To The Moon

Yes, AI security has the ingredients of a major investment theme, but I would separate the theme from the short-term stock price. The key question is whether AI creates enough new security spending to turn today’s headlines into sustained revenue and earnings growth. The recent rotation is logical: as companies deploy more AI agents, cloud workloads and automated software, they also create more identities, endpoints, data flows and attack surfaces that need protection. Recent warnings from AI companies have highlighted the security risks surrounding increasingly capable AI systems. At the same time, cybersecurity companies are reporting strong demand. For my three-stock watchlist, I would look at CrowdStrike (CRWD), Palo Alto Networks (PANW) and Fortinet (FTNT) because they give me three d

🌟🌟🌟On Thursday, $Tesla Motors(TSLA)$ pulled off a classic automotive magic trick- rising 2.27% just as it revealed its free cash flow has plummeted into the red by a cool USD 1.1 billion. Under normal accounting rules, watching a billion dollars evaporate while the stock price goes up is like watching a car drive off a cliff & expecting it to fly. Yet Wall Street remained calm. To understand why the market didn't panic, it helps to look at Tesla as not just a car company but as an AI robotics one. USD 43.5 billion is a lot of money but the real question is how much money is its Robotaxi going to need to launch it? To make Robotaxis a reality, Elon Musk is buying tens of thousands of specialised AI chips, building massive da

This Sunday, I m escaping from the terrible and horrible haze in Singapore. Germany - Switzerland - Italy here I come. I know what to expect in Germany as I m going back office to meet current and retired colleagues. I will also be meeting a German friend who is based in Singapore. He is so busy that we don't have the chance to meet here but this will be my 2nd time meeting in Germany. 🤣🤣. Then 24Sept, I will head off to Switzerland. Thereafter, it will be a blind box trip as my Italian friend will decide where to head too - totally based on the weather. 4 or 5Oct, I will be in Milan to meet my Italian colleagues. 6Oct I might go back to Germany office - it is dependent on the outcome of my retired colleague who had a surgery on 15Sept. He will be kept in hospital till en

$SUPER MICRO COMPUTER INC(SMCI)$ has quietly become one of the more interesting rebound stories in AI infrastructure. So far, shares are up +21.76% YTD, but stock is still down -21.46% over the past year as investors work through governance overhangs and margin whiplash. What market participants are underweighting, is what SMCI actually sells. Unlike NVDA, that designs the chips only and engages in circular financing, SMCI builds the full AI factory around them, a total solution in short, giving it a one-stop infrastructure moat. This includes: Rack-scale servers. Direct liquid cooling. Switches, storage & deployment services. The $60 Target. Given the striking disconnect between SMCI’s YTD and past 12 months, 24/7 Wall St strongly believe SMC

🌟🌟🌟The Big Friday Vibe Check: Trend Reversal or Ultimate Bull Trap? It is amazing that Nasdaq100 & S&P500 have staged a spectacular comeback despite the Fed being hawkish and raised interest rate by 25bp yesterday. The Bullish Optimist: Look at the momentum. It is a genuine trend reversal. If I don't commit right now, I am going to miss out. The Friday Realist: Step away from the Buy button. It is a textbook bull trap. The moment you roll over for the weekend, you are going to wake up on Monday to a portfolio that is in the red. My Take: There is no shame in taking some chips off the table on a Friday to guarantee a safe weekend. After all, a profit is a profit. Wall Street will be there next Monday, ready to break our hearts or make

Oil back to $100 Oil prices are back above $100 a barrel, putting the market at a critical crossroads. For me, the most important question is not whether crude can reach $110 or $120, but how long it can stay above $100. Brent recently moved above $100 as Middle East supply risks intensified, while WTI also traded above $100. However, prices have already pulled back from their highs as concerns over supply disruptions eased. That tells me the market is still trying to determine whether this is a temporary shock or the beginning of a longer-lasting energy regime. 🔥 WINNERS: ENERGY STOCKS TAKE THE SPOTLIGHT Energy is the most obvious beneficiary of sustained high oil prices. Producers with strong balance sheets, disciplined capital spending and high free cash flow could see significant earni

🌟🌟🌟If $SK hynix(SKHY)$ actually signs on with $Intel(INTC)$ the biggest impact isn't just the supply chain localisation or $Micron Technology(MU)$ sweating. Those matter but they are the side benefits. The real deal is that Intel is finally proving it can win a heavyweight customer in the open market. That is not just a partnership. That is public endorsement. It shows that Intel is ready, capable and competitive. Exciting times are ahead for Intel and SK Hynix if the deal is signed. @Tiger_comments @TigerStars

$Merck(MRK)$ $Merck & Co., Inc.(MRK) +0.78%: Pharma Giant Holds $144.91 as Momentum Stabilizes, Key Resistance at $149.87 Looms 📊💊 Latest Close Data: MRK closed at $144.91 (+0.78%) on Sep 17, just 7.7% below its 52-week high of $156.92. Range stayed tight at $143.50–$144.97, with pre-market at $143.54 and after-hours at $144.77. Core Market Drivers: Daiwa upgrade in mid-August and Morgan Stanley's upgrade to Overweight (PT raised $116→$179) continue to support bullish sentiment. Moderna-Merck mRNA cancer vaccine Phase III success (INTerpath-001) reinforced Keytruda franchise durability. Defensive pharma rotation amid mixed macro tape also lent support. Technical Analysis: Volume was 7.23M shares, below average (Volume Ratio 0.89), suggesting me