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$Alphabet(GOOGL.US)

Context: Alphabet will report its third-quarter 2026 financial results after market close on Wednesday. As demand for AI infrastructure continues to grow, Google Cloud is becoming a new growth engine for the company, but capital expenditures driven by data centers, servers, and custom chips are also climbing rapidly. According to market expectations, Alphabet's third-quarter revenue is expected to reach approximately $127.9 billion, up nearly 25% year-over-year; earnings per share are projected at around $2.94, noticeably lower than the growth momentum reflected by revenue growth. It is worth noting that Alphabet's second-quarter EPS was boosted by large investment gains, so when comparing core earnings performance, operational health cannot be judged simply by year-over-year changes in reported EPS.

My Trade: I think current price range is looking more attractive, but I'm not in the rush. Let's see after the earnings.

Takeaway: One key thing to note is also FED's FOMC meeting on Wednesday as well, as more details on their interest rate target range will be officially revealed. This will give us a better sense of what to expect for the economy and stock market as well. @Captain's Treasure

$Meta Platforms(META.US)

Context: Q3 beat expectations, and the core franchise remains solid. Ads stayed strong, with growth driven mainly by ad pricing (+14%), accelerating for the third straight quarter. Q4 total revenue guide of $73-76bn meets the more bullish buy-side bar of $74-75bn. While Meta’s revenues surged by 26%, its operating income was negatively affected, giving investors an ambiguous perspective on the firm’s financial health. Meta expects more revenue as AI investments keep growing. Meta has made changes to its estimated annual investment, which now stands at $135 billion to $145 billion compared to the previous figure of $130 billion to $145 billion. The analysts had predicted that the spending was around $138.27 billion. The concentration on this part is primarily towards the data centers and other devices used to train the system and AI assistants. Audience growth was slightly disappointing, as daily active users on Meta’s apps reached 3.64 billion, slightly underexpectations.

My Trade: I'm holding Meta for the long term and this current price movement/range doesn't significantly affect my decision. I'm waiting for a lower price, preferably lower than $700 to buy more to give myself more margin to work with.

Takeaway: September’s release of Muse, Meta’s personal AI assistant, helped the stock record its strongest performance in a while. The software can handle tasks such as sorting through emails, searching online and identifying deals on products. None of those abilities are particularly new, but Meta can introduce them to an audience numbering in the billions. @Captain's Treasure

$Netflix(NFLX.US)

Context: Netflix beat estimates for earnings and matched views on sales in the third quarter. But the internet television network missed Wall Street's targets for the current period and fell in after hours. The company earned 87 cents a share on sales of $12.87 billion in the September quarter. Analysts had expected earnings of 82 cents a share on sales of $12.87 billion. On a year-over-year basis, Netflix earnings rose 47% while sales climbed about 12%. For the current quarter, Netflix forecast earnings of 67 cents a share on sales of $13.44 billion. Wall Street was modeling Netflix earnings of 73 cents a share on sales of $13.52 billion. In the same quarter last year, the subscription streaming video leader earned 56 cents a share on sales of $12.05 billion. The company narrowed its 2026 full-year forecast, saying it now expects revenue to reach $51.1 billion, a 13% increase over the year prior. This is on the low end of the range Netflix provided during its previous earnings report of between $51 billion and $51.4 billion and below Wall Street's expectations of $51.2 billion for the year.

My Trade: I am buying the dip again, but not aggressively. Fundamentals and earnings statistics prove that Netflix is still growing, albeit not at the high rate that everyone expects. Buy when others are fearful, but manage the expectations and size of purchase.

Takeaway: "With intense competition and an explosion of content competing for consumer attention, strategic clarity and excellent execution are critical" was what Netflix promised in their shareholder letter. I still believe in the healthy but slower growth of the company, along with better ad revenue growth. However, this is going to be a long ride. @Captain's Treasure

$Taiwan Semiconductor(TSM.US)

Context: TSMC reported its third-quarter 2026 financial results. Driven by sustained growth in demand for AI chips and advanced nodes, both revenue and net profit reached record highs, with net profit surging nearly 69% year-over-year and beating market expectations. Financial results showed that TSMC's third-quarter revenue reached $46.72 billion, up 50.9% year-over-year and 17.6% quarter-over-quarter, exceeding the company's previous revenue guidance of $44.6 billion to $45.8 billion; net profit was also up 68.7% year-over-year and higher than analysts' expectations. In terms of profitability, the data showed it remained at a high level, with Q3 gross margin reaching 66.4%, up significantly from 59.5% in the same period last year, but down 1.3 percentage points from Q2; operating margin reached 58.7%, and net margin was 51.1%. TSMC stated that the sequential decline in gross margin was mainly affected by margin dilution from the initial volume production of its 2nm node.

My Trade: TSMC was up in the previous weeks before it retraced to a more reasonable level. Now, with hotter than expected CPI, it has dropped back to $400 and I'm buying the dips.

Takeaway: Advanced process technologies remained the core driver of this performance growth. In Q3, 2nm, 3nm, 5nm, and 7nm process technologies contributed 8%, 33%, 28%, and 10% of wafer revenue, respectively, with advanced technologies of 7nm and below accounting for a combined 79%. Among them, the revenue contribution from 2nm rapidly rose from 3% in the second quarter to 8%. By application, High-Performance Computing (HPC) revenue share rose further to 68%, up from 57% in the same period last year, reflecting that demand for AI servers and data center chips remains at a high level. Regarding capital expenditure, TSMC is expected to be in-line with its full-year 2026 capital expenditure guidance of between $60 billion and $64 billion by next quarter. @Captain's Treasure

$Salesforce(CRM.US)

Context: Singapore’s Infocomm Media Development Authority (IMDA) and Salesforce have announced a Slack AI Launchpad Programme intended to help up to 1,000 small and medium-sized enterprises build AI-enabled workflows. The two-year initiative will offer qualifying participating SMEs a 60-day Slack Business+ trial for as many as 10 users, paired with two workshops. The workshops are intended to help businesses identify an operational process suitable for automation and implement at least one AI-assisted workflow. The arrangement supports Singapore’s National AI Impact Programme, which aims to help 10,000 enterprises advance AI adoption over three years. The Slack initiative is one of several pathways under the national effort, rather than a commitment to supply free software to all 10,000 businesses.

My Trade: Still waiting patiently for my Profit target of $260. Although Salesforce has shown resilience and recovery after the software sector downturn, it has trailed behind other software companies in terms of recovery.

Takeaway: The program is designed around the challenge of moving from AI awareness to concrete use cases. This could prove useful for SG as the initiative to encourage companies to adopt and integrate AI into the day to day operations of their businesses allows them to keep up with the times. @Captain's Treasure

$Meta Platforms(META.US)

Context: Meta is building early traction around its Muse AI platform, but BNP Paribas analyst Nick Jones says the product still needs to prove sustained engagement and a clearer path to monetization. Muse downloads show early momentum and have accumulated more than 8.2 million downloads since its Sept. 8 launch. Meta also launched a native iPad version of Muse on Oct 7. Muse’s early U.S. downloads surpassed Sora and ChatGPT, helped by Meta’s large installed base across Instagram, WhatsApp and Facebook. Meta currently charges partners small transaction fees, while Muse remains free at the basic level and offers monthly subscriptions for heavier usage. Long-term monetization remains uncertain, though advertising could become more meaningful if engagement increases.

My Trade: I am not in a hurry to rush into this current bullish momentum. "Everyone is a genius in a bull market" and although I believe current share price is still slightly undervalued, I think that there is potential for it to drop back closer to $700 or lower.

Takeaway: Stagnant daily active users, even with steady downloads, could signal that Meta needs to adjust the product to improve market fit. @Captain's Treasure