To The Moon

Light (Optics) vs Memory - Which side to bet on?  While memory is important, Light wins the valuation crown over storage.  This is because of a brutal law of physics: The Electronic Bottleneck. Let's look at why Wall Street treats memory like a premium commodity but treats light like magic: Memory chips store data but they have to send that data to the GPU using copper wires & electrons.  If the data takes too long to get from the memory bank to the GPU, that USD 40,000 chip sits idle. $Lumentum(LITE)$ & $COHERENT(COHR)$ use photons.  Silicon photonics convert digital data into beams of lig

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Nvidia $NVDA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent AI compute financing platforms designed to mobilize more than $500 billion of third-party capital over time. The goal is to turn Nvidia compute and full-stack AI infrastructure into an investable asset class, helping fund the global buildout of AI factories while giving Nvidia customers access to large pools of capital at attractive rates. Jensen: “In AI, compute is revenue. NVIDIA compute is uniquely suited for this role. It is broadly adopted, flexible across models and workloads, fungible and transferable across customers and operators, and continuously improved through CUDA software.

I’m leaning D — Holding Steady. The STI’s ~23% YTD rally is impressive, but I don’t think the story is over. Singapore’s banks continue delivering strong earnings and dividends, while SGX benefits from stronger capital-market activity. If earnings remain solid, the STI could still challenge 6,000. That said, I wouldn’t chase aggressively here. After such a strong run, consolidation around 5,400–5,700 would be healthy. I’d rather keep my core positions, reinvest dividends and add selectively on pullbacks. I’m more comfortable staying invested than trying to guess the exact top. The key risk is whether falling rates pressure bank NIMs enough to offset wealth management and fee-income growth. For me, this rally is increasingly about earnings, dividends and compounding. If banks keep executin

🌟🌟🌟 $Lumentum(LITE)$ is the ultimate winner of AI's Light vs Storage battle.  While memory storage is critical, optical modules represent the true bottleneck of AI data centers because moving data at the speed of light is mandatory to prevent massive GPU idling. The optical sector has given investors much worry lately as they have experienced a sharp pre earnings cooling with Lumentum dropping 7% in a single day. Lumentum is expected to report a huge 105% year over year revenue explosion to around USD 988 million. The recent stock pullback isn't a sign that AI demand is slowing down.  If Lumentum beats expectations & raises its 2027 capacity execution guidance, it will trigger a short squeeze across the entire optics sector. NVIDIA

Hello everyone! Today i want to share some option strategies with you! 1 Our optionselling trades on $Rocket Lab USA, Inc.(RKLB)$ to play earnings. - Writing covered call, Aug 21 $105 strike - Writing naked calls, Aug 14 $120 strike - Debating writing the Aug 21 $45 strike puts 🤔 2 Two big names in the AI space report earnings after the close tomorrow ($CoreWeave, Inc.(CRWV)$ in AH and $NEBIUS(NBIS)$ in PM). Expected move for both tickers is ~12%. Lots of retail folks playing both these names, and tutes know it. These companies operate in the same market space, and yet CRWV hasn't seen the love like NBIS has recentl

TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ just finished up a 4th day of consolidation above 7700. The market may not break out of this current range until after CPI data premarket on Wednesday. MOST likely we see another range day tomorrow so just wait until we see CPI data before trading this week. SPX needs through 7800 to test 8000. $Micron Technology(MU)$ every pop higher gets sold near/above 900 the past week. Until we see MU close above 900 and hold for at least 3 trading days, Avoid trading the upside for it. $Invesco QQQ(QQQ)$ all time high is at 748. QQQ closed at 720.87 today. QQQ can trade in a wide range

CPI Wednesday is going to make 90% of traders lose money before lunch. Here's the exact playbook so you're not one of them 👇$Cboe Volatility Index(VIX)$ 🧊 COOL PRINT (0.1% or below) Market gaps up ~+0.24% at the open. That strength gets sold, median −0.27% intraday fade. The reversal isn't real, though: cool prints ran +1.05% over the next 3 sessions, the strongest follow-through of any outcome 📊 Don’t chase the gap up. Let the morning sellers finish, the real move comes over the rest of the week, so buy the dip ✅ IN-LINE (0.2%, the forecast) Near-zero intraday drift, tightest range of the three. Vol bleeds out once the event risk resolves. 71% close green, highest rate of any bucket and still +0.55% over the next 3 sessions 📊 Buy t

$YZJ Shipbldg SGD(BS6.SI)$  It proven again patience is the key of investing journey! Play your own strategy with conviction! 

Hello everyone! Today i want to share some technical analysis with you! 1 Silver about to shine again? 👀 $iShares Silver Trust(SLV)$ 2 Cup and Handle on America's largest energy company? Oh boy... $Exxon Mobil(XOM)$ 3 First real sign of life in months $Netflix(NFLX)$ 👀 4 $Microsoft(MSFT)$ breaking out to its highest price in 9 months 🤰🎉 5 Here comes energy 👀⚡️ $Energy Select Sector SPDR Fund(XLE)$

$NVIDIA(NVDA)$ Nvidia go go go to the moon 🌙!!!

$Torm PLC(TRMD)$ TORM go go go to the moon 🌙!!!