To The Moon

Today my stock in focus will be Xiaomi Corporation $XIAOMI-W(01810)$  $Xiaomi Corp.(XIACY)$  , as momentum in Hong Kong tech names continues to build with strong sector-wide volatility and upside. Xiaomi surged more than 10%, alongside strength in peers like Alibaba, Baidu, and Kuaishou, suggesting this is not just a single-name move but part of a broader risk-on rotation in China tech. What really stands out is the continued acceleration in Xiaomi's EV business. Xiaomi Auto delivered over 30,000 vehicles in April alone, up 50% month-on-month, marking a new growth milestone. Cumulative deliveries of 109,000 units in just four months highlight improving execu

PULSE $Advanced Micro Devices(AMD)$ Advanced Micro Devices is 24 hours away from its most consequential earnings report in years. With Susquehanna's analyst Christopher Rolland upgrading his price target to $375—a 24% jump from $300—and major 6GW hardware commitments from OpenAI and Meta anchoring $17B in projected 2026 GPU revenue, $AMD stands at an inflection where data center dominance transitions from aspiration to execution. The question isn't whether demand exists; it's whether Q1 results prove the supply chain and manufacturing can deliver at hyperscale velocity. KEY NEWS Q1 2026 Consensus Expectations: $1.29 EPS on $9.89B revenue (vs. AMD guidance of ~$9.8B ±$300M, implying 32% YoY growth) Q4 2025 Performance: $10.3B revenue (+34% YoY), 23.

$S&P 500(.SPX)$ $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  📊📈 Earnings Regime Shift: Explosive Beats, Collapsing Misses, Structural Upside Bias 📈📊 🧠 A statistically significant inflection is now undeniable This is not a routine “beat season.” The distribution itself has shifted. With 61% of S&P 500 constituents beating by more than one standard deviation versus a 49% long-run average, upside outcomes are dominating in a way that historically aligns with durable market strength. At the same time, only 5% are missing versus a 13% norm, compressing the downside tail and materially reducing left-tail risk across the index. 📊 Magnitude is forc

$Olam Group(VC2.SI)$     Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. She may continue to trend higher towards 1.29.Pls dyodd. Hosey! Nice Gapped Up this morning! She is rising up to test 1.11 A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. Olam Group AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam, quite nice plus tea, coffee and Milo. Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend. Olam Group - Gd news as it has manged to secure the regulat

$Venture(V03.SI)$    Venture - Tomorrow XD, 50 cents dividend. Share price has been stucked in the range of 16-16.60. Still unable to cross 17.00. Most of the Tech counters already rallies when will be your turn to perform . The selling seem to have more or less done, likely to see a rebound to rise up to test 15.60 than 16.00. Pls dyodd. Venture - 2nd Half results is out. 4th quarter Net profit is higher than last year!The Group registered net profit of S$227.0 million for FY2025. This translated to a healthy net margin of 9.0%. VENTURE REPORTS SEQUENTIAL QUARTER GROWTH AND PROPOSES FINAL DIVIDEND OF 50 CENTS PER SHARE, XD 5th May.Paydate 15 May. BRINGING FY2025 TOTAL DIVIDEND TO 80 CENTS PER SHARE • 4Q 2025 revenue and net profit ros

The AI Boom’s Most Uncomfortable Question Super Micro Computer has become the stock market equivalent of a Formula One car being rebuilt while still racing at 300 kilometres per hour. One side of the market sees an AI infrastructure champion powering the next phase of Nvidia’s Blackwell rollout. The other sees a company drowning in legal risk, collapsing margins, and geopolitical scrutiny. Personally, I think both camps are right — and that is precisely what makes $SUPER MICRO COMPUTER INC(SMCI)$ one of the most fascinating stocks in the market today. Most AI commentary still treats Nvidia as the sole protagonist of the artificial intelligence boom. Yet the uncomfortable truth is that GPUs are useless without the server infrastructure surrounding

Palantir Earnings Crush. U.S. Revenue Surges 104% and Backlog Soars $Palantir Technologies Inc.(PLTR)$   reported its FY26 Q1 earnings, with results coming in significantly above market expectations. Revenue, profitability, and order metrics all strengthened, further reinforcing its leadership in the AI software space. Earnings Snapshot: Revenue $1.63B (vs. $1.54B est., +85% Y/Y, +16% Q/Q) Adjusted EPS $0.33 (vs. $0.28 est.) Adjusted Operating Income $984M (60% margin) U.S. Government Revenue $687M (vs. $0.61B est.) U.S. Commercial Revenue $0.595B (vs. $0.603B est.) From a growth mix perspective, the U.S. remains the core driver: total U.S. revenue reached $1.28B (+104% Y/Y, +19% Q/Q), with U.S. government

Micron, SanDisk Lead Memory Rally—Can Tight Supply and AI Demand Drive a New Supercycle? Memory stocks rallied broadly in early trading Monday, with $Micron Technology(MU)$   rising nearly 9%,$SanDisk (SNDK.US)$ up more than 7%, $Western Digital (WDC.US)$ gaining about 4%, and $Seagate Technology (STX.US)$ climbing close to 2%. Against a backdrop of macro and geopolitical pressures weighing on the broader market, memory emerged as one of the few areas of strength. The underlying logic continues to build: AI-driven demand visibility, combined with rigid supply constraints, is pushing the industry into a longer and more durable upcycle. The rally is rooted in the rapid buildout of AI infrastructure. Micron Tech

$CSE Global(544.SI)$ 2 Target Price. CSE Global: Powering the Data Centre Boom When Amazon (NASDAQ: AMZN) secured rights to acquire up to 63 million shares in CSE Global (SGX: 544) in November 2025, the move validated the systems integrator's pivot towards data centres. CSE Global strategic partnership with Amazon, extending through 2030, signals where the cloud giant sees opportunity in CSE Global cutting-edge power conservation technology. AI workloads are notoriously power-hungry, requiring massive computing infrastructure with sophisticated electrification and automation systems. CSE Global, operating across 15 countries with over 2,000 staff, delivers precisely these capabilities. For the first nine months of 2025 (9M2025), revenue rose 8.7% year on year (YoY) to S$698.6 million. The

The Pulse $Coinbase Global, Inc.(COIN)$ $COIN reports May 7 after the bell, and the setup is brutal. Bitcoin just smashed through $80,000, yet Wall Street expects $COIN to deliver a -23.7% YoY revenue collapse to $1.55B with EBITDA margins crumbling 15.5 percentage points to 30.2%. Here's the paradox: crypto's hottest bull run in 18 months is happening while $COIN's Q1 subscription revenue guidance missed by 27%, triggering a 49% slash in full-year EPS estimates. Meanwhile, $MSTR just dropped its Q1 card on May 5, and the regulatory winds are shifting—$COIN flipped on the Digital Asset Market Clarity Act. But with 11.5% short interest and institutional revenue surging 31% YoY from Deribit, is this the ultimate contrarian setup? 📊 Key News: The Dam

$S&P 500(.SPX)$ now has a floor. New Daily FVG at 7229–7145. Next dip finds support in that gap — whether it taps or fills. Hold above it → 7400. Close below 7145 → the floor BREAKS. The bullish SMT with $Dow Jones(.DJI)$ is still the tell. What if Wave 5 is already done? $SPX crossed the 2022 trendline — that's a completion reference. Bearish SMT against $DJI at the highs. If this is the top, a 20% correction is the expectation. First trigger → Daily close below 7145. Confirmation → Weekly close below 6845. Until then — primary path leads. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lo

The Battle for the Future: Palantir vs Twilio 🌟🌟🌟 It is the classic clash between conviction and utility.  Palantir $Palantir Technologies Inc.(PLTR)$  is the soul of AI while $Twilio(TWLO)$  is the quiet architect of AI. Palantir  Investing in Palantir isn't just about a software licence.  It is about a mission.  For loyal investors, Palantir represents the "Operating System" of the modern world - from the front lines of global conflict to the nerve centers of the Fortune 500 companies.  Palantir is a stock that thrives on intensity and a narrative that you either believe in its core or dismiss it as hyp

The NACHO Narrative & How XLE ETF Is A Good Tactical Play 🌟🌟🌟 The political arena is serving up some spicy new terminology and while it might sound like a late night snack, the implications for your portfolio is anything but light. Here is a lowdown on the latest NACHO nickname and why it makes $Energy Select Sector SPDR Fund(XLE)$  a compelling tactical play right now. The NACHO Narrative  Just when we thought the food themed acronyms had peaked with TACO - Trump Always Chickens Out, Wall Street traders have doubled down with NACHO : Not A Chance Hormuz Opens. This isn't just a schoolyard ribbing.  It is a reflection of the grim stalemate at the Strait of Hormuz.  With the US and Iran locked i

Macro signals are flipping bullish across key leaders—healthcare, semis, and mega-cap tech—with multiple names triggering Bull Cycle confirmations and fresh buying pressure. This isn’t just a bounce; it’s early signs of multi-month trend expansions. 1. $UnitedHealth(UNH)$ $UNH Bottom Looks In 🎉 Monthly BX just closed green for the first time in years. Macro buying pressure stepping in right at the smart money zone is what a real bottom looks like. I’m looking for a strong 6–12 month rally with targets at $480–$550. 2. $Broadcom(AVGO)$ $AVGO Bull Cycle Confirmed 🔁 Monthly BX is now increasing inside an existing bullish trend. In past cases like this, about 62% of the time price has rallied 60%+ over the nex