To The Moon

Jensen Huang will say anything as long as you "buy" his Nvidia chips as part of Nvidia's investment in your company. Wonderful AI circlejerk, what a joke this "business model" has become. And how exactly is xAI going to make revenue with all these 300k GPU's? Which depreciate faster than an EV? At least OpenAI has some (though not enough) revenue to show (but let's keep in mind that all these AI companies have $1 Billion revenue and spend $30 Billion right now).

In the fast-evolving world of digital design, Figma, Inc. (NYSE: FIG) stands as a beacon of innovation, transforming how teams collaborate on user interfaces and prototypes. As of October 9, 2025, Figma’s stock has surged over 11% in the past week alone, trading around $61 amid a broader tech rally.  This momentum isn’t just market noise—it’s a testament to Figma’s seamless integration of AI, robust growth trajectory, and the unwavering confidence of legendary investor Cathie Wood. For bullish investors eyeing the next big winner in software-as-a-service (SaaS), FIG isn’t just a holding; it’s a high-octane opportunity poised for multi-year dominance. Cathie Wood’s Timely Power Play: Buying the Dip with Conviction Cathie Wood, the visionary behind ARK Invest, has long championed disruptive

There are some implications of new DeMark signals on the S&P 500 and Nasdaq, there is plausible risk for a short-term pullback or correction given recent DeMark exhaustion / sell countdown signals on the $S&P 500(.SPX)$ and $NASDAQ(.IXIC)$. For example, Fairlead’s daily/tactical DeMark gauges show some weakening, and analysts on Seeking Alpha note that a DeMark “exhaustion” may trigger a pause or dip once the count advances further (e.g. bar 8, 9). Moreover, some tactical models see the current run as “overbought” and warn of trend exhaustion. If we do see a pullback reminiscent of the April 2025 correction, here’s what to watch: Sectors Vulnerable & Potential Strength Likely underperformance

🧠💥 OpenAI Picks AMD! After 30% Surge — Is There Still Room to Run? The AI Chip War Just Got a Plot Twist. Should You Chase the Momentum or Lock in Gains? The AI arms race just added a new chapter — and this time, AMD is the surprise protagonist. Shares of Advanced Micro Devices ($Advanced Micro Devices(AMD)$  ) skyrocketed nearly 25% in premarket trading after reports revealed that OpenAI — the creator of ChatGPT — had signed a multi-billion-dollar chip supply deal with the company. As part of the agreement, OpenAI received warrants that could allow it to acquire up to 10% of AMD shares at just $0.01 each — a stunning show of confidence and a powerful alliance that could reshape the balance of power in the AI chip world. Meanwhile, Nvidia

The Power of the Mundane: My Mid-Career Embrace of ETFs If you look at my investment portfolio today, five years after I finally started, you wouldn't be impressed. It's not a flashy collection of meme stocks or the "next big thing" in disruptive tech. It is, quite simply, boring. And that, I’ve realized, is my single biggest advantage as a late starter. When I was 35, I was paralyzed by the fear of being behind. I felt the urgent need to "catch up" with friends who had been compounding wealth since they received their first paycheck. This anxiety is a trap; it pushes you toward high-risk decisions—like trying to pick the next winning stock—which, statistically, are most likely to set you back further. My saving grace was settling on Exchange-Traded Funds (ETFs). It allowed me to trade the

Overview — Record Highs Despite Mixed Sentiment Global markets ended the week on a positive note, with US and European equities extending their rallies to record levels. Investors shrugged off short-term volatility in the tech sector and refocused on broader optimism surrounding economic resilience and easing inflationary pressures. Meanwhile, Asian markets lagged as investors adopted a more cautious stance amid currency and growth concerns. US Markets — Tech Rebounds and AI Optimism Returns US stocks climbed to new highs after briefly losing momentum earlier in the week. The S&P 500 $S&P 500(.SPX)$  rose 0.6% to close at 6,753.72, and the Nasdaq $NASDAQ(.IXIC)$&nb

$Phoenix Education Partners Inc.(PXED)$ $Chegg(CHGG)$ $Stride(LRN)$ 🚀📚🔥 Phoenix Education Partners IPO: Can Stability Outshine the Deflating College Bubble? 🔥📚🚀 🧠 A Mature Education Giant Enters the Public Markets I’m watching one of the final IPOs to slip through the market’s window before the expected freeze, and it’s not a flashy AI startup or biotech moonshot. Phoenix Education Partners (NYSE: PXED), parent of the University of Phoenix, has priced its IPO at $32 per share, right at the midpoint of the $31–$33 range, raising $136M and valuing the company at $1.14B. This is a rare listing that represents stability over sizzle, built on decades of serving working

After $Advanced Micro Devices(AMD)$ 11% surge overnight, I’m watching it closely. The rally isn’t just momentum-driven, the recently announced multi-year partnership with OpenAI, including a massive chip supply deal and a 10% equity option stake, has shifted market perception. This move aims to challenge $NVIDIA Corp(NVDA)$ dominance and support OpenAI’s “Stargate” super data center project, signaling huge future demand for AMD’s MI300X chips. Technically, AMD broke through key resistance with strong volume, a classic continuation signal. If the broader market remains steady, I see room for further upside, though a short consolidation wouldn’t surprise me after such a sharp jump. With AI infrastructur

IREN, Rigetti, D-Wave, SoFi, Bitmine, PayPal See Higher Short Volume $IREN Ltd(IREN)$   saw heavier trading of borrowed shares that were sold short Tuesday after the operator of data centers that power artificial intelligence and Bitcoin announced an $875 million offering of convertible senior notes due 2031. The daily short volume jumped to 7.53 million shares Tuesday, from 4.28 million a day earlier, before news of the convertible notes offering broke out. When trading resumed Wednesday morning, the stock headed lower, declining as much as 5.7% as concerns over potential dilution of the stake of existing shareholders outweighed the news on the company's new AI cloud deals.  Short interest, or the tal

Amazon Bulls Emboldened as Analysts See Revenue Hitting $1T by 2029 $Amazon.com(AMZN)$   bulls are fueling demand call options that could pay off should the stock sustain its rally after 23% gain over the past year. The stock rose for a third straight day, gaining 1.6% to close at $225.22 Wednesday in New York. The gains have been fueled by mounting optimism over the tech giant's financial prospects as continued investments in artificial intelligence propel revenue growth.  Analysts, on average, expect Amazon's revenue to climb above $1 trillion by 2029, from $638 billion last year, according to estimates compiled by Bloomberg. Almost a quarter of that forecast total is seen coming from Amazon Web Serv

The current setup in global markets is delicately poised — and investors are right to weigh whether policy easing is nearing its limit and whether sentiment has turned euphoric. Let us examine the scenario systematically: --- 1. Probability of Another 25 bps Cut in October The September rate cut (−25 bps) marked a cautious pivot by the Federal Reserve, intended to support slowing growth while acknowledging residual inflation pressures. Current data mix: Core inflation remains sticky (~3.1–3.3%), while labour-market indicators are softening (rising jobless claims, slower payroll additions). Fed officials’ rhetoric: Recent speeches have leaned data-dependent rather than overtly dovish. Market pricing: Fed funds futures currently imply roughly a 40–45% probability of another 25 bps cut in Oct

AMD’s 11% surge reflects renewed investor confidence following the OpenAI chip-supply deal and upbeat sentiment across the AI-hardware sector. Fundamentally, AMD is positioning itself as the key alternative to Nvidia, benefiting from hyperscaler diversification and rising GPU demand. Short term, momentum may extend toward US $250–260, supported by strong volume and optimism ahead of MI450 deployments. However, part of this rally prices in future success — execution and margin delivery now become critical. Any delay in production, weaker ASPs, or dilution from OpenAI’s warrants could trigger volatility and profit-taking. Technically, AMD remains in a bullish channel above its 20-day EMA; a break below US $220 would signal exhaustion, while sustained closes above US $245 could open the path