To The Moon

My stock in focus today is $CoreWeave, Inc.(CRWV)$ , after announcing a major long-term expansion deal with $Meta Platforms, Inc.(META)$ . worth around $21 billion through 2032. This reinforces CoreWeave’s role as a key infrastructure partner for Meta’s AI ambitions, with shares rising about 3.5% yesterday on the news. It also adds strong long-term revenue visibility to the company’s growth story. What stands out is the scale and strategy behind the agreement. With deployments across multiple locations and early use of $NVIDIA

1⃣China Life: after dropping 15% since mid-January, the stock appears to be showing recovery from the HKD 25 range 📑The shares traded to a 4-month low of HKD 24.82 on 26 March after the company reported a 44% rise in full-year 2025 net profit to RMB 154.08 billion, but suffered a fourth-quarter net loss of RMB 13.7 billion due to lower investment income and insurance service revenue 📝Bloomberg Intelligence (BI) published a report this morning that China Life's new business value - discounted future profit of new policies - is likely to rise by 15% or more this year, on the heels of last year's 36% gain 🤝BI believes that China Life's vast bancassurance partnerships with over 100 banks should position it to capture an influx of maturing bank deposits seeking alternative savings solutions ✳✴W

$HSTECH(HSTECH)$   The recent settlement and ceasefire between the U.S. and Iran in early April 2026 has removed a significant "geopolitical overhang" that had suppressed Asian markets for weeks. The Hang Seng Tech Index (HSTECH), which is particularly sensitive to global risk appetite and liquidity, is currently seeing a sharp relief rally. Here is the evidence and the specific drivers for why the index is poised for a sustained rebound over the coming weeks. 1. Massive De-compression of Risk Premiums During the conflict, investors fled high-growth tech stocks (considered "risk-on" assets) for "safe havens" like gold and the U.S. dollar. • The Evidence: On April 8, 2026, immediately following the ceasefire n

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

While the FTSE Global Index tumbled 3.0% amid heavy Q1 2026 turbulence from tariff shocks and geopolitical jitters, Singapore's Straits Times Index stood rock-solid like a fortress, climbing 5.1% with total return including dividends hitting a rock-solid 5.6%. 😎 The Industrials and Consumer sectors stole the spotlight, powering blue-chip leaders like ST Engineering and Wilmar International, while mid-cap powerhouse AEM delivered a jaw-dropping 142.4% return in just three months on semiconductor demand surges. This resilience highlights SGX's defensive edge in uncertain times, with wealth management fees and regional trade flows cushioning the blows from global headwinds. But with the ceasefire rally shifting capital toward U.S. growth plays, is the SGX outperformance sustainable, or will r

Earnings week is likely the next directional catalyst, but the outcome hinges on guidance, not just beats. Base case (most probable): The market is already pricing strong AI + infra demand. If companies like Amazon and storage names confirm capex expansion + sustained AI workloads, you get a push toward 6900. However, upside may be grindy, not explosive, because positioning is no longer light. Bull case: If hyperscalers (esp. Amazon) signal accelerating AI spend and no optimisation slowdown, while semis reinforce the memory upcycle narrative, the S&P can break and hold above 6900 with breadth catching up. Bear case (key risk): Any hint of: AI spend normalisation Margin pressure from infra buildout Weak forward guidance …will trigger rotation and profit-taking, especially with divergenc

The sell-off is less about current numbers and more about narrative risk. Michael Burry is challenging the durability of Palantir’s moat, not its latest quarter. Can Q1 earnings neutralise the bear case? Not definitively. Even if government revenue beats: It proves execution strength, not moat strength The real question is whether tools from Anthropic can commoditise parts of Palantir’s offering Investors will focus on forward contract pipeline, deal stickiness, and pricing power A strong print helps sentiment, but only multi-quarter guidance + contract wins can invalidate Burry’s thesis. $130: buy or sell? Bull case (buy zone): Round-number + prior demand area If gov revenue + AIP adoption accelerate → false breakdown Positioning reset may offer asymmetric upside Bear case (sell/avoid): B

The move in storage is now transitioning from narrative to earnings revision cycle. That is powerful, but also where valuation discipline starts to matter. --- SanDisk – Where is the next anchor? At this stage, price is leading fundamentals, so anchors shift from historical levels to forward expectations: Near-term anchors $800–820: first demand zone (recent breakout base) $900–950: next psychological + momentum extension band What actually defines the anchor now: FY free cash flow upgrades NAND pricing trajectory (contract vs spot) Evidence of sustained AI storage demand, not just a spike If estimates keep rising, the stock can re-anchor higher without pulling back much. If revisions stall, expect a sharp reversion to the $700s. --- Micron Technology – How far can it run? Micron is more l

$Advanced Micro Devices(AMD)$  Ready guys! It's going to fly later! Don't believe then let's prove it together later! $NVIDIA(NVDA)$  same for this! Moving same direction always! Gogogogo!