To The Moon

Hey guys, heard some people packing food back home from the MBS buffet. Anyone interested if I sell food covers? @InverseCramer   @Optionspuppy Mummy packed food for you. 

Even though the AI supply chain and memory sectors have started bouncing back over the past few days, macro risks continue to linger in the background... The US 30-year Treasury yield has once again broken out to a new high since 2007, hitting a fresh one-year high of 5.3%. 🚗💨 On the way to MBS for that buffet... but wait! The 30-year bond just hit a new high for the year, so we're u-turning straight back to the office! Buffet's cancelled, market panic is served instead 😭📉 Meanwhile, the 10-year Treasury yield is also hovering near its one-year high of 4.7%. This signals that the market is demanding an extra risk premium due to concerns over long-term US inflation, severe government debt, ongoing geopolitical conflicts, and high oil prices. At the same time, even the tech giants with the s

Replying to @1PC:Thank you [Happy]//@1PC:Congratulations 🎉👏 @Aqa @DiAngel @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000

Power semiconductor stocks—including Wolfspeed, $STMicroelectronics NV(STM)$  , and $ON Semiconductor(ON)$  —rallied on Monday following a Mizuho report pointing to an accelerated rollout of NVIDIA's Vera Rubin architecture in late 2026 and 2027, powered by demand from xAI and Meta. This expansion is projected to drive up power semiconductor content per data center rack, fueling demand across the sector. ​As $Wolfspeed Inc.(WOLF)$  heads into its pivotal Q4 earnings release on August 19, 2026, after market closes, let’s break down how this pure-play

@TigerStars my hair is never that long [Happy]

When Wikipedia Trolls Break the Internet: How a Fake Death Notice Fooled Google Search, ChatGPT, and Gemini! $Alphabet(GOOG)$   Google Search, ChatGPT, and Gemini ALL accidentally declared OpenAI CEO Sam Altman DEAD this week! 💀🤖 Turns out, some random internet troll vandalized his Wikipedia page, and Google's automated systems picked it up as absolute truth. Screenshots went crazy on X and Reddit before they finally fixed it.  The Wikimedia Foundation also confirmed that Altman's page had been vandalised. Wikipedia editors quickly reverted the changes, added vandalism warnings, and placed the page under semi-protection to limit further edits. Google later confirmed that the incorrect information was no lon

While Wall Street panicked over debt, Oracle quietly played 4D chess. Here is how they pulled off the ultimate masterclass in macro positioning: $Oracle(ORCL)$   📉   debt structure at 4.4x leverage while hardware cost were favorable.  Build a massive multi-billion-dollar war chest before anyone else saw what was coming. 💥 The Shock Then the AI tsunami hit. Within 12 months, the hardware supply chain completely broke:  * Enterprise SSDs/NAND: Up 5x to 6x 📈  * High-Capacity HDDs: More than doubled 📈  * Server RAM & DRAM: Severe structural shortages compounding quarterly, doubling standard server build costs. Competitors scrambling for spot-market parts got completely squeezed

👻 The Market Tried to Scare Us With a Ghost Story... But the Real Data Just Dropped! 📉⚡ ​They tried to spook everyone beforehand with headlines warning that July inflation would trigger a Fed rate hike. But the actual numbers are out, and reality is looking completely different! $Oracle(ORCL)$   $Robinhood(HOOD)$   $Rocket Lab USA, Inc.(RKLB)$  $Upstart Holdings, Inc.(UPST)$   $Affirm Holdings, Inc.(AFRM)$   ​🚨 CPI OUT — THE OFFICIAL NUMBERS: ​US July Consumer Prices: ​M/M: Up 0

This is ​a completely new macro setup right now:  We are seeing QT happen while US Treasury yields drop, the Japanese Yen stabilizes, and bond yields/stock markets rally. But instead of a broad-based pump, this rally is rewarding actual cash-flowing giants printing record profits. Once the market starts aggressively pricing in a September pivot, rate-sensitive plays are gonna fly. Gotta get ahead of the crowd before the real move happens. 📈 This is exactly why I'm so bullish on rate-sensitive stocks right now. Loading up and buying aggressively and steadily. 📈 Of cos the risk is there....  $Upstart Holdings, Inc.(UPST)$   $Affirm Holdings, Inc.(AFRM)$  

Replying to @1PC:Which one?//@1PC:AA DDD [Surprised] I'm a Silent Pro [Chuckle]. Wait for the Mao Shang Wang Stock to drop & Buy [LOL]. @DiAngel @Aqa @JC888 @Barcode @Shyon @koolgal @Shernice軒嬣 2000