To The Moon

The "Magnificent 7"—Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia—have roared to new peaks after a blazing May, now commanding a 42x forward P/E ratio. That’s a hefty premium, yet it sits 30% below the 58x average peak of past U.S. market bubbles. Hedge funds are diving in headfirst, with a buying spree last week, but broader institutional exposure lingers at a five-year low. So, what’s the play? Are these tech titans primed for one last leg up, or are retail investors late to a party about to crash? Let’s dive into the signals, the stakes, and how to navigate this high-stakes showdown. 📊 Valuation Reality: Expensive, Not Exploded A 42x forward P/E isn’t cheap—it’s a stretch. But stack it against the 58x bubble peaks of yesteryear, and there’s a 30% buffer before we hit noseb

$Intel(INTC)$ Trump has already shown muscle to TSMC. He once threatened 100% tariffs if it didn't build plants in the US, forcing TSMC to invest $100 billion there. Given this, he might take further steps against TSMC's possible "scams". A new, US - only Chips Act would be a huge boon for Intel. Buying INTC now could be a savvy move as it stands to gain big from such potential policies.

$United States Natural Gas Fund LP(UNG)$ The arrival of hot weather has increased demand for natural gas for refrigeration, while the weakening of the US dollar due to Trump's new tariffs is also supporting this.

Market Outlook of S&P500 - 02Jun25 Technical observations: MACD - a top crossover is completed, and this suggests a downtrend is coming. Exponential Moving Averages (EMA) lines are showing an uptrend. However, the 3 lines are converging, and a trend reversal is coming. Both the 50 MA line and the 200 MA line are showing an uptrend. Chaikin Money Flow (CMF) shows more buying than selling momentum. The daily interval is showing a “Strong Buy" for the S&P 500 index. From the 21 indicators, 20 show a “Buy” rating and 1 shows a “Sell” rating. Short-Term Trend: Bullish The Morning Doji Star and Morning Star (both emerging as of May 26) are strong bullish reversal patterns, indicating that the recent pullback was a correction within a broader uptrend. The price rise confirms the resumptio

$IBM(IBM)$ ’s watsonx AI Labs just opened this Monday in NYC, right at One Madison Avenue. This new innovation center aims to supercharge the development of enterprise AI solutions. It’ll serve as a collaborative hub for AI developers, startups, and large corporations to co-create applications using generative and agentic AI technologies. While some companies are still busy hyping up concepts, IBM seems to be rolling up its sleeves and actually getting things done in the enterprise AI space.

$Oklo Inc.(OKLO)$ Nuclear power is still good. Continue to increase your position.

$Unity Software Inc.(U)$ Heard that Unity’s ad business is doing pretty well in Q2. Unity(U) the company everyone used to love to hate，might finally be turning a corner. It’s still got a tough road ahead, but if the ad revenue keeps holding strong and bringing in solid cash flow, Unity might just pull off a comeback. Here’s hoping the ad biz brings in big bucks and rewards those still rooting for it!

$Broadcom(AVGO)$ is on fire，about to hit another all-time high! Among the tech giants, it's showing some of the strongest momentum. Sure, its P/E ratio looks lofty, but the market keeps rewarding it because of its core assets, deep tech moat, and strong positioning in AI and high-performance computing. Sometimes, the most impressive strength is the kind you can’t quite explain，that’s the vibe Broadcom’s giving off right now: unstoppable and quietly dominant.

$SoFi Technologies Inc.(SOFI)$ has a bottom as tough as a diamond and is starting to rise. It's worth paying attention to!

$Meta Platforms, Inc.(META)$ Cheer for Meta! If Meta is really the leader of the $NASDAQ(.IXIC)$ index, the entire Nasdaq index must be booming today! Come on Meta, go for it!

$Constellation Energy Corp(CEG)$ This stock will definitely be the protagonist of the nuclear energy sector in the second half of the year. The nuclear energy development period has not yet reached its peak, and it has great potential. We continue to be bullish!

$ProShares Ultra Silver(AGQ)$ Major changes in Russia and Ukraine! Geopolitical risks have risen sharply, and gold and crude oil have soared again. These bulk products have soared at this time. I am happy and I have made a lot of money.

$Tempus AI(TEM)$ Tempus AI has been gaining a lot of attention lately，kind of a rising star in AI-driven healthcare. Even heavy hitters like Pelosi and Cathie Wood are backing it, and people are calling it the next $Palantir Technologies Inc.(PLTR)$ . Definitely worth digging into. To understand it, you gotta know how gene sequencing works: extraction, library prep, sequencing, and data analysis. The trickiest part is data analysis because different companies can interpret the same raw data very differently, which directly impacts medical decisions. So, data is king here，whoever has more data and stronger analysis capabilities holds the real competitive edge.

$CHINA LIT(00772)$ Honestly, China Lit kinda reminds me of $POP MART(09992)$ . One creates IPs through storytelling and writing, the other through sketches and toys，but both end up riding the same wave: turning fresh content into emotional hits that go viral, with room to grow into films, merch, and beyond.After Ne Zha went viral and now Chinese-designed toys are trending overseas, it really feels like Chinese pop culture is starting to make global waves.So yeah, investing in China Literature right now? Feels like betting on the rise of cultural power，and I think that’s a smart call.

$HubSpot(HUBS)$ HubSpot’s Q1 performance really stood out，solid numbers, smart product strategy, and consistent upward momentum in strategic investments. You can feel the company’s moving with clarity and execution. If you're eyeing the CRM and marketing automation space, and looking for a SaaS name with real tech edge and financial strength, HubSpot’s definitely one to keep on your long-term radar. It’s not hype-driven，it’s substance all the way.