To The Moon

APLD's Strong Results: Is the HPC Hosting Market Accelerating? APLD's Earnings Highlights $APPLIED DIGITAL CORP(APLD)$  's Q2 FY26 revenue surged to $126.6 million, a remarkable 250% YoY increase, beating market expectations. A significant driver was tenant fit-out services, contributing $73 million—a clear indicator that demand for data center construction remains strong and the industry is still in a rapid growth phase. This is further confirmed by the $85 million in HPC hosting revenue, with a significant portion coming from recurring rent. Adjusted net income came in at $0.1 million, a stark improvement from the $17.8 million loss in Q1. While not profitable yet, this near break-even result suggests APLD's b

$S&P 500(.SPX)$ $NVIDIA(NVDA)$  $Intel(INTC)$  07Jan26 ET 🇺🇸 | 08Jan26 NZT 🇳🇿 📈📉 Market Pulse I’m watching a market that continues to look stable at the index level while internal stress builds beneath the surface ⚠️. U.S. equities faded from record highs with the Dow Jones Industrial Average sliding 466 points, its worst % decline since 18Nov, closing at 48,996 📉. The S&P 500 closed lower at 6,920, down -0.34%, while the Nasdaq Composite extended its relative strength with a third straight gain to 23,584, up +0.16% 📈. That divergence mattered. Mega cap tech again absorbed selling pressure, masking weakness across cyclicals, housing, a

$Salesforce.com(CRM)$ Salesforce : The "AI" Mask is Slipping? 🎭 They scream "Agentforce," but the numbers tell a different story. We dug into the financials—here is the reality vs. the hype. 🚨 The Truth in 4 Points: ➺The Cash Machine: Margins are massive (~22%), but it's from cutting costs, not selling more software. ➺The Growth Problem: Revenue growth has stalled in single digits. The "Hyper-Growth" era is over. ➺The AI Gap: "Agentforce" is everywhere in their speeches, but nowhere in the revenue line (yet). ➺The Pivot: They are buying back stock ($50B) because they can't find enough new customers. Verdict: $CRM is now a defensive utility stock wearing an AI costume. 📉➡️🛡️

Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade $Intel(INTC)$   has seen a sustained rally recently, outperforming many large-cap U.S. semiconductor stocks. In our view, two main reasons are behind this market move. 18A is the credible catalyst The cleanest fundamental driver is 18A plus Panther Lake moving from roadmap to spotlight, alongside Intel's marketing claim of 200 plus PC design wins versus AMD's 120 plus designs for its AI PC push. Why does this matter for the stock? Because 18A is not only about selling more CPUs. It is about re rating Intel Foundry from "cash incinerator" to "credible manufacturing platform." Intel Foundry's last four reported quarters add up to roughly $10.

🟩 The Straits Times Index just hit a new all-time high, but if you’re a retiree or income investor, that flashing green screen might be hiding a dangerous trap. While bank stocks like DBS are soaring on dividend optimism, REITs are lagging behind, creating a market divergence that confuses even seasoned investors. The big question keeping everyone up at night is simple but critical: Is this the top, or are we just getting started? In this video, we cut through the euphoria to examine the hard numbers behind the headlines. We’ll analyze why DBS is "hedging" its way to record payouts, why Frasers Centrepoint Trust (FCT) is making smart defensive moves with its new green loan, and why the rumors surrounding OUE REIT’s overseas ambition might be a red flag you can't afford to ignore. We aren't

From my perspective, the strong January start in 2026 is an encouraging signal, but not a guarantee. The "January effect" works more as a sentiment and momentum indicator than a forecasting tool. A positive January usually tells me risk appetite is alive and liquidity conditions are supportive, yet the real determinant for the rest of the year will still be earnings delivery and macro stability, not seasonality alone. For U.S. equities, I don't automatically assume another straight-line double-digit rally. Valuations are no longer cheap, especially for mega-cap tech, and the market has already priced in a lot of optimism around AI, rate cuts, and soft-landing narratives. I think the U.S. can still post positive returns in 2026, but the path is likely to be more volatile and more selective

From my point of view, this market cap flip between Alphabet $Alphabet(GOOGL)$  and Apple $Apple(AAPL)$   is more than just a short-term sentiment swing. It reflects how investors are increasingly pricing in AI execution, not just brand strength or ecosystem lock-in. Alphabet has made AI central to its business model across search, cloud, and enterprise productivity, and the market is starting to reward that clarity and speed. What stands out to me is that Google's AI push is not a single-product story. It's embedded into revenue-generating engines—search monetization, cloud workloads, and developer tools—where AI can directly i

From my perspective, Intel's 18A debut at CES is a real milestone, not just a marketing moment. For years, the bear case on Intel centered on execution risk and manufacturing credibility, and seeing 18A reach large-scale production with tangible performance gains directly addresses that concern. The market's reaction makes sense because this is about restoring trust in Intel's roadmap, not just launching another PC chip. That said, I'm cautiously bullish $Intel(INTC)$  rather than outright aggressive at current levels. Around $40, a meaningful portion of the 18A optimism and CES buzz is already priced in. Intel still needs to prove that yields, volumes, and customer adoption can scale smoothly through 2026. If e

$Intel(INTC)$  Intel’s CES update is a credible operational milestone, but not yet a full investment inflection. Bullish on the comeback? The successful ramp of 18A via the Core Ultra Series 3 materially improves Intel’s execution credibility. It reduces the narrative risk around delays and supports its ambition to be both a product and foundry player. That said, this is a proof-of-capability phase, not yet proof-of-dominance. Consistency across yields, power efficiency, and OEM adoption over the next 12 to 18 months will matter more than a single launch. Buy at USD 40? At this level, Intel looks fairly valued for a turnaround, not cheap. Upside exists if 18A ramps smoothly and PC share stabilises, but downside remains if margins lag or capex