To The Moon

$Invesco NASDAQ 100 ETF(QQQM)$ QQQM remains attractive as a long-term accumulation despite rising rate-hike risk. Higher-for-longer rates may pressure near-term valuations, but resilient growth and strong AI-driven earnings provide fundamental support. With rate-hike expectations already repriced after Warsh’s hawkish signal, the risk/reward favors gradual entry rather than waiting for perfect Fed clarity.

$Invesco NASDAQ 100 ETF(QQQM)$ The hawkish Fed risk is increasingly priced in, while the long-term AI, productivity and earnings-growth story remains intact. Even with a potential September hike, strong Nvidia-led tech earnings and resilient economic growth support accumulating gradually rather than trying to perfectly time the Fed.

$Nokia Oyj(NOK)$ The insider confidence is strengthening as board members recently bought shares at high price points. Fundamentally, Nokia is benefiting from accelerating AI-infrastructure, optical-network, and 6G demand, while macro hyperscaler capex and sovereign telecom spending continue supporting long-term growth.  

$TSLA 20260821 340.0 PUT$ The stock already rallied sharply on optimism around China and FSD approvals, limiting further upside. Meanwhile, weakening EV margins, rising Chinese competition, and macro trade uncertainties could quickly reverse sentiment after the news-driven rebound.

$Galaxy Digital Holdings Ltd.(GLXY)$