To The Moon

Nvidia Inc's (ticker: NVDA) second quarter (Q2) results for Fiscal Year (FY) 2027 came in at roughly a 5-10% surprise. The market’s immediate reaction in the after-hours session could best be described as ambivalent. This caution is certainly merited in light of developments and trends. Trend Analysis As of the first half (H1) of FY27, Nvidia’s bottom-line merits mention: In H1 2026, the company accrued revenue equivalent to 82% of that accrued throughout the entirety of its FY26 with cost of revenue trending at running at least 42%, which is 15% lower than the growth seen in the previous FY. Stock-Based Compensation is trending towards a 24% growth over the previous FY which had shown a 35% growth over FY25. Both Net Income Per Share and GAAP EPS (earnings per share, diluted) already stan

Of all the "Magnificent Seven" stocks in American bourses, Amazon Inc's ( $Amazon.com(AMZN)$ ) post-earnings trajectory was the most prominent and bullish in this earnings season through the month of August 2026.  Mag 7 Performance in August 2026 Among the Magnificent Seven in August, Apple (AAPL) had the worst performance while the others stayed above par as of the end of July.  The underlying factors behind Amazon's elevated trajectory across the first couple of weeks of August are related to the ongoing market sentiment over AI monetization.  Trend Drilldown Examining trends established as of the first half (H1) of Amazon's Fiscal Year (FY) 2026 provides some basis for the stock's sharp upturn immediately after the second quarter

Advanced Micro Devices, Inc's ($Advanced Micro Devices(AMD)$) second quarter (Q2) results for Fiscal Year (FY) 2026 building into greater profits and revenues in the one of the strongest first half (H1) of any year till date. However, trends indicate that this comes at rising concentration risk, much like with Nvidia. Trend Drilldown As of H1 2026, AMD’s transformation mirrors what happened with Nvidia a few years prior: If present trends continue, revenue will be 26% higher than FY 2025 – a slight slowdown relative to the growth in the previous year. Meanwhile, R&D expenses will be 18% higher than in FY 2025 while diluted earnings per share (EPS) will be 68% higher. While generally deemed a positive signal, the company’s segment mix defin

SpaceX is set to list on the Nasdaq under ticker $Space Exploration Technologies(SPCX)$ on June 12, targeting around $1.5-1.75 trillion valuation at $135 per share — roughly a $75 billion raise, the largest IPO on record. The oddity that makes it matter isn’t necessarily just the size; it’s the design. While a typical large offering reserves 5–10% of shares for retail investors, SpaceX has signaled up to 30% — at least triple the norm. Thus, the retail base that shaped Tesla’s valuation has a second and arguably purer way to express the same bet. Tesla’s Price Moves on Musk The premise the rotation thesis rests on is that Tesla’s ($Tesla Motors(TSLA)$) valuation is unusually tethered to its CEO as a perso

On the 20th of March 2026, financial media reported startling new developments at Super Micro Computer (ticker: $SUPER MICRO COMPUTER INC(SMCI)$) – an AI server company with close ties to Nvidia (ticker: $NVIDIA(NVDA)$). On the 17th, prosecutors posted a sealed indictment at the U.S. District Court at the Southern District of New York against three SMCI employees: co-founder Yih-shyan "Wally" Liaw (who owned 21.4 million shares or approximately 2.6% of the company), Taiwan-based sales manager Ruei-Tsan “Steven” Chang as well as Ting-Wei “Willy” Sun, a contractor and alleged fixer. The indictment was made on charges of technology export control violations by enabling the illegal shipment of SMCI-manufactur

Online search giant and ascendant AI services leader Alphabet Inc (tickers: $Alphabet(GOOG)$, $Alphabet(GOOGL)$ ) – better known as "Google" – released its Fiscal Year (FY) 2025 results on the 4th of February, a decidedly pivotal moment when investments in AI technology and returns from thereof are under heavy scrutiny in this market. Trends indicate that, on balance and relative to the overall mood prevalent in the market, it could best be described as either “so-so” or reassuring, depending on what investors are looking to find within the results. Trend Analysis Google's top and bottom lines show, i.e. revenue and diluted earnings per share (EPS) – are showing trends that have been consistent since 202

Here’s Why AMD Didn’t Rise After Q3 Earnings Results With the reporting of its Fiscal Year (FY) 2025 results on the 3rd of February 2026, American chipmaker Advanced Micro Devices, Inc ( $Advanced Micro Devices(AMD)$ ) seems to be indicating that hasn’t made substantial headway in its battle for market share in the hottest sub-theme within AI: datacentres. While AMD CEO Lisa Su stated during 3rd quarter (Q3) 2025 earnings call that its deal with OpenAI – a mirroring of the web of deals that Nvidia had made into the AI ecosystem – could generate more than $100 billion in revenue for the company, this doesn’t seem quite as evident at least for now. Trend Analysis In the final quarter of FY 2025, AMD largely maintains revenue trends estimated via the

Relative to prices as of on the 28th of January 2026, gold ($SPDR Gold ETF(GLD)$) fell 10% and silver ($iShares Silver Trust(SLV)$) fell 29% on the 30th. The 28th of January was the day when both Microsoft ( $Microsoft(MSFT)$) and Meta Platforms ( $Meta Platforms, Inc.(META)$ ) reported the Q2 earnings for their Fiscal Year 2026 and Full Year 2025 results respectively. The very next day was one of the worst for Microsoft’s stock history and went on to lose approximately $357 billion in market value by dropping 10%. Only three other events were as bad or worse for the stock since its IPO in 1986: Black Monday in 1987, the d

Chipmaker Nvidia Corporation ($NVIDIA(NVDA)$) shows – once again – solid results for the third quarter (Q3) of its Fiscal Year (FY) 2026 in its release after markets closed on the 19th of November, leading to the customary uptick in the post-trading session and the pre-trading session the next day estimated to be mostly from Asian and European investors. American investors – on the other hand – likely wouldn't gloam on to the stock with the same enthusiasm, despite the trends in key line items.  Trend Analysis Relative to the trends seen during Q2, there have been a few subtle shifts in product category trends:  "Compute and Networking" has pulled back from 92% to that seen in FY 2025 while its operating income share remains largely unch

The release of Taiwan Semiconductor Manufacturing Company’s (ticker: $Taiwan Semiconductor Manufacturing(TSM)$ ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir