To The Moon

The geopolitical risk premium has just been re-priced for the AI era. On March 11, Iran’s state media and the IRGC-affiliated Tasnim News Agency published a chilling manifesto titled "Iran’s New Targets." The document explicitly lists the facilities of Amazon (AWS), Microsoft (Azure), Nvidia, IBM, Oracle, and Palantir in Israel, Dubai, and Abu Dhabi as legitimate military targets. Tehran has framed this as a retaliatory strike against the "infrastructure conflict" initiated by U.S.-Israeli cyberattacks on Iranian financial systems. The Disappearing Cash Flow: Where Is Big Tech’s Money Going? The market is witnessing something extremely rare: free cash flow (FCF) at tech giants is turning negative. This has barely happened over the past few decades. Many retail investors see this as bearish

In the market, numbers tell the story, but human nature writes the script. If you’re feeling a bit lost in the current market noise, let’s take a step back and look at three legendary tales that define exactly where we are today. Whether it’s the surging energy prices or the AI hype train, these three stories are the ultimate survival guide for your portfolio. Story 1: The Ghost of $147 Oil Flashback to 2008. Oil $WTI Crude Oil - main 2604(CLmain)$ prices were vertical, hitting an eye-watering $147 per barrel. Analysts were calling for $200, and everyone was piling into energy stocks like there was no tomorrow. A few months later, the floor fell out. Oil crashed to $40. Those who chased the peak (FOMO) were left holding bags that took a decade

The "century mark" is back. With oil prices breaking through $100/bbl, the energy sector is once again the loudest room in the market. But let’s be real: in 2026, trading energy isn't just about watching the crude ticker—it’s about finding the companies that actually know how to turn that heat into shareholder value. I’ve broken down 10 must-watch tickers across the US, Australia, and Singapore. Whether you’re looking for "Buffett-approved" stability or high-growth shale plays, here’s the breakdown: $Exxon Mobil(XOM)$ $Chevron(CVX)$ $SHELL PLC SPON ADS EACH REPR 2 ORD SHS(SHEL)$ $ConocoPhillips(COP)$

In the market, numbers tell the story, but human nature writes the script. If you’re feeling a bit lost in the current market noise, let’s take a step back and look at three legendary tales that define exactly where we are today. Whether it’s the surging energy prices or the AI hype train, these three stories are the ultimate survival guide for your portfolio. Story 1: The Ghost of $147 Oil Flashback to 2008. Oil $WTI Crude Oil - main 2604(CLmain)$ prices were vertical, hitting an eye-watering $147 per barrel. Analysts were calling for $200, and everyone was piling into energy stocks like there was no tomorrow. A few months later, the floor fell out. Oil crashed to $40. Those who chased the peak (FOMO) were left holding bags that took a decade