The processing of your application is almost complete. We need some information to set up a Permanent Residence Portal account for you and your accompanying family members (if applicable).
They asking for some details from me.
My FD was August 5th.
Does it mean it is done? (most likely?)
I'm AOR of November 2025
Guys, I tried calling IRCC to inquire about my CEC application at both 8:15 AM and 9:50 AM today, but the automated message says the contact centre is closed.
Is there another number I can try? How have you guys been able to reach IRCC lately, apart from submitting a webform?
Call 1-888-242-2100 (Canada)
1-613-944-4000 (outside
Canada)
Enter UCI number and confirm
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Press Option 0 to speak to agent
My outlook for September:-- Fed Waller said the quite part loud amidst the whole fear mongering of raising rates, ""If there is continued progress toward our 2% goal, then I am willing to support holding the policy rate at its current level."
People don't realize how high conexity CRWV is to this interest rate news saga, so far CRWV has been significantly compressed due to the fear mongering interest rate hike news --
My personal take is they are going to HOLD interest rates, it is difficult to maneuver when you have 1. Midterms 2. A negative NFP (check previous report). 3.CPI and PPI coming in at a stalemate
Tomorrow's NFP can be the first leg if they coming weaker than expected (like last time), further re-enforcing the difficulty in raising rates.
See how intertwined CRWV is with the interest-rate saga. At ~$84/share, we're currently trading near the bearish end of my enterprise-value framework:
Bear case: ~$65–75/share
Base case: ~$115–125/share
Bull case: ~$170–190/share
CRWV has $104.2B backlog + another $25B+ of early-Q3 commitments. The discount is largely about financing: $35–39B FY26 CapEx and $860–940M Q3 interest expense.
The potential catalyst for breakout above $90+
NFA, expecting us to be clear $90's this month don't buy the fear mongers spreading the interest rate hike news, I for real believe they're doing it so they can position themselves pretty well. (as they say, positioning and accumulating)
To add a sweetner, which again was a confirmed news piece that hit the desk, Trump is looking to call it quits on the war, reported by Wallstreet Journal . If they proceed with this to avoid a fallout in the midterms, think where we'd stand with oil prices re-rating themselves
EARNINGS CALL info from Hock:--- Broadcom just dropped some insane forward AI numbers on the earnings call.
The market initially dumped AVGO after earnings, but these forward numbers completely change the conversation.
$115B → $230B in AI semiconductor revenue if they execute.
Absolutely massive. $AVGO
Excess compute ❌
Everyone is focused on Sandisk’s Investor Day on August 13, but there is another date worth watching: August 21st
August 21st is a real catalyst and if it is indeed confirmed, the bottleneck gets tighter, acting as a potential gap up for SNDK.
A bipartisan group of U.S. senators, led by Jim Banks and Chuck Schumer, has reportedly given Apple CEO Tim Cook until August 21 to provide a written commitment that Apple will abandon plans to source memory chips from Chinese manufacturers CXMT and YMTC.
Washington increasingly appears unwilling to allow major U.S. technology companies to become dependent on Chinese memory suppliers. If Apple commits to avoiding CXMT/YMTC and especially if this becomes part of a broader U.S. policy restricting Chinese memory , it potentially removes an important source of competitive supply from the addressable market for U.S. companies.
CEC Inland with foreign exp
Here’s my timeline:
● October 20, 2025: ITA received
● November 2025: AOR
● January 2026: Biometrics Instruction Letter (BIL)
● May 2026: ADR received
● June 28, 2026: Webform submitted
● August 5, 2026: Final Decision section showed: “Your application is in progress. We will send you a message once the final decision has been made.”
● August 6, 2026: Latest update changed to Review of medical results — “You passed the medical exam.”
What caught my attention is that I had never seen the August 5 Final Decision update before, and then the medical passed update appeared the following day.
Go back to the financial reports released by the hyperscalers, cross check that with what was released today, a clear direction would be found.
Just be patient. Today's financials were exceptional, don't get too caught up in the algorithmic buying and selling immediately after earnings.
Ignore the noise and be patient
Ahead of SanDisk’s Q4 FY2026 earnings print on August 5, let’s look at what Wall Street is actually pricing in compared to management's guidance:
My take is rich expectations, Wall Street has pushed consensus past the absolute ceiling of management’s own guidance range, aggressive bar that treats elite, flawless execution as the bare minimum
What are your thoughts
I've been saying for days, the sell-off was mechanical while people kept spreading panic, saying there's no sight for the sell-off and the ai trade is OVER.
Well, here's the tape and he's one of the players (there are many more)
David Faber on CNBC just confirmed it. Situational Awareness (Leopold Aschenbrenner’s fund) exited all of their public investments — the entire stock book — in one enormous block trade. Both the longs and the short book. Sold to a single fund.
This is textbook forced deleveraging of a heavily levered book. Not a re-rating of earnings power, not a broken AI thesis, not systemic liquidity failure. Just a large, crowded, levered player hitting risk limits and being forced to clear the table in one print.
JPMorgan reported that most leveraged ETFs in the Korean stock market have been liquidated and estimated that hedge funds’ deleveraging is also about 90% complete.
How much stress you can handle is directly co-related to your success
Every red day this feed turns into a panic room/therapy session
Instead of staring at candles, ask yourself one question:
Has the thesis been broken?
If not, stop panicking LIKE A KID
Before you sell, ask yourself:
If the answer is no, you're reacting to price, not fundamentals.
The China news matters, but the market is still digesting it. Give it time before declaring the thesis dead.
The market rewards conviction backed by evidence, not emotional reactions to every red candle.
I'm back at SNXX after selling at 19.70 for profit, here's my take --Overnight risk remains elevated due to the potential for geopolitical escalation over the weekend.
That being said, few markers to help gauge interest
Wednesday
Thursday
Also keep an eye on SanDisk (NASDAQ: SNDK):
Y'all for real need to touch some grass. I see so many people making posts on "reasons why SNDK is down" not realising that profit-taking is PART OF THE BUSINESS
Expecting a gap up within the next two weeks for the below reasons:--
Macro's have been favourable for growth expansion with hawkish outlook diminishing by the minute when you put the pieces of the puzzle together -- CPI, PPI, Initial Jobleess Claims, etc
Companies in the ai ecosystem, TSMC, ASML guiding an expansion from the current runrate- watch the hyperscalers reproting in the next 2 weeks
SNDK is well positioned -- Every AI cluster being deployed by hyperscalers increases demand across the memory stack.
Hi everyone,
Looking for recommendations on the best money exchange in Qatar with the lowest exchange fees
Any suggestions?
Guys is the business class on long hauls on demand food (i.e order whenever u want & how many meals u want)
With the stock moving down due to macros, mechanical selling pressure a lot of people here keep promoting a discouraging view on the stock.
Just want to provide a roadmap ahead for NVDA which are likely catalyst for July before earnings in August
July 19–23 – NVIDIA at SIGGRAPH
Watch for updates on Physical AI, Robotics, Enterprise Generative AI, and the broader software ecosystem. I'm particularly interested in announcements during Physical AI Day (July 21) and AI in Production (July 23), as they could strengthen the long-term software and enterprise adoption story.
NVDA demand projection: Since TSMC manufactures NVIDIA's most advanced AI chips and handles CoWoS advanced packaging, accelerating revenue could signal strong Blackwell production and demand heading into earnings, we will see this on TSMC Monthly Revenue
3.Late July–Early August – Big Tech Earnings: Biggest read through for NVDA, the hyperscalers will be reporting earnings, so we can gauge direction on the AI spent whether there is an expansion, focusing on it's AI CapEx guidance.
CEC applicant here.
No updates from IRCC since then. My PGWP expires in Nov 2026.
Who should I contact for a status update—IRCC, webform, MP, or GCMS notes? Has anyone experienced similar delays recently?
Any advice would be appreciated. Thanks!
Both Windows and NVIDIA posted the exact same teaser: A New Era of PC along with coordinates pointing to Taipei ahead of the June 1 GTC keynote.
Curious what everyone's thinking here? Could it be something involving NVIDIA's rumored ARM-based PC ambitions
Got PR invitation via CEC in October 2025. Submitted full application Oct 20, 2025 (AOR).
Received BIL Jan 28, 2026.
Then received ADR on May 3, 2026 requesting:
I submitted all additional documents on May 16, 2026 (deadline was May 18).
Just wondering — after submitting ADR documents, how long did it take for you guys to hear back from IRCC or get the next update/final decision?
