To The Moon

I’m most bullish on $Micron Technology(MU)$ , $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ over the next 6 months, with MU standing out. HBM remains a critical AI bottleneck, while hyperscaler capex is still extremely strong. I believe memory suppliers can continue capturing a disproportionate share of AI spending as HBM demand stays elevated. NVDA remains a core holding thanks to CUDA, Blackwell and Rubin, while TSM benefits from virtually every leading-edge AI chip and advanced packaging demand. I’m also watching CRDO and ALAB as higher-growth AI connectivity pla

I’d pick Ivan_Gan’s view as the most actionable. Bitcoin and gold offer clear technical levels, but macro policy is still the bigger driver across asset classes. If Fed hike expectations continue to fade, liquidity-sensitive assets like QQQ and SPY could remain supported even if markets stay range-bound. That said, gold’s breakout deserves attention. A short squeeze may explain the speed of the move, but sustained strength would suggest deeper institutional demand rather than just positioning. For Bitcoin, $67K is the key confirmation level, while $57.8K remains the line bulls cannot afford to lose. Personally, I’d rather wait for the breakout than chase the middle of the range. @WallStreet_Tiger [你懂的]

$Baidu(BIDU)$  earnings release basically is just the same as previous quarter except, now market realized the new AI business is not as profitable as it's legacy search ads business. Base on Tencents recent inputs, it's a 30% margin business whereas legacy ads is easily double this figure. In addition, it'll continue to swallow S&M & Capex $$ putting it's book under tremendous strain. At this point, the book still looks alright but if it wants to stay in business, they'll have to spend more. In usual scenario, market should price it at a higher discount, however, in China, it's a different case. BIDU survival will hinge on its relations within the countries government. So far, it seems like gov is still behind them as it has always b

🌟🌟🌟The retail crowd is rubbing their eyes as $SpaceX(SPCX)$ pulled off a classic high beta thriller - blasting 4.45% higher yesterday only to turn around and get slapped by a 1.98% drop today. A massive release of Q2 13F regulatory filings exposed billions of dollars in secretive institutional holdings, sparked a massive tug of war between high conviction bulls and screaming bubble alarmists. Can SpaceX valuation continue its historic expansion or is it time to close the position while the going is good? Harvard Management revealed a massive investment in SpaceX worth USD 2.2 billion.  This makes up over half of its entire US equity portfolio. Titans like Viking Global Investors, Primecap Management & Darsana Capital also increased thei

🌟🌟🌟 $Argo Exploration Ltd(AXT.AU)$ is only one of two companies on Earth alongside Japan's Sumitomo Electric capable of manufacturing Indium Phosphide.  This material is used to create the lasers that let AI data centers components communicate.  It is facing its most severe undersupply on record.  4th quarter wafer prices are slated to skyrocket over 10%. But why did it jumped 17% one day & tumbled 14% the next day? Trading at a P/E ratio exceeding 4000x, AXT is priced for hyper growth perfection.  When the broad market skids in surging bond yields, speculative stocks like AXT are the first to get sold off. Over the past year, AXT insiders have dumped USD 78.2 million worth of shares with zero insider buying.  Buy o

I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c

If I had to pick one piece of the AI infrastructure stack for the next six months, I would choose memory/storage, with Micron (MU) as my preferred exposure. AI is increasingly becoming a data-movement problem, not just a compute problem. HBM demand remains strong, while AI servers are also driving significant demand for high-performance SSDs and NAND. Tight supply and improving pricing could provide additional operating leverage. Micron is particularly interesting because it has exposure across HBM4, conventional server DRAM and enterprise SSDs, giving it multiple ways to benefit as AI infrastructure scales. Power could ultimately become the biggest bottleneck, but power-generation and grid projects generally have longer lead times. Chips remain attractive, but valuations and expectations

stagflation is still a variable threat especially with the oil and gas prices still holding up or creeping higher now and then. With the war, it's not like the US national debt has any way to go but up... the indices might appear rebounding after corrections, the rebounds are increasingly weaker and seemingly supported by those components big tech companies rather than broad based buying. Furthermore, with Nasdaq's money 💰🤑 grabbing stint for companies such as $SpaceX(SPCX)$ , the index itself is no longer a good balance gauge of overall sentiments of the investment crowd. There's always a trigger or money sucking event that ends a 🐂, $SpaceX(SPCX)$ 's craze is as good as any... to signal a possible nex

GOOD NEWS 🚖 @Tesla Robotaxi reported absolutely zero collisions initiated by its Model Y ADS in the latest NHTSA ADS reporting update, covering data from June 16, 2025 through July 15, 2026 🔥 Taking a close look at the incident reports, the two newly submitted Tesla incidents both involved another driver striking a completely stopped Model Y 🆒 ✅ Down in Austin, where 100% of tracked robotaxi rides were unsupervised, the Model Y was stopped safely at a red left turn arrow. An SUV tried to change lanes, crashed into another car, and then careened right into the Tesla. ✅ Over in Dallas, it was the exact same story. The Model Y was fully pulled over and parked when a nearby passenger car simply reversed into its side. In both situations, the Tesla was at a complete standstill at 0 mph. There w

TRADE PLAN for Wednesday 📈 $SPX previous ATH at 7620 in play before a bottom forms. SPX gave up the 7700 support today after holding it for 9 days. Chip and memory stocks lead the move lower today as well. $QQQ possible it fills the gap near 707 before a bottom forms too. IF it can't reclaim 722 tomorrow, we can see more downside as well. Let the market drop for now. $MU needs a push back above 1000 to set up for 1250. We saw MU move from low 700's to 1035 in 3 weeks. Let's see if it can find a base above 900 this month. $SNDK ran from 998 to 1827. If it drops one more time to 1460, that's the buy area.

🌟I believe that the biggest risk of AI capital expenditure is that chips are updated too quickly & the rate of equipment depreciation is underestimated. This is a ticking financial time bomb keeping Wall Street awake at night.  Big Tech hyperscalers are extending their depreciation schedule from 3 to 5 years to artificially boost their paper profits today. However the reality of the hardware lifecycle completely shatters this accounting magic. In standard accounting like basic AWS or Azure web hosting, 5 year old servers work perfectly fine.  But in the frontier AI arms race, a GPU from 3 years ago like NVIDIA A100 is already obsolete for training top models. Tech Giants must generate enough cash to pay for the next generation of hardware before the current ones are even rec

With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again.  What do you think ?

$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. @JC888  Good morning, JC888 I'll repost your Nvi