koolgal

🌟🌟🌟It is really surprising to see $NVIDIA(NVDA.US)closing up 8% last Wednesday. The fact is CEO Jensen Huang said that NVIDIA is seeing incredible demand. Everything is sold out as customers clamor for Nvidia's products to support AI. As an investor that is great news for me.

🌟🌟🌟This is crunch week - a tale of 2 dates that will define Wall Street: the US August CPI release on Friday September 11 & the highly anticipated FOMC rate decision on Wednesday September 16.

With international oil prices having recently hitting over USD 100 & energy cost surging, the anxiety is real.

However over an extended multi year horizon, the macroeconomic noise of a single CPI report or FOMC meeting fades into a minor blip on a chart.

I will continue to dollar cost average into $State Street Portfolio S&P 500 ETF - SPDR(SPYM.US)which is widely regarded as one of the most reliable ways to build long term wealth.

🌟🌟🌟I believe $Oracle(ORCL.US)will close up 4% to 7% post earnings as its cloud infrastructure growth accelerated by 121% to USD 7.4 billion. The closing price will be USD 165.

This shows that Oracle is able to convert its strong demand for AI computing into sales growth.

🌟🌟🌟To look at the latest iPhone18 is to look at the fragile, beautiful reality of a modern creation. It is a timely reminder that a device we pull seamlessly from our pockets is born from the alignment of 11 distinct corporate giants, thousands of engineers & shifting geopolitical landscapes.

The transition from Cook to Ternus is an emotional changing of the guard. It moves us away from the era of supply chain optimisation and pushes us directly into the era of raw, hardware driven innovation.

The stage is set. The global players are aligned. John Ternus era has officially begun.

🌟🌟🌟The USD 100 barrel of oil is back. This is in response to the latest tit for tat strikes and Houthi attacks on regional energy infrastructure.

If you want to get into action, $Us Brent Oil(BNO.US)gives you direct exposure to skyrocketing oil prices. BNO holds near month futures contracts traded on the ICE Futures Exchange.

🌟🌟🌟The sea of green we celebrated so fiercely last week has been replaced by a familiar stinging red. The STI Index tumbled yesterday as conflict in the Middle East continues. Oil prices skyrocket toward $98 a barrel. The ghosts of inflation are knocking on the door again. Fear of higher for longer interest rates has forced institutional investors to hit the Sell button to lock in their profits.

It is timely reminder that no matter how fundamentally strong our economy is, we are tied to the unpredictable, chaotic currents of global geopolitics.

It maybe painful to see our paper gains evaporate but keeping a cool head is the best way to survive the storm.

🌟🌟🌟All eyes will be on new $Apple(AAPL.US)CEO John Ternus on September 9 2026 at Steve Jobs Theatre in Cupertino when he takes the stage to present Apple's latest event.

Ternus will be presenting Apple's highly anticipated first ever book size foldable iPhone, iPhone 18 Pro and iPhone 18 Pro Max as well as the Next Gen Siri AI, Apple Wearables and Smart Home Teasers.

It will be an exciting event especially for Apple investors and fans. I believe John Ternus is the right person to lead Apple into the next decade and beyond as he has the engineering know how & experience to do so.

Tesla: Buy The Dip or Sell The News?

The structural disconnect following the high stakes reveal by $Tesla(TSLA.US) points heavily toward Option B: Sell the news: A gold car, no livestream, no regulatory green light, still Austin only.

While the economic promise of a USD 20,000 to USD 30,000 vehicle base price and hyper optimised cost per mile fleet metrics are compelling, the complete absence of a public livestream and zero immediate federal regulatory exemptions turn this launch into a classic showcase rather than an active commercial catalyst.

In contrast, $Alphabet - C(GOOG.US) Waymo is quietly operating driverless commercial passenger rides across 14 separate cities. Waymo isn't behind. It is simply executing a highly disciplined , regulatory compliant commercial build out while Tesla relies on theatrical invite-only showcase and social media teasers.

This launch wasn't a failure. It was just a beautiful demo that reminds us that the road to full autonomy is paved with endless compliance paperwork. It is still early days for Cybercab to catch up with Waymo, which is way better than Tesla's Cybercab for now.

🌟🌟🌟$Dell Tech(DELL.US)was the big winner today when its shares soared 16 % post earnings. It announced that its AI server backlog has exploded to a staggering USD 95 billion, triples its earnings per share and upgrades its full year road map by USD 25 billion. Absolute euphoria!

In contrast $Broadcom(AVGO.US)dropped 3.93%. The drop reflects the market processing its softer than expected 4th quarter revenue guidance. This is despite stellar Q3 numbers and robust multi year AI sales projections.

Expect the unexpected when it comes to Earnings season.

🌟🌟🌟Oil already jumped 5% on the US Iran strikes with Brent around USD 94 to USD 95 and WTI near USD 90. Markets closed lower because traders are pricing in higher inflation, higher rates and uncertain conflict duration.

Should you buy beaten down tech stocks now? Not yet. Tech is extremely rate sensitive and Morgan Stanley warns that a prolonged conflict could box in the Fed, reducing the odds of rate cuts and keeping financial conditions tight.

Tech only becomes a buy when Oil stabilises, inflation expectations cool and Fed regains confidence to cut. Right now, none of those conditions are met.

🌟🌟🌟I believe that $Broadcom(AVGO.US)will close down 3% to 8% to USD 352. This correction is not because Broadcom is a failing tech stock. It is simply the cold mechanical reality of a brutal macroeconomic crosscurrent with the Iran war possibly escalating with fresh attacks by the US.

Broadcom is in fact a great tech stock as it operates a high margin, custom silicon monopoly that captures 54% of its revenue directly from the physical backbone of the global AI infrastructure buildout. Broadcom powers 99% of global internet traffic and has a multi billion dollar backlog that competitors can only dream of.

This downturn is a gift for disciplined long term investors of Broadcom who can buy and hold long term.

🌟🌟🌟If you woke up this morning, and felt a sinking sensation when you see a sea of red , you are not alone. The financial world is collectively enduring a massive macroeconomic panic attack.

Fresh US military strikes on Iranian targets have driven crude oil prices to a blistering USD 95 a barrel, supercharging a brutal worldwide bond rout that has pushed the Federal Reserve rate hike odds for September toward a staggering 70%.

This is exactly why it is good to put some money into $iShares 0-3 Month Treasury Bond ETF(SGOV.US). While tech stocks are taking a hit, SGOV is sitting perfectly flat. It is safely accumulating risk free monthly yields , waiting for the opportunity to buy quality stocks at a steep discount.