To The Moon

$NVIDIA(NVDA)$ A buy at support, if you believe the stock in the long run, Buy now! Stop Loss at < $126. 🤍

$VIX 20250318 17.0 CALL$ omggg bigger new year ang bao from trump

$SPDR S&P Semiconductor ETF(XSD)$   I don't think the sell-off in semiconductor names really changes the AI narrative at all. AI training costs are falling precipitously - something like 90% a year - so it is only natural that companies can gradually produce equal or better AI models at cheaper prices. This time, there just happens to be a Chinese team who were very clever in doing it, but it is more of a sign to come - and something to just get used to - rather than a thesis-breaker.  Today, the market is pricing in the cost decline, but not the explosive productivity gains that we will eventually see. On other occasions in the future, the opposite will occur. The volatility may be scary, but tech stocks are inherently volatile,

$ARM Holdings(ARM)$ ARM Holdings is a powerhouse in the semiconductor industry, and its pivotal role in shaping future technology cannot be understated. A key highlight of ARM's journey is its close collaboration with NVIDIA, a tech giant leading the AI revolution. While NVIDIA's attempted acquisition of ARM faced regulatory hurdles, their ongoing partnerships signal immense synergy in areas like AI, GPUs, and high-performance computing. ARM's importance is further amplified by global initiatives such as the Trump Stargate AI program, which emphasizes cutting-edge AI innovation and infrastructure development. ARM's architecture, being widely adopted in AI-driven devices, positions the company to benefit significantly from such initiatives. Add

$NVIDIA(NVDA)$  Let the selling begins. The Americans and the West have failed to realize that the Chinese are very good in copying and re-engineering. For decades, the Chinese are good copying because they do not care about Intellectual property rights. Money is the number one pushing factor, nothing else matters. It is stupid that the West suddenly realized it even in the AI space. Sanction chips and technologies have no impact on the Chinese because there are thousands of ways to get the parts. There is no way for the US to stop the Chinese.

These moves suggest optimism for the sector, especially as AI transforms energy management, optimizing grids and improving plant efficiency. Power companies embracing AI and renewable energy are likely to benefit from long-term growth. Notable stocks to watch include Vistra (VST), NextEra Energy (NEE), Duke Energy (DUK), and Xcel Energy (XEL), all well-positioned in the evolving energy landscape. While power stocks may not double immediately, the sector’s growth outlook remains strong. The shift toward cleaner energy, AI advancements, and potential political support make it a good time to invest, though risks like regulatory changes and energy price fluctuations should be considered.

Ok, folks. It seems we are in a mini crash, again. It is gonna get worse before it gets better, I assume. Big players try to accumulate at a lower price, while some weak hands try to get out when they can. Also, this deep seek story is a total psyop. Don't you feel it is quite odd for them to release this after a few days of DJT's big stargate AI initiative? [Happy]  

Solid-state batteries are being hailed as the next revolution in electric vehicles (EVs). With higher energy density, faster charging times, and improved safety over traditional lithium-ion batteries, this innovation has attracted massive investments from automakers and tech giants. But can this new technology propel EV battery stocks to new heights? US firm's all-solid-state EV battery breakthrough offers more energy density, longer range Key Updates Solid-State Batteries: The Real Game Changer for Electric Vehicles? Major Innovations Toyota unveiled its prototype EV with a solid-state battery, boasting a range of 745 miles on a single charge and a 10-minute recharge time. QuantumScape (QS) announced a breakthrough in scaling solid-state battery production, targeting commercial availabil