To The Moon

[Allin]Today’s deep fundamental analysis examines three companies at critical inflection points, each pursuing distinct pathways toward trillion-dollar market opportunities. $Eli Lilly(LLY)$ is transforming obesity treatment with its incretin franchise, $Advanced Micro Devices(AMD)$ is challenging for AI computing dominance against NVIDIA, and $Shopify(SHOP)$ is redefining global commerce infrastructure. While operating in vastly different sectors, these companies share a defining characteristic: they are deploying billions of dollars in capital today to capture exponential growth tomorrow. In an era of elevated interest rates and tightening monetary conditions, t

$NVIDIA(NVDA)$ Q3 earnings have beaten expectations, and market have moved after hours trading. Are we going to see Nvidia earnings helping to push for a broader market sentiment and also performance until the end of 2025? In this article, I would like to discuss on how we can NVIDIA Corp.’s (NVDA) strong Q3 earnings and what it might mean for broader market sentiment — and the rally potential for both chip/hardware stocks and AI software stocks through end-2025. What The Nvidia Earnings Tell Us The headline facts Nvidia reported revenue of $57 billion in Q3 FY2026, beating consensus. Data-centre segment (the core of its AI play) was very strong. Nvidia guided Q4 revenue at about $65 billion, above expectations The company framed its business as n

I don’t think google’s rally has peaked for the year as I expect further rate cuts by the Fed which would drive it further up. I wouldn’t add more google now as it has already rallied significantly this year and potential upside would be limited. I wouldn’t buy meta too as I don’t see much potential in its business model to expect a huge rally. I think there is a good chance of S&P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally. Nvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affec

Whoa, hold onto your wallets, folks! 😱 Bitcoin's wild ride from that jaw-dropping $126K peak in early October has turned into a heart-stopping nosedive, slashing over $1 trillion from the entire crypto market's value. We're talking a brutal 27% wipeout, erasing every ounce of 2025's gains and leaving BTC hovering around $92K today. It's like watching your favorite rollercoaster flip upside down—terrifying, but is this the ultimate buying opportunity? 🌪️ Picture this: Just weeks ago, euphoria reigned as Bitcoin shattered records, fueled by institutional frenzy and ETF inflows. Fast forward to now, and panic selling has gripped the streets (and the charts). Liquidity jitters, macro headwinds from rising unemployment whispers, and a tech bubble vibe have traders sweating bullets. The total cr

$Zoom(ZM)$ is scheduled to report earnings on Monday, November 24, 2025 (post-market). Current Sentiment: Cautiously Neutral. The stock has effectively been "dead money" for months, drifting sideways. The market is waiting for proof that AI features can actually re-accelerate revenue growth rather than just retain customers. Consensus Estimates vs. Guidance Investors focus heavily on Non-GAAP numbers for Zoom. Be careful not to confuse the two, as headlines often mix them up. Note: Zoom has a strong history of beating conservative EPS guidance. A "beat" of $0.05–$0.10 is often already priced in. The stock will likely move based on revenue guidance for FY2027 or comments on AI monetization, not just a simple Q3 earnings beat. Summary: Q2 Fiscal 2026

Based on the latest earnings, the probability leans slightly yes, but the move may not be explosive. NVIDIA delivered another strong beat with revenue and guidance above expectations, which usually supports a short-term rebound. Demand for AI hardware remains solid and the company’s dominance in data-centre GPUs is intact. However, the stock is already priced for perfection. High valuation, profit-taking behaviour, and recent institutional trimming mean any hint of slowing momentum could trigger a pullback. Market sentiment has also turned cautious, so even good results may not guarantee a sustained rally. In short: Rise – moderately likely, Fall – possible if sentiment stays weak, No major move – also plausible due to already high expectations.

I do think this recent pullback looks more like a technical shakeout than the start of a deeper correction. After such a massive rally, markets were clearly overstretched, and some consolidation was overdue. The selling we saw felt driven more by positioning, dealer hedging flows, and sentiment rather than any real deterioration in fundamentals. So I agree with the view that this was largely a technical reset. From my perspective, the underlying drivers for equities—AI spending, strong corporate earnings, resilient U.S. consumer demand, and the absence of any major macro shocks—haven't meaningfully changed. Because of that, I'm not reading this dip as a sign of structural weakness. Instead, it looks like the market simply needed to cool down after running too hot for too long. These kinds

$CapLand IntCom T(C38U.SI)$  on Singapore retail