To The Moon

$Alphabet(GOOGL)$ $Apple(AAPL)$ $Microsoft(MSFT)$ 🍀 Court Ruling Ignites a New Era I’m fully convinced Alphabet just triggered a structural reset that will define not only its future but the direction of mega-cap tech as a whole. Judge Amit Mehta barred exclusive contracts tying Search, Chrome, Assistant, and Gemini to distribution deals, yet spared Chrome and Android from divestiture. The $20B annual Apple payout continues untouched, shielding Apple’s 75%+ Services margins. Data-sharing with rivals is mandated, but the “breakup” nightmare is off the table. BMO estimates Chrome’s retention alone preserved ~10% of Alphabet’s value. This wasn’t a win; it was a lau

2025 Q3 Broadcom Earnings Preview: $Broadcom(AVGO)$ Q3 AI revenue is expected to hit $5.2–5.4B, slightly ahead of consensus.Growth is driven by Google’s TPU v6 3nm ASIC chip ramping into mass production.Q4 AI revenue is projected to rise another 8–10% sequentially.For FY2026, AI revenue could exceed $33B.Earnings Preview Takeaways:About 60% of the 2026 AI revenue growth is already priced in.However, the market might be underestimating AVGO’s 2026 AI networking revenue.Expect earnings-related stock volatility of 6.7%, with a likely move in the $280–320 range.Trading Strategy:No major downside risk—odds of breaking below the lower end of the range are low, so selling puts is attractive.Odds of a huge upside surprise are also low—covered call selling

On Saturday, I had the privilege of participating as both speaker and REIT specialist at the recent Active Trader Fair at SGX, organised by InvestingNote and ShareInvestor, and supported by SGX Group, Tiger Brokers Singapore, and InvestSG. The event drew a full house and showcased the strong enthusiasm within Singapore’s trading and investing community, with conversations and networking in full swing from the outset. The atmosphere was energetic—attendees engaged actively, exploring new strategies and sharing observations. Alongside fellow presenters Joey Choy and Dan Chang, we exchanged experiences and debated the current market landscape, adding practical perspectives and lessons learned from actual trading journeys. During my segment, I focused on the key question: Where are the trading

The Brutal Truth Up Front 💀 The Damage: -$13.2K across two weeks The Silver Lining: Still maintained 75% win rate with 53 positions The Reality Check: Stock picks got massacred (-$21.4K) but options trading kept me breathing (+$8.2K) Sometimes the market serves you a $36K reality sandwich with a side of humble pie. Here's what happened when I thought I could outsmart cruise ship momentum. 🏖️ Trading While Sipping Latte (Spoiler: Bad Idea) Last week I was supposedly "on vacation" - you know, that thing normal people do where they actually disconnect? Yeah, that's not me. I kept trading and posting Trade Feeds because, let's be honest, market addiction is real. The result? Proof that you can't half-ass trading. Either you're in or you're out. Trying to do both leads to expensive mistakes. Wi

$Salesforce.com(CRM)$ released its Q2 earnings report, showing steady overall performance with revenue and profits slightly exceeding market expectations. This reflects the company's resilience in the SaaS sector and improved operational efficiency. However, the weak guidance highlights macroeconomic uncertainties and the slow monetization of its AI business, potentially signaling insufficient near-term growth momentum. Investors should be cautious about heightened stock price volatility.Key Financial HighlightsTotal Revenue: $1.024 billion, up 10% year-over-year (improving by approximately 2.4 percentage points quarter-over-quarter). This growth rate slightly exceeded analysts' expectations of $1.014 billion, benefiting from positive currency effe

Recently listed $Figma(FIG)$ released its first earnings report since going public. While Q2 revenue still grew by 41%, overall performance showed signs of fatigue. EPS fell significantly below expectations, triggering market concerns and causing the stock price to plummet nearly 15% in after-hours trading.This quarter's highlights include robust expansion in user metrics and the launch of new AI products, yet underlying flaws are becoming increasingly apparent: declining net retention rates, weakening growth momentum, and impending pressure from share lock-up expirations may signal the company's return to rationality following the IPO frenzy, making short-term prospects difficult to view optimistically.Key Financial HighlightsRevenue reached $249.6 m