To The Moon

$CoreWeave, Inc.(CRWV)$ management explained the company’s post-IPO development vision, core competencies, and strategic positioning in the context of the rapid global expansion of AI computing infrastructure. They emphasized the explosive growth in AI compute demand, severe infrastructure shortages, and highlighted the company’s unique strengths in technology, physical infrastructure, and capital markets.🔑 Key Takeaways from the Meeting1. Company Vision & PositioningCoreWeave’s strategy is clear: provide cutting-edge infrastructure to meet the parallel computing demands of the AI era.Core mission: Build ultra-large-scale AI computing capabilities globally to meet continuous training and inference demands.Management stressed that the current m

$Oracle(ORCL)$ had a strong quarter, powered mainly by cloud. Revenue went up 12% to $14.9 billion, with cloud services jumping 28%. The company also signed several massive deals, which pushed its backlog to an unprecedented $455 billion. Profits were steady, though free cash flow turned negative because of heavy spending on new data centers.“We signed four multi-billion-dollar contracts… RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter and demand for Oracle Cloud Infrastructure continues to build.” Safra Catz, CEOOracle expects its cloud infrastructure revenue to rise sharply to $18 billion this year and much higher in the next few years. The company is betting big that AI and multicloud demand will keep driving

The Hang Seng Index has reached 26,000 points, marking a 4-year high. $TENCENT(00700)$ closed at HK$633, hitting a 3-year high, while $NetEase(NTES)$ climbed to $145, a record high.Boosted by the rise of AI large models, the gaming industry is being revalued. With cost reduction and efficiency gains, future games are expected to become more sophisticated—and even more effective at driving in-game spending.Among Hang Seng Index constituents: $XIAOMI-W(01810)$ is up 62.90%, $CHINA LIFE(02628)$ is up 58.79%, $TENCENT(00700)$ is up 51.67%,

Nebius (NBIS) has soared 50% to $96.82 after announcing a $19.4 billion multi-year deal with Microsoft, with $17.4 billion committed for AI cloud services and a $2 billion option through 2031, per its SEC filing. Nvidia (NVDA), a key backer, trades at $175, up 25% YTD, while the S&P 500 hits 6,520, Nasdaq 21,950, and Bitcoin $123,456. The VIX at 14.12 signals calm amid oil at $74.50/barrel and tariff tensions. Posts found on X buzz with “NBIS moonshot” excitement, but some caution “overvalued risks.” Is NBIS now too expensive like CoreWeave, or does upside remain? Should you follow Nvidia into this growth stock? This deep dive explores the surge, valuation debate, Nvidia’s role, outlook, trading strategies, and a plan to navigate this AI hyperscaler frenzy. The Surge Unveiled: Microsof

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The market’s eyes are glued to U.S. inflation data this week, with the Producer Price Index (PPI) dropping Wednesday and Consumer Price Index (CPI) on Thursday, alongside lingering jobs concerns after August’s dismal 22,000 job gain. The S&P 500 holds at 6,520.34, Nasdaq at 21,950, and Bitcoin at $123,456, while 10-year Treasury yields dip to 3.65% and the VIX sits at 14.10, hinting at calm before the storm. Posts found on X reflect growing calls for Federal Reserve rate cuts, with 25 basis points (bps) priced in at 88% odds and 50 bps at 11.8%, per CME FedWatch, amid stagflation fears. Has the pullback ended? Will cuts exceed expectations? Is it 25bps or 50bps? Wi

Oracle ( $Oracle(ORCL)$ ) rocketed 27% in after-hours trading to $294.70 on September 9, 2025, following a Q1 earnings report that highlighted a staggering 359% year-over-year jump in contracted revenue to $455 billion, despite missing revenue and EPS estimates. The AI cloud database leader’s growth, driven by $7.2 billion in cloud revenue (up 28%) and four multi-billion-dollar contracts, outshines the S&P 500’s steady 6,520.34 and Nasdaq’s 21,950. Bitcoin holds at $123,456, oil sits at $74.50/barrel, and the VIX at 14.12 suggests calm amid tariff chatter. Posts found on X buzz with “Oracle AI takeover” excitement, but some flag “valuation risks.” Are you missing this SaaS leader? Which SaaS stocks are on your radar? Is Oracle your pick? This

1. NVIDIA (NVDA)‌ Key Metrics: Closing Price: $170.76 (+1.46% | Volume: 157.55M) Resistance: $174.71 (Sept 8 high) | Support: $143.30 (Sept 8 low) Intraday Momentum: Strong afternoon rally with 11.84M shares traded in the final hour. Technical Setup: Breakout Trigger: Price action surged past $169.50 with bullish volume divergence. Catalysts: AI chip demand surge post-Q2 earnings beat. After-hours price stability at $170.82 signals institutional accumulation. Entry: $170.98 (above Sept 9 high) Take Profit (TP) : $174.71 (resistance) Stop Loss (SL) : $168.31 (below 15-minute EMA) Risk/Reward : 1:3.5 2. Advanced Micro Devices (AMD)‌ Key Metrics: Closing Price: $155.82 (+2.91% | Volume: 42.80M) Resistance: $156.66 (Sept 10 intraday high) | Support: $151.93 (Sept 10 low) Volume Analysis: 60% o

$AUX ELECTRIC(02580)$ Wuhu plant operational, Ningbo base under construction. Capacity expansion will speed up global order response. Aux Electric has solid fundamentals and reasonable valuation—suitable for long-term holders.