To The Moon

Amid the relentless AI infrastructure investment boom, one stock has remained conspicuously undervalued — $Broadcom(AVGO)$ . With shares up only about 13% year-to-date, the stock has significantly lagged its AI peers. Yet, as demand for custom AI accelerators (XPUs) explodes and partnerships with Google, Meta, OpenAI, and Anthropic deepen, Broadcom stands at a critical inflection point to redefine the AI supply chain. We are initiating coverage with a Strong Buy rating and a $588 price target, representing roughly 50% upside from current levels. XPU: The Hidden Champion of the AI Accelerator Battlefield Unlike $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , whi

[Miser][Smile]Fellow Tigers, Q2 13F filings are fully disclosed, and this quarter is packed with signals—Buffett's third massive $Alphabet(GOOG)$ purchase, Tepper loading up on Magnificent 7 while dumping memory stocks, and $SpaceX(SPCX)$ getting swarmed by hedge funds post-IPO. 📌 One-Sentence Summary in Adavance Q2 smart-money rebalancing theme: loading AI giants (especially Alphabet), embracing the SpaceX space narrative, taking profits in memory/semis, concentrating China ADRs into AI-core names, and quant giants vs. discretionary managers taking opposite macro views. Buffett's third Google purchase, Tepper dumping memory while buying Magnificent 7, hedge funds swarming SpaceX, Renaissance buying Meta

The current US stock market resembles a multi-faceted seesaw of optical, cloud, software, and hardware. Money hasn't truly left AI, but it's been constantly shifting between these sectors. The most typical example is the past two days. On the 12th, after Lumentum's earnings report, optical communications once again became the market focus. $Lumentum(LITE)$ 's latest quarterly revenue was $1.01 billion, a year-over-year increase of 109%. The midpoint of its next quarterly revenue guidance is around $1.25 billion, and management continues to emphasize the demand for high-speed optical connections in AI data centers. On the same day, CRWV and NBIS also performed strongly. $CoreWeave, Inc.(CRWV)$ 's second-qu

Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le

Oracle (ORCL): AI Infrastructure Landscape, Competition, Capital Deployment, Valuation & Partnership Ecosystem Conclusion Bias: $Oracle(ORCL)$ 's valuation does not fully reflect the explosive potential of its AI infrastructure business. A Forward P/E of 11.6x for a company with IaaS growth of 93% and RPO growth of 363% represents a clear "valuation mismatch." However, high leverage and negative free cash flow are real financial risks, making it suitable for growth-oriented investors who can tolerate volatility. If you believe AI compute demand will continue to explode and multi-cloud strategies will become the enterprise standard, Oracle (ORCL) is one of the most attractively positioned large-cap tech stocks on a risk-adjusted return basis. T

$Quantum Computing Inc.(QUBT)$company Quantum and$Oracle(ORCL)$ have entered into a multi-year partnership.On August 12, Quantum and Oracle announced a multi-year strategic partnership to deploy Quantum's Helios quantum computer at Oracle Cloud Infrastructure (OCI) AI data centers in the United States.OCI customers will be able to directly access Helios through OCI's quantum services.

Susquehanna maintains strong buy rating on $NVIDIA(NVDA)$: GB300 shipments continue to ramp up, Vera Rubin launch imminent. According to Zhitong Finance APP, investment bank Susquehanna points out that $NVIDIA(NVDA)$ will release its Q2 FY2026 results on August 26. Before the official launch of the next-generation Vera Rubin product line, the market is expected to see continued ramp-up shipments of GB300 GPUs.

Citigroup Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c

For investors, Eli Lilly remains one of the core investable assets of the GLP‑1 golden era — but only if you are prepared to pay a substantial premium for this rosy growth outlook. (Data as of U.S. market close August 11, 2026. This material does not constitute investment advice.) Following the release of its better‑than‑expected earnings on August 5, $Eli Lilly(LLY)$ climbed 8.9% across five trading days, with its latest market capitalization standing at approximately $1.08 trillion. I. Q2 Earnings Sharply Beat Expectations; Tirzepatide Acts as the Core Growth Driver Ahead of market open on August 5, Eli Lilly released its Q2 2026 earnings report, with multiple core metrics handily beating market consensus. The company posted quarterly revenue o

Over the National Day break, I was traveling in Singapore and couldn't help but notice that many S-REITs own some of the most iconic properties right along Orchard Road. From luxury malls to Grade A offices, this stretch is essentially a "REIT boulevard." Here's a deep dive into the five key S-REITs with assets on Orchard Road — their profiles, latest prices as of Aug 7, 2026, and what lies ahead. 📊 S-REITs on Orchard Road — Snapshot (as of Aug 7, 2026) REIT Ticker Last Close* Div Yield P/NAV Gearing Analyst TP Upside $CapLand IntCom T(C38U.SI)$ C38U S$2.46 ~5.1% 0.98× 38.6% S$2.798 (5 Buys) ~14% $StarhillGbl Reit(P40U.SI)$ P40U S$0.56 ~6.6% 0.75× 35.5% S$0.65 ~16%