To The Moon

$Microsoft(MSFT)$ is up over 4% in a single day and one of the most volatile and biggest days in its history.There are a couple reasons why it's up so much:The hottest Stargate hype of late, but not really too much about Microsoft.Although there is an inflow of funds in the AI circle, Microsoft will also share the benefits.But the secondary market currently lacks channels to invest directly in OpenAI, so the logic of speculating on MSFT to speculate on OpenAI is the same as buying $Destiny Tech100 Inc(DXYZ)$ to speculate on Starlink, which is actually a premium.Guess if that premium is still there if OpenAI goes public?There is a lot of hype about next week's earnings expectations, but it doesn't take int

Bloomberg Intelligence analyst Athanasios Psarofagis stated: “Quantum computing is experiencing the same momentum as the AI field did last year. Many quantum stocks are not widely held by ETFs, making QTUM the only pure play option.” Psarofagis predicts that more quantum-related ETF applications will be submitted for listing soon.In the final month of 2024, U.S. quantum computing stocks continued to soar. Rigetti Computing (RGTI.US) surged 36% at Thursday’s close. D-Wave Quantum (QBTS.US) gained 24%, Quantum Computing (QUBT.US) rose 12.5%, and IonQ Inc (IONQ.US) climbed 8%. Meanwhile, Arqit Quantum (ARQQ.US) skyrocketed 50% by the close.Seeking Alpha analyst Joseph Parrish noted that while Rigetti shows potential, investors must remain patient to see those results materialize.“Rigetti give

1. Netflix Capitalizes on Record Growth Netflix leveraged its historic fourth-quarter results to announce price hikes, underscoring its dominance in the streaming market. $Netflix(NFLX)$ $NFLX Record Subscriber Growth: Added 18.9 million paid subscribers, surpassing 300 million globally, driven by: Popular original shows like Squid Game. One-off events such as the Jake Paul-Mike Tyson boxing match. Price Increases: While premium tiers saw hikes, the ad-supported plan remains a budget-friendly $7.99/month. Shift in Strategy: Netflix will no longer report net subscriber growth, reflecting a shift to focus on monetization through advertising and pricing power. As Warren Buffett noted, the ability to raise prices without losing customers highlights a

Hello, Tigers!On January 20th, after officially taking office in the White House, Trump quickly issued various policy directives. Domestically, he emphasized deporting immigrants and combating inflation, while internationally, he revived the tariff hammer, imposing tariffs on Canada and China.Subsequently, on Tuesday evening, January 21st (ET), Trump announced the "Stargate Project," which triggered a rally in concept stocks. By the close:ARM surged nearly 16%,OpenAI-related concept stock OKLO rose over 9%,ORCL gained more than 7%,MSFT climbed over 4%.With one hand swinging tariffs and the other advancing AI infrastructure, Trump is navigating between traditional energy and technology. So, how should investors plan their allocations this week?Key Factors to Analyze:1. Impact of Tariffs on

In the dynamic world of politics and technology, the relationship between Elon Musk and Donald Trump has been under scrutiny. This is particularly true given Musk's recent public critique of the Stargate project, a Trump-endorsed initiative aimed at advancing AI infrastructure in the United States. Musk's scepticism, which focused on the financial capability of tech giants like OpenAI, Oracle, and SoftBank, has sparked discussions about the nature of their relationship and its potential implications for Tesla and beyond. Musk's Critique: A Personal or Professional Dispute? Elon Musk's denouncement of the Stargate project, where he stated that the companies involved "don't have the money" to back their $100 billion pledge, can be viewed through multiple lenses. Primarily, it reflects Musk's