To The Moon

$ONEOK Inc(OKE)$ This is a disciplined dollar cost average strategy (DCA) into the OKE.ONEOK, Inc. operates as a midstream service provider of gathering, processing, fractionation, transportation, storage, and marine export services in the United States. It operates in four segments: Natural Gas Gathering and Processing; Natural Gas Liquids; Natural Gas Pipelines; and Refined Products and CrudeTheir revenue last year was about 21 Billion, with about 10% gross profit, which is rather steady.This is a "REIT" sort of company to me, steady income and good returns.I like this ticker because of the leverage it has in the country.It is very difficult oust them because of how integrated they are. This is a staple for my portfolio. I started buying sin

$MIU.HK 20260629 41.00 PUT$ Longing Xiaomi @ essentially 39/share which I believe is of good value. Looking for Xiaomi to stay above these levels and to fade these options away with time. Otherwise, it is still a good value to be long at. 

$NetLink NBN Tr(CJLU.SI)$ one of the best that I've invested thus far.

$Nokia Oyj(NOK)$   Nokia Below is a forward-looking, investor-oriented analysis of the 5G ecosystem—especially as it intersects with AI-powered “robo-production” and automated manufacturing—and where a key industry player like Nokia (NYSE: NOK) may fit into this growth narrative over the next several years. Citations accompany each major point. ⸻ 1. 5G’s Critical Role in AI-Driven Automation and Robotics 2. Enabling Ultra-Low Latency & Massive Connectivity Industrial AI-driven robotics, autonomous production lines, and real-time sensor networks require sub-10 ms latency and extremely reliable, high-throughput links. 5G’s URLLC (Ultra-Reliable Low-Latency Communications) and eMBB (Enhanced Mobile Broadband) slices are designed precise

$CoreWeave, Inc.(CRWV)$ Overvaluation and High-Risk Profile CoreWeave, Inc. has recently captured strong investor attention, especially amid growing excitement around AI infrastructure and GPU cloud services. However, despite its surging share price, several critical financial red flags suggest that this stock may be significantly overvalued and carries high risk for retail and institutional investors alike. 🚩 Key Concerns: 1. Valuation Far Exceeds Fundamentals • Price-to-Sales (P/S): ~27.77 • Price-to-Book (P/B): ~39.46 • These metrics are dramatically above industry norms and imply investor expectations that may not be grounded in financial reality. 2. No Earnings – Deep Negative EPS • EPS (TTM): -5.19 • Forward P/E: Negative (-124.97) • The com

📅 4 June Watchlist – Quiet Strength or Calm Before the Rotation? Markets opened the week green across the board — S&P (+0.16%), Nasdaq (+0.17%), Dow (+0.10%). But under the surface, I’m watching for signs of sector rotation. 🔍 What I’m watching today: 1. $NVIDIA(NVDA)$   – After reclaiming the crown last week, any dip toward $138–140 could be a chance to add. Momentum still intact. 2. $Palantir Technologies Inc.(PLTR)$  – Up 75% YTD and consolidating near highs. If it breaks $135 again with volume, might re-enter for a short-term swing. 3. $APPLIED DIGITAL CORP(APLD)$ 

Who’s Better Positioned to Win Autonomous Driving? (And how to build a conviction thesis without falling for the hype) I’ve been tracking the evolution of autonomous driving for years,; not as a tech enthusiast, but as an operator and investor focused on long-term scalability. With $Tesla Motors(TSLA)$ and $Alphabet(GOOGL)$ taking radically different paths toward full self-driving (FSD), I wanted to break down how to think clearly about which company is more likely to dominate this space over the next decade. This isn’t about who gets there first—it’s about who can scale profitably, globally, and defensibly. 1. Autonomy Economics: Tesla Robotaxi (Cybercab) Estimated Unit Cost: Under $30,000 Autonomy Appr

📊 My take: $CoreWeave, Inc.(CRWV)$ is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but $APPLIED DIGITAL CORP(APLD)$   is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar. 💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play. $NVIDIA(NVDA)$   = gold standard. If forced to choose? I'd ride NVDA for quality, APLD for optionality, and keep CRWV on a tight leash.

I’ve been following CRWV since its early Nvidia tie-up — and while the growth story is incredible, the market’s optimism now feels priced for perfection. Yes, the fundamentals are eye-popping: ✅ 276% YTD ✅ 78% of Nvidia’s AI portfolio ✅ Microsoft now 62% of revenue ✅ $1.9B revenue ✅ Long-term infra locked in with APLD But let’s be real. at this valuation, you’re not just buying CoreWeave’s performance… you’re buying flawless execution of a $23B capex plan, no GPU supply hiccups, and perfect timing with Nvidia’s upgrade cycle. That's a tall order. Personally, I’ve rotated some early gains from CRWV into Nvidia and APLD. I still believe in the AI infra trend, but CRWV at this level feels more momentum-driven than value-backed. 📈 My prediction? Near-term upside to $165 if risk sentiment hold

$Tesla Motors(TSLA)$   🚀 Tesla Is About to Change Everything (Again) 🤖🚗 People still think Tesla is “just a car company”? Let them. Meanwhile, here’s what’s quietly happening: ✅ Optimus is no longer sci-fi — it’s real, walking, and getting smarter every month. Imagine millions of general-purpose humanoid robots taking on labor shortages, factory work, elderly care, even household chores. The global labor market is a multi-trillion-dollar opportunity — and Tesla is building the operating system. ✅ Robotaxi is closer than the skeptics think. Tesla’s vertically integrated FSD tech + Dojo supercomputer + billions of real-world driving miles = the most scalable, data-rich path to autonomy. Once Robotaxis roll out, th

$Palantir Technologies Inc.(PLTR)$ just pulled back 5% after hitting a new high — and right on cue, ARKW trimmed $6M). Classic Cathie Wood move: sell into strength, manage position weight, and rotate into other high-conviction names. 📉 My take? It’s not a bearish signal. ARK often trims winners after a strong run. I’ve seen them do the same with $Tesla Motors(TSLA)$  , $Zoom(ZM)$  , and $NVIDIA(NVDA)$  over the years — often only to reload later at better valuations. Personally, I’m holding my Palantir core position. With govtech deals stacking up, strong YTD mom

$Palantir Technologies Inc.(PLTR)$   To be sure the stock looks to be overbought, but this has been the situation since mid 2024. Local demand along with current political / conflict situations in the Middle East and Eastern Europe have so far outweighed this warning sign, bolstering product demand and stock value. When a true correction occurs is anybody's guess and highly dependent on multiple technical, political and global factors.  This makes the stock an attractive trade-play, but an uncertainty in the long term, perhaps justifying #ARK's strategy.

$RLX Technology(RLX)$ With the upgraded regulations, things might actually start looking good for RLX. Smoore’s been on a tear lately, and the whole e-cig sector is heating up. RLX is quietly moving up too，feels like it’s setting up for a solid 30%-50% breakout. Let’s gooo!

$MINISO Group Holding Limited(MNSO)$ has been killing it these past few years. While old-school retail names like Baleno, Giordano, Metersbonwe, and Jeanswest have all faded out, MINISO started from simple Yiwu-style products and built a global brand from scratch. Now it's not just surviving, it's thriving overseas too. Pretty impressive.

$Spdr S&P Biotech Etf(XBI)$ Looking at XBI’s recent moves, it’s clear，being in the biotech game isn’t easy. We’re in a post-immunotherapy era now, where most “innovation” is just patchwork and endless competition. In reality, developing new drugs is an act of faith. Making money in this space? It’s a mix of fate, luck, and catching beta waves. Trying to find alpha from picking individual biotech stocks is hard，even for so-called “pros.” To everyone out there building or betting on innovation in this space: much respect. You deserve support, and some encouragement too.

$FIT HON TENG(06088)$ Broadcom $Broadcom(AVGO)$ is on fire again，their next-gen Tomahawk 6 switch chips are already shipping, and demand is off the charts! Their partnership with Foxconn Interconnect (FIT) has gone from simple business restructuring to deep tech collaboration, especially in CPO (co-packaged optics). Together, they’ve built a full pipeline from R&D to mass production. This is a big win for AI data center interconnects, and with the 200G CPO platform coming, this duo is just getting started.