To The Moon

Today, the United States and Israel launched military strikes on targets inside Iran, sharply escalating tensions in the Middle East. Geopolitical risk premiums are set to return rapidly to the forefront of market pricing. Next week, capital inflows into the precious metals sector, led by gold and silver, appear almost certain. In the gold ETF space, the largest physically backed gold ETF, $SPDR Gold ETF(GLD)$ , is up 22.06% year to date, while $Gold Trust Ishares(IAU)$ has gained 22.05%. Among gold mining ETFs, $VanEck Gold Miners ETF(GDX)$ is up 35.06% this year and $VanEck Junior Gold Miners ETF(GDXJ)$ has risen 37.27%.

Nvidia-linked shares fell on Friday. CoreWeave plunged over 17%; Nebius down 8%; APLD down 5%; Nvidia down 2.5%.$CoreWeave(CRWV)$ expects capital expenditure to double this year, it said on Thursday,...

$Microsoft(MSFT)$ We have started to see a bid within the mag 7. Investors are aiming for safety by buying energy and consumer staples, but in doing so have made the tech sector cheap in terms of PE, now cheaper than energy. I tend to think we will see a rotation back once investors realise the mag 7 is the flight to safety.

I have put out a few posts on the tussle for $Warner Bros. Discovery(WBD)$ by $Netflix(NFLX)$ and $Paramount Skydance Corp(PSKY)$ from even before onset of the saga. Below are what I have shared so far: (click on title to savour) 09 Jan 2026 - NFLX vs PSKY Clash : Best Entry Is Now ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) 08 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 26 Nov 2025 -