To The Moon

$Tesla Motors(TSLA)$   current valuation, with high P/E ratio of over 300x depends on critical assumptions about its future as a tech & AI player, rather than an automotive manufacturer. The current share price of ~$490 as of 16 Dec 2025 is driven largely by expectations for non-automotive ventures like Robotaxis & FSD.  Sustained high growth, margin expansion despite competition & leadership with strong execution will determine its future.

BoJ's recent and near future policy tightening, like interest rate hikes, can be expected to increase market volatility and could also lead to further falls in certain risk assets & cryptocurrencies in the near term. The potential for a significant market fall, however, is perhaps overplayed- it could be an episodic volatility rather than a systemic meltdown.  Much of the immediate impact of a potential Dec rate hike is already factored into current market prices, which could mitigate a sharp, immediate shock. What would be more important is the forward guidance and the pace of future hikes in 2026. Lastly, divergence between the BoJ's tightening policy and other central banks like the Fed, which might be cutting rates in 2026 is a key driver of current market dynamics.

What's the driver for gold prices over the next 12 months?: strong demand from central banks and investors, geopolitical risks & expectations for US Fed interest rate cuts should be the drivers in the next 12 months.  Do you view silver & gold's recent strength? Recent strong performance in both is driven by safe-haven demand and a weak US dollar. Silver may be expected  to beat gold in future due to its high industrial demand & supply deficits -  it may be much more volatile.  Will silver continue to outperform gold?: silver may be more volatile, but analysts predict it will continue to outperform gold in percentage terms, driven by both  industrial and investment demand. Gold-to-silver ratio remains high compared to historic levels, suggesting si

$Micron Technology(MU)$  

In the shoet term, while some positive seasonality and a rotation into value stocks might support certain parts of the market, the overall sentiment is cautious, with a high potential for volatility and further tech sector weakness. I believe in the long term potential of the AI & tech sectors but the overall climate now seems quite confusing given the geo-political situation and the uncertainty it has brought in. Therefore the need to conserve capital and tread with caution.