To The Moon

$ECHOIQ LTD(EIQ.AU)$ I have shared this before but felt a need to revisit this. Quick update to this "no announcement price movement ". EIQ is pending US FDA Approval for its EchoSolv HF (heart failure). The announcement is imminent, likely anytime soon. They did the filing in Dec last year and expected timeline is 90-120 days, which is around now. The market is pricing favourably for the approval, so if you intend to buy, beware of the risk. As the pathway was using FDA 510(k), this pathway has a historical high approval rate (85-95%). Having said that, it is still a binary event, meaning yes, or no! What is this EchoSolv (HF) and why is it important?  In fact, the company had a prior FDA approval on EchoSolv AS (Aortic Stenosis) in 2014.

NVDA is now less about “good earnings” and more about whether it can beat very high expectations. Current setup: stock around US$220.61, market cap about US$5.4T. Options are pricing roughly a 6.5% post-earnings move, equal to about US$355B in market value swing.  My read: the pullback before earnings is not necessarily bearish. It may be risk reduction before a crowded event. Bulls need three things: strong data-centre revenue, Blackwell ramp confidence, and clean gross-margin guidance. A beat without strong guidance may still trigger “sell the news”. I would not chase blindly here. For existing holders, holding a core position makes sense. For new buying, I would prefer waiting for the earnings reaction, unless sizing is small. The risk/reward is no longer just NVDA fundamentals, bu

This is no longer just an earnings story. It is a liquidity and duration problem colliding with a crowded narrative. When 30Y yields push toward cycle highs, three things happen simultaneously: Discount rates rise → long-duration assets like AI stocks compress Equity risk premium becomes less attractive → rotation out of high-multiple names Leverage gets unwound → hedge funds reduce gross exposure, especially in winners That is exactly what you are seeing: AI is not being abandoned, it is being de-risked. So where does the rally breathe if NVDA disappoints? 1. Earnings must shift from “hype” to “cash flow clarity” If NVDA shows not just demand but visible monetisation (margins, backlog quality, pricing power), it can offset yield pressure. Without that, multiples compress. 2. Rotation with

This does look like “sell the news” on the surface, but the underlying issue is deeper. The market is not questioning AI demand. It is questioning AI economics and capital intensity. When Alphabet announces it is being “rebuilt for AI”, investors hear two things: Long-term dominance potential Near-term margin dilution and heavier capex cycles The joint structure with Blackstone reinforces that concern. It signals: Data centre buildout is too capital-intensive to fully internalise Returns may be shared, delayed, or structurally lower than expected So the decline is not just profit-taking. It is a repricing from narrative to ROI discipline. On whether AI is already priced in: Partially, yes. The market had already priced: Gemini scaling Search + AI monetisation Cloud acceleration What is not

I think Musk perfectly timed the Starship V3 launch with the IPO roadshow. If the launch succeeds this week, it will massively strengthen the SpaceX narrative before investors even read the filing. This is no longer just a rocket company IPO — it is being marketed as the future of AI, satellites, and space infrastructure. Personally, I think the $1.75 trillion valuation already prices in a huge amount of future optimism. Long term, SpaceX may grow into it, but short term the valuation feels very sentiment-driven with little room for execution mistakes. I probably would not chase aggressively on IPO day. I’d rather wait for volatility to cool down and slowly build positions over time. For now, I still like $Rocket Lab USA, Inc.(RKLB)$ and

What stands out to me is Trump’s portfolio shift from software into AI hardware, semis, EDA tools, and banks. It reinforces the market narrative moving toward AI infrastructure and capex beneficiaries like $NVIDIA(NVDA)$ $Broadcom(AVGO)$ and $Synopsys(SNPS)$ . I get the logic, but I’m cautious about treating the disclosure itself as a signal. When capital flows and political visibility overlap, it can easily amplify short-term sentiment more than fundamentals. Still, it does highlight where attention and liquidity are concentrating right now. On the market side, I think AI-driven EPS growth can still support the $S&P

$Qualcomm(QCOM)$ $Oracle(ORCL)$  $Coinbase Global, Inc.(COIN)$  🔥📈🚀 The Smart Money Rotation Since April Has Been Impossible To Ignore 🚀📈🔥 Since early April, one of the most aggressive speculative rotations of 2026 has been unfolding right in front of us. Not in defensives. Not in safety trades. Not in low-beta hiding spots. Capital has been flooding directly into AI infrastructure, software, semiconductors, energy, cloud ecosystems, cyclicals, and momentum growth. What makes this move fascinating is not simply the magnitude of the rallies. It’s the options positioning underneath them. $QCOM surging +60.6% while simultaneously maintaining one

I recognize the sharp shift in rates expectations, $US30Y(US30Y.BOND)$ pushing to 20-year highs and hike odds repricing aggressively. That’s clearly tightening financial conditions fast, and I understand why metals and other rate-sensitive assets have already reacted while equities are only starting to adjust. Even so, I remain bullish going into $NVIDIA(NVDA)$ earnings tonight. I still see NVIDIA benefiting from a strong AI infrastructure cycle, with demand, backlog, and data center spend likely outweighing short-term macro pressure. The structural growth story hasn’t broken even if rates are moving against risk sentiment. That said, I’m aware of the “good news gets sold” risk in this environment.

Microsoft's Next AI Wave? Massive Options Bet Targets Up to 70% Upside As the AI trade gradually shifts from the “GPU and compute arms race” toward actual enterprise AI monetization, $Microsoft(MSFT)$   is once again emerging as a core long-term institutional favorite on Wall Street. The discussion around Microsoft's long-term AI valuation re-rating intensified further after Bill Ackman revealed that Pershing Square had made Microsoft a core holding. Against that backdrop, Microsoft's options market saw a highly notable long-term institutional trade on Wednesday. The trader simultaneously bought 8,000 contracts of the MSFT December 2027 $595 Calls while selling 8,000 contracts of the December 2027 $705 Call

My stock in focus today will be $NVIDIA(NVDA)$  after another monster earnings report that continues to reshape the AI narrative. Q1 revenue surged 85% YoY to US$81.6 billion, while Q2 guidance came in at US$91 billion, implying nearly 95% growth. This also marks the third consecutive quarter of accelerating annual growth and the 14th straight quarter of sequential growth. Free cash flow hit a record US$48.6 billion, while shareholder returns reached US$20 billion. What stood out to me most was the changing structure of Nvidia's growth engine. The company split its data center business into Hyperscale and ACIE segments, and both are now approaching similar scale. ACIE, which includes enterprise AI, industrial AI

Why Do You Only Believe in the Rally After It’s Over? 🚀 ​Your portfolio has flawless fundamentals, yet it's trading sideways. Meanwhile, the hardest-to-value sectors are ripping higher every single day. You finally sell a stock because it’s "too expensive," and it immediately goes parabolic. ​Why do you keep missing the most profitable part of the cycle? ​Here is the brutal truth about how market pricing actually works—and why the smart money is always a step ahead of you. ​1. The Illusion of "Unquantifiable" ​There’s a myth that stocks with no real numbers pump the hardest. The reality? The market doesn't trade the unknown; it trades undervalued certainty. ​When a sector (like AI memory or custom silicon) is supply-constrained, the numbers aren't impossible to calculate—they are just virt

🌟🌟🌟 $Tema Space Innovators ETF(NASA)$ is a great ETF to invest as the global space economy is forecast to nearly triple from USD 630 billion in 2023 to USD 1.79 trillion by 2035. Space is no longer a science fiction but a thriving new economy.   NASA is a new ETF that was just launched on March 30 2026 and already it is up 46% YTD. NASA also includes SpaceX in its holdings through a special purpose vehicle (SPV).  According to fund managers Tema, a space focused ETF without SpaceX would not be complete. NASA also includes $Rocket Lab USA, Inc.(RKLB)$ $Planet  Labs Pbc(PL)$ $Intuitive Machines(LUNR)$

Wednesday looked bullish on the surface. Oil prices fell. Peace talk optimism increased. And Wall Street came roaring back: $Apple(AAPL)$ $Microsoft(MSFT)$ Dow: +645 points (+1.3%) $S&P 500(.SPX)$ +1.1% $NASDAQ(.IXIC)$ : +1.5% Markets loved the headlines: Trump says Iran peace talks are in the final stages. Ships are moving again through the Strait of Hormuz .Oil prices dropped sharply and Risk appetite returned fast. That alone was enough to spark a rally. But the REAL headline came after the bell… $NVIDIA(NVDA)$ did it again. Wall Street expected huge numbers… Nvidia And

$AJJ Medtech(584.SI)$   【Company Observation】 After AJJ Medtech released its 1Q2026 results, the market has already seen the short-term financial pressure. At this stage, simply repeating single-quarter revenue, gross profit and net loss figures has limited value. What is more worth tracking is whether the company can gradually convert its healthcare technology platform direction into verifiable execution progress. In the past, the market may have viewed AJJ more as a medical consumables and distribution company. However, based on the company’s recent moves, AJJ appears to be extending toward healthcare technology infrastructure, institutional healthcare operations, digital healthcare, AI-enabled elderly care, ISO13485 quality infrast