To The Moon

News and my thoughts from the past week (31Aug2026) JPMorgan has said that there may be a large-scale food supply crisis in the next year. - Unusual Whale Bill Gates accuses the tech industry of knowingly downplaying AI's risks because too much money is at stake. Executives are worried in private but won't say so publicly, he told the NYT. Their reasoning, in his words: "It's bad for us — the next trillion dollars we're trying to raise." Gates says the industry blew past milestones it once said would warrant caution: models escaping their creators' control, AI producing bioweapon recipes. - X user International Cyber Digest AI agents are now using 5x more tokens than humans - X user Kalshi David Sacks: “I got bad news for you, Chamath, an open source ban is coming. They're not going to cal

Mastering SGX's Newest High Leverage Gold & Silver DLCs 🌟🌟🌟Welcome to the ultimate precision toolset for macro scalpers.  The launch of Societe Generale's first ever Gold and Silver Daily Leverage Certificates or DLCs on the SGX represents a massive structural upgrade for directional traders across Asia. By tracking the world's most liquid precious metals ETFs $SPDR Gold ETF(GLD)$  and $iShares Silver Trust(SLV)$  with a near perfect 0.98 correlation to spot prices, you no longer have to navigate chunky futures contracts, overnight currency friction or complex margin calls.  Trading with fixed leverage factors of 3x for Si

🌟🌟🌟It is the Tug of War of the AI era: Do you stay strapped to the $NVIDIA(NVDA)$ rocket ship or do you take profits and run before gravity remembers it still exists? If you choose to diamond hand your Nvidia's shares, you are backing the King of modern computing infrastructure. Every Tech Titan from Microsoft & Google to hyper scaled AI startups is practically begging for NVIDIA hardware.  They are not just buying chips.  They are buying the software ecosystem - CUDA that anchors the entire AI world. NVIDIA does not just sit still.  Just when the market thinks Blackwell architecture is priced in, Vera Rubin is their next generation silicon road map. Moreover there is no financial pain quite like selling a stock at a 100% gain

🌟🌟🌟I believe that the $Marvell Technology(MRVL)$ thesis rests on rock solid fundamentals.  The custom chip story isn't cooling down.  Hyperscalers like Alphabet, Amazon & Microsoft need custom ASICs to optimise specific workloads at a lower cost. Marvell's management also stated that their custom chip business is expected to double next year.  You do not double your core growth engine in a cooling market. Don't forget that NVIDIA itself validated Marvell's tech stack with a massive USD 2 billion strategic investment earlier this year to integrate them into the NVLink Fusion ecosystem. So when the market throws a high quality stock out with post earnings bathwater, history favours those who step in to buy the fear.

🌟🌟🌟Buying $Strategy(MSTR)$ isn't just buying Bitcoin.  It is buying Bitcoin on financial steroids.  If you believe the bottom is in, Michael Saylor's model is an absolute master piece of corporate engineering. MSTR doesn't just buy Bitcoin with spare cash.  They issue low interest convertible debt to buy more Bitcoin.  When Bitcoin goes up, MSTR's stock price reacts with a massive spike that leaves spot Bitcoin ETFs like $iShares Bitcoin Trust(IBIT)$ in the dust. By trading at a massive premium to its actual Net Asset Value or NAV, MSTR can issue new shares, buy more Bitcoin & instantly make the company more valuable on paper.  It is a financial perpetual motion machine. In

🌟🌟🌟 $SK hynix(SKHY)$ ground breaking ceremony in Indiana USA proves that the memory market has fundamentally evolved from a commoditised cyclical trade into a high barrier, institutional grade structural growth story. While the risk of aggressive pricing may trigger a capital expenditure pullback from Big Tech, the sheer physics of AI scaling means the world simply cannot function without advanced HBM memory. Hynix is building the physical backbone of the next decade's computing infrastructure. Until the Big Tech Giants stop fighting over server rack space, the memory supercycle remains firmly intact. That is why I believe that SK Hynix will continue to be the dominant leader of the memory stocks as it has exponential growth ahead.

Wall Street has stopped playing nicely Roblox has become a fascinating stock because Wall Street cannot seem to agree on what it is worth — and, more importantly, what kind of company it will become. The disagreement has intensified in recent months. Bank of America slashed its price target from $165 to $48 and moved to Neutral. JPMorgan cut its target from $75 to $50. Morgan Stanley subsequently reduced its target to $55 on 31 July while retaining an Overweight rating. That distinction matters. Morgan Stanley is effectively saying Roblox's long-term opportunity remains attractive while acknowledging that the near-term economics have deteriorated substantially. Wall Street isn't simply divided. The consensus itself has been moving rapidly lower. At $38.53 on 28 August,

The $S&P 500(.SPX)$ is heading into a turbulent seasonal month. Over the last 40 years, the SPX has seen a positive close in September just 48% of the time. This is well below the 72% historical positive average that I mention as the benchmark based on the last 70 years; anything notably above or below that reference gains relevance. Worth noting as well, the average move for September over the past 40 years has been -0.84%. A 48% win rate is a significant deviation to consider, and its relevance increases when you see that August is closing in the green this year. When I analyzed the years individually, many of the green Septembers were preceded by a red August, and vice versa, meaning that the window for a healthy pullback is narrowing. This

You can give a beginner a trading strategy with a proven 70% win rate and a 1:2 risk-to-reward ratio, and they will still manage to blow up their account within 90 days. Then, they’ll jump onto Reddit or YouTube, flame the strategy as a "scam," and search for a new indicator or secret setup. Here is the cold, hard truth of institutional risk management: Accounts do not blow up because of bad trading strategies. They blow up because of poor capital allocation, asymmetric math, and emotional execution. 1. The Asymmetry of Loss (The Math That Destroys Accounts) $Micron Technology(MU)$ When you lose capital, the recovery work increases exponentially. Most new traders do not realize that drawdown math is not linear—it is severely stacked against you. If

$Palantir Technologies Inc.(PLTR)$ not selling anytime

$NFLX 20260828 78.0 PUT$ good job to me heheheh

$Microsoft(MSFT)$   After breaking out from its last earnings, MSFT have been consolidating for 2 over weeks, which during these 2 weeks seem to be forming a CUP and handle chart. However there isn't a handle being form yet, or perhaps there won't be a handle and this action is going straight up with its current bullish momentum. Either way, technical is looking good.  👍