To The Moon

$Apple(AAPL)$ I added to my Apple (AAPL) position as the stock appears undervalued after an 18% drop in the first half, driven by concerns over slow AI adoption and tariff exposure. But the tide is turning. Apple is rolling out its Apple Intelligence strategy and benefits from ongoing trade negotiations that may ease pressure. With 2.2 billion active devices feeding high-margin services revenue and a loyal global user base, Apple offers long-term upside. At just 29x forward earnings, it's a compelling opportunity for growth with resilience.

$Broadcom(AVGO)$ I made an additional investment in AVGO as Broadcom’s growth story strengthens post-VMware acquisition. Its infrastructure software revenue rose 25% YoY in Q2 FY2025, with 87% of its top 10,000 customers now using the VCF platform. This high-margin, recurring revenue stream enhances its chip business and supports AI and private cloud demand. With $10 billion in EBITDA (67% margin), $6.4 billion in free cash flow, and $7 billion returned to shareholders, Broadcom’s capital efficiency and shareholder focus make it a compelling long-term investment.

$XIAOMI-W(01810)$ I opened 800.0 share(s) $XIAOMI-W(01810)$  , 小米是中国科技、消费领域不可多得的好公司。拿汽车业务举例，在进入市场短短一年，就成为全网流量最大的新能源车企。2025年1-4月，小米SU7凭借104454辆的销量和39.3%的市场占比，稳居销量榜首。 但小米并非没有任何弱点。 这是外国人可能不太能体会到的。小米公司的盈利能力太过出众，以至于让其他艰难求生的友商非常嫉妒。在存量市场中，这招来了更多的敌意和攻击。雷军需要为小米的正面形象做出更多努力，承担更多的企业社会责任，降低上述问题带来的风险。 无可否认的是，任何企业都会有或多或少的问题，小米的基本面可以说是瑕不掩瑜，在资本市场仍然会受到热捧。近期港股涌入大量韩国投资者。小米的股票也成为了他们疯抢的标的。更有投资者把小米比做中国的三星。相信当外资全面回归港股市场，小米仍然是科技股中耀眼的一颗星星。

Bitcoin’s meteoric rise past $100,000 in December 2024 has set the stage for a thrilling earnings season for crypto-related stocks like Coinbase Global ( $Coinbase Global, Inc.(COIN)$ ) and MicroStrategy ( $Strategy(MSTR)$ ). With both companies reporting Q2 2025 earnings on July 31, 2025, investors are eager to see if Bitcoin’s rebound will propel these stocks to new heights or if risks like high valuations and regulatory uncertainty could trigger a pullback. This report dives into the dynamics driving Coinbase and MicroStrategy, their potential for continued outperformance, and the weight of MicroStrategy’s Bitcoin holdings on its valuation. Bitcoin’s Rebound: A Market Catalyst Bitcoin’s price has been

📉 August Crash or Buy-the-Dip Opportunity? 🧠 Here's My Playbook The S&P 500 ($SPY$) and Nasdaq 100 ($QQQ$) just notched four straight winning months. Momentum is hot. AI names are holding. Rates are (mostly) stable. But here’s the catch: August is historically tricky — and last year gave us a brutal reminder. > So… are we due for another August shakeout? Or is this rally stronger than it looks? Let’s break it down 👇 --- 📉 August Isn’t a Crash Month… Until It Is Zooming out, August has one of the weakest seasonality profiles of the year. According to historical SPY data: August averages a negative return over the past 10 years 2023 saw a mid-month drop of -5.2% 2015 and 2011 brought steep selloffs after geopolitical or Fed surprises Volatility tends to spike mid-to-late August — espe

$VeriSign(VRSN)$ VeriSign's stock took a significant hit following revelations that Warren Buffett’s Berkshire Hathaway sold nearly a third of its long-held stake in the domain name and internet infrastructure company. As markets absorb the implications of this high-profile divestment, investors are left questioning the company's long-term growth story amid evolving internet infrastructure and cybersecurity demands. Buffett's Quiet Exit Sends Shockwaves VeriSign Inc. (NASDAQ: VRSN), a low-profile but highly profitable company that manages domain name registries such as ".com" and ".net," saw its shares plunge sharply after it was disclosed in Berkshire Hathaway’s latest 13F filing that the Omaha-based investment conglomerate sold approximately one

$CyberArk(CYBR)$ CyberArk Software (NASDAQ: CYBR), a leader in identity security and privileged access management (PAM), continues to demonstrate robust growth in an increasingly threat-prone digital landscape. With enterprises prioritizing zero-trust frameworks and compliance mandates, CyberArk’s solutions are in high demand. The company’s shift to a subscription-based model has fueled recurring revenue, while its expanding product suite positions it for long-term dominance. But with shares trading at a premium, is now the right time to invest? We analyze CyberArk’s financials, valuation, and future prospects to determine whether investors should buy, hold, or sell in July 2025. Accelerating Growth and Profitability CyberArk has transitioned succ

$NVIDIA(NVDA)$ do not fomo and buy in at this level. You may get burned, becareful.

$D-Wave Quantum Inc.(QBTS)$ just gonna keep riding the wave, D-Wave that is.

$First Republic Bank (San Francisco, California)(FRCB)$  gone with the wind

$NVIDIA(NVDA)$  Jensen Huang is UNSTOPPABLE. Never bet against Nvidia 🤧😭😢 

$Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The tech world is buzzing as Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ Platforms set new all-time highs after blockbuster Q2 2025 earnings, igniting a fierce debate: which business—Microsoft’s Azure cloud or Meta’s advertising juggernaut—holds the edge in the AI-driven future? Microsoft’s stock soared 8% to $470 after reporting stellar cloud growth and a record $80 billion AI infrastructure spend, while Meta’s shares rocketed 11% to $650 on robust ad revenue and a $64-$72 billion capex boost. Both comp