To The Moon

The recent recovery in AI-related stocks has given technology investors some relief after a period of heavy selling. Semiconductor, optical communications and memory stocks have attracted renewed buying interest, raising hopes that the rebound could spread to Hong Kong-listed technology companies. However, the recovery is not as straightforward as it looks. $NVIDIA(NVDA)$  remains under pressure, US inflation has come in hotter than expected, and investors are still questioning how much of the AI boom is already reflected in share prices. For Hong Kong investors, the key question is whether this rebound signals a genuine improvement in market sentiment or simply a short-term recovery after an oversold period. 1. The AI supply chain is sh

NVIDIA enters this earnings report with expectations already set at an unusually high level. For the current quarter, market consensus reportedly calls for revenue of $109.23 billion, up 98.87% year over year, EBIT of $71.85 billion, up 99.79% year over year, and EPS of $2.478, up 98.32% year over year. Those figures imply that investors are not debating whether demand is strong; they are debating whether a business that has already nearly doubled can continue to compound at close to that rate while keeping margins near prior peaks. The stock reaction is therefore likely to hinge less on headline beats and more on whether management can show that data center demand remains broad, supply remains efficient, and profitability can hold as scale rises further. This analysis covers NVIDIA Q3 202

$Advanced Micro Devices(AMD)$  shares jumped 13.26% on Monday, November 9, after the company confirmed that its EPYC processors will supply host CPUs for Google’s Cloud TPU 8tx systems. This is an important development because it gives AMD another opportunity to benefit from the expanding AI infrastructure market. While Nvidia remains closely associated with AI GPUs, the latest announcement highlights another part of the data centre: the CPUs that help manage and support AI computing workloads. However, there is an important difference between winning a major customer deployment and generating meaningful financial returns. Investors should look beyond the share-price reaction and focus on evidence that the partnership is translating into

Hello everyone! Today i want to share some technical analysis with you! 1 BREAKING: $NVIDIA(NVDA)$ STOCK 🩸 BREAKING: The New York Times is now reporting that Jensen Huang may have had an additional affair with a separate woman, a company executive at NVIDIA. The stock is down more than -3% in after-hours trading. 2 From a conversation to a backtested strategy to a fresh signal 👀 Claude Opus 5.5 × $ProShares UltraPro QQQ(TQQQ)$ Strategy: 151% return Buy and Hold: 88% return 3 $Broadcom(AVGO)$ just broke out of a 5 month downtrend and scores an A on the Winvest Fundamental Rating table (Hackathon Winner) 👀 4 The openi

I don’t take trades based on fundamentals alone. I trade price, structure, and where smart money is likely positioning. That said, fundamentals still matter. A strong business gives institutions a reason to buy weakness and continue supporting a stock. Strong fundamentals give big money more of a reason to buy at Smart Money Pricing $CoreWeave, Inc.(CRWV)$ is one of the most interesting AI infrastructure companies in the market right now. The growth is real. The demand is real. The backlog is massive. But this is not a simple high-margin software company. CoreWeave is building a capital-intensive infrastructure business while relying heavily on debt to fund that expansion. That creates a very wide range of possible outcomes. In this breakdown, I

The short version Credo's sales more than doubled over the last year. The stock still fell 61% in five months. My take: Credo is a fundamentally solid business with fast growth, real profits and no debt. The weak spots are that four customers make up most of its sales, and competitors are coming. Smart Money: Price pulled back into my weekly Smart Money Zone last week and is now bouncing. At about $146, it's a decent discount, but the ideal entry was under $130. Timing note: Morningstar's numbers use the $129.80 close. My chart shows about $146 on November 11, 2026. 1. Smart Money Framework: bouncing out of my weekly buy zone Bottom line: Credo pulled back into my weekly Smart Money Zone last week, at $130 to $120, and it's bouncing. Buying now at about $146 is a decent discount. The extre

The short version Roblox stock is down 66% from its 2025 high. In less than a year, the business went from record growth to shrinking sales. My take: Roblox is a solid business going through a rough patch. On the numbers, the stock is fairly priced, not cheap. But on my chart, it's sitting in one of the strongest buy zones in my system. Smart Money: Price is trading in the monthly Smart Money Zone. Based on my framework alone, this is an ideal long-term entry, with about 194% – back to the all-time high. Prices as of the November 10, 2026 close ($51.19). 1. Smart Money Framework: one of my strongest buy zones Bottom line: On my framework, Roblox is in an ideal long-term entry zone. On the fundamentals, it's fairly priced, not a bargain. That tension is what this whole article is about. Rob

📊 Market Recap As of the latest session, 'Meta Platforms' closed at $628.77, down -1.97%. The stock remains well below its 52-week high of $779.82 but is still trading above the 52-week low of $520.26. The recent pullback from the $646 area highlights near-term profit-taking pressure, while the broader AI narrative continues to drive medium-term sentiment. 🚀 Key Drivers AI Enterprise Push: Meta is reportedly building relationships with consulting firms to sell AI products to enterprise clients, reinforcing its shift toward AI monetization beyond digital advertising. Regulatory Pressure: Meta, Google, and TikTok are challenging a new California social media law targeting teens, adding legal uncertainty to platform operations. Capital Outflow Signal: Recent five-day capital flow data shows n