To The Moon

Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid ‌$Apple(AAPL)$  ‌ ‌$Intel(INTC)$  ‌ (Bloomberg) -- Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government. Apple ‌$Apple(AAPL)$  ‌ and Intel ‌$Intel(INTC)$  ‌also have discussed how to work more closely together, said the people, who asked not to be identified because the deliberations are private. The talks have been early-stage and may not lead to an agreement

Alibaba's 10% after-hours jump wasn't just hype — it signals a deeper narrative: China's tech giant locking arms with the world's AI hardware king.  Here's why this matters and what to watch next: 🔥 Why It's Big Scale Meets Silicon: Alibaba brings cloud scale, while Nvidia provides the chips and architecture. This partnership accelerates Alibaba's AI deployment, especially in Yunqi (its cloud platform). Ark's Vote of Confidence: Cathie Wood's Ark Invest quietly picked up ~$16.3M in Alibaba ADRs. Her timing aligns with institutional bets that BABA's AI pivot is real, not fluff. China Tech Re-Rating: With Beijing signaling support for digital infrastructure, partnerships like this could lift valuations across the sector. 📊 Price Action Setup BABA ADRs around $163 — now defending the pos

Fed Chair Jerome Powell's words — by many measures, U.S. stock valuations are quite high — rattled the markets. But the real question is: does this mark the start of a deeper correction, or is it just noise before the seasonal rally? 🔍 Key Takeaways Valuations Stretched: The S&P 500 trades near historic multiples, leaving less margin of safety if earnings stumble. Investor Sentiment Shaken: Powell's comment wasn't just about numbers — it targeted investor psychology, the very belief that keeps markets afloat. Seasonality Advantage: History shows markets often climb into year-end as funds rebalance and holiday spending boosts economic data. 📊 Predictive Outlook Short-Term: Expect choppiness — tech and growth names may see sharper pullbacks as bond yields stay sticky. Medium-Term: If inf

Here is a summary of the patterns that precede market crashes - compiled from a recent article by Howard Marks (Oaktree). This is extracted from his 14 Aug 2025 article titled “the Calculus of value”. ​Market crashes are not random but are often the culmination of recurring historical patterns. Four key indicators consistently appear: ​Overvaluation: The price of assets is driven by narratives and belief rather than by fundamental value and profitability. ​Leverage: The use of borrowed money to fund growth creates a fragile structure that is vulnerable to shifts in economic conditions like rising interest rates. ​Complacency: A prolonged period of calm markets leads investors to assume risk has vanished, making them unprepared for potential downturns. ​Euphoria: Markets are driven by senti