To The Moon

Hello everyone! Today i want to share some trading ideas with you~ 1 Economists on AI-infused future: "We must act now" A new statement signed by hundreds of prominent economists shows how some leading thinkers see the opportunities and risks of artificial intelligence. The debate it has triggered sheds light on perhaps the most crucial economic question of our age. The big picture: AI — and the positive and negative disruptions it will cause — is emerging as a seismic question for the economic future. $NVIDIA(NVDA)$ That part, everybody can agree on. Less settled is how society should grapple with that fact. Driving the news: The statement, titled "We Must Act Now," was organized by Stanford's Erik Brynjolfsson and other leading e

Actually stop for a second and think where we are in the AI cycle. 1. CPO with $Applied Optoelectronics(AAOI)$, $Credo Technology Group Holding Ltd(CRDO)$, $Marvell Technology(MRVL)$, $Lumentum(LITE)$ etc is a 2027-2029 story. -> We have some CPO names trading less than 3x 2027 revenues with revenues growing ~12x over the next 18 months. 2. Neoclouds like $NEBIUS(NBIS)$ is a 2025-2030 onwards story. Jensen literally said "take care of you." -> $27B

Hello everyone! Today i want to share some trading ideas with you! 1 I’m disappointed that $AST SpaceMobile, Inc.(ASTS)$ pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were exc

Hello everyone! Today i want to share some trading ideas with you! 1 $ASML Holding NV(ASML)$ makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year. When $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $SK hynix(SKHY)$ and $Micron Technology(MU)$ place orders with ASML they're effectively voting on the amount of advanced chip capacity they expect to need several years from now. With logic and memory now growing together, ASML is b

Hello everyone! Today i want to share some technical analysis with you! 1 $Oracle(ORCL)$ Does everyone finally hate this stock enough for it to make an explosive upside move? My guess is, yes. 2 $AST SpaceMobile, Inc.(ASTS)$ This anchored VWAP pinch is breaking down in after hours trading. 3 $Oracle(ORCL)$ Does everyone finally hate this stock enough for it to make an explosive upside move? My guess is, yes. 4 $S&P 500(.SPX)$ Why do I feel like a Trump card is about to be pulled to tank oil and blast the market off to new all-time highs? 5

Hello everyone! Today i want to share some technical analysis with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support $Amazon.com(AMZN)$ 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ $Microsoft(MSFT)$ 4 Any takers? $Oracle(ORCL)$ 5 BREAKING: $NVIDIA(NVDA)$ has announced two new Blackwell-powered m

Hello everyone! Today i want to share some investing stories with you! 1 If you bought Bitcoin when Cathie Wood did, here's what you have today Most people who talk about Bitcoin missed it. Cathie Wood is not one of them. The ARK Invest CEO disclosed in a 2022 podcast interview with Peter McCormack that she bought $100,000 worth of Bitcoin personally, at around $250 per coin, after reading the Satoshi white paper. She has never sold a single coin. That disclosure landed at a time when Bitcoin was hovering around $19,000. It reads very differently today. The calculation At $250 per coin, a $100,000 investment bought exactly 400 BTC. That is a straightforward number. Today, Bitcoin is trading at approximately $63,020. Those 400 coins are worth just over $25.2 million. A return of more than 2

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Aehr Test(AEHR)$ Q4 EARNINGS • Revenue: $19M vs. Est. $19M • EPS: $0.11 vs. Est. ($0.01) • Bookings: $61M • Backlog: $100M FY27 Guidance • Revenue: $140M vs. Est. $85M (+180% YoY) Silicon photonics now has two customers including a new global networking leader forecasting additional systems as optical I/O ramps across AI data centers. Received $8M in new silicon carbide WaferPak orders over the past month including a direct order from a top-three global automaker. Its hyperscale Sonoma customer also placed record follow-on orders and is expanding to a second device with twice the power per package. 2 $IBM(I

Hello everyone! Today i want to share some technical analysis with you! 1 $Oracle(ORCL)$ "Good news" is that the gap filled today. The bad news is there is another one that fills at $108.38. This thing is in absolute free fall. 2 $Microsoft(MSFT)$ Coiled about as tight as it can be. Which way does this break? 3 $S&P 500(.SPX)$ Ascending triangle on the daily candle chart. 4 $Amazon.com(AMZN)$ This thing has been a total pain in the ass. Finally ready to make a move through the volume gap? 5 $Micron Tec

Hello everyone! Today i want to share some technical analysis with you! 1 Investment banks have been absolutely printing since late 2023 🔥 $Goldman Sachs(GS)$ +289% $Morgan Stanley(MS)$+208% 2 Its a dogfight at the 50, with Trump on one side and Burry on the other... Who you taking? $Micron Technology(MU)$ 3 Now that's a breakout 🎯 $CrowdStrike Holdings, Inc.(CRWD)$ 4 $IBM(IBM)$ just officially had its worst day in the company's 115 year history 🩸 Do you dare buy the blood? 5 Update:

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $Meta Platforms, Inc.(META)$ can rerate closer to 25x earnings. 2

Hello everyone! Today i want to share some technical analysis with you! 1 $ServiceNow(NOW)$ you've got my attention... 2 Jensen Huang called it "the next trillion-dollar company" Still a long way to go 👀 $Marvell Technology(MRVL)$ 3 6+ years of build-up now approaching the apex... 🌶️ $Amazon.com(AMZN)$ 4 Oh dear god 🩸 $Oracle(ORCL)$ entering its 7th red week in a row and falling straight through support 5 $SoFi Technologies Inc.(SOFI)$ CEO took a gulp... 🥤 Follow me to learn more about analysis!!

Hello everyone! Today i want to share some investing stories with you! 1 AI BOOMING After a first half of 2026 dominated by blockbuster AI, semiconductor, and space IPOs, the market is entering a new phase. Strategists say the back half is shaping up as a rebalancing: mid-cap and overlooked sectors are preparing to test investor appetite as money moves beyond a handful of crowded mega-cap AI and chip trades. $SpaceX(SPCX)$, which went public on June 12 on the Nasdaq Global Select Market under the ticker SPCX, has been the defining deal of the year. The Elon Musk-led company raised roughly $86 billion in its IPO, giving it a market value of nearly $1.8 trillion at listing and making it the largest IPO in financial market history. Ex

THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $Micron Technology(MU)$, $NVIDIA(NVDA)$, $SK hynix(SKHY)$, $Taiwan Semiconductor Manufacturing(TSM)$ • Elite (40–49%) | $Arista Networks(ANET)$, $Broadcom(AVGO)$, $KLA-Tencor(KLAC)$, $SanDisk Corp.(SNDK)$ • Strong (30–39%) |

Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$ There’s one way to look at this. Trigger and invalidation. These easily invalidate. But know that this setup is there. So many people getting angry that someone is even pointing out a simple setup is an interesting caution flag. 2 $SanDisk Corp.(SNDK)$ Strong day here. Monday likely makes or breaks this setup. 3 $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ Some choppy right action recently but price is right at the volume shelf here which could

Hello everyone! Today i want to share technical analysis with you! 1 Some mean divergence heading into earnings next week $Netflix(NFLX)$ 2 Buy the blood or steer away for now? $Oracle(ORCL)$ 3 Buyers couldn't resist 👀 $Alibaba(BABA)$ 4 Volume stacking up with 2020 Covid lows... except this time we're breaking out 👀 $American Airlines(AAL)$ 5 Worst losing streak for Ondas $Ondas Holdings Inc.(ONDS)$ since early 2025... But analysts are barely flinching 👀 Follow me to learn more about analysis!!

Hello everyone! Today i want to share some investing stories and targets with you! Hope you can enjoy it! 1 Can AI answer the $3 trillion question? Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on the implications of Silicon Valley's titanic spend on AI infrastructure. In 2023, he was reacting to $NVIDIA(NVDA)$'s reported annual GPU revenue of $50 billion. Starting with that figure, and adding in the implied costs of operating the data centers and the margins for their operators, he deduced that $200 billion in revenue would be required to pay back the up-front investment. He took it as a challenge, asking entrepreneurs to come up with AI products and services to make use of

MiniMax Secures HK$16 Billion in New Funding Round $MINIMAX-WP(00100)$ In early trading day, MiniMax completed a fresh financing round of HK$16 billion. The transaction attracted a broad coalition of top-tier international sovereign wealth funds, long-only funds, leading Chinese institutional investors, and premier multi-strategy funds, with participation spanning Asia‑Pacific, Europe, and the U.S. markets. Among them were more than 20 long-only and sovereign investors, while a number of pre-IPO and cornerstone backers increased their stakes during this round. According to sources, the offering drew interest from over 100 institutions and achieved 7× oversubscription. The initial deal size was set at roughly US$1.8 billion, but st

Hello everyone! Today i want to share some trading ideas with you! 1 $Netflix(NFLX)$ is reportedly exploring live channels and streaming bundles as engagement shows signs of slowing. The company is also eyeing more event-based sports including possible World Cup bids and could sell other streamers like Peacock inside the Netflix app. 2 $Amazon.com(AMZN)$ Shipping is reportedly targeting $FedEx(FDX)$ and $United Parcel Service Inc(UPS)$ customers with lower parcel pricing and fewer surcharges. Some customers are saving up to $6 per package while one large retai

Hello everyone! Today i want to share some technical analysis with you! 1 Alexa, remind me the next time $Amazon.com(AMZN)$ falls under the 200EMA 2 Don't let the market distract you from the fact $SoFi Technologies Inc.(SOFI)$ is still trading below the CEOs first buy level in a string of purchases worth $2.25M 💰 3 The backbone of the entire AI trade is currently cheaper than its ever been $NVIDIA(NVDA)$ 🌶️ 4 Bottom Catcher isn't being shy 👀 $ServiceNow(NOW)$ 5 The memory train has no brakes 🚂 $SanDisk C

Hello everyone! Today i want to share some trading ideas with you~ 1 Economists on AI-infused future: "We must act now" A new statement signed by hundreds of prominent economists shows how some leading thinkers see the opportunities and risks of artificial intelligence. The debate it has triggered sheds light on perhaps the most crucial economic question of our age. The big picture: AI — and the positive and negative disruptions it will cause — is emerging as a seismic question for the economic future. $NVIDIA(NVDA)$ That part, everybody can agree on. Less settled is how society should grapple with that fact. Driving the news: The statement, titled "We Must Act Now," was organized by Stanford's Erik Brynjolfsson and other leading e

Hello everyone! Today i want to share some trading ideas with you! 1 I’m disappointed that $AST SpaceMobile, Inc.(ASTS)$ pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were exc

Actually stop for a second and think where we are in the AI cycle. 1. CPO with $Applied Optoelectronics(AAOI)$, $Credo Technology Group Holding Ltd(CRDO)$, $Marvell Technology(MRVL)$, $Lumentum(LITE)$ etc is a 2027-2029 story. -> We have some CPO names trading less than 3x 2027 revenues with revenues growing ~12x over the next 18 months. 2. Neoclouds like $NEBIUS(NBIS)$ is a 2025-2030 onwards story. Jensen literally said "take care of you." -> $27B

Hello everyone! Today i want to share some investing stories with you! 1 If you bought Bitcoin when Cathie Wood did, here's what you have today Most people who talk about Bitcoin missed it. Cathie Wood is not one of them. The ARK Invest CEO disclosed in a 2022 podcast interview with Peter McCormack that she bought $100,000 worth of Bitcoin personally, at around $250 per coin, after reading the Satoshi white paper. She has never sold a single coin. That disclosure landed at a time when Bitcoin was hovering around $19,000. It reads very differently today. The calculation At $250 per coin, a $100,000 investment bought exactly 400 BTC. That is a straightforward number. Today, Bitcoin is trading at approximately $63,020. Those 400 coins are worth just over $25.2 million. A return of more than 2

Hello everyone! Today i want to share some trading ideas with you! 1 $ASML Holding NV(ASML)$ makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year. When $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $SK hynix(SKHY)$ and $Micron Technology(MU)$ place orders with ASML they're effectively voting on the amount of advanced chip capacity they expect to need several years from now. With logic and memory now growing together, ASML is b

Hello everyone! Today i want to share some technical analysis with you! 1 $Oracle(ORCL)$ Does everyone finally hate this stock enough for it to make an explosive upside move? My guess is, yes. 2 $AST SpaceMobile, Inc.(ASTS)$ This anchored VWAP pinch is breaking down in after hours trading. 3 $Oracle(ORCL)$ Does everyone finally hate this stock enough for it to make an explosive upside move? My guess is, yes. 4 $S&P 500(.SPX)$ Why do I feel like a Trump card is about to be pulled to tank oil and blast the market off to new all-time highs? 5

Hello everyone! Today i want to share some technical analysis with you! 1 $Taiwan Semiconductor Manufacturing(TSM)$ Q2 EARNINGS DOUBLE BEAT 🔥 EPS: $4.31 vs $3.77 est REV: $40.20B vs $39.76B est Gross Margin: 67.7% Operating Margin: 60.3% Net Profit Margin: 55.6% 2 Final boss: 3 decades of support $Amazon.com(AMZN)$ 3 Carving out a double bottom at its cheapest valuation in a decade... 🌶️ $Microsoft(MSFT)$ 4 Any takers? $Oracle(ORCL)$ 5 BREAKING: $NVIDIA(NVDA)$ has announced two new Blackwell-powered m

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Aehr Test(AEHR)$ Q4 EARNINGS • Revenue: $19M vs. Est. $19M • EPS: $0.11 vs. Est. ($0.01) • Bookings: $61M • Backlog: $100M FY27 Guidance • Revenue: $140M vs. Est. $85M (+180% YoY) Silicon photonics now has two customers including a new global networking leader forecasting additional systems as optical I/O ramps across AI data centers. Received $8M in new silicon carbide WaferPak orders over the past month including a direct order from a top-three global automaker. Its hyperscale Sonoma customer also placed record follow-on orders and is expanding to a second device with twice the power per package. 2 $IBM(I

Hello everyone! Today i want to share some investing stories with you! 1 AI BOOMING After a first half of 2026 dominated by blockbuster AI, semiconductor, and space IPOs, the market is entering a new phase. Strategists say the back half is shaping up as a rebalancing: mid-cap and overlooked sectors are preparing to test investor appetite as money moves beyond a handful of crowded mega-cap AI and chip trades. $SpaceX(SPCX)$, which went public on June 12 on the Nasdaq Global Select Market under the ticker SPCX, has been the defining deal of the year. The Elon Musk-led company raised roughly $86 billion in its IPO, giving it a market value of nearly $1.8 trillion at listing and making it the largest IPO in financial market history. Ex

Hello everyone! Today i want to share some technical analysis with you! 1 $Oracle(ORCL)$ "Good news" is that the gap filled today. The bad news is there is another one that fills at $108.38. This thing is in absolute free fall. 2 $Microsoft(MSFT)$ Coiled about as tight as it can be. Which way does this break? 3 $S&P 500(.SPX)$ Ascending triangle on the daily candle chart. 4 $Amazon.com(AMZN)$ This thing has been a total pain in the ass. Finally ready to make a move through the volume gap? 5 $Micron Tec

Hello everyone! Today i want to share some technical analysis with you! 1 Investment banks have been absolutely printing since late 2023 🔥 $Goldman Sachs(GS)$ +289% $Morgan Stanley(MS)$+208% 2 Its a dogfight at the 50, with Trump on one side and Burry on the other... Who you taking? $Micron Technology(MU)$ 3 Now that's a breakout 🎯 $CrowdStrike Holdings, Inc.(CRWD)$ 4 $IBM(IBM)$ just officially had its worst day in the company's 115 year history 🩸 Do you dare buy the blood? 5 Update:

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $Meta Platforms, Inc.(META)$ can rerate closer to 25x earnings. 2

Hello everyone! Today i want to share some technical analysis with you! 1 $ServiceNow(NOW)$ you've got my attention... 2 Jensen Huang called it "the next trillion-dollar company" Still a long way to go 👀 $Marvell Technology(MRVL)$ 3 6+ years of build-up now approaching the apex... 🌶️ $Amazon.com(AMZN)$ 4 Oh dear god 🩸 $Oracle(ORCL)$ entering its 7th red week in a row and falling straight through support 5 $SoFi Technologies Inc.(SOFI)$ CEO took a gulp... 🥤 Follow me to learn more about analysis!!

Hello everyone! Today i want to share some technical analysis with you! 1 $Micron Technology(MU)$ There’s one way to look at this. Trigger and invalidation. These easily invalidate. But know that this setup is there. So many people getting angry that someone is even pointing out a simple setup is an interesting caution flag. 2 $SanDisk Corp.(SNDK)$ Strong day here. Monday likely makes or breaks this setup. 3 $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ Some choppy right action recently but price is right at the volume shelf here which could

Hello everyone! Today i want to share technical analysis with you! 1 Some mean divergence heading into earnings next week $Netflix(NFLX)$ 2 Buy the blood or steer away for now? $Oracle(ORCL)$ 3 Buyers couldn't resist 👀 $Alibaba(BABA)$ 4 Volume stacking up with 2020 Covid lows... except this time we're breaking out 👀 $American Airlines(AAL)$ 5 Worst losing streak for Ondas $Ondas Holdings Inc.(ONDS)$ since early 2025... But analysts are barely flinching 👀 Follow me to learn more about analysis!!

THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $Micron Technology(MU)$, $NVIDIA(NVDA)$, $SK hynix(SKHY)$, $Taiwan Semiconductor Manufacturing(TSM)$ • Elite (40–49%) | $Arista Networks(ANET)$, $Broadcom(AVGO)$, $KLA-Tencor(KLAC)$, $SanDisk Corp.(SNDK)$ • Strong (30–39%) |

Hello everyone! Today i want to share some investing stories and targets with you! Hope you can enjoy it! 1 Can AI answer the $3 trillion question? Three years ago, Sequoia partner David Cahn was one of the first people to do the math and put a number on the implications of Silicon Valley's titanic spend on AI infrastructure. In 2023, he was reacting to $NVIDIA(NVDA)$'s reported annual GPU revenue of $50 billion. Starting with that figure, and adding in the implied costs of operating the data centers and the margins for their operators, he deduced that $200 billion in revenue would be required to pay back the up-front investment. He took it as a challenge, asking entrepreneurs to come up with AI products and services to make use of

MiniMax Secures HK$16 Billion in New Funding Round $MINIMAX-WP(00100)$ In early trading day, MiniMax completed a fresh financing round of HK$16 billion. The transaction attracted a broad coalition of top-tier international sovereign wealth funds, long-only funds, leading Chinese institutional investors, and premier multi-strategy funds, with participation spanning Asia‑Pacific, Europe, and the U.S. markets. Among them were more than 20 long-only and sovereign investors, while a number of pre-IPO and cornerstone backers increased their stakes during this round. According to sources, the offering drew interest from over 100 institutions and achieved 7× oversubscription. The initial deal size was set at roughly US$1.8 billion, but st

The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $Micron Technology(MU)$, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity |

Hello everyone! Today i want to share some trading ideas with you! 1 $Netflix(NFLX)$ is reportedly exploring live channels and streaming bundles as engagement shows signs of slowing. The company is also eyeing more event-based sports including possible World Cup bids and could sell other streamers like Peacock inside the Netflix app. 2 $Amazon.com(AMZN)$ Shipping is reportedly targeting $FedEx(FDX)$ and $United Parcel Service Inc(UPS)$ customers with lower parcel pricing and fewer surcharges. Some customers are saving up to $6 per package while one large retai