To The Moon

🌟🌟🌟Halting a strike does not mean the geopolitical tension has vanished.  It just means the volatility is being stored away for another day.  Buying the dip here under the assumption that global conflicts are solved is a premature move. TACO Trump loves the drama and suspense.  Enjoy the green day but I would keep one eye firmly locked on the exit door, just in case Trump changes his mind and reverse his stance. Expect the unexpected with this market. @Tiger_comments @TigerStars @Tiger_SG @TBlive

🌟🌟🌟The White House summit is definitely an absolute win for both $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$ .  In fact the market has already figured it out, sending both stocks up because Wall Street loves nothing more than a regulatory barrier that will protect Big Tech. The Trump administration is finalising framework for testing AI hacking capabilities and is reaching out to Meta and Google for their inputs. This meeting is the official creation of an AI Elite Club.  Meta and Google will be part of this club. @Tiger_comments @TigerStars

🌟🌟🌟Yes the $Microsoft(MSFT)$ rally has legs and it is running on premium AI rocket fuel.  While the rest of the tech world is panicking over whether AI is just an expensive hallucination, Microsoft has just logged its best 3 day market run in 26 years!  It added a record shattering USD 480 billion in market value in a single trading session following its amazing recent blowout quarter results. Microsoft's Azure cloud revenue surged 53% and commercial cloud revenue hit an astounding USD 59.3 billion. Kudos to CEO Satya Nadella for Microsoft's excellent earnings results. @Tiger_comments @TigerStars

🌟🌟🌟 $Oracle(ORCL)$ is absolutely catching up to the first echelon.  It is the comeback story of the decade.  The tech giant that everyone associated with decades old database software is suddenly the coolest one. Oracle has just reported its FY2026 results with an incredible 93% surge in Cloud Infrastructure revenue, hitting USD 5.8 billion for the quarter alone.  This is like strapping a solid booster rocket to a legacy database company. Oracle Cloud Infrastructure or OCI is simply amazing. Its layout lets chips communicate with each other faster than older cloud architectures. Wall Street analysts target price for Oracle is USD 248.15, an upside potential of 75%.  Exciting times are ahead for Oracle! I would not dismiss Orac

🌟🌟🌟I am definitely bullish on $NVIDIA(NVDA)$ .  The competition maybe intense but NVIDIA is still dominant in the semiconductor arena. Getting NVIDIA at a forward P/E ratio of just 20x is like finding a luxury supercar priced like a used hatchback.  The market is completely ignoring that its infrastructure demand is fundamentally capacity constrained, not demand constrained. Big Tech hyperscalers are continuing to  increase their Capex targets.  With NVIDIA reporting its next earnings on August 26, the truth will be revealed that NVIDIA actually runs the global computing grid. The AI infrastructure isn't stopping and Jensen Huang isn't trading his signature leather jacket for a cardigan anytime soon. The 12 month average tar

🌟🌟🌟 $Tesla Motors(TSLA)$ is a car company that identifies itself more as a robotics company these days.  It funds its AI dreams by selling electric vehicles but values itself more on software, autonomous robotaxis and humanoid robots. You can say that Tesla's car side makes up the vast majority of its revenue.  However the AI/Robotic side drives the tech heavy valuation, future promises and heavy capital expenditure spending on supercomputers. Which side am I on? I am on the side of the bank account.  Tesla bills like a sci-fi robotics firm but delivers like an automaker dealing with earthy production lines while facing tough competition. Calling Tesla a purely AI company is a little too early as it is in its first stage of AI grow

🌟🌟🌟I believe that $Advanced Micro Devices(AMD)$ will close up in the green zone of 5% to 10%.  This is because AMD has shed its label as a mere second source alternative to $NVIDIA(NVDA)$ . AMD's core valuation is backed by concrete multi billion dollar hardware infrastructure contracts with hyperscalers like $Meta Platforms, Inc.(META)$ .  Meta has signed a contract of deploying 6 gigawatts of AMD Instinct AI accelerators alone.  OpenAI has also committed to another 6 gigawatts of AMD Instinct AI accelerators. Exciting times are ahead for AMD.🌈🌈🌈💰💰💰 @Tiger_Earnings

🌟🌟🌟 $Intel(INTC)$ recent pullback to USD 91 mark is a great opportunity for patient investors to get on the bus.  Why?  This correction took place despite Intel reporting its fastest quarterly growth revenue in 15 years.  CEO Lip Bu Tan has done a great job in turning around Intel.  Besides the US government is also backing Intel too with a 10% equity stake.  This makes them the largest shareholder of Intel. Intel is definitely a great stock to buy and hold long term.🌈🌈🌈💰💰💰

🌟🌟🌟At the current USD 200.19 level, the fundamental thesis for $NVIDIA(NVDA)$ makes it a great long term buy. This 15% drop has compressed NVIDIA valuation down to an incredibly cheap P/E ratio of just 16x to 18x.  This is a rare deep value entry window for a long term investor like me.

🌟🌟🌟When it comes to $Microsoft(MSFT)$ I prefer to stay on the sidelines and wait for a technical pullback. From a technical chart perspective, Microsoft is currently below its short-term 50 day moving average. I would like to buy Microsoft at around USD 385 to USD 395.