To The Moon

Here's What Microsoft's Chart Says Heading Into Earnings $Microsoft(MSFT)$   , which will release earnings next week, is beating the S&P 500 year to date -- up 24.4% vs. about 15.7% for the $S&P 500(.SPX)$  . MSFT has also gained roughly 112% over the past three years, while the S&P 500 has added just 78.9%. What does the company's chart show us ahead of earnings? Let's check things out: Microsoft's Fundamental Analysis Earnings season is about to heat up. With $Netflix (NFLX.US)$ and $Tesla (TSLA.US)$ having reported results this week, the rest of the Mag-7/FAANGs – Microsoft, $Apple (AAPL.US)$, $Amazon (AMZN.US)$, $

1️⃣ Can AMD challenge Nvidia’s data centre dominance? AMD’s partnership with Supermicro is strategically significant — it expands AMD’s footprint in hyperscale and enterprise AI infrastructure. While Nvidia still dominates with CUDA, H100/H200 chips, and an entrenched software ecosystem, AMD’s MI300 series is gaining real traction. If Supermicro’s integration scales successfully, AMD could capture 10–15% of incremental market share in AI servers by 2026. That’s not enough to dethrone Nvidia, but it meaningfully diversifies the market and solidifies AMD’s position as the credible No. 2 in AI compute. 2️⃣ Is AMD’s AI momentum just starting or priced in? The momentum is likely just entering its second phase. Early 2024 pricing reflected optimism, but 2025 marks the beginning of commercial-sca

You’ve raised some very pertinent questions — and given the current backdrop, there is a plausible case for what you call the comeback of “old-giant” stocks (i.e., the more traditional, value and cyclical names) — though with important caveats. Below I’ll address each of your three questions in turn. --- 1. Temporary rally or the start of a broader shift? Evidence favouring a broader shift Several market-analyses show that the 2025 environment is seeing capital rotate away from big tech/growth and towards value/cyclical/“old economy” sectors. For example, one article notes the dominance of tech is fading, and sectors with tangible earnings and real-economy exposure are gaining.  The reasons cited include: higher interest-rates/real-yields diminishing the attractiveness of long-duratio

🌟🌟🌟Beyond Meat $Beyond Meat, Inc.(BYND)$  just served up one of the most dramatic market swings of the year - a 1,100% surge followed by a 20% plunge, all in the span of a few days.  It was part meme stock, part short squeeze and part speculative theatre. Why the Surge? Beyond Meat was added to the Roundhill Meme Stock ETF $Roundhill Meme Stock ETF(MEME)$ , triggering algorithmic and retail buying. Announced a new distribution deal with Walmart $Wal-Mart(WMT)$  on October 21 25.  Walmart is the largest US retailer.  This move is strategic, timely and aimed squarely at the m

Oooo, old school stocks! So the first investment book I ever brought was called the intelligent investor. its actually why I call myself the emotional investor, it's a play on the first book I owned by the legendary investor Ben Graham. Quite an easy read in retrospect. But written in 1973, so it's old school. The then young Warren buffet, is on record saying "it's the best investment book ever written." But wait there's more... The second book I ever brought was securities analysis by David dodd. that, my tiger friends was and remains a very heavy read. And it was written in 1934. So I think I can officially command some level of authority on old school investing. So, just for some perspective, David Dodd, was Ben grahams mentor, and Ben graham was Warren buffet's mentor. But does old sch

$Intel(INTC)$   ⚙️ Intel Beats on Sales! Is the Sleeping Giant Finally Waking Up? After years in the shadow of NVIDIA and AMD, Intel ($INTC) just reminded the market it’s still alive — and still massive. Q3 results came in better than expected, signaling that demand for its bread-and-butter PC chips is stabilizing. Revenue hit $13.65B vs $13.14B estimated, driven by stronger x86 processor shipments, while adjusted EPS came in at $0.23 — not dazzling, but steady. It’s also the first quarter since the U.S. government quietly became Intel’s largest shareholder, taking a 10% stake as part of its CHIPS Act initiative. That move might have just changed Intel’s trajectory — politically and strategically. So here’s the

💰 DBS Forecast: SGD = USD by 2040! Can Singapore Become the World’s Next Safe-Haven Superpower? 🌏 DBS just dropped one of the boldest macro calls of the decade — by 2040, the Singapore Dollar (SGD) could reach parity with the US Dollar (USD). That’s right — one SGD might equal one USD. It’s not just a currency prediction. It’s a vision of Singapore transforming from a regional financial hub into a global safe-haven powerhouse. If this plays out, it could reshape how investors view Asia — and how we build portfolios for the next 15 years. --- 🇸🇬 1️⃣ DBS’s Vision: Singapore’s Rise to Global Parity According to DBS Research, three big shifts could define the next phase of Singapore’s growth story: GDP could double by 2040, driven by AI adoption, advanced manufacturing, and financial services

I think it is possible for SGD to reach parity with USD by 2040. Singapore employs a strict stewardship of growing the economy and managing the strength of its currency. Although Singapore also has huge debts, it manages it and steer the economy to enable strong growth and being a safe haven for companies by having the right policies, stable government and the right workforce. This helps it strengthen against the USD. I won’t buy gold even if the USD keeps sliding. I think there is a possibility of the Chinese yuan being one of the world’s reserve currency. Also, there are many stocks that can offer greater yield than me holding gold. In terms of returns, I prefer to hold stock. My preference has always been the ETF that tracks the world index eg VTI so I would keep to that. I also do

There’s a good chance $TSLA heads moderately higher into the shareholder meeting, then transitions to the re-accumulation phase we have been posting about in August. Next week, post earnings digestion should complete, the Fed is likely cutting rates (bullish for growth stocks), Trump/Xi meeting to discuss a trade deal, and anticipation for the shareholder meeting should begin. The rally since September has moderately priced in the approval of the compensation plan. The market was expecting an update on Optimus V3 at the shareholder meeting, but now that Musk announced an unveil for Q1 2026, that lowers the excitement for the meeting. So the anticipation really comes down to the shareholder vote. The anticipation along with the catalysts listed above should be enough to push TSLA above $450

Trump's involvement could raise the profile of quantum computing, but the sector's future remains uncertain, with the CEO of Nvidia (NVDA) predicting decades before useful quantum computers are ready, while others anticipate breakthroughs in just a few years Investing in quantum firms is risky; government contracts have boosted some stocks, but the sector is still in early stages with unpredictable growth Trump may favor US companies with strong ties to defense and manufacturing, particularly those with government contracts, making them more attractive Experts are divided on whether quantum computing will take decades to mature or experience breakthroughs in just a few years, depending on ongoing investment and technological advancements。。。 Tag :

Trump's strong market claim reflects his optimism, but actual market strength relies on economic growth, inflation, and tech gains, with overall market health still uncertain The outcome of the Asia tour hinges on diplomacy, with Taiwan and trade tensions possibly leading to de-escalation or further strain, impacting market reactions The Nasdaq's winning streak could continue if inflation remains controlled and growth stocks stay strong, though CPI surprises may cause short-term volatility, especially in tech sectors If the two leaders fail to meet, markets might react negatively, anticipating more trade tensions or uncertainty, which could dampen sentiment, particularly in US-China reliant sectors。。。 Ultimately, the market's direction is shaped by factors like the Asia tour, inflation, an

$NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $S&P 500(.SPX)$ I’m watching this week’s Asia tour with heightened focus; it sits at the intersection of geopolitics, liquidity and market psychology. NASDAQ’s seven-month rally has thrived on dovish expectations, yet the deeper question now is whether diplomacy will reinforce or unsettle that confidence. Macro Context: Inflation Cools, Optimism Holds September CPI rose 3.0% year-on-year, the highest since January 2025 but still beneath the 3.1% forecast. Core CPI matched at 3.0%, confirming that inflation is plateauing rather than reigniting. Shelter inflation eased to 0.2% monthly, and services ex-shelter steadied. Futures

[Surprised]Gold’s setup looks strong 💰📈. With rate cuts coming and stagflation risks rising, I see $5K as possible. I’m not chasing — just waiting for a clean pullback[Grin] ⏳. My radar’s on GDX, GOAU, and Hecla Mining (HL) for leveraged upside. U.S. stocks have potential, but gold feels like the safer hedge 🛡️ @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000 @Aqa @DiAngel

Trump’s Asia tour feels like a strategic flex 💪—aimed at reconciliation, not escalation 🤝. CPI cooled to 3% YoY 📉, and traders now expect 2 more rate cuts this year 📊. Nasdaq’s 7-month streak could stretch to 8 📈 if APEC delivers positive signals. But if Trump and Xi don’t meet, markets may react with disappointment 😬. I believe the tour is part of Trump’s playbook to show strength while keeping doors open. I’m watching CPI, APEC, and leader-level diplomacy closely. [Grin]@JC888 @Barcode @Shyon