To The Moon

🌟🌟🌟 $Broadcom(AVGO)$ smashed out an absolute record of USD 15.2 billion in revenue for a single quarter.  It earned USD 4.1 billion from AI custom chips alone and packed away a mind blowing USD 6.1 billion in pure, cold cash profit. By any normal standard, this is a legendary victory. But instead of celebrating, investors sold off and its stock dropped by almost 4%.  Why?  Because Broadcom's immediate next quarter forecast merely matched expectations instead of pulling off a miracle. In this crazy market, matching official goals is not enough anymore.  Broadcom must provide top notch guidance. The Verdict: Buy the Dip or Wait? I would dollar cost average Broadcom as it is impossible to time the bottom of this drop.  If th

I’d pick C — Both, because agentic cybersecurity could create a new AI value chain rather than a winner-takes-all market. NVIDIA sits underneath the ecosystem: more autonomous security agents mean more inference, accelerated computing and potentially recurring demand beyond traditional AI training. CrowdStrike owns the application layer, where successful deployment could translate into deeper Falcon adoption, higher module penetration and stronger ARR. However, I wouldn’t treat SafeMind as an immediate revenue catalyst. The real investment signal will be enterprise customers actually deploying it at scale, trusting AI to take increasingly autonomous actions, and ultimately paying more for the platform. If that happens, NVDA captures the infrastructure upside while CRWD captures the softwa

I’m staying cautiously bullish rather than turning bearish. After such a strong rally, I agree the near-term risk/reward is less attractive, especially with the 10-year yield near 4.8% and the Fed back in focus. September could bring more volatility, so I’m prepared for a pullback rather than chasing strength. I don’t think the AI story is broken yet. I’m watching whether AI leaders can turn massive capex into sustainable revenue and earnings growth. If the fundamentals remain strong, I would view weakness as an opportunity to accumulate rather than exit. My approach is to manage position size, keep some cash ready, and add selectively during meaningful pullbacks. I’m not trying to predict the exact top — I’d rather use September volatility to build my high-conviction semiconductor and AI

$Silvercorp Metals Inc(SVM)$ 15 Target Price, due to global Silver output deficit  --About SilverCorp Metals Inc (SVM)-- Silvercorp Metals Inc. (SVM) is a profitable silver-focused producer with low-cost underground mining operations in China, along with exploration and development assets globally. --Growth Catalysts for SilverCorp Metals Inc (SVM)-- 1). Ying Mining District Expansion & Upgrades: Silvercorp has completed the flotation line expansion at its flagship Ying Mining District in Henan Province, increasing processing capacity to 1,500 tonnes per day. Ongoing underground development and equipment upgrades aim to maintain high throughput and improve long-term operational efficiency. 2). Kuanping & Exploration Projects: Explorati

🌟🌟🌟The Memory Monopoly - 3 Giants 1 Crown: Which one to choose if I can only have 1?  Drum roll ... $SK hynix(SKHY)$ . Why? While competitors $Micron Technology(MU)$ & Samsung are playing catch up, Hynix captures the Crown. Just days ago, Hynix had a groundbreaking ceremony for a USD 4 billion advanced packaging fab in Indiana.  It is USA's first HBM packaging hub, designed to pump out the next generation HBM4E chips directly to   US giants NVIDIA, Microsoft & Google. Hynix CEO also warned that this global memory chip shortage is going to persist through 2030. When the market experiences a long term memory drought, standard DRAM prices go up. But premium customised HBM, backed

🌟🌟 For weeks, the market was filled with doubts about $NVIDIA(NVDA)$ .Are Nvidia's margins sustainable? Will a cheaper rival chip away at its crown?  Is the hardware moat starting to crack? NVIDIA's response? A USD 12.9 billion buyout of Hugging Face.  This triggered an immediate market rally that pushed NVIDIA up to USD 228.69.  Nvidia isn't just building the engines anymore.  It now owns the highway, the toll booths & the map. Hugging Face is the beating heart of the open source AI revolution.  It is where every developer, startup & mega company goes to share & download AI models. By absorbing Hugging Face into its ecosystem, NVIDIA has effectively built a fortress around its software stack.  The momen

🐯 Why I Am Selling Calls Instead of Just Holding When I buy a stock, I don’t want my capital to simply sit there and wait for the share price to rise. One strategy I am using is selling covered calls against shares that I already own. A covered call means holding the underlying shares while selling call options against them. The trade-off is straightforward: I receive premium income, but I accept that my upside can be capped if the stock rises above the strike price. My current example is Tiger Brokers (TIGR). I have 300 TIGR shares, which allows me to sell 3 call contracts, assuming the standard 100-share contract size. The objective isn’t to predict exactly where TIGR will trade four months from now. My objective is to collect option income while I wait. ⸻ 💵 TIGR: Collecting Around $1.22

I lean towards buying the pullback gradually rather than waiting for expectations to collapse. The $200m Q4 revenue miss matters because AVGO is priced for near-perfect execution, but the underlying AI story actually strengthened. AI semiconductor revenue hit $16.7bn, +221% YoY, with Q4 expected to accelerate to $21.7bn. More importantly, Broadcom now sees ~$115bn of AI semiconductor revenue in FY2027 and says demand exceeds that outlook. That makes the sell-off look more like a valuation reset than a thesis break. The warning from Credo is still important: at elevated multiples, beats are expected and margins/guidance determine the reaction. I would not chase AVGO immediately after the drop, but I also would not wait for a perfect entry. Scale in if weakness continues. The bigger question

I agree with Franklin’s Macro → Industry → Technicals → Risk framework. For me, the long-term AI and semiconductor thesis remains intact, but September could still be volatile because rates and the 30-year Treasury yield can quickly change the valuation of high-growth tech. I’m still bullish on semiconductors, especially the broader AI supply chain beyond GPUs. Memory, HBM, networking and power infrastructure are becoming increasingly important, which is why I’m comfortable using pullbacks to accumulate quality semiconductor exposure rather than chasing rallies. For leveraged ETFs like $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ and TQQQ, I agree that they should be treated as tactical tools, not permanent holdings. I’m willing to use SO

$GOOG 20260821 390.0 CALL$