To The Moon

J-Star Holding Co., Ltd. (NASDAQ: YMAT) is emerging as an electrifying opportunity in the consumer durables sector, poised to captivate investors with its bold vision and explosive growth potential. This Taiwan-based powerhouse, specializing in bicycles, sports accessories, and cutting-edge carbon fiber composite products, went public via an IPO in July 2025 at $4.00 per share. As of September 23, 2025, YMAT is a micro-cap gem with a market capitalization of approximately $21.67 million to $27.52 million, but its trajectory suggests it’s on the brink of a transformative breakout. With a dynamic new leadership team and a strategic pivot toward global dominance, YMAT is primed to ride the wave of surging demand for sustainable sports and mobility solutions—making it an absolute must-watch st

“Nvidia hits an all-time high—AI is back!” has been the market’s headline for the past 24 hours, and I can see why. As of this morning, shares are trading around $183–$184 after tagging a record intraday high near $184.5; the tape is acting like the AI trade just got fresh oxygen. The immediate spark isn’t hard to find, Nvidia said it plans to invest up to $100 billion in OpenAI in a sweeping partnership tied to building out massive AI data-center capacity over the next few years. That news sent the stock to fresh highs and re-centered the narrative around Nvidia as the indispensable arms merchant of AI infrastructure. I don’t base my view on headlines alone. The most important anchor for me remains the company’s Q2 fiscal 2026 results. Revenue came in at $46.7 billion—up 6% sequentially a

$KB Home(KBH)$ is scheduled to release its fiscal Q3 2025 earnings report after the market closes on Wednesday, September 24, 2025. Analyst Expectations: Analysts are generally forecasting a year-over-year decline in both revenue and earnings, reflecting ongoing challenges in the housing market. Revenue: The consensus estimate for Q3 revenue is approximately $1.6 billion, which would be an 8.9% decline from the same period last year. The company's own guidance is for Q3 housing revenues to be between $1.5 billion and $1.7 billion. Earnings Per Share (EPS): The consensus EPS forecast is around $1.50 per share, a significant drop of about 26.5% compared to the prior-year quarter. KB Home (KBH) Fiscal Q2 2025 Earnings Summary KB Home reported its fisc

$Bernstein U.S. Research Fund(BERN)$ Bernstein emphasizes that the AI industry remains in its growth phase, and even as OpenAI advances its in-house chip development plans, GPU technology continues to hold an indispensable position. This has allowed GPUs to regain an advantage in the competitive landscape against ASICs (Application-Specific Integrated Circuits). In practice, the two may form a complementary landscape: $NVIDIA(NVDA)$ graphics cards primarily handle model training, while $Broadcom(AVGO)$ ASICs focus on inference tasks. This further underscores the market's intense demand for computing resources, with all parties actively competing for access.DA DAV

$Apple(AAPL)$ has been one of the weaker performers among the Mag7 stocks so far this year, until last week when this sense of "seeing through a haze" suddenly cleared up.Previously, performance had been dragged down by the sluggish trade-in market for iPhones. However, looking beyond the iPhone 17 series, we can see the potential for foldable screens and AI innovations to reignite growth. Under such pressure, once the innovation cycle ignites, valuation elasticity is no joke.Product Cycle: Current Stagnation vs. Future IgnitionIn the short term, the iPhone has failed to meet market expectations. While many had bet on another wave of device upgrades in 2025, reality has poured cold water on those hopes—the June 2024 quarter saw the first signs of