued high growth in capital expenditures, which will create more opportunities for their interconnect suppliers. Future data centers are expected to feature hybrid optical + copper architectures. There are three paths for data center

From my perspective, AI assistants like Clawdbot won’t make apps disappear, but they will reshape how we use software. Many SaaS products may lose their UI importance and become backend infrastructure, while AI agents sit on top and execute tasks directly. The real value will shift from interfaces to how deeply software is embedded into workflows and how well it integrates with AI. As for $Unity Software Inc.(U)$ 30% drop, I don’t see it as an automatic bargain. These sharp sell-offs often reflect structural uncertainty, not just short-term earnings misses. Without a clear AI monetization story, valuation compression can persist, making “cheap” stocks risky to catch too early. What I’m focused on is the AI efficiency uplift. The winners will be co

🌟🌟🌟Shopify $Shopify(SHOP)$ is one of the rare SaaS winners because it sits at the intersection of discipline , infrastructure and real economic activity. Shopify is one of the largest commerce platforms in the world.  It powers millions of businesses across 175 countries and is the default choice for entrepreneurs, Direct to Consumers brands and fast growing online stores. While Amazon is the biggest market place, Shopify is the biggest merchant owned commerce platform. Shopify is an SaaS winner because it is disciplined by cutting costs, streamlined its operations, has a laser focus on core commerce and  rebuilt their margin profile. The result : Profit beats , expanding operating leverage and a business that scales well. Shopify isn'

🌟🌟🌟Credo $Credo Technology Group Holding Ltd(CRDO)$ is a small but vital player in the semiconductor space , specialising in high speed connectivity. While NVIDIA provides the brains or GPUs and TSM manufactures them, Credo provides the "nervous system" - the cables and chips that allow these massive AI clusters to talk to each other at lightning speeds. Credo's flagship innovation is AEC Technology.  AEC stands for Active  Electric Cable.  Credo's AECs are copper cables with a tiny retimer chip inside.  They offer the speed of optical with the lower cost and power consumption of copper. Why Is Credo A Buy?  Credo has  confirmed pa

🌟🌟🌟 $Tuttle Capital UFO Disclosure ETF(UFOD)$ is certainly an interesting ETF to invest.  It is a highly speculative thematic fund designed to profit from companies that are positioned to benefit if government s officially disclose or commercialise "non human intelligence" & advanced extraterrestrial technology. Whether UFOD is a good buy depends on your risk tolerance.  However being a new ETF, the fund is small with AUM under USD 300k & has a high expense ratio of 0.99%. I thought  that UFOD is the kind of ETF that Elon Musk might be interested in since he is into SpaceX.  But according to him, with 9000 satellites currently in orbi

SpaceX and xAI without a doubt. Both Anthropic or Open Ai, have no revenue and business model. Google will likely grab their cake and eat it. And coming from a ChatGPT user like myself. ChatGPT is like Netscape when we know it. But in the end, we have Internet explorer and chrome. And we never heard anymore about Netscape, not Yahoo. But it’s Google and Chrome. It’s always about who survives with economics first. Unless they have unlimited cash to burn. But that still might not guarantee as users will vote. And SpaceX have a combo of things. And you have the Elon Musk ecosystem. So… it’s SpaceX if I all in. Do your own research and Not financial advice.

My stock in focus today is $Vertiv Holdings LLC(VRT)$ following a strong earnings report and an eye-catching outlook. Shares jumped over 21% in pre-market trading after Q4 adjusted EPS of $1.36 beat expectations, while revenue of $2.88 billion met forecasts. Organic orders growth surged 252% year over year, signaling robust demand from hyperscale data centers, especially in the Americas. The bigger driver was guidance. Vertiv forecast 2026 adjusted EPS of $5.97–$6.07, far above Wall Street’s prior estimates, alongside net sales of $13.25–$13.75 billion, also well ahead of consensus. This sharp upgrade materially improved investor confidence in the company’s earnin

I doubt the CPi will help very much. The link between price of Crypto's and everything else is proving to be an illusion. Gold and silver will usually have a correspding effect to where the general economy is heading. But crypto is a make believe item with no intrinsic value. The effect will be worst on all those instruments which are hedged and have multiple exageration to the movement for coins. In particular MRTC, the mother of all derivative for Bitcoin.

We can expect the integration of AI-powered shopping into Google Search and Gemini to boost its monetization strategy by transforming from a discovery engine to an "agentic commerce" platform. This change will likely allow users to make "one-click" purchases without leaving the AI interface. We can hope it to capture a larger portion of the e-commerce market and offset the high costs of AI infrastructure.  Direct impacts could be on (1) direct transactions (2) new advertising formats & (3)  Any  Direct Offers. Further, benefits would be on addressing infrastructure costs, enabling higher margins, valuation growth & market scale.