To The Moon

$iShares Bitcoin Trust(IBIT)$ Bitcoin’s Big Correction: Time to Buy IBIT Bitcoin has corrected significantly, presenting an opportunity to buy the dip. After securing profits from selling call options, I’m shifting my focus to IBIT (iShares Bitcoin Trust) to capitalize on this pullback. This correction is not surprising, given Bitcoin’s recent rally and the broader market’s reaction to macroeconomic factors. However, Bitcoin has historically rebounded strongly after corrections, and I see this as a strategic entry point rather than a reason for concern. Having earned premiums from selling calls, I now have additional liquidity to deploy. Instead of chasing Bitcoin at higher prices, I prefer accumulating IBIT while prices stabilize, positionin

$.SPX(.SPX)$ $Microsoft(MSFT)$ $ASML Holding NV(ASML)$ The S&P 500 is down, the Nasdaq is down , and small caps are down. There's a lot of panic in the markets right now, and a lot of chatter surrounding Trump's tariffs—25% on Canada and Mexico, and 10% on China. This is my second video today, which I don't usually do, but I feel it’s important to talk about this setup and, more importantly, help you avoid some common mistakes that many investors make during a pullback. If this turns into a major decline, which it seems like it could, I’ll walk you through the typical mistakes that could trip you up and share my thoughts on a few stocks I’m considering buying

$Alphabet(GOOGL)$ Taking Profits on Google Amid Trade War Concerns I sold my Google (GOOGL) shares at $201.53, securing a solid profit given my cost basis of $191. While I remain confident in Google’s long-term potential, I see short-term risks emerging due to U.S. tariff policies that could lead to retaliation from Canada, Mexico, and other trading partners. These geopolitical tensions have historically introduced market volatility, and I prefer to lock in gains while the stock is trading near its recent highs. The U.S. has been aggressively implementing tariffs, and history shows that such actions rarely go unanswered. If key trading partners impose counter-tariffs or regulatory restrictions, tech giants like Google—which operate on a glob

The recent developments surrounding DeepSeek's shift away from $NVIDIA(NVDA)$'s CUDA ecosystem have raised significant questions about NVIDIA's competitive advantage in the GPU market. DeepSeek's innovative approach, which bypasses the traditional reliance on CUDA, has led to discussions about the potential erosion of NVIDIA's market dominance. DeepSeek's Approach and Its Implications DeepSeek has achieved a breakthrough by utilizing NVIDIA's assembly-like PTX programming instead of the industry-standard CUDA for certain functions. This method allows for dramatic optimizations, though it requires a deep understanding of low-level programming. By circumventing CUDA, DeepSeek has demonstrated that it's possible to develop high-performance AI models

As of February 3, 2025, the global economy is experiencing significant shifts due to the recent implementation of U.S. tariffs on imports from Mexico, Canada, and China. These developments have far-reaching implications for international trade, market stability, and economic growth. 1. Overview of the New U.S. Tariffs 🔍 Key Details Tariff Rates: A 25% duty on imports from Mexico and Canada. A 10% levy on Chinese goods. Scope: The tariffs target approximately $1.3 trillion worth of goods, significantly impacting global trade dynamics. 2. Immediate Market Reactions 📉 Asian Markets Investor Sentiment: Anticipation of the tariffs led to a risk-averse stance among investors, resulting in volatility in Asian markets. Market Movements: Declines were observed in Australian, Japanese, and South Kor

As of February 3, 2025, quantum computing has transitioned from theoretical research to practical applications, revolutionizing various industries. This article explores the current state of quantum computing, its recent advancements, and its potential impact on technology and society. 1. Understanding Quantum Computing 🔍 Key Concepts Qubits: The basic units of quantum information, analogous to classical bits but capable of representing both 0 and 1 simultaneously through superposition. Superposition: Allows qubits to exist in multiple states at once, enabling complex computations. Entanglement: A phenomenon where qubits become interconnected, such that the state of one qubit directly influences the state of another, regardless of distance. 2. Recent Milestones in Quantum Computing 🏆 Notab

$BABA-W(09988)$  $Alibaba(BABA)$  Today, Alibaba's  price movement in the Hong Kong market is primarily a recalibration following the three-day closure due to the Chinese New Year holidays. The surge in its Hong Kong shares reflects a catch-up effect with its ADR performance rather than an independent bullish trend. Alibaba's recent stock rally is driven by multiple factors, with the launch of its new AI model Qwen2.5-Max playing a significant role. The company claims this model outperforms competitors like DeepSeek and Meta, boosting investor confidence. However, the sustainability of this rally is questionable due to several factors: Cloud operations, while

I may raise some cash tonight/tomorrow. Here’s my philosophy on raising cash: - you sell the stocks you are unemotional about - you sell the stocks that you are slightly positive/breakeven/small loss on - you don’t get upset about raising cash because the number one rule is to protect your cash, not lose it so for example: I would not sell $PLTR or $HOOD in my portfolio - great averages on both - deeply concentrated - long term conviction means dips are buyable However, I would sell: - the 50 shares of $GOOGL I bought last week at $195 (currently at $200 so have some margin of safety) - the 400 shares of $SNAP I bought at $10.70 as a swing trade If Google and Snap both go up 20% in the next month, it would be annoying but not something I stress over. However, if I have an extra $20K in cas