To The Moon

Q3 2025 Earnings Expectations:Alphabet's Q3 2025 results are expected to surpass market consensus.Revenue forecast is revised up to $86.0 billion, above the consensus of $85.0 billion.A one-time legal expense of $3.9 billion is anticipated, resulting in EPS coming in below market expectations.Search revenue growth is projected to remain stable at 12% YoY, while Cloud revenue is forecast to grow 32% YoY.Q4 outlook is also optimistic, with projected revenue and EPS of $93.8 billion and $2.59, respectively, exceeding expectations.How to Evaluate Alphabet's Earnings Expectations:The Generative AI strategy is showing significant results and gaining momentum, indicating very strong operational performance.The stock's short-term direction will likely depend more on Q4 guidance and a comparative p

Q3 2025 Earnings Expectations:Projected Q3 revenue and EPS are $50.0 billion and $7.30, respectively, exceeding the consensus estimates of $49.5 billion and $6.69.Forecasted Q4 revenue and EPS are $58.8 billion and $8.90, also surpassing market expectations of $57.3 billion and $8.12.Q3 ad revenue growth is accelerating, with only a modest deceleration anticipated in Q4.FY2026 capital expenditure is expected to see "similar growth" to 2025, implying a total annual capex approaching $100 billion.How to Evaluate META's Earnings Expectations:Meta's near-term performance and future growth outlook are highly optimistic.Revenue and profit forecasts for Q3, Q4, and 2026 are all significantly above market consensus.The clarity and execution of its AI roadmap are key determinants of future investor

🧠 Beyond “Dream Stocks”: Inside the Rise of Neoclouds, CoreWeave, and Nebius The recent market correction has stripped the shine off many once-glamorous names. Share prices have tumbled, especially for so-called “dream stocks” — companies rich in narrative but light on near-term fundamentals, their success hinging entirely on future execution. In this climate, investors naturally wonder: are some of these names being unfairly punished? In my view, Neoclouds — the new generation of AI-focused cloud providers — are not just dream stocks. Their ascent is grounded in something very real: the explosive, sustained demand for AI computing power. These firms hold genuine technical moats and scarce physical assets — namely, top-tier NVIDIA GPUs. More importantly, leading players such as CoreWeave a

TRADE PLAN for LOTTO Friday ✅ $SPX we should see a test of all time highs at 6762 in the next 2 days. If SPX closes through 6762 it can run to 6800 SPX Oct 24 6760C is best above 6740 tmrw $TSLA what a reversal from 414. TSLA through 450 can test 465,488 next. TSLA Oct 31 470C is best above 450 $NBIS almost at the 110 target if it reclaims 110 it can pop up to 115-118 by next week. NBIS Oct 31 110C can work above 107 $QQQ keep a close eye on 613 tomorrow. QQQ through 613 can run to 620+

$TSLA showed incredible strength today doing a full reversal higher above the pre earnings closing price at $438.97, closing at session highs, and above average volume. Largest reversal we have seen in a long time. The post earnings sell off has been completely absorbed, sooner than we anticipated. That’s a very positive development for the bulls. Next, we have tomorrow’s CPI report which can provide further upside if inflation doesn’t come in hot, paving the way for next week’s Fed rate cut. Macro likely becomes a tailwind and anticipation for the shareholder meeting should begin next week. Glad we added shares and calls at $417, $415.

$Intel(INTC)$  You’ve raised some very pertinent questions following the latest Intel Corporation (INTC) earnings report. Below is a structured assessment — keeping in mind this is not financial advice but rather a professional-tone analysis based on the facts and risks. --- ✅ What we know so far Here are the key highlights from Intel’s Q3 fiscal 2025 results: Revenue: US$13.7 billion, up ~3% year-on-year, beating expectations.  Adjusted non-GAAP EPS: US$0.23, much higher than consensus (~US$0.01).  Gross margin improved significantly (GAAP gross margin ~38.2% vs ~15% in the prior year).  The company announced the U.S. government has a ~10% stake in Intel.  For Q4 the company gave revenue guidance of US$12.8 billion to US$

You’ve raised very pertinent questions about the S‑REITs (Singapore Real Estate Investment Trusts) space — especially the trade-off between “stable yield” versus “explosive growth”, the impact of upcoming rate cuts, and which Singapore companies might be worth your attention. I’ll structure my thoughts as follows: --- 1. Stable Yield vs. Explosive Growth Stable Yield Advantages: Many S-REITs deliver a reasonably high distribution yield (DPU/dividend) compared to many other equities in Singapore. For example, as of early 2025 the average dividend yield for S-REITs was about 6.9%.  Less dependent on spectacular growth; more about property income, occupancy, stable tenants, and proper financing. Aligns with income-oriented investors: If you appreciate regular distributions and lower vola

$Keppel DC Reit(AJBU.SI)$     9M 2025 performance with distributable income up 55.5% to $195.3M and DPU rising 8.8% to 7.67 cents (or 11.7% on an adjusted basis). Gross revenue grew 37.7% year-on-year, driven by acquisitions (notably Keppel DC Singapore 7 & 8 and Tokyo DC 1) and positive rental escalations, partly offset by prior divestments. The REIT’s balance sheet remains solid, with aggregate leverage improving slightly to 29.8% and cost of debt at a low 2.9%. QOQ basis, dpu infact is lowered than previous quarter if you take 7.67 cents less 5.133 declared for first Half. Dpu for 3rd quarter is 2.537 which is lowered than 5.133 divide 2 = 2.5665 cents. Data centre continue to see growth into 2027 estimating 100GW . AI may help

It’s been 3-weeks (and counting) since the US government 01 Oct 2025 shutdown. So far, both political parties remained in deadlock with neither party willing to backdown or come to a compromise. Most US economic reports have been put on hold since government staff have largely been furloughed. US Economic reports that have missed publication: US retail sales. US CPI and PPI inflation. Jobless claims - weekly and continuing. US Import price index. US leading economic indicators. Home sales. Consumer sentiments (final). New Home Sales. US CPI YoY & Core CPI YoY - August 2025 In a twist of event, on 10 Oct 2025, US Bureau of Labour Statistics (BLS) announced that they would release a one-off September 2025 consumer price index (CPI) report on 24 Oct 2025 morning. This exception / concessi

I think it will be difficult for big-cap tech firms like Microsoft, Alphabet, Meta, Apple, and Amazon to surge over 20% after earnings. Their valuations already reflect strong expectations, and their huge market caps make such sharp moves less likely unless results are truly exceptional. Smaller-cap companies, especially AI-related ones, have a much better chance. These stocks tend to swing more on earnings surprises or bullish outlooks, as investors are still searching for the next big AI winners beyond the tech giants. If I had to choose, I’d watch emerging AI infrastructure or software players. Any name showing strong revenue growth or new partnerships could easily rally over 20% once the market reacts to positive results. @Tiger_comm

Intel Earnings Review: Foundry Makes Headway, Data Center Profits Surge Semiconductor giant $Intel(INTC)$   its stock jump nearly 8% in after-hours trading following its Q3 earnings release. Market focus was intense as this marks Intel's first report card since securing strategic investments from SoftBank, $NVIDIA(NVDA)$   , and the U.S. government. We dive into the results. Q3 Key Financial Highlights ~Revenue: $13.65 billion, up 3% YoY and 6% QoQ, beating the consensus estimate of $13.14 billion and the company's guidance midpoint of $13.1 billion. ~GAAP Gross Margin: 38.2%, up 23.2 percentage points YoY and 10.7 points Qo

Ok I don’t invest in Singapore stocks, because I don’t have that knowledge. But in my dividend portfolio I own quite a few American reits. Why? Because dividend stocks I believe are the foundation of any good portfolio. But it depends. For me at 55, reits are great, all of them are 15% return minimum. And while pretty much all them have dropped this year so far, they still keep the margin calls at bay. Because they move less compared to growth stocks like well $AST SpaceMobile, Inc.(ASTS)$ is a good example or $BlackSky Technology Inc.(BKSY)$ or $Rocket Lab USA, Inc.(RKLB)$. Those three along can drop or jump 5 to 10% in a day. Reits don’t do that unless they cu