To The Moon

The surge in NAND and DRAM prices is real. However, investors should separate short-term earnings momentum from the long-term “supercycle” thesis. --- 1. Why NAND prices are exploding right now Research firm TrendForce recently raised its forecast for NAND flash prices to rise ~85–90% QoQ in 1Q2026, reflecting severe supply shortages and strong enterprise demand.  The key drivers: AI data centres Hyperscalers are buying massive enterprise SSD capacity for training and inference workloads.  Supply discipline Memory makers are limiting capacity expansion and shifting production to higher-margin DRAM and HBM.  Structural shortage Memory suppliers are prioritising AI infrastructure over consumer devices.  This is why Micron, Samsung, and SK Hynix currently have significant

Gold is presently caught between two opposing macro forces: geopolitical risk (bullish) and a strong US dollar (bearish). Interpreting the current price structure requires looking at both the technical levels and the macro drivers. --- 1. Why gold is struggling despite geopolitical tension Normally, Middle East escalation and oil above $100 Brent would strongly support gold. However, the US Dollar Index (DXY) rally toward the 100 level creates a counterforce. When the dollar strengthens: Gold becomes more expensive for non-US buyers Global liquidity tightens Capital flows shift into USD and Treasuries This “monetary gravity” often caps gold rallies even during geopolitical crises. --- 2. The key technical battlefield: $5,100 At present, $5,100 is the crucial structural support. If it holds

The “cost cutting + AI efficiency” wave in Big Tech looks more like capital reallocation than weakness. Companies such as Microsoft, Alphabet, Amazon and Meta Platforms are reducing headcount growth while pouring billions into AI infrastructure powered by Nvidia chips and data centres. AI is increasingly used to automate coding, customer support, ad optimisation and internal analytics. This allows revenue to scale without proportional hiring, which expands operating margins. For investors, this is bullish in the medium term: productivity improves while AI capex drives demand for semiconductors, cloud infrastructure and networking. The main risk is an AI capex arms race. If hyperscalers overspend before AI monetisation fully matures, returns on capital could compress. But for now, the mark

I’m leaning slightly bullish on Bitcoin $FUT:CME Bitcoin - main 2601(BTCmain)$ , but staying cautious. The rejection near $75K tells me this isn’t a clean breakout yet, but flows into iShares Bitcoin Trust suggest real institutional accumulation. Compared to 2022, this feels more like a base-building phase than a fragile rally. That said, part of this move could still be gamma-driven. With players like Strategy $MicroStrategy(MSTR)$ accumulating and Coinbase $Coinbase Global, Inc.(COIN)$ moving in sync, positioning looks crowded. If BTC fails to hold ~$74K, a quick pullback is very possible. I’m not chasing here—I’d rather buy dips. If BTC holds the lo

If I had to go all-in today, I’d lean toward SK Hynix via CSOP SK Hynix Daily (2x) Leveraged Product. AI demand is now structural, and while NVIDIA $NVIDIA(NVDA)$ leads headlines, HBM is the real bottleneck. SK Hynix sits at the center of that supply chain—this is the classic “sell shovels in a gold rush” with multi-year demand visibility. That said, SpaceX (via Destiny Tech100 Inc) $Destiny Tech100 Inc(DXYZ)$ is incredibly compelling. Starlink is already a strong cash engine, and its dominance in launch + connectivity is hard to replicate. But for me, the risk is valuation—by IPO, much of the upside could already be priced in. So my approach is simple: allocate to AI infrastructure now, keep optiona

I’m leaning toward "B" with a touch of C. What $NVIDIA(NVDA)$ showed at GTC 2026 is strong, but the sideways stock tells me the market now wants proof of monetization, not just vision. Jensen is pushing the long-term story, while investors are focused on near-term execution. The bigger concern is demand quality. When $Meta Platforms, Inc.(META)$ and $Alphabet(GOOGL)$ keep spending but shift toward efficiency, it suggests CapEx growth may be peaking. For NVIDIA as a second-derivative play, that matters more than absolute spending, especially with pressure from $Advanced Micro Devices(AMD)$ and

Nebius Vs CoreWeave: Which Is  A Better Buy? 🌟🌟🌟The AI arms race has just hit a new gear.  On Monday, 16 March 2026, Meta Platforms (META) has officially "double down" on its infrastructure by signing a staggering USD 27 billion, 5 year contract with $NEBIUS(NBIS)$ .  For context, Meta isn't just renting a few servers.  It is securing a "Digital Fortress" of compute to power the next generation of AI. What is a Neocloud? Is it some kind of cloud formation?   In short, no.  NeoCloud is not a weather phenomenon, though the name sounds like it.  In 2026, Neocloud refers to a "Digital Guardian" of the AI era: a specialised class of cloud computing provider built from the ground up specifically to power mas

Why Is The Market Not Buying Nvidia Despite Its USD 1 Trillion Potential Revenue? 🌟🌟🌟At GTC 2026, NVIDIA $NVIDIA(NVDA)$  CEO Jensen Huang has officially raised the stakes, forecasting a staggering USD 1 Trillion in revenue from Blackwell and Rubin chips through 2027.  This is a massive leap from last year's USD 500 billion estimate, positioning NVIDIA not just as a chipmaker but as the "Digital Guardian" of a full stack AI ecosystem. The Trillion Dollar Disconnect  Despite the Super Bowl of AI (GTC 2026) delivering headline grabbing numbers, Nvidia's share price has remained largely range bound between USD 180 and USD 190. Here is why the market is currently "looking the gift horse in the mouth": "Sell the News" Syndrome: After

Today, my stock in focus is $Tencent Music(TME)$ , and I see it transitioning from user growth to monetization. Despite a maturing market, it delivered strong revenue and profit growth, showing resilience and a shift toward higher-quality earnings rather than pure scale expansion. What stands out to me is the drop in MAUs but rise in paying users and ARPPU. This tells me TME is now optimizing value per user. The “super membership” strategy is key—driving higher spending through better content and premium experiences, not just price hikes. At the same time, non-subscription revenue like live events is growing fast, adding a second growth engine. While user growth may face pressure from short video platforms, I see TME evolving into a more profitab

I just tried out the new Portfolio Sharing Card — honestly, this is a really cool feature. The refreshed design looks much cleaner, and the P&L display is way easier to read at a glance. It actually feels more “premium” when sharing now, not just a basic screenshot. I also unlocked the elite design, and I have to say… nice touch. It gives a bit of personality and identity to the portfolio, which makes sharing more fun instead of just numbers. Small detail, but it definitely adds that extra motivation when posting updates. Keen to see what everyone else got — drop your designs 👀 I’m also curious if we’ll get more custom avatar styles or themes in the future, that would take this to another level. $Tiger Brokers(TIGR)$

🌟🌟🌟The Creative Team at Tiger Brokers $Tiger Brokers(TIGR)$ has done it again with a new set of Tiger Portfolio Cards.  They are cute, clever and somehow manage to reflect the entire personality of my investing journey in just a few frames. From the dramatic swirl of my cape in full Caped Crusader mode, to watering my little portfolio plants...to stretching on a yoga mat with a cuppa and to calmly navigate drawdowns like a seasoned captain - these portfolio cards capture every side of my ethos with charm and a touch of humour. Suggestion for a New Tiger Avatar? What about  Indiana Jones meets Wall Street Tiger - Adventurous, Clever and Always One Step Ahead. Picture a Tiger wearing vintage aviator goggles, a black leather jacket and ho

$bioAffinity Technologies, Inc.(BIAF)$ bioAffinity Technologies, Inc.(BIAF) Soars +43.46%: Massive Volume Spike Ignites $2.74 Breakout, Momentum Surges Latest Close: $2.74 (+43.46%), now trading 94.1% below its 52-week high of $46.53. Core Drivers: The stock experienced an extreme surge in trading activity with volume hitting 125 million shares (2,777% turnover rate), far exceeding its average. The massive single-day capital flow was nearly balanced but with significant large and small buy orders, indicating broad retail and institutional interest. The company remains in a pre-revenue or early commercial stage, as reflected in its negative EPS. Technical Snapshot: The surge was backed by astronomical volume (Volume Ratio: 2.31), confirming the bre

Recessions bring fear, falling stock markets, and widespread uncertainty. Even as the U.S. economy remains in expansion mode in March 2026—with low recession odds projected by major banks and strong corporate profits—smart investors prepare for the worst. The key isn’t timing the downturn perfectly; it’s shifting toward assets and sectors that hold up when the broader economy falters. History shows clear patterns: during the 2008 Global Financial Crisis and the 2020 COVID recession, broad equities plunged 50%+ while certain asset classes and sectors weathered the storm or even gained ground. Here’s a focused guide to the strongest recession shelters, backed by historical performance and current expert consensus. Asset Classes: True Safe Havens for Capital PreservationWhen stocks tumble, th

Wall Street ended higher on Tuesday (Mar 17), with gains in Delta Air Lines and other travel stocks, while the Federal Reserve began its two-day policy meeting amid investors' worries about high oil prices and the Middle East conflict. Regarding the options market, a total volume of 47,361,264 contracts was traded on Tuesday. Top 10 Option Volumes Top 10: $NVIDIA(NVDA)$, $Tesla Motors(TSLA)$, $Cboe Volatility Index(VIX)$, $SoFi Technologies Inc.(SOFI)$, $Microsoft(MSFT)$, $Amazon.com(AMZN)$, $Intel(

$U Power(UCAR)$ U Power(UCAR) Explodes +62.73%: Penny Stock Rockets on Heavy Volume, $1.75 Intraday High Latest Close Data Closed at $0.7222 on 2026-03-17, surging +62.73% from the previous close. The stock remains 85.5% below its 52-week high of $4.98. Core Market Drivers The extreme price action appears driven by speculative retail momentum, with no major company-specific news reported. The massive 259% intraday amplitude and astronomical 4,192% turnover rate indicate a classic low-float, high-volatility squeeze scenario, likely exacerbated by low liquidity. Technical Analysis Volume exploded to 208M shares (Volume Ratio: 609.54), confirming intense buying interest. The RSI(6) rocketed from deeply oversold at 10.5 to 40.3, suggesting a strong mo

$RCAT 20260313 13.5 PUT$   Bullish. Red Cat Holdings (RCAT) is experiencing high momentum, trading near 52-week highs ($15-$18 range) ahead of its Q4/Full-Year 2025 earnings release on March 18, 2026. The company is heavily focused on defense drone contracts, including the U.S. Army SRR program, and is expanding into maritime surveillance via its Blue Ops division. Key Recent Updates: Earnings & Growth: RCAT is in a pivotal growth phase, with reports suggesting potential for significant revenue expansion in 2025/2026, targeting opportunities within a growing U.S. defense budget. Operational Wins: Red Cat's Teal system was selected for the U.S. Army's Short-Range Reconnaissance (SRR) program of record. Expansion: The co

$Red Cat Holdings Inc.(RCAT)$ Learning and testing mkt sentiments , bits by bits. [Tongue]   Key selling points :-- Blue UAS Certified & NDAA Compliant: Red Cat drones, such as the Teal 2, are on the "Blue UAS" cleared list, meaning they are approved by the U.S. Department of Defense (DoD) for government and military use. They are manufactured in the U.S. with U.S. parts, making them a secure alternative to foreign-made drones. Contested Environment Capability: The "Black Widow" drone is designed to operate in areas where GPS and radio signals are jammed, leveraging Doodle Labs radios with frequency-hopping and anti-jamming algorithms validated in real-world trials. "Sensor-to-Shooter" (S2S) Technology: Red Cat drones are desig