I’m putting Salesforce ($CRM) on my watchlist today. 👀 The reason isn’t simply that AI is hot. I’m watching to see whether Salesforce can actually turn AI adoption into measurable revenue growth. Agentforce is the key piece of the story. Salesforce already has a huge installed base of enterprise customers, so if companies start paying more to add AI agents into their existing workflows, Salesforce could potentially monetize AI without having to build an entirely new customer base. That’s what makes the setup interesting to me: 📌 AI agents → potentially higher software consumption 📌 Enterprise customers → existing distribution advantage 📌 Agentforce adoption → key proof point for the bull case 📌 Recurring revenue model → potentially more predictable monetization But there’s also a big quest

$Gold Royalty Corp(GROY)$ $GROY is an interesting one to watch. 🥇 Gold is back in focus, while GROY is showing real cash-flow growth rather than being purely a gold-price story. Q2 revenue reached $6.7M and operating cash flow was $3.7M, with six-month revenue nearly doubling YoY. 

When I think about AI stocks, $NVDA is usually the first name that comes to mind. But I’m increasingly watching $AMZN. Why? AWS is becoming one of the biggest beneficiaries of the AI infrastructure buildout. Amazon and NVIDIA recently announced plans to deploy 2 million additional NVIDIA GPUs across AWS’s global infrastructure, alongside deeper work across networking, CPUs and AI systems.  And Amazon’s latest moves show that the AI opportunity goes far beyond buying GPUs. Just this week, Amazon signed a $2.4B initial agreement with Generac for backup generators for its data centers, with potential purchases reaching up to $8B.  That tells me something important: AI infrastructure is becoming an entire ecosystem. 🧠 GPUs ☁️ Cloud computing ⚡ Power 🏗️ Data centers 🔌 Networking 🤖 AI applicat

Stocks got the attention this week. But I’m watching Treasuries. The U.S. 10-year yield briefly pushed above 5%, its highest level since 2007, before falling back below 5% as oil prices eased.  That matters because bonds are quietly setting the tone for almost everything else. Higher yields can mean: 📉 More pressure on growth-stock valuations 💳 Higher borrowing costs 🏠 More expensive mortgages 💰 Stronger competition for stocks 📊 More volatility across markets And now we have an unusual setup. The Fed just raised rates to 3.75%–4.00%, while officials indicated another hike could still happen this year. At the same time, the 10-year yield has started moving lower as oil retreats.  So the key question for me isn’t simply: “Will the Fed hike again?” It’s: “Where does the 10-year yield go nex

🛢️ Oil Above $100: Who Wins — and Who Loses? Oil above $100 a barrel changes the market equation. Brent is now around the $107 level, while WTI is above $100, and investors are starting to price in a bigger inflation risk.  So I’m asking myself: who actually benefits from this — and who gets squeezed? 🟢 Potential winners: Energy Oil producers and some oil-service companies could benefit from higher commodity prices. If they can sell oil at $100+ while keeping production costs relatively controlled, higher prices can translate into stronger cash flow and earnings. But there’s a catch: if the oil spike is caused by a major geopolitical disruption, the market may already be pricing in a lot of the good news. 🔴 Potential losers: Tech & growth stocks This is where things get interesting. H

OpenAI is reportedly pausing some projects and shifting roughly 25% of production engineering toward safety audits, while Anthropic and Meta are also pushing for slower frontier-model iteration. Yet chip stocks moved higher: 🟢 $AMD +1.65% 🟢 $NVDA +0.82% 🟢 $AVGO +0.07% That creates an interesting disconnect. Maybe the market isn’t betting on how fast AI models improve. It’s betting on how much infrastructure has already been committed. Even if model development slows, data centers still need: ⚡ Computing power 🔌 Networking 💾 Memory 🌐 High-speed optical connectivity And once billions are committed to infrastructure, companies don’t necessarily stop spending simply because engineers are moving more slowly. But there is a risk the market may be overlooking: If AI progress slows for long enough

The 25bp Fed hike was expected. The market knew it was coming. Yet the reaction was surprisingly muted: 📉 $SPY -0.44% 📉 S&P 500 -0.45% ➡️ $QQQ +0.03% 🟢 Gold +1.10% So maybe the headline rate decision wasn’t the real story. The market is looking past today and toward what comes next. If inflation remains persistent and policymakers still see another hike ahead, the question becomes whether today’s prices already reflect that tighter path. At the same time, there’s another side to the equation: 💰 Earnings remain solid 📈 Growth expectations haven’t collapsed 🏦 Major banks remain constructive on the economic outlook That creates a tug-of-war: Higher-for-longer rates vs. resilient corporate earnings. For me, the key signal isn’t today’s 25bp move. It’s whether the market can keep absorbing

Yesterday, memory stocks moved almost like one trade. Today? Not even close. 🟢 $MU +0.39% 🔴 $Hynix -0.46% 🔴 $SNDK -1.36% 🔴 Western Digital ~-4% 🔴 Seagate ~-5% That divergence is more interesting to me than the individual moves. The bull case has been relatively simple: AI demand → tight supply → higher memory prices → stronger earnings → higher valuations. But if that’s the whole story, why are memory names suddenly behaving so differently? One possibility: the market is starting to separate actual demand from expectations about pricing. And Micron could become the key test. 📅 Sept. 30 earnings 📊 New pricing commentary 📦 Orders and demand signals 💰 Margin expectations SanDisk refinancing also adds another wrinkle: when valuations depend heavily on memory prices continuing higher, financing

I’d pick A — falling Treasury yields. If yields keep easing, that could give growth and tech stocks more breathing room even with the Fed staying cautious.

I don’t think the Senate setback is the whole story. $CRCL launching Arc with BlackRock, Visa, Mastercard and DTCC involved is a meaningful development, but the market is clearly focused on the near-term regulatory and valuation risks. For me, the real question is whether Arc + growing USDC adoption can eventually outweigh that uncertainty. 👀