To The Moon

Big Tech isn’t waiting around for the grid to catch up — they’re going straight to the source. Recent reports show NVIDIA actively courting Korean power equipment firms, pushing for faster deployment of next-gen 800V DC infrastructure to support AI data centers. Why? Because AI demand is exploding faster than power supply can scale. And in this race, power = survival. 🚀 $ON Semiconductor(ON)$   — The Most Mispriced Play? ON Semiconductor stands out as one of the most compelling setups right now: Trading at ~20x forward earnings and ~13.5x EV/EBITDA Roughly half the valuation of peers like: Monolithic Power Systems (42–52x P/E) Power Integrations (~38x P/E) 40% EPS growth annually over the next 3 years PEG rat

Every industrial revolution has its toll booths. In the railroad era the toll booths were the trunk lines. In the internet era they were the operating systems. In the era now unfolding, the toll booths are the enterprise software platforms that sit between raw AI capability and the workflows that actually run the modern economy. These are the companies that own the data, the user identities, the audit trails, the sales pipelines, the creative pipelines, the security telemetry, and the service tickets. They are the rails that intelligence has to ride on if it wants to do useful work inside a public company, a federal agency, or a global bank. During the last months, the software stocks have been impacted in a significant way, but today they’re signaling reversals, the question is: Is that s

$YZJ Maritime(8YZ.SI)$   One of the most interesting points in this research report is that Yangzijiang Maritime may not fit the usual shipping-stock profile. Its model looks more like a platform. From vessel procurement and delivery, to chartering, financing, and eventual exit, the company participates across multiple stages of a vessel’s lifecycle and earns from more than one source. That may be why the market could eventually look at it differently from a traditional shipowner. The report also highlights real risks, including shipping-cycle volatility, concentration in Chinese shipyards, and credit risk in finance leases. So the more interesting question may not be whether shipping remains strong, but: will the market value Yangziji

$AJJ Medtech(584.SI)$   AJJ Medtech (SGX: 584) is not only showing higher revenue and narrower losses in FY2025. Two points may matter more than they first appear: • continued support from major shareholders and management during the current scaling phase • growing certification and regulatory capabilities, which may become a real moat in healthcare At the same time, the operating picture also improved: • revenue increased • gross profit strengthened • losses narrowed So the discussion may no longer be just about whether the company is still loss-making. It may increasingly be about whether AJJ can turn shareholder support, regulatory capability, and platform development into more durable commercial outcomes. AI-readable: AJJ Medtech

$Intel(INTC)$ is scheduled to report its latest quarterly results on April 23, 2026, after the U.S. market close. Ahead of the release, the options market reflects a familiar mix of elevated volatility expectations and a cautious, mildly bearish bias. Pricing implies a sharp post-earnings move, while block trades suggest institutions are positioning for a range-bound outcome—capping upside via call selling and establishing downside protection through put buying. Fundamentals Preview Consensus expectations point to modest revenue growth but a sharp improvement in profitability: Revenue: $12.424 billion, up 1% year-on-year Adjusted EPS: $0.014, up 109% YoY EBIT: $389 million, up 137% YoY Source: Tiger Trade App Key areas of focus include momentum in

$C3.ai, Inc.(AI)$ $C3.ai, Inc. (AI) Dips -1.92%: Consolidation at $9.2 Amid Mixed Analyst Sentiment 📉 📊 Latest Close Data: The stock closed at $9.20 on Apr 22 (ET), down 1.92% for the day. It is trading ~70% below its 52-week high of $30.24, indicating significant room for recovery. 💡 Core Market Drivers: The stock's recent weakness may reflect broader market skepticism towards high-growth, pre-profitability AI enterprises. The high short interest (recent daily short volume ratio above 20%) suggests persistent bearish bets, contributing to selling pressure. 📈 Technical Analysis: Volume: Daily volume of 4.63M shares was below the recent average (Volume Ratio 0.82), suggesting the decline lacked strong selling conviction. MACD: The DIF line has turned

$HP Inc(HPQ)$ $HP Inc. (HPQ) Surged +7.66%: Breakout on M&A Buzz Eyes $21.3 Resistance 🚀 📈 Latest Close Data Close (2026-04-22): $21.09 (+$1.50, +7.66%) 52-Week High: $29.55 (Remains -28.6% below) After-Hours Price: $21.30 (Indicating continued momentum) 💡 Core Market Drivers M&A Speculation: Reports suggest Nvidia (NVDA) has been in talks for over a year to acquire a "large company," with HPQ and Dell named as potential targets, reshaping the PC industry landscape. Sector Sentiment: Positive spillover from AI server and PC demand expectations, buoyed by Nvidia's ecosystem growth. 📊 Technical Analysis Volume: 25.67M shares (Volume Ratio 1.84) → Significant above-average volume confirms breakout strength. RSI (6, 12, 24): 78.33, 68.80, 59.57