To The Moon

Elon Musk told the Baron Investment Conference in New York on November 6 that SpaceX's annualized recurring revenue will "very likely" clear $500 billion by December 2027 — "not a promise, just my best guess," and $1 trillion is not impossible [S: Cailian Press, 7 Nov 2026]. The market's first reaction came Friday: $SpaceX(SPCX)$ closed at $134.27, up 8.62%, still below the $135 IPO price from its June listing — the largest IPO in history at roughly $86 billion raised [S: Cailian Press, 7 Nov 2026]. The gap is enormous: Q3 2026 revenue of roughly $14.6 billion annualizes to only about $58.4 billion [S: Tencent News / Fusion Fund interview, 9 Nov 2026]. This piece answers one question: what has to actually happen before December 11 for that gap to

😀Hi Tigers, As the Q3 earnings season unfolds, we’re taking a closer look at potential outperformers from two key angles: EPS expectations and dividend performance. In the first part, we highlight the top 20 stocks by market capitalization with stronger EPS estimates ahead of their earnings, scheduled between November 9 and November 13. 🎁Weekly Higher EPS Estimates: CSCO, AMAT, MUFG, PBR, MFG & More 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings r

Last Week' Recap 1.Market Digest: NASDAQ Enters Correction, Mag 7 Loses Crown, Jobs Roar Back, Yields Retreat (Week Ended November 6, 2026) Zigzag market — A one-sided midterm election outcome, fresh AI concerns, and a strong jobs report fueled volatility. Stocks rallied Wednesday, tumbled Thursday, partially recovered Friday. $NASDAQ(.IXIC)$ -3.4%, $S&P 500(.SPX)$ -2.7%, $Dow Jones(.DJI)$ -0.9%. NASDAQ correction — Thursday's 5.5% drop was the biggest daily decline in 19 months, sending the index into correction territory (more than 10% below its October 6 record). The Magnificent Seven lost more than $1 trillion in market cap on Thursday alone. Jobs comeba

$CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$   The AI infrastructure trade is under siege. CoreWeave (CRWV) closed Friday at: $46.40. Nebius (NBIS): $129.49. Both rebounded on November 6. But don't let one green day distract us from the bigger picture. In just one month, investors have wiped enormous value off these AI infrastructure companies. And yet their latest reported demand numbers are extraordinary. CoreWeave's revenue backlog: $104 BILLION. Nebius's Q2 revenue growth: +454% YoY. So what's going on? I think Wall Street has moved beyond asking: IS AI DEMAND REAL? The new question is: CAN AI DEMAND TURN INTO PROFITS BEFORE CAPITAL COSTS OVERWHELM SHAREHOLDERS? And this week's earnings could giv

$NEBIUS(NBIS)$   Nebius shareholders have had a frightening week. November 5: NBIS -14.94%. November 6: +7.58%. Closing at: $129.49. A relief rally? Perhaps. But here's what I find fascinating. Nebius reported Q2 revenue growth of: 454% YoY. It has a Meta agreement worth up to: $27 BILLION. And management expects to reach: 5 GW OF CONTRACTED POWER by year-end. So why is Wall Street still nervous? Because there is one important distinction. SIGNED CAPACITY IS NOT REVENUE. And revenue is not the same as free cash flow. I think Thursday's earnings could tell us whether NBIS is becoming a sustainable AI infrastructure leader or simply an exceptionally expensive construction project. 🔥 THE $5.66 BILLION CONTRADICTION Let's look at Nebius's last re

Technology shares rebounded without recovering their losses The $Invesco QQQ(QQQ)$ rose 1.40 per cent last Friday, while the $S&P 500(.SPX)$ gained 0.31 per cent. AI hardware shares recovered from the previous session's sharp decline, but only part of the loss was reversed. The rebound alone does not establish that concerns about data-centre approvals, capital spending and financing costs have disappeared. US payrolls increased by 165,000 in October, above earlier expectations of roughly 60,000, while unemployment was 4.1 per cent. Resilient employment can ease recession concerns without providing a reason for interest rates to fall quickly. A lasting technology recovery

🌟🌟🌟The stock market constantly moves money from one sector to another.  Recently Singapore's Big 3 local banks DBS, OCBC and UOB saw their share prices dip.  This happened because investors were worried about slower global growth and changing trade rules, which might cool down bank profits.  At the same time, investors moved their money into Singapore Real Estate Investment Trusts (SReits). Reits are companies that own properties like malls, offices, industrial buildings and even hospitals.  For the past few years, high interest rates made borrowing expensive for REITs, which hurt their share prices.  Now, interest rates are starting to flatten out or drop.  Because lower interest rates mean smaller debt bills for landlords, investors are rushing back to REITs

$NVIDIA(NVDA)$  $Micron Technology(MU)$  $Tesla Motors(TSLA)$  $SpaceX(SPCX)$   Wall Street is about to face a very unusual trading week. Just when investors thought the worst of the AI selloff might be behind us, Nvidia has another problem. And this time? IT ISN'T ABOUT AI DEMAND. It's about leadership. Nvidia closed Friday at: $186.64. But overnight trading indicated another decline of approximately: 4%. Meanwhile, Friday's recovery showed: MU: +5.12% TSLA: +4.23% SPCX: +8.62% So are we entering another round of AI selling? Or will investors separate the companies with real demand from