To The Moon

$CapitaLandInvest(9CI.SI)$   Underlying recurring fees remain resilient despite normalising transaction income. While 9M26 FRR increased 15% y/y, growth moderated to an estimated c.6% y/y in 3Q26, reflecting lower event-driven fees and softer private fund management contributions after a strong 1H26 performance. Encouragingly, recurring listed fund management fees accelerated to approximately 22% y/y in 3Q26, supported by portfolio expansion and a larger fee-generating asset base. Commercial management fees also strengthened, increasing approximately 12% y/y in 3Q26. We believe these trends reinforce CLI's improving recurring earnings profile, although the normalisation of transaction-related fees could temper

$Applied Optoelectronics(AAOI)$   Applied Optoelectronics, Inc. (NASDAQ: AAOI) closed at $46.89 (down -20.89% on the day) following its Q3 2026 earnings report released on November 5, 2026, and dropped further in after-hours trading. Key Financial & Earnings Highlights (Q3 2026) • Revenue: Reached $269.9 million, beating the analyst consensus of $268.11 million and surging 128% year-over-year (representing the sixth consecutive quarter of record revenue). • Adjusted EPS: Reported $0.17 per share, beating the expected $0.14 per share. • GAAP Net Income: Returned to profitability at $6.3 million ($0.07 per share), a sharp turnaround from a net loss of $17.9 million in Q3 2025. • Gross Margin: GAAP gross margin

$Bloom Energy Corp(BE)$   Recent Financial Performance & Guidance • Q3 2026 Results: Posted record quarterly revenue of US$1.24 billion (up roughly 138% to 166% year-over-year depending on metric tracking), with net income reaching US$250.27 million (basic EPS of US$0.85; non-GAAP EPS of US$0.94). • Full-Year 2026 Guidance: Raised full-year revenue expectations to a range of US$4.4 billion to US$4.6 billion, representing over 120% growth at the midpoint compared to 2025, alongside non-GAAP EPS guidance of US$3.10 to US$3.40. • Backlog & Partnerships: Backlog stands near US$20 billion, bolstered by major data center commitments (including expanded deals with Oracle and a non-binding memorandum of understand

$Adobe(ADBE)$   Key Financials & Valuation Metrics • Stock Price: ~US$246.07 (recent snapshot) • Market Capitalization: ~US$95.9B – US$100.6B • Trailing / Forward P/E Ratio: Trailing P/E ~13.7x; Forward P/E ~9.3x to 11.5x (down significantly from historical averages due to growth slowdown fears) • Revenue (TTM): US$25.97B (Fiscal 2025 revenue reached US$23.77B, up 10.53% YoY) • Net Income (TTM): US$7.28B (Fiscal 2025 net income reached US$7.13B, up 28.24% YoY) • Earnings Per Share (EPS): US$17.92 • 52-Week Range: US$190.12 – US$370.86 Bull Case (Why Investors See Value) • Strong Profitability & Cash Flow: Adobe maintains high gross profit margins (~89%) and strong operating margins, backed by an entrench

$Nu Holdings Ltd.(NU)$   Nu Holdings Is Turning Growth into Profits Taking a step back, despite the stock’s poor performance this year, Nu Holdings’ operating fundamentals continue to show significant progress in 2026. Take Q2 2026, for example. On an FX-neutral basis, the Brazilian fintech saw gross revenue grow 39% year-over-year to $5.9 billion, while net income jumped 49% year-over-year to $1.1 billion. Not to mention an impressive ROE of 33% — well above that of traditional Brazilian banks like Itaú Unibanco ITUB +1.68% ▲, which reported an ROE of 24.3% in the same quarter. These figures show that, beyond acquiring customers, Nu Holdings is also monetizing them successfully. In fact, Average Revenue Per Activ

$Oracle(ORCL)$  Oracle Corporation (NYSE: ORCL) trades around $130.67, pulling back from recent volatility following its Investor Day and third-quarter updates. Key Market & Financial Metrics • Stock Price: $130.67 (down 6.39% in the latest session) • Market Capitalization: ~$396.1 billion • Price-to-Earnings (P/E TTM): ~20.49 • Trailing EPS: $6.38 • Dividend Yield: ~1.53% ($2.00 annual dividend) • 52-Week Range: $114.50 – $265.81 (trading significantly below its 52-week peak) Bullish Factors (The Case for Oracle) • Massive Cloud Backlog: Oracle's remaining performance obligations (RPO) stand at an impressive scale (reaching hundreds of billions) driven by heavy enterprise and AI infrastructure demand, supported

$Applied Optoelectronics(AAOI)$   analysis Applied Optoelectronics, Inc. (NASDAQ: AAOI) trades around $69.05 (as of the late October 2026 close), reflecting high volatility and a pullback from its aggressive earlier-year AI-driven rally. Key Financial & Market Metrics • Stock Price: $69.05 (down ~12.8% in the latest trading session; 52-week range spans $18.50 – $233.67). • Market Capitalization: Approximately $5.86B – $6.11B. • Revenue (TTM): ~$455M – $595M (benefiting from strong growth in data center and optical modules). • Net Income / EPS: Still reporting net losses (TTM net income around -$38M to -$57M, basic EPS approx -$0.78). • Analyst Consensus: Generally leans Buy / Hold mix (approx. 66% Buy rating

$Bloom Energy Corp(BE)$   • Full-Year 2026 Guidance: Raised to $4.4 billion – $4.6 billion in revenue (third upward revision of the year) The Bull Case: AI Data Center Power Demand • Urgent Time-to-Power: Bloom Energy's solid oxide fuel cell (SOFC) servers provide reliable 24/7 on-site power without combustion, making them an immediate bridge solution for AI data centers facing severe local grid constraints. • Backlog & Scaling: Hyperscaler demand (including ties with major players like Oracle) has accelerated order velocity, pushing management to project aggressive long-term revenue scaling. • Analyst Support: Major firms maintain bullish long-term stances, with price targets ranging upwards from the mid-$200

$Alphabet(GOOGL)$   Q3 2026 Earnings & Market Reaction • Stock Price & Drop: Alphabet Class C (GOOG) traded sharply lower around $283.08, tumbling roughly 12% following its Q3 report, marking one of the steepest single-day pullbacks in the company’s history. • Revenue & Earnings Miss: Alphabet posted adjusted earnings of $2.67 per share on $127.58 billion in revenue, missing Wall Street consensus estimates on both the top and bottom lines for the first time in nearly four years. • Search Advertising Weakness: Core search revenue slowed more than anticipated (growing ~12% vs. ~15% expected) as investors worried about the transition from traditional search to AI Overviews and agentic experiences. • Ca

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