To The Moon

I’m bullish on $Micron Technology(MU)$ here, especially with HBM demand and memory pricing continuing to strengthen. The commitment to return 100% of free cash flow to shareholders also makes the story more attractive beyond just the memory cycle. Technically, I’m watching $984 closely. A clean breakout could open the door toward $1,050 and potentially $1,100, while I’d keep $840 as the key downside level. I’m comfortable with some consolidation first rather than chasing the move. For the options trade, I like the Aug 21 $980/$1050 bull call spread as a defined-risk way to express the breakout view. If MU breaks $984 with strong volume, I’d see that as a stronger confirmation that the rebound has further room to run. My preference is still to stay

I agree with @Ross_Macro_Trading distinction between being bullish on AI long term and being fully invested at every price. The AI cycle still has years to run, but after the huge semiconductor rally, risk management and valuation matter more. I’d rather accumulate quality names on pullbacks than chase parabolic moves. What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$

I’m leaning toward $Unusual Machines Inc(UMAC)$ as my top drone reshoring play. The tariff story is bigger than higher import costs—it’s about rebuilding the U.S. drone supply chain, including motors, FPV components and flight-control systems. That gives UMAC direct exposure to component localization, while $Red Cat Holdings Inc.(RCAT)$ remains attractive as a military-drone play. For the next 30 days, I’d pick UMAC over RCAT, although both could benefit if government orders accelerate. The key risks are higher component costs and the possibility that reshoring expectations are already priced in. I want to see real orde

Hello everyone! Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1. The vote clears construction to continue and locks in 300 MW of capacity at the site. 2 Cramer thinks $Micron Technology(MU)$ can double again because the market is still pricing Micron like a boom and bust memory stock. He says data center demand has become “endless” while long term agreements lock in margins making this cycle fundamentally different from what the market is used to. 3 $Alphabet(GOOGL)$ is turning Spirit Airlines bankr

I’m watching $TJX Companies(TJX)$ most closely this week. With July retail sales falling 0.6%, I think the key question is whether consumers are cutting spending or simply becoming more selective and trading down. TJX’s discount-focused model could benefit if shoppers still want apparel and home goods but become less willing to pay full price. What I’ll be watching is whether TJX can maintain strong traffic and merchandise margins without relying too heavily on promotions. If sales remain resilient while margins hold up, it would reinforce the idea that consumers are shifting towar

I’m leaning toward A) U.S. Banks & Brokers. The earnings momentum looks more convincing to me than a purely valuation-driven rally, with NII, trading, investment banking and fee income all improving together. Among the group, $Bank of America(BAC)$ stands out to me as the one I’d be most willing to buy at today’s level. I also like $Charles Schwab(SCHW)$ for its strong asset growth, trading activity and expanding revenue base. That said, after such a strong run to fresh highs, I wouldn’t chase aggressively—I’d prefer to build a position gradually on any pullback while the earnings momentum remains intact. For the

Even though the AI supply chain and memory sectors have started bouncing back over the past few days, macro risks continue to linger in the background... The US 30-year Treasury yield has once again broken out to a new high since 2007, hitting a fresh one-year high of 5.3%. 🚗💨 On the way to MBS for that buffet... but wait! The 30-year bond just hit a new high for the year, so we're u-turning straight back to the office! Buffet's cancelled, market panic is served instead 😭📉 Meanwhile, the 10-year Treasury yield is also hovering near its one-year high of 4.7%. This signals that the market is demanding an extra risk premium due to concerns over long-term US inflation, severe government debt, ongoing geopolitical conflicts, and high oil prices. At the same time, even the tech giants with the s

🌟🌟🌟I will be watching $Wal-Mart(WMT)$ most closely this week as Walmart is the macro barometer.  If they warn again about lower income stress, the retail sector will feel the strain most acutely as Walmart is the largest US retailer. If Walmart surprises positively, it will stabilise the entire consumer defensive sector. Higher fuel prices are pressuring margins & household budgets.  Yet high income shoppers & Ecommerce is up and still driving growth. I would also watch $Home Depot(HD)$ closely as the housing market is described as wobbly heading into earnings on August 18.  Home Depot is the interest rate sensitivity stock.  If housing demand continues to weaken, Home Depot's

The great retail reckoning: Home Depot & Walmart Earnings - Economic shield or cold water?  Together these 2 giants control the ultimate economic crystal ball.  They know how much cash people are spending on renovations vs how much they pinch pennies on groceries. $Home Depot(HD)$ Warning: Consumers are locking up their wallets when it comes to big ticket discretionary projects.  With higher interest rates freezing the market, people are not buying new homes.  The era of unplanned renovations has paused. Contractors are reporting shorter backlogs, proving that the pros are feeling the pinch of increased borrowing costs. $Wal-Mart(WMT)$ is more consumer defensive resilient.  Pe

Replying to @Investing Leon:Hi, thanks for reading my post and sharing your views.  I find it increasingly difficult to read the US market nowadays, especially since end Feb with the start of the Middle East conflict.  6 months into it, there is still no sign of peace. Assuming this conflict drags into November 2026 - where will US market be ?  This seems increasingly possible.  Agree ?//@Investing Leon:The recent performance of major U.S. stock indices has fallen short of expectations, and the broader market may face increasing pressure in the coming period.