To The Moon

This looks like a headline-driven relief rebound, not yet a clean all-clear. Gold did rebound sharply, with reports tying the move to hopes for diplomacy, lower immediate energy-risk pricing, and softer oil after talk of a possible ceasefire framework. Reuters reported markets were cheered by Trump’s comments about progress with Iran, while Axios reported that U.S. and regional mediators are still waiting for Tehran’s response on possible high-level talks as early as Thursday. Axios also said Iranian officials remain suspicious of the U.S. push, so the diplomatic path is still fragile.  My view: do not treat this bounce as proof the correction is over. When gold rallies mainly because war fears ease, the move can reverse quickly if talks stall, oil spikes again, or Hormuz headlines wo

$Circle Internet Corp.(CRCL)$ The revised U.S. Clarity Act targeting stablecoin reserve interest is a very serious development for Circle. It strikes directly at the core of their business model. Why the market reacted so strongly Circle’s profits largely come from: Holding USDC reserves in U.S. Treasuries Earning interest on those reserves Keeping part of that yield as revenue If regulation prohibits stablecoin issuers from earning yield on reserves, then Circle effectively becomes: > A payments and infrastructure company with very thin margins That is a completely different valuation model. So the stock drop is not just sentiment. It is a fundamental repricing risk. --- Will this end Circle’s valuation premium? Possibly yes, unless they succ

#SpaceX IPO at $1.75T – Would It Be Worth Buying? If SpaceX really IPOs at a $1.75 trillion valuation, this would be one of the most important IPOs in history. But the key question is not excitement. It is valuation vs reality. --- First: What is SpaceX actually worth? SpaceX is not one business. It is three: 1. Launch business (Falcon 9, Starship) 2. Starlink satellite internet 3. Military / NASA / government contracts The most important part is Starlink, not rockets. Many analysts estimate: Starlink alone could be worth $500B – $900B Launch business maybe $150B – $200B Defence / space infrastructure optional upside So a $1.75T valuation means the market is pricing SpaceX like the next global infrastructure giant, not just a space company. --- The Bull Case (Why investors would buy) The b

The "Margin Expansion" Play: Industrials & Materials High energy prices act like a hidden tax on everything physically moving or being built. The Shift: Move from defensive "Value" (Utilities/Staples) into Industrials. The Logic: If Brent Crude stays in the US$60–70 range, companies in chemicals, logistics, and heavy manufacturing see an immediate boost to their bottom line without raising prices. Singapore Angle: This is a major tailwind for our local transport and offshore marine sectors. With lower fuel overheads, margins for shipping and aviation expand significantly. 2. The "Yield Normalization" Play: Financials & S-REITs Peace usually allows central banks to stop "fighting fires" and start managing a steady economy. The Shift: Rotate into Financial Services and Rate-Sensitive

The “TACO” strategy isn’t dead, but it’s no longer easy money. The fast reversal shows liquidity is still there, but conviction is weak. With the Cboe Volatility Index $Cboe Volatility Index(VIX)$ staying elevated, I’m shifting to a more tactical approach—selectively buying dips but taking profits quickly instead of chasing every move. On oil, I don’t see stability yet. As long as the Strait of Hormuz remains constrained, supply risk creates a strong floor. The $84–$100 range looks temporary, and if tensions persist after the 5-day window, I expect a quick push back toward $105–$110. Overall, I’m staying defensive. This feels like a shift from liquidity-driven rallies to macro-driven volatility. I’m treating rallies as short-term trades, not tre

I see this SpaceX IPO as “The Frontier,” but with clear valuation risk. A $1.25–$1.75 trillion range already prices in strong execution across Starlink and future growth. The platform shift is compelling, but expectations are extremely high, so I won’t chase hype at listing. I’d rather miss the first leg than buy into peak optimism. I prefer indirect exposure over paying IPO premiums. Options like ARK Space Exploration & Innovation ETF $ARK Space Exploration & Innovation ETF(ARKX)$ or Destiny Tech100 Inc $Destiny Tech100 Inc(DXYZ)$ offer access, but I’m cautious—especially with Fundrise Innovation Fund LLC trading far above NAV. I’d rather avoid overpaying. Valuation discipline matters more th

$Rigetti Computing(RGTI)$  量子計算行業算不算是泡沫?若二揀一,元宇宙或量子計算,你選擇哪個? 這是一個非常前瞻且尖銳的問題，也是當前科技和投資界爭論的焦點。結合2026年3月的最新動態，我們可以從“泡沫與現實”的角度，來對這兩個概念進行一次深度“體檢”。 我的核心觀點是：**量子計算的“泡沫”更多存在於二級市場的股價，而非技術本身；而元宇宙的“泡沫”則更多地存在於商業模式和用戶接受度的現實困境中。** 如果必須二選一，從技術發展的確定性和長期戰略價值來看，我會選擇**量子計算**。 以下是基於最新信息的詳細分析，希望能為你的判斷提供參考： ### 📉 量子計算：資本市場的“泡沫” vs. 國家戰略的“硬科技” 說量子計算是泡沫，對，也不對。這需要將“金融投機”與“技術本質”分開來看。 1. “對”的一面：股價確實存在巨大泡沫。從2023年初到2026年初，部分純量子計算公司的股價經歷了非理性暴漲，例如Rigetti Computing累計上漲**3210%**，D-Wave Quantum上漲**1970%**，IonQ上漲**1290%** 。這些公司的市銷率（P/S）高得驚人，最高的達到**928倍**，而相比之下，2015年處於AI爆發前夜的英偉達，其市銷率僅為**2.8倍** 。這意味著股價嚴重脫離了當前的營收基本面，完全是基於遙遠未來的預期在交易，這是典型的**資本市場泡沫特徵** 。 2. “不對”的一面：技術底層堅實，是國家戰略必爭之地。與元宇宙不同，量子計算有堅實的物理學和工程學基礎，並被視為大國競爭的制高點 。2026年發布的“十五五”規劃中，**量子科技**被明確列為未來產業，與具身智能、6G等並列，體現了其國家戰略地位 。中國科學

$Chewy, Inc.(CHWY)$ $Petco Health and Wellness Company, Inc.(WOOF)$  $Freshpet(FRPT)$  🚀🐾📊 Chewy $CHWY Reclaims Momentum: Earnings Quality Meets Technical Inflection 📊🐾🚀 $CHWY is trading firmly in the open session, extending earlier strength following its Q4 release. This is not simply a reactive bounce. The move reflects a shift in both earnings quality and positioning after an extended period of downside pressure. After declining -31% YoY and printing a two-year low at $22.75, the stock entered this result with sentiment washed out and expectations compressed. That backdrop matters, because it lowers the bar for a meaningful re-rating when f

$Terns Pharmaceuticals, Inc.(TERN)$ $Merck(MRK)$  $Viking Therapeutics(VKTX)$  🚀🧬📈 Terns Pharma $TERN Momentum Ignites on Unusual Options Flow and Strategic Takeover Speculation 📈🧬🚀 Terns Pharmaceuticals $TERN is pushing higher again, now +5.4% on the session, and I’m watching this through a very specific lens. This is no longer just a biotech momentum trade, it is becoming a liquidity and positioning event driven by aggressive options flow and a potential strategic re-rating catalyst. The options tape is where the real signal sits. Over 49K calls have already traded, roughly 89x normal volume, versus just 4.6K puts. That is not retail noise, t

🌟Trading is supposed to be about strategy but sometimes it feels more like a rescue mission. I must confess that I have a Bottom Fishing Addiction. It is a seductive habit.  You see a big name that has been absolutely pummelled - down 40%, 60% or even 80%. While the rest of the market is running away, I am  stepping in, convinced that I have found the bargain of a lifetime. How I am fixing my addiction: I am learning to stop being a hero.  My new rule: No base, no trade. I am forcing myself to wait for the stock to stop making new lows & actually trade sideways for a while - showing that the sellers are  exhausted. I am also waiting for the price to cross back above its 20 day moving average before I think of touching it. It is better to buy a stock at USD 55 that

🌟🌟🌟SpaceX at USD 1.75T - Frontier or Bubble?  I believe it is a Frontier: To the moon and possibly Mars, if Elon forgets to brake.😁 SpaceX isn't an ordinary company because it has Starlink.  While rockets grab headlines, Starlink builds the foundation.  It is the steady recurring revenue stream that does not depend on flawless launches or perfect weather.  Starlink is the system that turns space from a destination into an infrastructure layer. Starlink is already reshaping connectivity in places the world forgot to wire.  Remote communities, ships at sea, disaster zones.  Suddenly they are not offline shadows but part of the global community.  That is not hype.  That is impact. If SpaceX was a bubble, Starlink would have popped by now.  That is

Is Destiny Tech 100 a Good Way for Small Investors to Get Into SpaceX? 🌟🌟🌟If you are a small investor dreaming of owning SpaceX but lacking a billionaire's family office, $Destiny Tech100 Inc(DXYZ)$  can feel like someone finally cracked open a window in a room with a locked door.  It is not a direct path but it is a path. Yes it comes with quirks, fees and drama but also SpaceX exposure. Let's break it down: The Appeal : Why $Destiny Tech100 Inc(DXYZ)$  Can Make Sense  1.  You get indirect exposure to SpaceX.  DXYZ holds private company shares which includes SpaceX through SPV, short for Special Purpose Vehicle.   A SPV is basica

🌟🌟🌟The TACO or Trump Always Chickens Out strategy is currently on life support.  While it previously turned every dip into a buying opportunity, recent market reversals suggest the "blink" investors expected may no longer be a sure bet. Tuesday's reversal: Markets initially surged on a 5 day strike delay but quickly faded as Iran denied any formal dialogue.  This causes an intraday reversal. Shift in Play:  Analysts warn that buying the dip is becoming riskier.  In fact some analysts suggesting a transition toward "selling the rally " as geopolitical tensions with Iran refuse to cool. Watching the TACO trade right now feels like waiting for a delivery that is hours late.  You want to believe the "chicken" is coming but the hunger (red candles) is getting real. Wi

SpaceX Ignites a Space Rally. Here Are the Key Stocks to Watch Recent developments surrounding SpaceX have quickly lifted market sentiment, triggering a broad rally across space and satellite-related assets. This move has been highly concentrated in a small group of core names, with capital flows showing a clear, tiered structure. Among them, $Destiny Tech100 Inc(DXYZ)$   surged as much as 26%, emerging as one of the most direct beneficiaries. Its exposure to private technology companies gives it a “proxy ownership” profile, making it a natural vehicle for investors seeking indirect exposure to SpaceX's valuation. At the same time, key players across the space and satellite value chain moved sharply higher.

Arm Enters AI Chips. Why Are Nvidia, AMD and Intel All Rising? After $Arm Holdings(ARM)$   unveiled its first data-center CPU, the company’s shares surged more than 14.5% intraday. At the same time, $NVIDIA(NVDA)$   , and $Intel(INTC)$   also moved higher, gaining  6.2%, and 6.3%, respectively, with AI compute-related stocks broadly active. Why did an event that should have intensified competition instead lift all the key players? What exactly is the market pricing? From the event itself, Arm introduced its first in-house data-center CPU,

$Advanced Micro Devices(AMD)$  see what is the price now? I told you guys just buy when it drops to price 190 and hold for profit $NVIDIA(NVDA)$  another same things for this perfect share too! Just buy when it drops and hold for profit too! Gogogo!

$Intel(INTC)$ Glad that there is some  bound back. Hope market stabilisation come soon. 

$Advanced Micro Devices(AMD)$  it's flying to the moon! Tonight will fly more than now! $Apple(AAPL)$  this another perfect share can buy too when it drops! Now it's the chance! Gogogo!

$Frasers Cpt Tr(J69U.SI)$ in my opinion, market going cha-cha is the worst... i rather it goes down or up at least with a crash or a meteoric rise, investors can make decision on their buys and sells... sigh... we are at the mercy of just one man