To The Moon

$BTC still respecting the smart money zone. If it continues to hold, I’m looking for a move back toward $75K as the next potential rejection area. Long term, this it he bottom 65% of the time $ETH still holding macro bullish structure. Short term resistance sits at 2100–2250. If we can sweep the previous high, that adds strong evidence this was the bottom. The Monthly Smart Money Zone has marked long term bottoms about 65% of the time. With risk vs reward this skewed, this is a strong setup in my view.

$Applied Optoelectronics(AAOI)$ ⚡ Key Takeaway AAOI just closed out a genuinely brutal week, and the scale of the decline is unusual even by this stock's own volatile standards. What's notable isn't just how far it fell — it's that the model now reads this as a downtrend nearing exhaustion rather than one still accelerating. A real chance of a bullish handoff has opened up over the coming months, a meaningfully higher probability than typically seen at this stage of a Bearish-zone position. That shift changes the calculus: this reads less like a name to keep avoiding and more like one to start watching closely for an entry. Even so, the risk profile remains real, and any positioning here calls for discipline rather than urgency. ━━━━━━━━━━━━━━━━━━

Elon Musk recently made one of his boldest statements yet about $SpaceX(SPCX)$ . Responding to a discussion on X, he said that if SpaceX achieves its long-term goals, it could eventually be "worth more than the rest of Earth." At first glance, the comment sounds purely about valuation. But viewed alongside Musk's broader comments on AI and automation, it reflects a much larger vision. Beyond Market Capitalization Around the time of SpaceX's IPO, Musk argued that advances in AI and robotics could eventually make money far less important than it is today. His reasoning is that if technology dramatically increases the supply of goods and services, traditional measures of wealth could become less meaningful. That doesn't mean scarcity disappears. Acco

$Alibaba(BABA)$ is starting the second half of the year with another major AI milestone. The company has released a preview of its new flagship model, Qwen3.8 Max, describing it as one of its most advanced AI models to date. Developers can already access the preview through Alibaba's coding platforms, with a broader open-weight release planned in the future. The launch comes just days after another major Chinese AI model announcement, underscoring how quickly competition among leading domestic AI developers is accelerating. But the bigger story for investors may be what happened next. Apple's AI Rollout Could Expand Qwen's Reach Alibaba may have also received one of its strongest commercial endorsements yet. According to the reported arrangement,

Moonshot AI's Kimi K3 has attracted far more demand than expected. According to the company, user demand over the past 48 hours has pushed its GPU resources close to capacity. To maintain service quality for existing subscribers, Moonshot has temporarily paused new memberships while it adds more computing capacity. Existing subscribers are not affected, and the company plans to reopen subscriptions in stages. Moonshot also announced that future memberships will be split into separate plans for its general AI services and coding products, allowing compute resources to be allocated more efficiently. The Bottleneck Is No Longer AI Adoption The significance of this announcement extends beyond one product launch. Kimi K3's rapid adoption suggests that the challenge is no longer convincing users

A 50% pullback definitely gets my attention, but it doesn't automatically make Netflix a bargain. The streaming business isn't as easy as it was a few years ago, with fierce competition and massive content costs eating into margins. The market wants to see subscriber growth pick up again before rewarding the stock. $Netflix(NFLX)$ $Netflix 3xLongSG280725(9E7W.SI)$ $Netflix 3xShortSG280725(WWRW.SI)$ That said, I wouldn't write Netflix off. It's still one of the biggest names in streaming, generates strong cash flow, and the move into AI-powered content production could help lower costs over time if executed well. If management can prove there's another growt