To The Moon

I love Nvidia and I believe that it is a strong company. Still thinking that it might not get back as high as before in the short term. DeepSeek is the new kid in the block and all eyes are on it. Also, this year we have more companies in the AI market that will impact Nvidia's current share. My advice... Check the market, set stop loss, be ready to adapt and change as the market does. Follow the money.

$Tesla Motors(TSLA)$  revenue almost stagnant, margin dropped, throat cutting competition in China EV market, FSD will soon give no advantage as it will be widely available, powered by Nvidia and by the way regulators in Europe will prolly time approval once their champions are ready. And affordable models will see margin further drop and the product will be "lost" amongst all the cheaper Chinese ev products of the same price range. 

yup. there were reports about that even when all this hadn't happened. But regardless of it being true or not & regardless of all Deepseek has done is lateral thinking for the AI engineers in the US who got a bit complacent & tunnel visioned as they didn't have resource constraints. And whatever Deepseek has published is enough to not just show them what else is possible but has management on high alert to never let this happen again. No one will be talking about Deepseek in 6 months as with resources & effort that will follow this in US esp in Meta will be off the charts. Furthermore, this opens the door for AI engineers in emerging economies that didn't see a path to get into the game without access to resources and capital they thought they needed (but do not have the expert

$Tesla Motors(TSLA)$  FSD faces regulatory hurdles, EV competition in China intensifies, lost of market share in China. Slow or stagnant growth in North America and Europe. Thousands of Humanoid robots are to be deployed this year in own factories for boring tasks - if boring any robots can do right?. Despite all these challenges, Tesla shares jumped on the optimism that Tesla will be the largest company in the world, bigger than the next 5 companies put together. Love the story telling session. 

Dude DeepSeek was built on OpenAI. Of course it would need less training. Also, it would need roughly 50,000 NVIDIA H100 chips which is pretty basic in order to build the model. Lastly, widespread adoption of AI is the eventual goal for Nvidia's monopoly and to do so AI needs to be more cost-effective (not just the big Tech players playing the game). So yeah, very bullish for Nvidia long term. 

Trump 2.0 was long overdue.  So, President Trump is back in office and guess what? The world is still spinning! That's the power of resilience. You, know, before his swearing in, there was that inexplainable plethora of emotions, from weird excitement, paranoia, foreboding and panic. Yet, in the midst of all this dirty, dark cocktail, there was also that evil happiness deep within many of us, that at last, someone who got that a spine to stir the waters was intown. The world needs rubble rousers and ecommerce needed a jolt. Thanks Trump 2.0. 

$Rocket Lab USA, Inc.(RKLB)$  Although the price has been slightly declining over the past few days, the daily trading volume has also been gradually decreasing. There has been some recovery after market closing everyday. I speculate that the stock price has stabilized, or perhaps more optimistically, this could be the beginning of a new upward trend.

$NVIDIA(NVDA)$  I don't know about you, but something cheap and made in China sounds to me a bad combo. I wouldn't want to also think that the Mag 7 or industry leaders wants to be look upon as fools leading the foolish unless unfortunately they bloody are 🤣... yet, just because a million people believe a foolish thing doesn't make it less foolish. Patience and conviction are the bitter pills to take now for me. Get well soon fellas! 🫰🏻

As of January 30, 2025, U.S. trade policies under President Trump's administration have significantly influenced investment strategies, particularly concerning emerging and frontier markets. Investors are increasingly turning to frontier markets to mitigate the unpredictability and trade policy shifts under the current administration. 1. Shifting Investor Focus: From Emerging to Frontier Markets ✅ 1️⃣ Diversification to Mitigate Trade Policy Risks Emerging Markets Affected: Traditional emerging markets such as Mexico and China have experienced increased volatility due to U.S. trade actions. Frontier Markets Appeal: Investors are redirecting interest towards smaller economies less affected by U.S. trade actions, including countries in Africa, Eastern Europe, Asia, and Latin America. Nations

$NVDA 20260116 50.0 CALL$   Deep ITM Calls to leverage more gains and BTD! 

$NDXP 20250128 21020.0 PUT$ this is a good red packet .. huat ah! NDX was up by 1.4% when short put was close..

$NVDA 20250131 120.0 CALL$  Thats all for today! 

$NVIDIA(NVDA)$  added more on the premarket dip. Currently holding 300 shares. Hoping to fill the gap at 140

$Micron Technology(MU)$   Doesnt make sense on 2nd trading dip while other counters recover from the deepseek event

$NVIDIA(NVDA)$  CNY Day 1 angbao 🧧🤪

New York, January 30, 2025 – In a sign that the U.S. stock market might be on the mend, futures for major indices saw gains overnight, buoyed by a drop in U.S. Treasury yields. This comes after a session where the market closed lower following the Federal Reserve's decision to keep interest rates unchanged. Market Movements: S&P 500 futures rose by 0.35%, indicating a recovery mood amongst investors. Nasdaq 100 futures advanced more significantly by 0.62%, suggesting tech stocks might lead the recovery. Dow Jones Industrial Average futures also showed a positive movement, climbing 84 points or 0.19%. The drop in bond yields, particularly noticeable in longer-term securities, has been interpreted as a vote of confidence by investors in the future economic stability. Here's how the yield

$ASML Holding NV(ASML)$   The best investment during 2025. More is yet to come. It is not too late to go in till now 😎👍🏻