To The Moon

My stock in focus today is $Bed Bath & Beyond, Inc.(BBBY)$ . The latest results came in stronger than expected, with revenue growth returning after many quarters and shares jumping sharply after hours. Improving customer activity and higher order values suggest its e-commerce transition is starting to work. This is also the first time in a long while that the company is showing signs of rebuilding momentum. That said, the company still faces a weak consumer environment and execution risk from its expansion plans, including the Container Store deal. Losses also remain, so the turnaround is not fully proven yet. The path to sustainable profitability will be t

Yes, but I would separate bounce from durable recovery. A dovish Federal Reserve signal would likely trigger an immediate relief rally in rate-sensitive tech, especially long-duration names like NVIDIA, Tesla and software multiples. Lower discount-rate expectations mechanically support valuations. The catch is supply-side inflation. If price pressures are being driven by energy, tariffs, labour tightness, or supply bottlenecks, the Federal Reserve has limited room to ease aggressively. That caps how far valuation expansion can run. What matters most is Powell’s tone: • Dovish pivot → sharp short squeeze / risk-on rally • Data-dependent neutral → brief bounce, fade risk • Sticky inflation concern → semis and high-PE AI names may see another leg lower My base case: tradable rebound, not full

Can Big Tech Turn AI Ambition Into Cold Hard Cash? 🌟🌟🌟 The global markets are standing at a historic precipice.  This week 5 Titans - Microsoft, Alphabet, Meta, Amazon and Apple, will report earnings that represent over a quarter of the entire S&P500's value. The narrative has shifted.  Investors are no longer enchanted by the promise of Artificial Intelligence.  They are demanding a Return on Investment or ROI.  We are moving from the era of AI Hype to the era of AI Accountability. Here is the breakdown of the 3 critical battlegrounds that will define this USD 16 trillion week: The Monetisation Gap:  Spending vs Revenue The sheer scale of capital expenditure or Capex in 2026 is staggering. The Big 4 hyperscalers alone are projected to spend around USD 645 bill

ST Engineering : Singapore's Best Defense Stock? 🌟🌟🌟 The announcement on 27 April 2026 that $ST Engineering(S63.SI)$  secured SGD 4.8 billion in new contracts for Q1 isn't just another business update.  It is a massive signal to the market: this engineering powerhouse isn't just maintaining its lead, it is accelerating.  From high stakes defense projects in the Middle East to keeping the world's aircraft in the skies, ST Engineering is Singapore's silent growth engine behind global infrastructure. The Market Pulse: Performance and Outlook ST Engineering has shown remarkable resilience, trading recently around SGD 11.02 as it benefits from structural tailwinds in global rearmament and the recovery of

Going into this earnings cluster, I’m treating it as a test of AI monetization rather than just EPS. Among Microsoft, Alphabet, Amazon, and Apple, I see $Amazon.com(AMZN)$ as the most likely to rally post-earnings. AWS has the clearest visibility with backlog tied to OpenAI and Anthropic, so even moderate upside in growth can justify further re-rating. On $Microsoft(MSFT)$ , I’m more cautious. The $24B capex gap is a real narrative risk — if Azure doesn’t reaccelerate meaningfully, the market could quickly question ROI on AI spending. A small slowdown in growth could have an outsized impact on sentiment, making this the most asymmetric risk setup among the four. For

I’m leaning toward Microsoft delivering the biggest upside surprise. AI demand is still outpacing supply, and Azure plus enterprise AI adoption give it the strongest near-term monetization story. More importantly, Microsoft is already converting heavy capex into visible revenue growth — something the market consistently rewards during earnings. I’m more cautious on Amazon and Alphabet. Both are investing aggressively, but the payoff timeline is less favorable. Amazon has signaled that much of its AWS investment won’t show up meaningfully until later years, while Alphabet is facing rising depreciation and margin pressure, which could limit short-term upside. Meta Platforms remains strong with its ad engine, but its massive capex plans add uncertainty around margins. Overall,

$NVIDIA(NVDA)$ breaking $5T is impressive, but I’m not chasing it. What concerns me more is market structure: leadership is highly concentrated, VIX is rising off lows, and breadth is weakening. That makes the rally feel less stable even with NVDA driving new highs. I still respect its execution and CUDA ecosystem, but expectations are already very stretched at this level. On valuation, I understand the argument that it looks “cheap” versus other Mag-7 names on forward earnings, especially with strong CY27 projections. But the key risk for me is not the multiple — it’s the certainty embedded in long-term growth assumptions like $400B+ FCF and sustained 70% AI

🌟 I vote $Alphabet(GOOG)$ $Alphabet(GOOGL)$ as it is seen as a value play among the Tech Giants.  Its Forward P/E ratio is slightly below historical averages & with expected Google Cloud growth hitting over 50%, it has significant room to surprise investors if it maintains its margins while scaling AI. AI Monetisation : Unlike early 2024 when AI was seen as a cost, it is now a confirmed revenue driver. Google's internal TPU chips allow them to run AI workloads more cheaply than competitors using only Nvidia GPUs. Operating Margins: Cloud margins are expected to jump from 20% to 30%. If Google hits these numbers, it proves that its Cloud business has reached a high profit phase similar to Amaz

In trading, there are moments that validate not just a strategy—but an entire framework of understanding market behavior. The recent movement in the S&P 500 is one of those moments. Weeks ago, we outlined a projection that the market would decline into a predefined Blue Box area 6470.3514 – 6236.7915 a high‑probability support area identified through measured extensions and corrective structures during our live session. This was not a random forecast, but the result of a disciplined application of Elliott Wave analysis, specifically the unfolding WXY structure since January 28, 2026, combined with Fibonacci relationships and historical price behavior The forecast Our outlook anticipated a corrective move unfolding after the completion of a larger impulsive sequence. As price action dev

META likely converts first. Its AI spend already feeds ad targeting, Reels ranking and ARPU, so margin uplift can appear faster without waiting for enterprise AI adoption. MSFT is second: Azure demand is strong, but Copilot monetisation must prove scale. GCP may show the fastest growth, but Google faces Search disruption and capex scrutiny. AWS remains profitable, yet AMZN’s AI ROI may look more like capacity investment than near-term margin expansion. AAPL is the weakest AI scorecard: supply chain, iPhone demand and succession uncertainty matter more than AI capex ROI for now. My ranking: META > MSFT > GOOGL > AMZN > AAPL. The market will reward not the biggest AI spend, but the cleanest evidence that AI is improving margins now.

Alphabet at $400 this year is plausible, but earnings must validate three things: 1. Cloud acceleration: If Google Cloud sustains ~high-30s to 40%+ growth, the market will reward it with a higher multiple. 2. TPU monetisation: TPU 8t/8i is strategically strong. Google is now attacking both training + inference, with better performance-per-dollar and lower latency, directly strengthening its AI moat.  3. Ad resilience: Core Search margins still fund everything. If AI Overviews lift engagement without hurting monetisation, upside remains open. My view: Base case: $360 to $390. Bull case: breaks $400. Risk is classic sell-the-news, especially after a fresh ATH, if Cloud growth merely meets expectations. Still, among mega caps, Google may have one of the cleanest AI full-stack stories: ch

NVIDIA can hold the narrative, but the bar is now extremely high. Three things must happen for $300 this year to be credible: 1. Big Tech capex beats again If Microsoft, Amazon, Alphabet and Meta all raise AI infrastructure guidance, NVDA’s backlog story strengthens materially. 2. Margins stay elite At $5T+, the market is paying for continued scarcity economics, not normal semiconductor margins. 3. Competition remains edge pressure, not core pressure Advanced Micro Devices, Google TPU and custom silicon can nibble at the edges, but hyperscaler demand is still expanding fast enough for NVDA to dominate the core. My view: Base case: $240 to $270 Bull case: $300+ if capex guides sharply higher and Blackwell supply ramps cleanly. Bear case: sell-the-news if hyperscaler spend merely meets lofty

💥 The Pulse $POET Technologies Inc(POET)$ Technologies just experienced a catastrophic 47-48% implosion in after-hours trading Monday, April 27, 2026, plunging to $6.97-$7.13 after $MRVL (Marvell Semiconductor) pulled the ultimate rug: canceling ALL outstanding purchase orders tied to its Celestial AI acquisition. The trigger? Allegations that $POET leaked confidential purchase order and shipping details back in April 2023—a disclosure violation that's now attracting shareholder class action attorneys. What started as a photonic AI darling riding a 76% weekly surge has turned into a credibility crisis. With an RSI at 81.43 (dangerously overbought before the crash) and support hovering near the 52-week low of $3.78, this isn't just a dip—it's a tr