To The Moon

The Pulse The narrative is flipping. While Wall Street obsesses over $Alibaba(BABA)$ $BABA's e-commerce margin compression, the real story is unfolding in the cloud stack: 7 consecutive quarters of triple-digit AI revenue growth, analyst forecasts pointing to ~40% cloud revenue acceleration in March 2026 (vs. 36% in Dec 2025), and a $53B AI infrastructure war chest that's turning Alibaba into China's answer to $MSFT Azure and $AMZN AWS. The stock is pinned at $134 algorithmic support, down 32% in 6 months—but Morgan Stanley's $180 price target and 49 analyst "Buy" calls suggest the market is mispricing the cloud-to-AI pivot. This isn't your father's Alibaba anymore. 📊 Key News (Last 12 Hours) Cloud Revenue Acceleration: Alibaba Cloud revenue growt

My stock in focus is $Ondas Holdings Inc.(ONDS)$ ahead of its earnings report. The company is projected to deliver nearly 628% YoY revenue growth to around US$39.4M, supported by strong backlog conversion & rising demand for autonomous defense & mission systems. Although earnings are still negative, adjusted EPS is expected to improve YoY, showing early signs of operating leverage as deliveries ramp. What stands out most to me is ONDS’ growing backlog and order momentum. The company recently secured an initial US$68M military engineering order, while the Mistral merger lifted pro forma backlog to roughly US$457M. That provides stronger multi-quarter revenue visibility. I’ll also be watching management updates on delivery execution, margin

$Everpure(P)$   storage is like that one Muthu boy at the prata shop ah… everybody laugh at him at first because he slow slow one, flipping prata only. But suddenly midnight crowd come, boom — whole shop depending on him. 😂 I see this business becoming a massive beneficiary of the AI infrastructure boom, especially in the area of memory optimization. This AI cycle also same story. 1️⃣ The Brains — NVIDIA / AMD First wave everybody rush buy GPU like Singaporeans rushing tissue packet during sale. AI training cannot run without these chips. 2️⃣ Wave 2 — Semiconductor kaki rally People then realize, “Eh boss, not only GPU can make money leh.” So all the supporting semiconductor companies also start flying. 3️⃣ Wave 3 — The Storage Uncles Seaga

Alibaba Cloud:  Challenging The Global Giants 🌟🌟🌟Investing in $BABA-W(09988)$  $Alibaba(BABA)$  $Alibaba HK SDR 5to1(HBBD.SI)$ right now feels like standing at the intersection of a proud history and a high tech future.  For years, Alibaba has been synonymous with e-commerce, a digital marketplace that defined modern China.  But the air is shifting. As we approach Alibaba's May 13 2026 earnings report, the question isn't just how much did the people buy but rather how much has Alibaba Cloud grown its market share. There is a quiet thrill in the idea that Alibaba - the

Economic Preview: Key Data Releases (week of 11May2026) Housing Market Existing home sales for April are forecast at 4.05 million units, up from the previous 3.98 million. This is a useful indicator of the overall health of the real estate market. Inflation Data The most closely watched economic release in the coming week will be the April Consumer Price Index (CPI). The forecast is 3.7%, compared with the previous 3.3%. If inflation rises as expected, market volatility may increase. Core CPI will also be important to watch, with a forecast of 0.3% versus the previous 0.2%. Bond Market Signals The bond market remains an important reference point as investors weigh opportunities in stocks versus bonds, with interest rates playing a key role in that decision. This is why the upcoming 10-year

Earnings Calendar (11May2026) The coming week includes several notable earnings releases, including NU, Sea Limited, Alibaba, Cisco, and Applied Materials. Alibaba Alibaba stands out as one of the key names to watch this week ahead of earnings. Recent performance: The stock is up 11.78% from a year ago. Analyst view: Technical analysis points to a strong buy, and analyst sentiment also remains strongly positive. Price target: The average analyst price target is about $185, implying upside of roughly 32% to 35% from recent levels. Valuation: With earnings per share around 5.73 and a price-to-earnings ratio of 23.2, the valuation appears relatively attractive. Financial performance Key financial trends from 2021 to 2025 are summarised below (figures in RMB). · Revenue inc

$Fortinet(FTNT)$   Cyber security stock is a must to have in yr portfolio. 

$PLTR 20260529 165.0 CALL$ This has been steady as expected

$XPEV 20260508 15.5 PUT$ TP Liao... get ready for next week position...maybe will go in @$15[Cool]  

$Advanced Micro Devices(AMD)$  Sold for profit, let the rest roll

$BRK.B 20260612 465.0 PUT$ nice right? Part of put spread 

$Micron Technology(MU)$  bought the dip 2 months ago, definitely have more room to run [Miser]  [Cool]  

$MU 20260515 732.5 CALL$ bullish momentum keeping a steady 200 MA line on the uptrend 💰

$INTC 20260515 118.0 CALL$ Good push uptrend! Thanks Apple 🍎✌️😎✌️

$Advanced Micro Devices(AMD)$   AMD is definitely one of the AI player worth paying attention.  To the moon!!!

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL is going strong and not slowing down. in my view it is heading into a dangerous territory but without risk there is no reward. being cautious so treading carefully with secured puts.

$Alphabet(GOOGL)$  Trim some to get more money for war chest and recent spendings