To The Moon

has the ai bubble finally burst? or still more to come?

[Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile]

[Smile] [Smile] [Smile] [Smile] [Smile] [Smile]

alphabet and other tech stocks sell off shows how volatile the month has been. hope things get better from where we are now.

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

$Alphabet(GOOGL)$ dropped 18.35%, wiping out nearly $500 billion in a day after a rare Q3 double-miss on revenue and Search sales.

SPX dropped from 7758 to 7527 last week.SPX had a sharp sell off after FOMC and almost retested the lows from Sept 16th. iF SPX can pop back above 7620 and hold this level we can see a push back to 7700. SPX under 7500 we can see another flush towards 7400. Mid term elections are coming up on Nov 3rd. Let’s see how the market reacts to this next. As long as 7500 holds we can see SPX start

Hope the selloff ends soon

Hope the selloff stops

$MRVL$  Gg.com bubble burst

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

[Smile]

📊 Closing Thoughts: Is This a Tech Bubble Bursting or Just a Normal Correction? After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is overvalued. 🔍 I believe the key is to look at each company individually. We need to examine valuation, earnings durability, free cash flow and competitive advantages. Companies with strong balance sheets, recurring revenue and sustainable demand may be better positioned to weather a correction than companies relying mainly on future p

1 min

$Alphabet(GOOGL)$ dropped 18.35%, wiping out nearly $500 billion in a day after a rare Q3 double-miss on revenue and Search sales.

[Heart]Hi Tigers, Market see positive sign with $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ performed well after earning on Wednesday, the same time $Berkshire Hathaway(BRK.B)$ , $Visa(V)$ , $MasterCard(MA)$ price goes all time high? Will the October selloff continue to drag the market and how the earning results influence the market. Welcome to click to review my live on Tiger Brokers: Recap of October Tech Stocks Selloff: Bubble Burst or Healthy Correction? Hed

After Democrats won control of both chambers of Congress, the $Invesco QQQ(QQQ)$ gained 0.96 per cent on Wednesday and the $S&P 500(.SPX)$ rose 1.64 per cent. $Microsoft(MSFT)$ advanced 6.73 per cent, $Amazon.com(AMZN)$ gained 6.10 per cent and $Apple(AAPL)$ rose 5.36 per cent as investors favoured large technology companies with stronger profit and cash flow. Semiconductors moved in the opposite direction. Micron fell 6.99 per cent, Sandisk lost 7.90 per cent, Nvidia declined 3.12 per cent and Ma

$SpaceX(SPCX)$   Pershing Square Capital founder Bill Ackman says Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk‘s ambitious data center and AI compute goals could lead to the company acquiring unprecedented levels of debt. Elon Musk May Need to Borrow $1 Trillion During an appearance at an event in Mexico City on Saturday, Ackman was asked whether he believed that the amount of spending and debt required to build AI infrastructure was sustainable. “I think it is sustainable because intelligence is an enormously valuable asset,” and that the demand for compute will be sustained. Read Also: Elon Musk Blinks? Tesla’s Terafab May Reportedly Lean on TSMC After All Ackman also said that “the hypers

The $Invesco QQQ(QQQ)$ fell 1.37 per cent on Monday and the $S&P 500(.SPX)$ declined 0.52 per cent. All 435 House seats and 35 Senate seats are being contested in the US midterm election. A change in congressional control could alter expectations for taxation, technology regulation, AI data-centre approvals and government spending. The election was not the only reason technology shares fell. Oracle lost 8.78 per cent, AMD fell 7.59 per cent and Intel declined 8.97 per cent as investors continued to reduce exposure to companies associated with heavy AI investment. The result may shape the policy path, but companies still need to prove that investment can produce profit an

The congressional midterm elections, the biggest political event in the United States this year, finally go to a vote this week. Trump has gone to extraordinary lengths ahead of the election, first capturing Venezuela's president and then assassinating Iran's supreme leader. He had hoped that these unconventional measures would free up more crude oil supply, push oil prices down and bring inflation under control. Instead, Iran closed the strait, which remains shut. Oil prices surged, and inflation began rising again. Current market forecasts suggest a significant chance that Republicans will lose control of both the House and the Senate. If that happens, Trump will find it difficult to implement his policies over the remaining two years of his term, or will once again be drawn into protrac

[Heart]Hi Tigers, Market see positive sign with $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ performed well after earning on Wednesday, the same time $Berkshire Hathaway(BRK.B)$ , $Visa(V)$ , $MasterCard(MA)$ price goes all time high? Will the October selloff continue to drag the market and how the earning results influence the market. Welcome to click to review my live on Tiger Brokers: Recap of October Tech Stocks Selloff: Bubble Burst or Healthy Correction? Hed

After Democrats won control of both chambers of Congress, the $Invesco QQQ(QQQ)$ gained 0.96 per cent on Wednesday and the $S&P 500(.SPX)$ rose 1.64 per cent. $Microsoft(MSFT)$ advanced 6.73 per cent, $Amazon.com(AMZN)$ gained 6.10 per cent and $Apple(AAPL)$ rose 5.36 per cent as investors favoured large technology companies with stronger profit and cash flow. Semiconductors moved in the opposite direction. Micron fell 6.99 per cent, Sandisk lost 7.90 per cent, Nvidia declined 3.12 per cent and Ma

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

The October selloff may not be over, but the market is showing signs of a leadership rotation. Microsoft and Amazon's earnings show that AI demand remains strong. Meanwhile, Berkshire Hathaway, Visa and Mastercard reaching record highs tell another story: investors are increasingly rewarding cash flow, pricing power and predictable earnings. Visa's latest results delivered 13% revenue growth, demonstrating the resilience of global payment networks. I believe the next market phase will be less about buying every AI stock and more about identifying companies that convert growth into cash. Three signals matter most: AI capex translating into revenue, free cash flow stabilising, and earnings upgrades spreading beyond technology. My view: October was a warning, not necessarily the start of a b

SPX dropped from 7758 to 7527 last week.SPX had a sharp sell off after FOMC and almost retested the lows from Sept 16th. iF SPX can pop back above 7620 and hold this level we can see a push back to 7700. SPX under 7500 we can see another flush towards 7400. Mid term elections are coming up on Nov 3rd. Let’s see how the market reacts to this next. As long as 7500 holds we can see SPX start

has the ai bubble finally burst? or still more to come?

alphabet and other tech stocks sell off shows how volatile the month has been. hope things get better from where we are now.

[Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile] [Smile]

[Smile] [Smile] [Smile] [Smile] [Smile] [Smile]

$Alphabet(GOOGL)$ dropped 18.35%, wiping out nearly $500 billion in a day after a rare Q3 double-miss on revenue and Search sales.

Hope the selloff ends soon

Hope the selloff stops

$MRVL$  Gg.com bubble burst

📊 Closing Thoughts: Is This a Tech Bubble Bursting or Just a Normal Correction? After looking at the full series, my view is that we should not be too quick to label every market pullback as a bubble bursting. Technology stocks have enjoyed a tremendous rally, driven by AI enthusiasm, strong earnings expectations and massive investments in future growth. Some valuations may have run ahead of fundamentals, but that does not mean every technology company is overvalued. 🔍 I believe the key is to look at each company individually. We need to examine valuation, earnings durability, free cash flow and competitive advantages. Companies with strong balance sheets, recurring revenue and sustainable demand may be better positioned to weather a correction than companies relying mainly on future p

$Alphabet(GOOGL)$ dropped 18.35%, wiping out nearly $500 billion in a day after a rare Q3 double-miss on revenue and Search sales.

[Smile]

1 min

$SpaceX(SPCX)$   Pershing Square Capital founder Bill Ackman says Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk‘s ambitious data center and AI compute goals could lead to the company acquiring unprecedented levels of debt. Elon Musk May Need to Borrow $1 Trillion During an appearance at an event in Mexico City on Saturday, Ackman was asked whether he believed that the amount of spending and debt required to build AI infrastructure was sustainable. “I think it is sustainable because intelligence is an enormously valuable asset,” and that the demand for compute will be sustained. Read Also: Elon Musk Blinks? Tesla’s Terafab May Reportedly Lean on TSMC After All Ackman also said that “the hypers

The $Invesco QQQ(QQQ)$ fell 1.37 per cent on Monday and the $S&P 500(.SPX)$ declined 0.52 per cent. All 435 House seats and 35 Senate seats are being contested in the US midterm election. A change in congressional control could alter expectations for taxation, technology regulation, AI data-centre approvals and government spending. The election was not the only reason technology shares fell. Oracle lost 8.78 per cent, AMD fell 7.59 per cent and Intel declined 8.97 per cent as investors continued to reduce exposure to companies associated with heavy AI investment. The result may shape the policy path, but companies still need to prove that investment can produce profit an

The congressional midterm elections, the biggest political event in the United States this year, finally go to a vote this week. Trump has gone to extraordinary lengths ahead of the election, first capturing Venezuela's president and then assassinating Iran's supreme leader. He had hoped that these unconventional measures would free up more crude oil supply, push oil prices down and bring inflation under control. Instead, Iran closed the strait, which remains shut. Oil prices surged, and inflation began rising again. Current market forecasts suggest a significant chance that Republicans will lose control of both the House and the Senate. If that happens, Trump will find it difficult to implement his policies over the remaining two years of his term, or will once again be drawn into protrac