To The Moon

Here’s my take on Tencent’s AI push, its stock trajectory, and how it stacks up versus Alibaba in the race for China’s tech crown. --- 1. When might Tencent break out to new highs? What gives me confidence it could: Fast AI rollout through WeChat + DeepSeek. Tencent has embedded the DeepSeek-R1 model into WeChat search and its Yuanbao AI app. DeepSeek, as a low-cost, open or semi-open model with strong reasoning and contextual understanding, gives Tencent a big advantage in quickly turning AI into product features and monetisation across its massive user base.  Strong recent earnings supported by AI-inflected growth. In Q2 2025 Tencent saw 15% YoY revenue growth and 18% growth in non-IFRS operating profit; its gaming business, especially Honor of Kings, and marketing services benefitt

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$Dow Jones(.DJI)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ OverviewDespite a rocky start to the month, August saw Morningstar’s US Market index up on the month 2.1%, with the S&P500 up 1.9%. The Fed’s Jackson Hole meeting initially caused a broad de-risking that ended up boosting returns as investors now fully expect the Fed to cut during the September meeting.Inflation came in at expectations, with CPI posting 2.7% month over month annualized. The long-term trend is a continuous move down toward the Fed’s 2.0% target, though progress once again appears to be stalling.However, the story has now become one of balancing jobs with the price level. Job growth since J

Broadcom Earnings Review: $10B Deal Lifts FY26 AI Outlook Shares of $Broadcom(AVGO)$   , a global leader in AI custom silicon (ASICs), jumped over 4% in after-hours trading following the release of its fiscal Q3 2025 earnings report. Let's break down the key highlights. FQ3 Key Financial Highlights ~Revenue: $15.95 billion, up 22% year-over-year and 6% quarter-over-quarter, slightly beating the guidance of $15.8 billion. ~Gross Margin: 67.1%, an increase of 3.2 percentage points YoY but a decrease of 0.9 percentage points QoQ. This was slightly above the 67% guidance. ~GAAP Net Income: $4.14 billion, swinging to a profit from a loss a year ago but declining 17% sequentially and falling short of the consensu

I have to admit, I won't be jumping in to catch a sharp falling knife like Figma's $Figma(FIG)$   recent 20% plunge. The volatility is a bit too much for my taste, especially after seeing the stock take such a hit post-earnings. I'm not Cathie Wood with her massive ARK Invest funds to cushion the risk—haha, I wish I had that kind of firepower! Given that Figma surpassed revenue estimates with $249.6 million against the expected $248.8 million, and even turned a modest $846,000 profit compared to a huge $827.9 million loss last year, it's tempting. But the lock-up expiry and the 35% share extension some investors agreed to make me cautious. That kind of overhang could keep the pressure on the stock price for a while. I'm more inclined to w

Broadcom’s $Broadcom(AVGO)$ earnings were strong, and that $10B custom AI order shows big cloud players want alternatives to Nvidia. ASICs may not fully replace GPUs, but they’re cheaper, more efficient for inference, and make Broadcom an important player in the AI ecosystem. Still, I’m cautious about chasing AVGO after a +12% spike, since history shows it often cools off post-earnings. Meanwhile, Nvidia’s dip looks more attractive — despite competition, it still dominates training workloads and the CUDA ecosystem, which are hard to replace. For now, I’d watch Broadcom for consolidation while eyeing NVDA’s $NVIDIA Corp(NV

BREAKING: Tesla has released its 2025 proxy, and it includes an unprecedented $1 trillion pay package for Elon Musk (if he meets all objectives). If Elons wants to receive the full award, he will need to create $7.5 trillion in shareholder value, making @Tesla an $8.5 trillion company. The plan spans 10 years. The additional shares Elon could receive would push his stake in Tesla to at least 25%. There are 12 tranches, with each worth about 1% of the company. The first one would come at a $2 trillion market cap. To capture each tranche, Elon not only has to meet a market cap milestone, but one of the operation milestones as well. Meaning if Elon doesn't deliver, he gets paid nothing, making this a very shareholder friendly one. Elon will have to hold the new shares after he receives them f

His $56 billion dollar pay package was rejected already. So why do people think a $1 trillion one will fly? The same reasons that caused the earlier rejection still exist. Both people who "negotiated" the package are too closely linked to Elon and got substantially rich by being on the Board of Directors (sed court statement of Robyn Denholm). It has no clause in it that forces Elon to work exclusively for Tesla. He is already a substantial owner of Tesla with 13% of all outstanding shares, so there's no requirement to incentivize him further with the promise of more shares.

Alphabet (GOOG) is currently a $2.84 trillion market cap, so a $3 trillion valuation in 2025 seems possible, given its strong fundamentals, AI and cloud leadership, and a recent favorable antitrust ruling。。。 Alphabet remains a compelling choice among the Mag 7 due to its lower valuation compared to peers, strong free cash flow, and exposure to long-term trends Investing in a diversified ETF like MAGS spreads risk across top tech companies, while picking individual stocks offers greater upside with the right choices, so combining both is a practical way to balance risk and return Selling into strength helps lock in profits during uncertainty, but holding for the next leg up depends on belief in Alphabet’s long-term growth drivers; the best choice relies on individual risk tolerance and inve

I’ve been watching Opendoor $Opendoor Technologies Inc(OPEN)$ closely, and this rally is hard to ignore. A +280% YTD move with short interest above 20% is no joke—it’s the kind of setup that makes both traders and investors pay attention. The Carvana comparison might be bold, but with Reddit hype, I get why it’s being mentioned. Still, I’m cautious. Hedge funds are shorting for a reason—OPEN faces profitability issues, and housing isn’t strong. Momentum can fuel a squeeze, but fundamentals always return. To me, this looks more like a showdown between retail and institutions than a real growth story. I wouldn’t chase at these levels, but it stays on my watchlist. If momentum holds, $8 is possible. For me though, it’s more of a short-term play tha

$Figma(FIG)$ Is it a buy if it dips under $50? At sub-$50, the valuation begins to look more reasonable, especially given Figma’s revenue growth and narrowing losses. However, the key risk is the looming supply from lock-up expiration. Even with the extension for 35% of shares, significant float could still hit the market, adding selling pressure. I would treat a dip under $50 as a speculative entry point, but only with strict risk management and the expectation of near-term volatility. How do you view the extension? The partial extension is a short-term stabiliser. It signals some institutional confidence, but does not fully remove the overhang. Roughly two-thirds of shares could still come available, which limits the upside until supply is absor

Options Market Statistics: Broadcom Shares Surge After Earnings and OpenAI Deal $Broadcom(AVGO)$   emerged as a new name on the active options list, capturing significant attention with 1.43M contracts traded. The sentiment appeared constructive, with a put-call ratio of 0.63, while the IV Rank remained subdued at a low 5.43%. Shares rose by 9.41% after upbeat quarterly results and news that OpenAI will make chips designed by it. Other chip stocks were mostly lower, led by a decline in AMD. $Advanced Micro Devices(AMD)$   saw a notable increase in trading activity, with 1.29M options contracts changing hands. A neutral-to-bea