To The Moon

$Palantir Technologies Inc.(PLTR)$ stil waiting for $200

$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending.  Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven grow

$NVIDIA(NVDA)$ I may trim $NVIDIA(NVDA)$  and move my capital around. But would definitely buy back it is drops back to around $200 mark. Even though NVIDIA (NVDA) has been trading sideways recently, the underlying business continues to strengthen. A flat stock price doesn’t necessarily mean the investment thesis has weakened—it can simply reflect that earnings are catching up with valuation. Here are the main reasons long-term investors continue to hold NVDA. 1. AI spending is still in the early innings The biggest bullish argument hasn’t changed. The world’s largest cloud providers—Microsoft, Amazon, Google, Meta, Oracle, and xAI—are collectively planning to spend hundreds of billions of dolla

$VanEck Semiconductor ETF(SMH)$   You don't have to understand every in and out of the market. You just need to know why you are in it. Continue to DCA into chips for the future

$Alphabet(GOOG)$ Highest profit holding share

$Lemonade, Inc.(LMND)$ bought the dip and held over a few years

$Oscar Health, Inc.(OSCR)$ for coins, looking forward to earning coming up soon. Will prices retrace to backtest support or rocket upwards to break resistances and get closer to ATH/ form new ATHs? 

$Alphabet(GOOGL)$  getting lesser each time I watch 😂

$PayPal(PYPL)$  my worst share. HODL

$SOXS2 20260821 5.0 CALL$ Does this carry the mood? Just when we thought the risk on mode is coming back with the temporary US-Iranian ceasefire, with oil prices correcting nicely... one hour, just one hour into US trading hours, all the good vibes come running off... reality strikes with US Fed meeting this week.  The US Fed is no longer what it used to be. It appears that the bond market is in control rather than the interest setting Fed. The bond holders are telling the new Fed chair 🪑 that he is but indeed a piece of furniture if he doesn't follow them. Damn if he doesn't follow, condemn if he does! Either way, it appears as a lose-lose situation for him. This $Direxion Dail

$HBT Financial, Inc.(HBT)$ $First Busey(BUSE)$  $Old Second(OSBC)$  🚀 $HBT Q2 2026 Earnings: Merger Synergies Ignite Profit Growth as Margins Outperform Regional Banking Peers HBT Financial delivered a standout first full quarter following its CNB Bank acquisition, demonstrating that disciplined integration can rapidly translate into stronger profitability. Net Income surged to $27.8 million, or $0.76 per share, from an acquisition-impacted $11.2 million in Q1. Net Interest Income climbed 22.5% sequentially, while Net Interest Margin (NIM) expanded 12 basis points to an impressive 4.32%, bucking the trend of margin pressure across many regional

You can use these 3 market indicators to figure out if $SPDR S&P 500 ETF Trust(SPY)$ believes Donald Trumps lies or not: 1. Brent crude oil prices 2. 10 year treasury yields 3. US dollar Here's how to read each one: 1/ BRENT CRUDE The cleanest tell. Iran risk lives in oil first. Believes it → Brent sells off. The war premium bleeds out and traders start pricing Iranian barrels coming back onto the market. Doesn't believe it → Brent holds bid. ~20% of the world's seaborne oil moves through Hormuz. Nobody sells that risk on a headline. 2/ 10 YEAR YIELDS This one is two-sided, and that's where people get it wrong. Yields can RISE on peace (safe haven bid unwinds, growth outlook improves) or FALL on peace (lower oil = lower inflation). So don't tra

The AI sector remains one of the market's strongest long-term themes, but several leading names have reached critical technical levels that could determine their next major move. While long-term fundamentals remain intact, price action suggests institutional positioning is becoming increasingly important. Here's a look at the current setups for Micron Technology, Advanced Micro Devices, and Oracle, along with the key support levels and scenarios investors should be watching over the coming sessions. 1. $Micron Technology(MU)$ $MU needs to hold $800 of we will re-distribute back to discount zone very quickly I anticipated a stronger move back to $1100 best case first, but we didn't get enough strength to make that move yet. Seems big money is setting

Kevin Warsh is the richest FED CHAIR with over $100,000,000+ in assets. The truth is, $SPDR S&P 500 ETF Trust(SPY)$ could easily crash 2-3% due to the Us-Iran war, inflation and oil prices being so high. Don't miss this, everyone knows the rate will be held the same, so basically priced in at 3.50–3.75%, fifth straight. That's not the trade. The trade is 2:30pm. Remember, Warsh isn't Powell. He killed forward guidance. He didn't submit a dot in June first chair to sit out the dot plot since 2012. He gutted the statement down to almost nothing. Only his words will move the market now. Let's be clear, June CPI printed 3.5% headline, 2.6% core. Beautiful numbers. But that was a gift from a ceasefire that no longer exists. Oil's ripped ~30%+ this m