To The Moon

I talked about $ON Semiconductor(ON)$ in the last Semiconductor video and called it my best semi setup right now, especially with price sitting in the Smart Money Zone. That call is starting to play out. $ON put together a huge bounce this week, and this move is making the recent low look increasingly important. Congrats to anyone who caught it early 🥂 Then there’s $Cipher Mining Inc.(CIFR)$ 👀 +14% from the Smart Money Low, with the upside gap now filled. The next level I’m watching is around $20, where I want to see price push into the 1H high and potentially sweep it. $NIO Inc.(NIO)$ is also sitting in a Smart Money Zone 🚨 The discount is there, but I’m passing. I

Good morning, tigers ☕️📈 The tape is showing some hesitation, but I’m not convinced the move down is finished yet. $S&P 500(.SPX)$ 📊 A doji has formed near the lower Bollinger Band, putting the index in an oversold area. That opens the door for a technical bounce, especially with the gaps above still sitting as potential targets. If CPI comes in around expectations, it could give that bounce some extra fuel. Still, I’d treat any rebound as a reaction until the chart proves otherwise. The downside move doesn’t look complete yet. $Invesco QQQ(QQQ)$ ⚠️ The bearish diagonal remains intact, with lower highs continuing to develop. Today’s indecisive action ran into rejection right at that trendline. Below, t

I. Key Events August CPI Lands: Rate Hike All But Certain, Market Dips Then Rebounds August CPI came in at +0.4% MoM (in line with expectations), while core CPI rose +0.3% MoM (above the expected 0.2%). The market is now pricing in a 90% probability of a rate hike at the 9/18 FOMC meeting, and expects two hikes this year. Following the data release, U.S. equities, gold, and Bitcoin all dipped before rebounding — the rate-hike expectation has already been priced in → the negative is exhausted, and the decline has halted. Sell Puts on dips are viable. Oil Spikes Then Retreats: Breaks $100, Then Falls Back Below Meanwhile, the Shanghai International Energy Exchange announced adjustments to crude oil and low-sulfur fuel oil futures trading limits: intraday opening positions for SC2610 and SC26

For me, the key is whether $Oracle(ORCL)$ can turn its huge AI backlog into real revenue and cash flow. A $638 billion backlog sounds impressive, but it means little if execution cannot keep up with the capital spending required. I would watch cloud growth, AI demand, contract wins and especially free cash flow. If Oracle shows that AI investments are starting to generate stronger cash returns, I would be more comfortable investing behind the backlog. I also want to see whether management can maintain strong growth without continuously increasing its spending burden. I remain bullish on AI infrastructure long term, but I do not want to chase the story based on backlog alone. I want the numbers to prove it first. If the results are strong, I would

If oil above $100 is only a short-term move, I would not be too worried & would instead watch for opportunities in energy stocks. But if oil stays above $100 for a prolonged period, higher inflation could delay rate cuts and put pressure on high-valuation tech & growth stocks. I see energy companies as the most direct beneficiaries, while gold could also benefit from higher inflation & uncertainty. On the other hand, airlines, transportation, consumers and lower-margin businesses could face rising costs. For tech stocks, the bigger risk is not oil itself, but the possibility of rates staying higher for longer. If oil keeps rising, I would not completely change my long-term portfolio. I would simply avoid chasing expensive stocks, keep some cash for pullbacks, and maintain dive

I think the AI power crunch is becoming a very interesting long-term theme. AI growth needs not only GPUs and data centers, but also reliable 24/7 electricity. Nuclear, uranium and fuel cells could all benefit as hyperscalers secure more power capacity. I am especially interested in nuclear and uranium for the mid-to-long term, but I would not chase this rally. Names like $NuScale Power(SMR)$ and $NANO Nuclear Energy Inc(NNE)$ can move very quickly, so I prefer building positions gradually on pullbacks rather than buying after a sharp spike. The fundamental story looks real, but not every stock will win. For me, it is s

The biggest opportunity here may not be nuclear itself, but reliable power. AI data centers are creating an electricity demand shock, while grid expansion and permitting simply cannot move at the same speed. That makes dependable 24/7 generation increasingly valuable. Hyperscalers are therefore securing long-term nuclear PPAs, while fuel cells and onsite generation can provide power closer to where demand actually exists. I would separate cash flow from speculation. Established nuclear and power producers offer stronger fundamentals, while SMR and microreactor stocks such as SMR and NNE offer potentially explosive upside—but also significant technology, regulatory, financing and valuation risks. To me, the bigger theme is not “nuclear is back.” It is that AI has turned electricity into st

🍏🍏 ‘Chase the Winner’ company by ‘Buy the Dip’ is my ideal strategy in stock investment. $Apple(AAPL)$ is my favorite good winner stock. Apple has strong brand loyalty, immense free cash flow and steady shareholder returns. Apple has massive recurring revenue for decades. Apple rewards investors through steady dividend growth and massive buyback programs. Apple’s ongoing integration of AI features through Apple Intelligence and new hardware lines help sustain its product demand and upgrade cycles. Apple is truly the Apple of my eye! 🚀🚀🚀 Thank you @TigerEvents @Tiger_comments @TigerStars

[思考]  $100 Oil Is Back. But Is That Really the Problem? Oil is back above $100 a barrel. At first glance, the trade looks simple: Oil up → Energy stocks up. Oil up → Tech stocks down. But I think that misses the bigger picture. The real question isn't whether oil is above $100. The real question is: Why is it above $100 — and how long can it stay there? That distinction could determine whether this becomes a short-term market shock or the beginning of a much bigger rotation. 🟢 The Winners: Energy Is the Obvious One — But Not the Only One The clearest beneficiary is the energy sector. When crude prices rise, upstream producers can potentially generate much higher cash flow because their production costs don't necessarily rise as quickly as selling prices. That puts companies acros

🌟🌟🌟The market is currently walking a tightrope & Friday's looming inflation data is the ultimate wild card.  If the inflation numbers come in hot, the broader market will likely face a sharp interest rate panic.  This may hit high beta technology & semiconductor stocks the hardest. The storage sector is already showing signs of a fierce tug of war.  For example, while Wall Street remains euphoric, the CEO of flash memory giant $KIOXIA HLDGS CORP(KXIAY)$ openly warned that prices have risen high enough which may cap short term upside. My strategy to play the storage surge: I would let the inflation data digest over the weekend so that I