To The Moon

It’s been a while since I last covered oil stocks. It is time for a revisit. OPEC Meeting. On 30 Nov 2025, the OPEC+ members held their planned meeting. Consensus from the meeting is OPEC+ will be to pause planned increases in oil production for Q1 2026. The tactical move that follows a modest 137,000 bpd increase implemented in December 2025, is a defensive measure to (a) counteract potential seasonal demand weakness and (b) a projected global supply glut. Another key long-term takeaway was the formal approval of a new mechanism to assess member countries' maximum sustainable production capacity (MSC). Starting in early 2026, this technical assessment will serve as the baseline for setting output quotas for 2027 and beyond, aiming for a fairer and more transparent distribution of producti

It’s been a while since I last covered oil stocks. It is time for a revisit. OPEC Meeting. On 30 Nov 2025, the OPEC+ members held their planned meeting. Consensus from the meeting is OPEC+ will be to pause planned increases in oil production for Q1 2026. The tactical move that follows a modest 137,000 bpd increase implemented in December 2025, is a defensive measure to (a) counteract potential seasonal demand weakness and (b) a projected global supply glut. Another key long-term takeaway was the formal approval of a new mechanism to assess member countries' maximum sustainable production capacity (MSC). Starting in early 2026, this technical assessment will serve as the baseline for setting output quotas for 2027 and beyond, aiming for a fairer and more transparent distribution of producti

Recently, US stocks that are remotely AI-related have taken a significant beating. This has been driven by a combination of factors, primarily centered on: Concerns over frothy valuations. Fear of an "AI bubble" bursting. Actually, as early as 12 Jan 2025, a Motley Fool post by James Brumley titled “Nvidia Became One of the Largest Companies by Market Cap in 2024. Will Its Reign Continue in 2025?”, questioned AI chip leader - $NVIDIA(NVDA)$’s high trading multiples: Of more than 50x its current profit. Of more than over 30x its estimated 2026 profit. The early warnings have largely been “ignored” simply because there is money to be made; not to mention NVDA CEO Jensen Huang active engagement with David Sacks, who serves as White House AI and Crypt

Recently, US stocks that are remotely AI-related have taken a significant beating. This has been driven by a combination of factors, primarily centered on: Concerns over frothy valuations. Fear of an "AI bubble" bursting. Actually, as early as 12 Jan 2025, a Motley Fool post by James Brumley titled “Nvidia Became One of the Largest Companies by Market Cap in 2024. Will Its Reign Continue in 2025?”, questioned AI chip leader - $NVIDIA(NVDA)$’s high trading multiples: Of more than 50x its current profit. Of more than over 30x its estimated 2026 profit. The early warnings have largely been “ignored” simply because there is money to be made; not to mention NVDA CEO Jensen Huang active engagement with David Sacks, who serves as White House AI and Crypt

On 07 Nov 2025, I have posted on Bank of America (BAC) raising $Alphabet(GOOG)$ price target to $335 per share. This was, at a time when actual price was still $279.70. Click here ! to read & Repost, so more will know ok - tks ! So much have happened in 30 days. Topping it off, GOOG has surged to its all-time closing peak of $323.64 on 25 Nov 2025 (with an intraday high of $328.00). The euphoria was driven by a series of high-impact events solidifying (a) investors’ confidence in the company's commanding lead in the AI race and (b) the accelerating profitability of Google Cloud. GOOG’s Drivers. The price jump, that propelled GOOG close to a $4 trillion market capitalizati

On 07 Nov 2025, I have posted on Bank of America (BAC) raising $Alphabet(GOOG)$ price target to $335 per share. This was, at a time when actual price was still $279.70. Click here ! to read & Repost, so more will know ok - tks ! So much have happened in 30 days. Topping it off, GOOG has surged to its all-time closing peak of $323.64 on 25 Nov 2025 (with an intraday high of $328.00). The euphoria was driven by a series of high-impact events solidifying (a) investors’ confidence in the company's commanding lead in the AI race and (b) the accelerating profitability of Google Cloud. GOOG’s Drivers. The price jump, that propelled GOOG close to a $4 trillion market capitalizati

On 07 Nov 2025, I have posted on Bank of America (BAC) raising $Alphabet(GOOG)$ price target to $335 per share. This was, at a time when actual price was still $279.70. Click here ! to read & Repost, so more will know ok - tks ! So much have happened in 30 days. Topping it off, GOOG has surged to its all-time closing peak of $323.64 on 25 Nov 2025 (with an intraday high of $328.00). The euphoria was driven by a series of high-impact events solidifying (a) investors’ confidence in the company's commanding lead in the AI race and (b) the accelerating profitability of Google Cloud. GOOG’s Drivers. The price jump, that propelled GOOG close to a $4 trillion market capitalizati

On 07 Nov 2025, I have posted on Bank of America (BAC) raising $Alphabet(GOOG)$ price target to $335 per share. This was, at a time when actual price was still $279.70. Click here ! to read & Repost, so more will know ok - tks ! So much have happened in 30 days. Topping it off, GOOG has surged to its all-time closing peak of $323.64 on 25 Nov 2025 (with an intraday high of $328.00). The euphoria was driven by a series of high-impact events solidifying (a) investors’ confidence in the company's commanding lead in the AI race and (b) the accelerating profitability of Google Cloud. GOOG’s Drivers. The price jump, that propelled GOOG close to a $4 trillion market capitalizati

On 07 Nov 2025, I have posted on Bank of America (BAC) raising $Alphabet(GOOG)$ price target to $335 per share. This was, at a time when actual price was still $279.70. Click here ! to read & Repost, so more will know ok - tks ! So much have happened in 30 days. Topping it off, GOOG has surged to its all-time closing peak of $323.64 on 25 Nov 2025 (with an intraday high of $328.00). The euphoria was driven by a series of high-impact events solidifying (a) investors’ confidence in the company's commanding lead in the AI race and (b) the accelerating profitability of Google Cloud. GOOG’s Drivers. The price jump, that propelled GOOG close to a $4 trillion market capitalizati