To The Moon

$Alibaba(BABA)$   Alibaba is raising ~HK$80bn (US$10.2bn) through a Hong Kong share placement to accelerate its AI and cloud investment. The market initially reacted negatively because of dilution and concerns over huge AI spending. But several signals are worth watching: * ~3× oversubscribed — strong institutional demand. * Joe Tsai bought ~HK$81m of Alibaba shares around HK$112, after the sell-off. * CEO Eddie Wu bought ~HK$39m around the same price. * Tsai previously made a much larger ~US$152m purchase around US$77.5/ADS in 2023. He’s now buying again around US$115/ADS equivalent. * The new shares are being placed with non-U.S. investors, potentially strengthening Alibaba’s Hong Kong/Asian shareholder base.

IWM (iShares Russell 2000 ETF) has been unfolding a bullish impulse from the March 23, 2026 low, maintaining a higher‑high sequence that favors continued upside. Our strategy guided members to avoid selling and instead buy dips in 3, 7, or 11 swings at defined blue box areas. August 20, 2026 (1‑Hour Chart Update) Rally from July 29 low ended wave 3 at $305.20. Wave 4 pullback unfolded as a zigzag correction:((a)) ended at $299.64.((b)) bounced to $303.58.((c)) reached the blue box at $297.39–$293.54. Buyers were expected to emerge from this zone for the next leg higher or at least a 3‑wave bounce. August 24, 2026 (1‑Hour Chart Update) IWM reacted strongly higher after completing the zigzag correction in the blue box. Members secured risk‑free positions shortly after entry. A decisive break

🌟🌟🌟Why gamble your hard earned wealth on highly volatile, cyclical battery chemicals when you can shelter inside a bulletproof monetary fortress?  My choice is D: I am more bullish on Gold than on Lithium. With US 30 year Treasury yields stubbornly near 19 year highs of 5.33%, it is a good strategy to invest in Gold.  My top pick is $ETFS Physical Gold(GOLD.AU)$ .  It is the largest and oldest Gold ETF on the ASX, commanding over USD 5.9 billion in Assets Under Management.  Much like the US $SPDR Gold ETF(GLD)$ it is directly backed by physical gold bars securely held in London vaults by JPMorgan.    It has a management fee of 0.40%. Another gold ETF alternative is

🌟🌟🌟The pre earnings tech slide is not a structural breakdown.  It is a classic panic room creating a gift wrapped technical Gold Pit.  $NVIDIA(NVDA)$ has just aggressively snapped a painful 7 day losing streak to lead a violent pre earnings recovery! NVIDIA has completely reversed the downward trend to rise 2.2%, snapping its worst slide since 2022 & lifting the entire semiconductor sector out of the mud. Why did it suddenly bounce back?  Because Wall Street realised it was being ridiculous.  Analysts at Bank of America slammed the table, calling NVIDIA's pre earnings valuation discount "fundamentally illogical". I am in the Gold Pit Camp which looks past headline noise.  This is supported by analysts predicting a ma

$Singtel(Z74.SI)$    SingTel - She is gaining strength likely to rise up to test 4.46 and above . Beyond 4.46, she may rise up further towards 4.70. Pls dyodd. 30 July 2026: Nice Green candlesticks spotted on the chart. Long time didnt see the price is up 20 cents to close at 4.44, Looks rather bullish. She may rise up to test 4.70 than 5.00. 1st quarter results is out. – Singtel on Aug 13 reported a 71.6 per cent fall in first-quarter net profit to $818 million from $2.88 billion the previous year. The group attributed the dip to exceptional gains from the sale of a partial stake in Airtel and the Intouch-Gulf Energy merger in the same quarter in 2025. Underlying net profit was up 21 per cent to $831 million from $686 million, driven

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Trump seemed to be determined to force Iran hands by slaming tariffs on countries that trade with Iran, with China the major trade partner. With the meeting with Xi and Trump coming up soon, does Trump really wants to burn the bridge and worsen the ties between both countries even before its mended or built? And the tariff war between US and Canada has officially started, with Mark Carney announcing 50% reciprocal tariffs after negotiations broke down. Canada has always approach this situation with good faith, but I think it has come to a crossroad whereby enough is enough, you will never be able to negotiate with a tyrant like Trump. So with al

I would wait for both Nvidia earnings and Jackson Hole to clear. Nvidia’s fundamentals remain exceptional, with consensus revenue around $92bn and Rubin potentially becoming the next major growth driver, but expectations are already demanding. A routine beat may not be enough, especially after four consecutive negative post-earnings reactions. The reported 15%+ server price increases also show Nvidia retaining pricing power despite soaring memory costs, although that could pressure customers’ AI returns. For me, the better risk/reward is to avoid chasing before two major catalysts. If Nvidia delivers strong guidance and Warsh does not trigger another yield shock, I would add afterwards. Suppliers, especially memory and AI infrastructure names, remain attractive as a secondary way to play t

I would wait for the data rather than chase the oil-driven growth rally. The demining of Hormuz is genuinely positive, and Iran-Oman talks on a temporary shipping corridor could further reduce the geopolitical premium. But actual oil flows remain far below pre-war levels, while attacks on vessels continue. At the same time, Bessent’s expanded sanctions covering shipping, gold, digital assets and other sectors could tighten Iran’s financial pressure substantially. So cheaper oil is bullish for growth and inflation expectations, but I would want confirmation from shipping flows and diplomacy before rotating aggressively. I would keep core growth exposure, avoid chasing energy after geopolitical spikes, and retain some energy as a hedge. The risk premium has compressed, not disappeared.

I would wait for the data. Moderna’s rally shows the market is shifting from a short-covering story towards assigning real value to intismeran, and a potential $9.2bn peak-sales opportunity would clearly transform the company’s outlook. But peak sales are still a model, not realised demand. With LTM revenue around $2.23bn and declining, paying up after another 14% jump leaves little room for disappointing efficacy, regulatory delays or slower commercial adoption. Merck offers the more diversified route to the same oncology opportunity, but with less upside sensitivity if intismeran succeeds spectacularly. For Moderna, I would rather miss the first part of the move and add after stronger clinical data validate the revenue thesis. At $158+, evidence matters more than analyst targets.

If I could only choose one through the end of the year, I’d pick B: Bitcoin. Gold is the safer and more established hedge, but I think Bitcoin has greater upside if rate-cut expectations, a weaker dollar and liquidity conditions continue to support risk assets. I also like Bitcoin because its role is gradually expanding beyond a speculative asset. With concerns around inflation, currency debasement and rising government debt, I see Bitcoin as a higher-risk alternative to traditional stores of value. The volatility is definitely higher, so position sizing matters. Gold would still be my choice for capital preservation, but if the goal is to maximize potential returns through year-end, I’d rather take the higher-risk Bitcoin trade. I’m comfortable with the volatility as long as I keep my po

$Semtech(SMTC)$   ​Core Dynamic:  "Availability currently matters more than pricing." Zero near-term order erosion; cost increases are passing through cleanly. ​CW Lasers (Post-HieFo):  Transceiver revenue targeted for H1 FY28. Capacity is tight and they trail pure laser leaders, but making solid progress toward the 2027 ramp. ​TIA & Drivers (FiberEdge):  Exceptional demand. Deepening hyperscaler integration with a dominant target of 50%+ market share for 1.6T FiberEdge by year's end ("designing to every module provider"). 1.6T qualifications are finishing ahead of schedule. ​Backlog & Visibility:  Current FY is fully booked; next year is already >70% locked in. Management noted current capacity may fall short f

If I had to choose one, I’d go with D: Eaton and Vertiv. I think the AI power bottleneck is becoming a structural theme, but I prefer the “picks and shovels” approach because data centers need power distribution, backup systems and cooling regardless of which generation technology ultimately wins. That said, $Bloom Energy Corp(BE)$ is definitely interesting. The combination of record revenue, improving margins and onsite power generation gives BE a compelling growth story, especially when grid connections can take years. However, its valuation and execution risk make me less comfortable chasing the stock after a strong run. I also like nuclear and gas power producers for the longer term, but I think the infrastructure surrounding electricity could