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It's the last trading day of this hectic week, where we've seen low downs prior to FED's decision as well as the post rate hike's uptrend. Today could be another consolidating day as investors digest the mid to long term implications of the recent rate hike (and potentially 1 more rate hike this year).

$Amazon(AMZN.US)

Context: From a technical perspective, the stock is trading above the trendline support of $245 but remains below the resistance at $260. From a fundamental perspective, the recent positive developments regarding the growth of the company’s cloud business, as well as improvements in the company’s advertising business and retail business, warrant the positive move in the stock. The biggest risk to the company is likely its high capital expenditures. Management has recently disclosed that the company expects approximately $220 billion of cash capital expenditures in 2026, while the company’s free cash flow has recently been negative.

My Trade: Not holding a big size in Amazon, but happy to add if it drops back to $230. Year end price target would be for it to stabilise at $260-$270.

Takeaway: The long-term supply agreement with Generac illustrates the level of competitive AI and edge computing resources required. While many companies have announced AI strategies, the means to implement and bring the strategies to market may not be available. Amazon does. Amazon recently entered a multi-year agreement with Generac to build out Amazon’s AI infrastructure. Under this agreement, Generac expects to receive approximately $2.4 billion from Amazon in 2027 and 2028 for the purchase of backup power generators. The Generac deal demonstrates that Amazon is preparing the physical infrastructure required to support the AI work already committed by customers. @Captain's Treasure

So the FED does indeed raise its interest rate by 25basis points, looks like I was wrong about Warsh taking the risky stance of maintaining position. However, as expected, Trump took to social media to continue to pile pressure and express his desire for lower interest rate; this is the first time Warsh and Co took a decisive decision, let's see if they would continue Powell's legacy of maintaining independence or eventually succumbing to Trump's political will.

$Nebius(NBIS.US)

Context: Nebius is reportedly raising prices across its GPU cloud services, underscoring tight supplies of artificial intelligence computing capacity. The new prices are set to take effect Oct. 1 and cover several Nvidia GPU models, including the H100, H200, B200 and B300. The H100 hourly rate will reportedly rise 16.9% to $4.50 from $3.85. Meanwhile, the H200 rate will increase 20% to $5.40 from $4.50. This would mark Nebius’ second price increase in several months. In May, the company raised prices by an average of 29% for on-demand capacity and 51% for spot capacity.

My Trade: I remain bullish on Nebius for the next 2 years minimally. If the stock pulls back below $190, I will look to purchase more.

Takeaway: The stock is currently trading near its 20-day simple moving average of $217. The moving averages remain in bullish alignment. The 20-day SMA is above the 50-day SMA of $211, while the 50-day SMA remains well above the 200-day SMA of $159. I am watching the $230 level as short term resistance while $195 as a support. @Captain's Treasure

With the emergence of a second war in the middle east, analysts are forecasting 2 rate hikes this year instead of the original 1. A high 90% probability of rate hike in a few days' time would probably see FED raising interest rate for the first time since 2023. Though I would not be surprised if Trump's pressure on FED leads to them holding off for yet another period of time before the inevitable will happen.

We are seeing the start of sell off especially in the AI and hardware sector, as AI leaders like Altman calls for slowdown amidst the rapid AI development and growth over the past years. Recently, there have also been reports of slightly renowned former scientists from various AI companies calling out the dangers of rapidly developing and adopting AI, claiming that they may replace humans faster than you think

US August CPI actually came in rather close to expectations - perhaps the reason why we are seeing stocks take a temporary breather after yesterday's fall? All eyes turn to next Wed's FOMC decision, personally think it might continue to hold. But feel free to share your opinions

Optoelectronics names "ran up" yesterday, I used the inverted commas because in reality, they have fallen a distance away from their all time highs. Swing trade momentum is still relatively high, as seen in the +/- 5% in these stocks.

$Corning(GLW.US)

Context: Corning and Verizon signed a multi-billion dollar agreement for over 80 million miles of optical fiber through 2032. The deal supports Verizon's broadband expansion and AI infrastructure needs while boosting Corning's U.S. manufacturing. The deployment is intended to support growing consumer broadband and converged-service demand while expanding broadband access for homes and businesses and building the national long-haul network needed for AI hyperscalers. The agreement will also support the expansion of Corning’s U.S. manufacturing footprint, helping Verizon secure the materials needed for its convergence strategy and long-haul AI corridors.

My Trade: Corning has been in the trade for many years and has established itself as one of the core companies. The dips so far have been buying opportunities, in my opinion.

Takeaway: Corning may not have the biggest runway in terms of share price as compared to some other companies in the similar industry like AAOI. Yet, I do think it's establishment and solid fundamentals/history would make it a great pick for "safer" bets. @Captain's Treasure

OpenAI claims that thier latest GPT-6 Astra model is able to do a whole new range of activities, including solving long standing open mathematics problem with a 98% score as well as being spectacular in the electrical engineering field. But the question is: Is the new frontier model really that impressive or did marketing and awareness overstate its benefits? There could also be ethical concerns raised if Astra 6 starts the revolution of taking over EE jobs and designs

$Nebius(NBIS.US)

Context: Palantir partnered with Nebius to offer a sovereign AI stack to commercial customers. Nebius serves as Palantir’s preferred sovereign AI infrastructure partner, integrating compute and inference endpoints within Palantir's perimeter. The collaboration aims to accelerate new AI capacity deployments and allow eligible customers to run open models on Nebius infrastructure.

My Trade: Still very bullish on Nebius both in the short and long term. I know the swing trade volume on the stock is relatively larger than others, but I'm holding on as this is only the beginning.

Takeaway: On the catalyst front, sustained demand for AI infrastructure drove investor interest in cloud computing and data center names. @Captain's Treasure

$Hesai(HSAI.US)

Context: In the second quarter of 2026, Hesai Group reported CNY 860.83 million in sales and CNY 70.55 million in net income, alongside strong year-to-date growth in revenue and earnings per share versus the prior year. At the same time, the company issued third-quarter 2026 revenue guidance of RMB 1,100 million to RMB 1,150 million, signaling confidence in its near-term operating momentum and demand visibility.

My Trade: Bought a small size for future growth. Might have been in a bit early at the high side in terms of price but I do think the sector has potential. Even Goldman Sachs upgraded the stock to Buy and gave a price target of $31.

Takeaway: The latest earnings beat and strong third quarter revenue guidance reinforce the near term demand catalyst, but they do not remove key risks around heavy capacity expansion and dependence on a relatively concentrated customer base. @Captain's Treasure

US-Iran strikes continue as oil surges back up. This once again reiterates the inflation concerns that the FED is really concerned about. Although Trump continues to call for lower interest rates, the political situation is causing cost of living to soar as well. At this rate, September's rate hike could very well be on the cards.

$Microsoft(MSFT.US)

Context: Bank of America analyst raised his price forecast on Microsoft to $600, saying that investors still underestimate how the company differentiates itself in artificial intelligence. He thinks that instead of competing with Claude, Gemini etc, Microsoft builds on those AI models by offering enterprises a secure, controlled platform for deploying them. He views Copilot as an orchestration layer that allows businesses to use Microsoft’s own AI applications or external models depending on the task. This can help customers avoid using the most expensive AI models for every application and better manage token costs. Microsoft Code 1 as an example, saying it can reduce costs by as much as 85% for certain tasks.

My Trade: I am betting on Microsoft in the long run. It survived the Global Financial Crisis, Covid, 2022 rate hikes, why wouldn't it survive a minor Saas-apocalypse setback?

Takeaway: Microsoft’s advantage lies in delivering the AI capabilities customers need across products such as Excel, PowerPoint and Dynamics 365 at substantially lower costs rather than simply offering the most advanced AI model. The ecosystem is also one that has been undisputedly at the top for decades. @Captain's Treasure

Anthropic's 35 billion with Nvidia-backed lambda sparked concerns over "circular financing" once again, with primary concerns over capital flowing within the few top companies, and the overpromise and expectations that they will definitely do well without financial concerns. This could get rather problematic if and when, one of the companies in the circular financing starts getting into trouble with major technical pullback or face financial security concerns.