To The Moon

Introduction Tonight, after the U.S. market closes on 26 August 2026, $NVIDIA(NVDA)$  will release its Fiscal Q2 2027 earnings results. This is not just another earnings announcement. In my view, NVIDIA has become the single most important company in the artificial intelligence ecosystem, and its results could influence not only AI-related stocks but also the broader technology sector and overall market sentiment. NVIDIA is scheduled to report after market close and host its earnings call shortly afterward. Earnings release As an investor, I am less interested in whether NVIDIA beats earnings estimates by a few cents and more focused on whether AI demand remains strong enough to justify the enormous infrastructu

A huge thank you to Jonathan Lo and the Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ team for bringing their Q3 Markets Commentary to our office last week! Jonathan walked us through the macro landscape dominating this quarter—oil-driven rate volatility, persistent inflation, geopolitical risks, and the evolving AI cycle driving global earnings resilience. With nearly 20 years of practical trading and multi-asset experience, his insights on macro-directed long-short strategies were incredibly timely. Key Messages: Navigating Q3 Volatility: How Interest Rates, Oil, and Geopolitics Shape Your Portfolio

$Copper - main 2609(HGmain)$’s Next Big Cycle: Why Investors Are Watching the Metal Behind AI Infrastructure Copper is attracting renewed attention from investors as the global race for artificial intelligence infrastructure accelerates. Unlike many commodities that depend mainly on economic growth expectations, copper is gaining a new structural demand story. The expansion of AI data centers, electricity networks, renewable energy projects and electric vehicles is increasing the need for one of the world’s most important industrial metals. This has raised a bigger question for investors: Is copper entering a new long-term demand cycle, and which ETFs could benefit if the supply shortage continues? 🟡 Why: Copper Is Becoming a S

Gold pushed to fresh record highs in 2026, and the ETFs that track it have been swept along for the ride. Gold hit roughly $5,600 an ounce in January before pulling back over 20% in its worst quarter since 2013 — then rebounding to challenge $4,500 by August. Major gold-backed funds have posted some of their strongest years on record despite the swings. The question now is: what's actually driving this, and can it keep going? 🔍 Why: Demand Is Converging From Every Angle Gold's rally isn't being driven by one type of buyer — it's structural, with several demand sources moving at once: Central bank reserve buying Record ETF inflows Record physical (bar and coin) demand in Asia Rising concern over sovereign debt and currency debasement That convergence — sovereign, institutional, and retail d

$BYD COMPANY(01211)$ is set to release its financial results on August 28. The market expects Q2 revenue of RMB 211.7 billion, representing year‑on‑year growth of approximately 24.3%. Adjusted earnings per share are projected at RMB 0.79, down 24% year‑on‑year. In terms of valuation, the current P/E ratio stands at 27.67x, which is at a relatively high level over the past three years, yet still below the industry average of 33.67x. Looking at the revenue structure, BYD's income primarily comes from two segments: automobiles and related products, and mobile handset components and assembly. Automobiles are the main revenue source, accounting for about 84% of total revenue. In terms of sales volume, BYD disclosed that it delivered a