To The Moon

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Clarity Act $BTC $ETH failed to advance in the Senate on Sept. 15, with the motion to proceed falling short of the 60-vote threshold in a 49–50 vote. The last-minute Sept. 14 rewrite included 126 Democratic-requested changes, covering state AG enforcement of ethics rules, a Treasury “circuit breaker” on stablecoin rewards if banks see deposit flight, and broader developer, miner, and validator safe harbors. The main sticking point was ethics language tied to official crypto holdings. The final text would have required covered officials and spouses to divest certain crypto interests or place them in a qualified blind trust, but critics argued it still left unresolved concerns around presidential crypto ventures.

A, META caught my attention most. JPMorgan's case makes sense to me because Meta already has huge distribution, a strong ad business and multiple ways to monetise AI if Muse gains real adoption. The main question is whether the enormous AI capex eventually produces enough incremental earnings. B, NBIS is the one I'd question most. I like the AI infrastructure growth story, but a $355 target after such a huge run requires a lot of future growth to go right. At that valuation, execution, utilisation and capex discipline matter just as much as revenue growth. LAC is interesting too, but that call depends heavily on where lithium prices go, while Morgan Stanley's caution on NVO looks more understandable given slowing growth and increasing GLP-1 competition.

🌟 $Oracle(ORCL)$ chairman Larry Ellison has committed a huge USD 7.5 billion to Oracle Cloud Infrastructure or OCI.  It is a bold declaration that Oracle is deep in the money on AI infrastructure. But for retail investors, do you blind faith follow Ellison's mega move now or keep your wallet zipped until this massive bet starts pumping out cold hard cash flow? Following Ellison now is like buying a ticket for a luxury cruise ship before it even left the dry dock simply because the captain is a legendary billionaire. Oracle is locking in massive data centre partnerships which includes a hyper cloud deal with Microsoft & OpenAI.  If you wait until the cash flow materialises, you maybe left buying at the peak. If you wait for the Cash

On the eve of FOMC's 16 Sep 2026 interest hike announcement, the 10 years US Treasury yields has edged up to 5.0% again. Who would have guessed when I updated this morning at 10:57am, the yield was still at 4.98%.  At one point, it even went as high as 5.008 at around 3:00pm SIngapore time. The press said the rise is due to a confluence of severe geopolitical shocks, structural fiscal imbalances, and shifting monetary expectations ahead of the Fed's policy decision. Do you think this is true ?

For me, the 25bp hike is no longer the main story because it is largely priced in. I am more interested in the dot plot and how Chair Warsh frames the path ahead. If the Fed signals higher-for-longer rates, growth stocks and semiconductors could face renewed valuation pressure. My base case remains 25bp, but I am watching whether the 2026 and 2027 rate paths move higher. If the dot plot stays contained and guidance remains data-dependent, the market could see a “sell the rumor, buy the fact” reaction. A higher rate path, however, could keep Treasury yields and the dollar firm. Personally, I am not making a major move based on the headline alone. I would rather wait for the dot plot and press conference before deciding whether this is another tightening cycle or simply a one-off adjustment

For me, the 25bp hike is already largely priced in, so the real focus is on Warsh’s guidance and the dot plot. I want to see whether the Fed treats this as a one-off adjustment or signals that more tightening may be needed. The direction of the 2026 and 2027 rate projections could matter more than the hike itself. I am also watching the 10-year Treasury yield closely. If the Fed stays hawkish and yields move back above 5%, high-growth tech and other long-duration assets could face more valuation pressure. The dollar could strengthen as well, while gold and Bitcoin may become more volatile depending on liquidity and risk sentiment. Personally, I am not planning to react aggressively to the headline rate decision. I would rather wait for the dot plot and press conference before making any c

🌟Against all odds, $Advanced Micro Devices(AMD)$ finished the overnight session up 2.19%, flashing green in a sea of  red.  Is this defiance a sign that AMD is officially locked in as AI's undisputed "2nd Position" next to Nvidia, OR are we overdrawing on the hype of its projected revenue doubling by 2027? Camp A: The AI 2nd Position Believers - Chasing the trend Buying AMD now is like backing the ultra talented underdog fighter in a heavy weight championship. NVIDIA holds the crown but Big Tech is desperate for an alternative.  Cloud giants don't want to be held hostage by a single supplier's pricing. The Logic: AMD's next gen AI chips are stepping up to meet the challenges.  If you believe CEO Lisa Su can successfully captur

For me, the most useful takeaway is that headlines can hide what is really happening underneath. The labor market is a good example. Positive NFP can still mask weakness in white-collar sectors, so I prefer looking at the details rather than relying only on the headline. I also agree that the Fed and 30-year Treasury yield should be watched together. A Fed cut does not automatically mean long-term yields will fall, especially with inflation, debt and bond supply still important. If the two signals diverge, I would rather stay patient than make an aggressive trade. The calm VIX with large individual stock moves is also interesting. Even when the S&P 500 looks stable, individual names can still move significantly. For my approach, that means focusing more on company fundamentals and val