To The Moon

NextFin News — In the space of two weeks this summer, Ant Group allowed several of its newer businesses to step into the open market. On July 21, Ant International, the unit responsible for cross-border payments and related financial services, announced it had raised approximately $1.2 billion in a Series A round. Ant Group and Alibaba participated alongside other institutional investors. The company, which has operated with greater independence since 2024, said the money would fund expansion of merchant-payment and account services outside China. Within days, reports circulated that OceanBase, the database business first built to handle Ant’s own transaction volumes, was seeking 2 billion to 3 billion yuan. Separate accounts described Ant Digital Technologies preparing a pre-IPO financing

I’d say I’m definitely the FOMO trader 😂. If a stock drops 20%, my first thought is whether this could be the dip I’ve been waiting for. And if I sell only to watch it jump 15% the next day, I’ll probably feel the urge to jump back in. Watching everyone around me make money makes staying on the sidelines even harder. The challenge is knowing whether I’m seeing a real opportunity or simply reacting to FOMO. A sharp pullback can be attractive when the fundamentals remain strong, but chasing a stock just because it’s running can turn a good idea into a bad entry. I’ve learned to manage this with position sizing and DCA rather than blindly chasing every move. So, in one sentence: I’d rather risk missing the perfect entry than watch a stock take off without me—but I’m learning to turn FOMO int

Initially, the recent global stock market pullback sent shockwaves through technology and semiconductor sectors, with big drawdowns across key chipmakers and tech indexes, including Micron Technology (MU) dropping over 41% and SanDisk Corp (SNDK) plummeting over 57%. However, upon a closer look, after the initial shock, it can be seen that sector rotation is in play. While the semiconductor index $iShares Semiconductor ETF $iShares Semiconductor ETF(SOXX)$  fell, other sectors remain resilient. This is evidently shown on the heat map upon a closer observation. The recent strong earnings and double digits moves for $Microsoft(MSFT)$  and $Amazon.com(AMZ

I lean toward B. To me, this looks more like a healthy reset in expectations than the beginning of a new downcycle. After such a strong rally, memory stocks were priced for near-perfect execution, so even solid earnings and guidance weren't enough to satisfy investors. The bigger question isn't whether NAND is slowing—it's whether that weakness spreads to DRAM and HBM. So far, AI demand hasn't changed. Hyperscalers are still investing aggressively, HBM supply remains tight, and AI servers continue to require more high-performance memory. That's why I think Micron is in a different position from pure NAND players. Its AI growth is increasingly driven by DRAM and HBM rather than NAND alone. Unless we start seeing analysts cut DRAM/HBM forecasts or AI capex slows meaningfully, I'd view this

🌟🌟🌟I am D:  The Silent Pro because I do not chase the noise, the hype or the overnight millionaires.  I have mastered the art of doing absolutely nothing.  While the crowd panics and buys the top, I sit quietly, sip my coffee and watch the chaos unfold without worrying unnecessarily.  The ultimate power of being a Silent Pro is not a secret algorithm.  It is patience.  I understand that building true wealth is less like a high speed car chase and more like watching a snail move.  I do not need to catch every wave when I am busy building the entire ocean. I do not stress over daily price drops because my horizon is measured in decades. As Charlie Munger famously said: "The Big Money is not in the buying and selling but in the Waiting". Slow and Steady Win

The recent sharp rises in gold and silver prices (with gold recently trading above $4,300/oz and silver surging toward $65/oz as of early August 2026, after earlier all-time highs near $5,600 for gold and much higher peaks for silver earlier in the year) stand out as uncommon in scale, speed, and drivers—and they warrant caution rather than celebration for many investors. Why the rise is uncommon Gold and silver have delivered extraordinary multi-year gains: gold rose roughly 65% in 2025 (its strongest year since 1979) and hit records above $5,000–$5,600 early in 2026 before correcting; silver rose even more dramatically (around 135–150% in 2025, with further volatile moves). These are among the strongest annual performances in decades, driven by a rare confluence of factors rather than or

The Tech Bloodbath Isn’t a Bubble—It’s a Once-in-a-Decade Feeding Frenzy, and the Smart Money Is Already Sharpening Knives Look at the board right now. Micron got butchered 41%. SanDisk got eviscerated 57%. $SpaceX(SPCX)$  —yes, the rocket company that was supposed to be untouchable—got cut in half, down 52%. The same names that spent the last two years printing money for everyone who held them just took a chainsaw to retail’s portfolio. And the question floating around every Discord, every group chat, every late-night chart session is the same: is this the bubble finally popping… or is this the exact moment the next cycle’s winners get handed to you on a silver platter while everyone else is still screaming? I’m going to say the quiet p

SK Hynix Tests Key Gamma Support: Will $135 Hold? On Friday, $SK hynix(SKHY)$   fell nearly 5%, leading a broad pullback across the memory sector. Investors grew concerned after the company announced plans to expand capital expenditures over the coming years, raising expectations for faster HBM and DRAM supply growth. While the investment supports long-term AI demand, it also fueled concerns that future memory supply could outpace expectations, weighing on pricing and industry profitability. Meanwhile, the AI memory sector had rallied sharply in recent months, prompting some investors to lock in profits. From the options market's perspective, short-term positioning has turned more cautious, but there are no signs of panic selling. The $1

B. Talks stall on the blockade issue. Progress in the Hormuz talks is encouraging, but the hardest issue still looks unresolved: what actually constitutes a full reopening and under what conditions. That leaves a meaningful geopolitical premium in oil. If negotiations hit another obstacle or shipping security deteriorates, USO could quickly retest recent highs and XLE would likely benefit. At the same time, the weak July payrolls report has complicated the Fed story, so I would watch both oil and Treasury yields. For now, though, Hormuz remains the more asymmetric near-term catalyst because the market appears to be pricing in a fair amount of diplomatic progress already.

$Venture(V03.SI)$    Venture - Nice Gapped up last Friday and closed higher at 17.19, looks rather bullish. She may rise up to test 17.82 and above. Beyond 17.82, she may rise up to test 18.00 than 18.57 and 18.75. This morning Gapped up at 16.70, superb. VENTURE RECORDS DOUBLE DIGIT GROWTH IN REVENUE AND NET PROFIT FOR 2Q 2026, RAISES INTERIM ORDINARY DIVIDEND TO 30 CENTS PER SHARE • Revenue rose 12.5% year-on-year in 2Q 2026, driven by growth across multiple technology domains • On a sequential quarter basis, 2Q 2026 revenue rose 15.6% against 1Q 2026, reflecting improved business momentum • Interim ordinary dividend raised by 20% to 30 cents per share, demonstrating Venture’s commitment to enhancingshareholder returns. Cash rich. Xd

Is This the Memory Peak, or Just an Expectations Reset? Memory stocks have suddenly become much harder to own. $SanDisk Corp.(SNDK)$   just posted one of its strongest quarters ever, and the stock got hammered. $Western Digital(WDC)$   dropped hard on earnings too. $Micron Technology(MU)$   got dragged down with them. The market is asking one question across the board: has the memory supercycle already peaked? The Numbers Don't Match the Selloff $SanDisk (SNDK.US)$ pulled in $8.97B in revenue, up 51% sequentially, with non-GAAP gross margin at 84.6%. Datacenter revenue nearly

The rally can extend, but after a roughly $300 three-session move, I would expect the pace to slow. The initial trigger was macro, with weak employment data, a softer dollar and falling oil reducing expectations for further Fed tightening. But the size and speed of the move appear to have been amplified by short covering and CTA positioning. The key question now is whether **fundamental buyers replace the shorts who were forced to cover**. If CPI reinforces the disinflation story, Treasury real yields and the dollar could fall further. In that scenario, gold could hold above the breakout area and make another run higher. That would turn what began as a squeeze into a more durable rates-driven rally. Conversely, a hot CPI is probably the greatest near-term threat. If inflation surprises upw