To The Moon

AI’s Next Bottleneck Isn’t GPUs — It’s Power The AI trade may be entering its next phase: from chips to infrastructure. Everyone knows the AI story: More models → more GPUs → more data centers. But the bottleneck is changing. As AI clusters become larger and power-hungry, the question increasingly becomes: Can the physical infrastructure deliver enough electricity, cooling and networking to run them economically? That’s where I think investors should start looking beyond the obvious AI names. 
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 💡 Why this idea? AI data centers are becoming increasingly power intensive. The investment chain is evolving: AI models → GPUs → networking → power → cooling → data centers This creates an interesting second-order opportunity. Instead of trying to predict which AI model wins, investors can look

2 September 2026 Renewed US-Iran hostilities and attacks on oil tankers in the Strait of Hormuz sent oil prices sharply higher. Rising inflation and rate-hike concerns pushed Treasury yields up and dragged US equities lower for a third consecutive session. S&P 500 fell 0.71% to 7,631.47 Dow Jones fell 0.79% to 52,766.88 Nasdaq fell 1.03% to 26,099.77 US 2-year Treasury yield rose approximately 5 basis points to around 4.39% US 10-year Treasury yield rose approximately 5 basis points to around 4.80%, its highest level since January 2025 (AP, Reuters) ⸻ News 1) US launches fresh strikes on Iran as tanker attacks drive oil and inflation risks higher * The US launched a new round of airstrikes against Iranian targets near the Strait of Hormuz. * President Trump warned that Iran would face

$NVO 20261218 60.0 CALL$ covered call rollover

$NVO 20270115 60.0 CALL$ rollover of covered call

Look Back, Trade Forward | Reflect on August, Plan for September August was a month worth looking back on, not just because of the numbers, but because of the lessons, discipline, and small wins along the way. I’m grateful for the opportunity to earn a few thousand dollars through my trades last month. These wins are more than just P&L on a screen, they’re slowly becoming future vacation funds, a reminder that consistent execution can create something meaningful beyond the market. One of the things I enjoyed most last month was taking the time to share the Iron Condor as a playbook, breaking down the idea of defined risk, positioning, probability, and patience. Writing about the strategy also made me reflect on my own process. Sometimes, teaching what you trade helps you understand you

$Addvalue Tech(A31.SI)$ $Olam Group(VC2.SI)$  $HRnetGroup(CHZ.SI)$   August Trade Recap and September Outlook Add Value: To provide some background, my position in this stock started out as an opportunistic buy and it did go up after my purchase but I did not take profit. I was then left bag holding when the price plunged to 0.13-0.15. I decided to average down in August. Now it has gone up even above my original cost basis and I’m a happy camper. The anticipation surrounding the spin-off Nasdaq listing looks set to keep the momentum up. Olam: I made the decision to increase my position when it dropped to what I thought was a fairly