To The Moon

OpenAI is reportedly pausing some projects and shifting roughly 25% of production engineering toward safety audits, while Anthropic and Meta are also pushing for slower frontier-model iteration. Yet chip stocks moved higher: 🟢 $AMD +1.65% 🟢 $NVDA +0.82% 🟢 $AVGO +0.07% That creates an interesting disconnect. Maybe the market isn’t betting on how fast AI models improve. It’s betting on how much infrastructure has already been committed. Even if model development slows, data centers still need: ⚡ Computing power 🔌 Networking 💾 Memory 🌐 High-speed optical connectivity And once billions are committed to infrastructure, companies don’t necessarily stop spending simply because engineers are moving more slowly. But there is a risk the market may be overlooking: If AI progress slows for long enough

The 25bp Fed hike was expected. The market knew it was coming. Yet the reaction was surprisingly muted: 📉 $SPY -0.44% 📉 S&P 500 -0.45% ➡️ $QQQ +0.03% 🟢 Gold +1.10% So maybe the headline rate decision wasn’t the real story. The market is looking past today and toward what comes next. If inflation remains persistent and policymakers still see another hike ahead, the question becomes whether today’s prices already reflect that tighter path. At the same time, there’s another side to the equation: 💰 Earnings remain solid 📈 Growth expectations haven’t collapsed 🏦 Major banks remain constructive on the economic outlook That creates a tug-of-war: Higher-for-longer rates vs. resilient corporate earnings. For me, the key signal isn’t today’s 25bp move. It’s whether the market can keep absorbing

Yesterday, memory stocks moved almost like one trade. Today? Not even close. 🟢 $MU +0.39% 🔴 $Hynix -0.46% 🔴 $SNDK -1.36% 🔴 Western Digital ~-4% 🔴 Seagate ~-5% That divergence is more interesting to me than the individual moves. The bull case has been relatively simple: AI demand → tight supply → higher memory prices → stronger earnings → higher valuations. But if that’s the whole story, why are memory names suddenly behaving so differently? One possibility: the market is starting to separate actual demand from expectations about pricing. And Micron could become the key test. 📅 Sept. 30 earnings 📊 New pricing commentary 📦 Orders and demand signals 💰 Margin expectations SanDisk refinancing also adds another wrinkle: when valuations depend heavily on memory prices continuing higher, financing

$OCBC Bank(O39.SI)$ elephant can fly as well

$TSLA 20260918 335.0 PUT$  $Tesla Motors(TSLA)$   Support / Resistance 📈📉: Support: $357-358, $348-351, $337, $328-330 Resistance: $364, $374, $382.5 Outlook 📝: TSLA had been trading within the range of $354-$364 the past weeks. If TSLA is able to hold $357-358, then we may see short term upside towards $364. If TSLA manage to break and hold $364, we should be able to see more short term upside towards $374. Else, if TSLA rejects at $364, then watch for support back at $357-358. If it breaks below $357-358, then watch for even more short term downside towards support level at $348-$351 again. If TSLA also rejects below $348-351, then watch for $337 support level. T

$SPDR S&P 500 ETF Trust(SPY)$ In times of instability and volatility, the best investment strategy would be to DCA. I am doing it for SPY.

$Bumitama Agri(P8Z.SI)$ Moving up again! 💪💪💪

$Agnico Eagle Mines(AEM)$ Ok team, you herd it here first. At the beginning of this week I brought 1 share of this company for around $200usd. That's not really the point of this article, but I'll start here.  For the last 2 years I've been expanding my wheel house to understand resource stocks. Oil and gas have been serious winners so far. Mainly because trump ordered the hit on Iran, not going there, but I saw it coming... well telegraphed.  What I want to discuss is gold and silver stocks, and more importantly AI. so I now understand the difference between an explorer, a miner, a streamer, holding the physical and also trading futures. 2 years! But it is a side hobby to be fair. Another side hobby has been how can AI help me to improve

$Sembcorp Ind(U96.SI)$ Sold my position. Looks like profit taking and a rejection around $6 already. Also, general caution from rising inflation and bond yields. Anyway, gonna enjoy my profit and have a nice weekend this week! [Cool]  [Love you]  

$HOOD 20260925 96.0 PUT$ Limit order filled to sell Hood cash secured put at strike 96 for credit 

$TQQQ 20260925 68.0 PUT$ 9 days left before expiration and market is choppy, so we decided to take this 29% profit. Build gun powder for future opportunities.

$GOOGL 20261016 320.0 PUT$ Still 1 month left before expiration but market is choppy and I have several GOOGL positions. Reducing exposure to reduce concentration n risk. At the same time 54.48% profit for less than a month in the trade is cool.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Hi Tigers, after the recent pullback in semiconductors, I am continuing to collect Direxion Daily Semiconductor Bull 3X Shares(SOXL) gradually. I know SOXL is a 3x leveraged ETF and comes with much higher volatility and decay, so I am not treating it as a short-term trade. For me, the recent weakness is creating a better entry point after the sector became overheated. Instead of chasing when sentiment is strong, I prefer to use pullbacks to build my position step by step. My semiconductor thesis has not changed. AI continues to require more GPUs, CPUs, networking chips, memory and advanced semiconductor infrastructure. The growth of AI data centers is also increasing demand for HBM, DRAM, N

Hello everyone! Today i want to share some ai trading ideas with you! $NEBIUS(NBIS)$ raising prices across both older and newer GPUs while continuing to add capacity is such a strong signal that AI compute demand is still absorbing supply WAY faster than expected. The H100 is the best example of this with Nebius raising pricing ~17% years after launch while $NVIDIA(NVDA)$ has also pointed to higher H100 rental pricing and firm A100 pricing. If Blackwell were quickly making prior generations obsolete then those older GPUs should be getting cheaper... not holding their value or becoming more expensive. $NEBIUS(NBIS)$