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What stood out most to me is Jensen Huang being added at the very last minute. That makes me think semiconductors and AI exports became a key agenda item after the delegation was already finalized. If this trip leads to even limited easing on AI chip restrictions, $NVIDIA(NVDA)$ could regain part of a market that was once one of its biggest growth drivers. I think $Micron Technology(MU)$ and $Qualcomm(QCOM)$ may actually see the fastest direct earnings benefit from improving US-China relations because of their large China exposure. For NVIDIA, the upside is massive, but expectations going into May 20 earnings are already extremely high, so “buy the rumor, sell
TOP1PC: Nice Sharing 😁 He got the last business class seat 🪑💺 [Chuckle] [Chuckle] [Chuckle]. @Barcode @koolgal @Aqa @DiAngel @Shernice軒嬣 2000 @JC888
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05-13
BX Hits Blue Box Support To Resume Long Term Bullish Trend
The Blackstone Inc, BX has hit a major support zone amid an all-time bullish cycle from February 2009. Thus, buyers could be looking forward for another big bullish cycle. Blackstone Inc. (NYSE: BX) is one of the world’s largest alternative asset managers, specializing in private equity, real estate, credit, hedge fund solutions, and infrastructure investments. The company manages hundreds of billions in assets globally and is widely recognized for its influence across financial markets and long-term investment strategies. BX Long Term Elliott Wave Forecast – Monthly Chart BX BX, long term, has been very bullish. A strong impulse wave emerged from February 2009. Wave I ended in October 2009 before being corrected in wave II. Wave II closed in July 2010. From the low of July 201
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05-13
PANW Analysis: Elliott Wave Forecasting Bullish Sequence Above $300
PANW has maintained a very strong bullish sequence from the June 2013 low. The strong 5-wave sequence appears to be in the final lap. While the 5th wave could extend to prices above $300, how could traders take advantage? Palo Alto Networks (NASDAQ: PANW) is a global cybersecurity leader providing advanced network security, cloud protection, and AI-driven threat detection solutions for enterprises and governments worldwide. The company helps organizations secure digital operations across cloud, hybrid, and on-premise environments through its integrated platforms and automation tools. PANW has remained one of the strongest names in the cybersecurity sector. PANW Elliott Wave Analysis – Weekly Chart The weekly chart above displays a robust impulse wave sequence originating from the June 2013
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05-13
Elliott Wave Analysis: Nasdaq Futures (NQ_F) Cycle Ending, Correction Ahead
Short‑term Elliott Wave analysis indicates that the cycle in Nasdaq Futures (NQ) from the March 31, 2026 low is approaching completion as a five‑wave impulse. From that low, wave ((i)) concluded at 24,348.25, followed by a corrective pullback in wave ((ii)) that ended at 23,666. The Index then advanced in wave ((iii)) toward 27,136, while the subsequent dip in wave ((iv)) found support at 26,681.75, as reflected in the one‑hour chart. The final leg, wave ((v)), is now unfolding with internal subdivisions forming another impulse of lesser degree. From wave ((iv)), wave (i) finished at 27,542.5, and the pullback in wave (ii) ended at 27,009.5. The rally continued with wave (iii) reaching 29,480, before wave (iv) corrected to 28,742. The Index is now progressing in wave (v), which should comp
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05-13
UBS is almost 50% under their target price. While I certainly don't agree with the sell off from Accenture, they, especially the highest paid female CEO need to really get their act together in terms of managing WS analysts and institutional investors . Quite frankly, Julie Sweet has to go IMO. The team she put together is crap, just a bunch of bla bla talkers that can't get their shit together. Total revamp is needed, their new AI driven strategy is the result of a circle jerk of the Strategy guys. Company is making good money and grows 7-8% still, deserves a turnaround.
Sorry, this post has been deleted
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$Fluence Energy, Inc.(FLNC)$ I can’t predict daily stock moves. I just keep patiently accumulating my positions on every dip, adding tiny stakes over time since we never truly know how deep the pullback can go — especially with my small piggy bank 😆 Small positions each time. Looking at the trend though, my girlfriend $Fluence Energy, Inc.(FLNC)$ has already lost massive weight and is becoming even more attractive now. It’s getting harder for her to lose even more weight because she’s already slimming down nicely.The time will come for a revengeful meal. Muthu boy holding her hand proudly already 😆 While rallies can always be used to take profits and sell into strength, I still prefer to grad
TOPNice Sharing 😁 Muthu boy must also save 💰 for Prata dates 🗓️ too [Chuckle]. @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal
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05-13
TESLA
$TSLA Above $500 Could Trigger One of the Most Violent Mega Cap Breakouts of the Year Tesla has been consolidating since 2022 and hasn’t seen a break of ATHs with momentum since. When $TSLA breaks above 500 this time around it will move to 700 within a couple of weeks. The $400 break last week sent $TSLA flying towards 430, and the break and retest of 430 today sent it right to $450. Get thru 451 and a test 500 can come next. Linked an upcoming meeting between Elon Musk, President Trump and President Jinping, and a massive rally after months of consolidation, a $500 test is likely in the coming weeks
TOP500 breaks and it gets silly fast lol anyone fading that move?
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05-14
The New Space Race: Rocket Lab, Intuitive Machines & AST SpaceMobile - Which Is A Good Buy? 🌟🌟🌟The New Space Era is driven by software, AI, micro chips and cloud like data networks. It represents a shift from the Old Space Era which was defined by governments, massive steel rockets and heavy military defence contractors. Welcome to "Silicon Skies". The air is electric but it is no longer just a shared dream. As of May 2026, we are witnessing a tectonic shift in the orbital economy. The choice isn't just about picking a stock. It is about choosing your role in the USD 2 Trillion Space Industrial Revolution as the SpaceX IPO coronation nears. Rocket Lab, Intuitive Machines and AST SpaceMobile: which stock is a good buy? Rocket Lab: The Blue Chip Infrastruct
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05-14
🌟🌟The global tech landscape has just shifted on its axis with Jensen Huang, a last minute passenger on Air Force One. The real art of the deal is now being written in leather jackets. $NVIDIA(NVDA)$ 's Chinese market share has collapsed from 95% to near zero over the last 2 years due to US export restrictions. The big question is: will there be an AI export relaxation now? I am not holding my breath on US transfering its top tier AI technology. But I expect there maybe a compromise unblocking the H200 generation chips. A win here would be allowing NVIDIA to export older tier chips in exchange for relaxation of rare earth exports to the US. How will NVIDIA perform? Bull Case: Even a minor breakthrough to allow shipping of custom compliant chips w
TOPNice Sharing 😁 the last minute ticket 🎟️ paid off [Miser]. @DiAngel @Aqa @Barcode @JC888 @Shyon @Shernice軒嬣 2000
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05-14
$AEM SGD(AWX.SI)$ AEM Reports Strong 1Q FY2026 Results Driven by AI/ HPC Production Ramp, Revises Revenue Guidance Upwards • 1Q2026 revenue increased 35.8% year-on-year to S$116.9 million • Profit before tax rose to S$17.8 million, with PBT margin expanding to 15.2% • Test Cell Solutions revenue grew 72.0% year-on-year, driven by AI/HPC production deployments • FY2026 revenue guidance raised by approximately 20% to S$550 million to S$600 million • Continued momentum from fabless AI/HPC customer and improving demand from PC/Foundry customer. Looks like finally can see their businesses turning around. Net profit increased 329.4% to 14+m vs 3.3m last year. The Company is back to net cash position of 56.5m. Tomorrow will the price Gappe
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05-14
Float Like a Butterfly, Sting Like an Insurer
The moat nobody notices until it leaks I think investors still underestimate how unusual Berkshire Hathaway’s insurance machine really is. Most conglomerates collect capital and then allocate it. Berkshire’s genius was that it collected capital while often being paid to hold it. That is the magic of float. Warren Buffett effectively turned insurance liabilities into one of the cheapest investment funding sources in financial history. The problem is that float only stays magical if underwriting discipline remains exceptional. Berkshire’s float machine still works — just slightly less flawlessly That is why I think Berkshire Hathaway’s insurance division is entering its first genuine post-Buffett stress test. Not because the business is broken, and certainly not because GEICO suddenly forgot
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05-14
Sea (SE) Q1 2026 Reality Check and Path To $100
$Sea Ltd(SE)$ is currently riding a wave of high-octane growth that has caught the market’s attention, though the path to $100 remains a tug-of-war between aggressive reinvestment and bottom-line stability. Following its Q1 2026 earnings (released May 12, 2026), the stock saw a massive double-digit surge. While the 3% jump and subsequent pullback you noted represent the typical "digestion" of a move, the underlying data suggests the "re-rating" to $100 is not just possible—it is already being factored in by several major institutions. The Q1 2026 Reality Check The "blowout" was driven by a massive 47% year-on-year revenue growth ($7.1B), significantly beating estimates. However, the market is still wrestling with the "Growth vs. Profit" trade-off: S
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05-14
NBIS 26Q1 Earnings Review: Explosive AI Growth Fuels 16% Rally. Is This Just the Beginning? Against the backdrop of surging demand for AI infrastructure, $NEBIUS(NBIS)$ delivered a Q1 earnings report that clearly exceeded market expectations, with shares jumping as much as 16% intraday. The results not only confirmed that demand for AI neocloud services remains in a rapid expansion phase, but also eased prior market concerns around data center deployment, power expansion, and financing capacity. More importantly, Nebius is evolving from a GPU rental platform into a full-stack AI-native cloud infrastructure company spanning training, inference, agentic AI, and AI factories. With AI demand continuing to outpace supply, the company's reve
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05-14
Cisco's AI Networking Boom Is a Signal for Nvidia $Cisco(CSCO)$
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My stock in focus today will be $Cisco(CSCO)$ after its strong earnings report. Revenue, EPS, and guidance all beat expectations, while AI infrastructure orders surged sharply. The company also raised its full-year outlook, showing that AI demand is accelerating faster than expected. What impressed me most was the strength in AI networking demand from hyperscale cloud customers. Cisco raised its AI order forecast from $5 bil to $9 bil, while networking orders jumped more than 50% YoY. This proves the AI boom is not only benefiting chipmakers, but also companies providing the critical networking infrastructure behind AI data centers. I also see Cisco’s restructuring as a positive long-term move. Management is shifting resources aggressively into A
TOPthanks for sharing
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05-14
The AI Capex Supercycle: $725 Billion, Bottlenecks Everywhere, and ROIC Hanging in the Balance
The AI Capex Supercycle: $725 Billion, Bottlenecks Everywhere, and ROIC Hanging in the Balance I am long the AI buildout. I am also willing to name the number that nobody is clearly stating. Goldman Sachs calculates that maintaining current returns on capital would require these companies to realise an annual profit run-rate of over $1 trillion by 2027. Consensus projects $450 billion. That is a 2x gap — and it will not resolve uniformly across all four hyperscalers. Through my Asian lens is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. The numbers first: $725B combined 2026 capex — Google, Amazon, Microsoft, Meta. Up 77% from 2025’s record. 94% of operating cash flow consumed by AI infrastructure before debt financin
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TRADE PLAN for Thursday 📈 $SPX the melt up continues. SPX got through 7400 level I mentioned this morning and ran 60 points. SPX to 7500 coming fast. Possible we see 7700 by June. SPX May 15 7500C can work above 7460 $NVDA new ATH today. NVDA to 232,240 coming. As long as 221 holds this month we can see NVDA run to 250+ after earnings next week. NVDA May 15 230C can work above 227 $MU winding up for a run to 900,1000. If MU can form a new base above 800 tomorrow we can see another rally by Friday. MU May 15 850C can work above 818
TOPNVDA new ATH and you’re already eyeing 250 lol. I’m still holding mine, but does 221 really stay untouched into earnings?
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05-14
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $NVDA Nvidia CEO Jensen Huang joined President Trump’s China trip after receiving a last-minute invitation, increasing attention on the stalled H200 chip sales to China. Reuters reported that Trump called Huang after seeing reports that he had not been invited, and Huang later boarded Air Force One in Alaska. Nvidia hit an all time high today. 2. $NBIS Nebius reported Q1 revenue of $399M, ahead of the $388.6M estimate and up 684% year-over-year. Adjusted EBITDA came in at $129.5M, beating expectations of $90.5M, while ARR reached $1.92B, up 674% year-over-year and 54% quarter-over-quarter. For 2026, the company reaffirmed its target for year-end ARR of roughly $7B-$9B and raised its contracted power capacity outloo
TOPNvidia at ATH with hot PPI is kinda crazy lol, anyone else still holding through this?
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05-14
I’m cautiously positive on $SIA(C6L.SI)$ despite Brent crossing US$120. Fuel costs are clearly a major headwind, but SIA’s premium passenger base and Singapore’s safe-haven status could help offset some pressure through stronger business and premium cabin demand. Load factors staying resilient will also be an important sign of pricing power. For FY net profit, I expect a YoY decline mainly due to higher fuel costs and possible Air India-related impact. Still, SIA’s balance sheet and pricing power remain stronger than most airlines, so I don’t see this as a long-term problem. As for Air India, I see it as a long-term strategic bet on India’s aviation growth rather than a short-term earnings driver. The key thing I’ll watch this quarter is the
TOPPricing power is the whole game here. Dividend stays intact and this market probably shrugs off fuel pain, anyone else watching load factors first?
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05-14
🌟🌟🌟Bull vs Bear - This is the perrennial tug of war. If everyone agrees on the same future, the market would stop moving. It is the friction between the absolute certainty of the Bulls vs the deep suspicion of the Bears that creates the daily price action we trade. But what I believe is that the markets will always go up long term especially index ETFs like $SPDR S&P 500 ETF Trust(SPY)$ and $Vanguard S&P 500 ETF(VOO)$ . It is essentially a bet on human progress, compounding corporate earnings and global productivity. That is why I have commited to a Dollar Cost Averaging strategy or DCA so that I do not have to stay up all night wondering if Michael Burry is betting the market w
TOPDCA keeps me sane lol. Broad index over nightly doomscrolling any day, you sticking with fixed dates or buying bigger on ugly red weeks?