To The Moon

$Albemarle(ALB)$ Sharing for coins. While it's being hyperbole for semiconductor and anything remotely linked to AI, you can't see the same kind of enthusiasm anywhere.  I still think it's simply strange. It comes a point when building the actual AI related devices or chips can't happen because we are running low on raw materials... It has already happened but this has not yet been reflected in commodity prices. Aluminium and copper show some upticks in prices in the week, however compared to the boom observed in the tech sector, it's simply heaven and earth if you ask me. I get it they are called them commodities for a reason. However, we are not in a normal world. With Trump led US, everything has been polarised. What's your usual

@Shernice軒嬣 2000 Besides $Fluence Energy, Inc.(FLNC)$ , what's your take about the rest? 

$HIMX 20260618 10.0 CALL$ Thank you @Shernice軒嬣 2000 ! Calls option, crazy time... Nothing else to add... Maybe another photo? [Tongue]  [Chuckle]  [Evil]  [Eye]  [Comfort]   

$Albemarle(ALB)$ It has been a while... The proof is there... The USD is going down, the dedollarisation has been happening, as I wrote in a number of articles a few years ago. The only thing keeping the USD up is ironically the war US and Donald Trump wrecked on Iran.  True, US is still the centre of all actions. The current melt-up around all things AI and beyond techs might feel contradictory to the idea of dedollarisation. The downtrend in USD in general as illustrated in two of many other charts below seems to suggest something else. First, it's AI, next is the supporting tech that becomes the bottleneck. What follows, which is already happening together with the US war with Iran is the amplification of raw materials shortage. Commoditie

This is what we called "open corruption" and where bubbles continue to grow... this tech-led melt up can still goes on, till it doesn't. US is no longer the same, not the same old world leader with the at least pretentious goodwill to work with partners and friends. This is what it is like to have absolute power and dominance over the rest of the world 🌍! With a blatantly corrupt regime led by none other than your corrupt Donald Trump, treating US government like his servant and the world leaders as his dispensible underlings, the world will go to the dogs 🐕 if no one stands up to him!  Most of us don't like wars. US 🇺🇸 Israel 🇮🇱joint war against Iran 🇮🇷 is something that should not have happened, but it did probably for a reason. What could a "small" nation with inferior military cap

$OGN 20260618 7.5 CALL$ same old same old... sharing for coins... hopefully a new one for next week... 

$Elixir Energy Ltd(EXR.AU)$ Same old same old... I am not going to sugarcoat my trades. AI related trades are all the rages right now, with the on-going war, in the midst of a fragile ceasefire and a big US government debt (and counting) concerns, US markets are making their all time highs (ATHs) like nothing happens. More big techs are borrowing record amounts to throw after their AI obsession, and investors and speculators alike have no qualms in throwing hot money after them.  I am not sure about you. I am concerned if not worried. However, like many others who did not follow Warren Buffett "into the mountains", I still have plenty of chips in the market. In short, when the collapse comes (and it will, just when), I might be too slo

Excellent piece indeed! Tesla valuation has gone hardwired for the longest time now… retailers nowadays just blindly follow the cult leader Elon and when Elon says jump, they simply asked, “how high?” It’s a time of excess where real valuations are thrown out of the window. I readily admit Elon’s visions but he has an execution problem. Tesla, robots… materials, lots of them. Where better to do them but in China 🇨🇳? We can be ambitious, but supply chain issues are real. It can’t be forced simply with tariffs and magically turns on without sacrificing something. This something is cost effectiveness! Chinese players are now churning EVs like no tomorrow. Robots doing lots of advanced activities like running and breaking half-marathon records are examples of Chinese technology strengths. Rest

$OGN 20260618 7.5 CALL$ finally... a winner... no prize guessing what happened to the company in question... no, I didn't buy it after the announcement of M&A. I don't do big follow-up trades... just pocket changes on companies I thought would do well long term. Alas, $Organon & Co(OGN)$  despite its female healthcare focus was not able to perform well over the years since going alone (spin-off from $Merck(MRK)$ ). The main reason is its huge amount of debts loaded on it by Merck prior to the spinoff. The company has also been silly not to lock in rates when interest rates were low, adopting a floating rate instead. Th

$Elixir Energy Ltd(EXR.AU)$