To The Moon

I’d pick A — a company I like that’s down 30% from its high. I’d rather take advantage of a meaningful pullback in a company whose fundamentals and long-term story remain intact than chase a stock simply because it’s making new highs. For me, names like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ and $Micron Technology(MU)$ can become especially interesting after a correction. A 30% drawdown doesn’t automatically mean the thesis is broken; sometimes it creates a much better risk/reward entry point,

MODERNA $MRNA JUST MORE THAN DOUBLED IN A SINGLE DAY The stock is +127% to $143.05, adding more than $80 a share in one session. Merck $MRK is +12%. A Phase 3 cancer vaccine trial read out this morning and the result was strong enough to reprice both companies: The personalized mRNA cancer vaccine from Merck and Moderna, paired with Keytruda, significantly extended the time melanoma patients lived without their cancer returning compared to Keytruda alone. It also cut the risk of the cancer spreading to distant parts of the body. More than 1,100 patients, all of whom had their detectable cancer removed by surgery first. This is the first late-stage trial the approach has ever run. The vaccine is built per patient. Every tumor carries its own set of mutations, so the shot targets the specifi

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm still averaging up my position in $SOXL$ despite the recent pullback and correction because I see it as a reset within the broader semiconductor uptrend, rather than a reason to abandon my thesis. The recent weakness has brought down some of the overheated sentiment around AI and semiconductors, but the underlying demand story remains strong. AI infrastructure, data centers, high-performance computing and memory continue to require enormous amounts of semiconductor capacity, and I believe the long-term cycle still has plenty of room to run. The correction is actually one of the reasons I'm more comfortable adding gradually. After the strong rally earlier, valuations and expectations had

🌟 $SK hynix(SKHY)$ watched its share price dropped by 9% in a single session only to stage a sudden green candle recovery today.  The big catalyst was  the good news that SK Hynix management has approved a staggering 40 trillion won (USD 28.6 billion) capital deployment to aggressively repurchase and destroy about 3.3% of its entire share count over the next 3 months on August 19 2026. SK Hynix management also announced that it will return over 50% of all cumulative free cash flow directly to shareholders through 2027 via expanding dividends and aggressive corporate action. SK Hynix signed a massive, multi year co-development and infrastructure road map deal with $NVIDIA(NVDA)$ .  This ti

The semiconductor selloff is a wake up call for investors.  Option B: Higher yields require further valuation adjustment is the absolute core driver.  You cannot look at the tech stocks valuation in a vacuum. With the US 30 year Treasury Bond yield blasting to a 19 year high of 5.33%, paying extreme premium for future unproven tech earnings does not make sense.  Higher yields from the US bonds is like a vacuum cleaner, sucking the speculative liquidity out of high beta tech stocks. The selloff isn't happening because AI demand died.  It is happening because macro physics are forcing a standard valuation reset across the entire sector. While Option B tells you why the market is dropping, Option E is the ultimate strategy for turning that red ink into long term wealth. B

🌟🌟🌟I vote $Alibaba(BABA)$ $BABA-W(09988)$ will close Flat in the -5% to 5% zone.  Alibaba has missed Wall Street's Consensus EPS expectations for 4 consecutive previous quarters.  Today's numbers confirm that heavy capital expenditure into AI cloud infrastructure continues to compress immediate profit margins, giving bears plenty of ammunition to cap any explosive surges. A "Very Red" crash is almost entirely off the table because the underlying top line volumes are exceptionally health.  Driven by an uncharacteristically strong double digit revenue expansion and massive domestic excitement surrounding its operating system integrations with $Apple

🌟🌟🌟Landing a guaranteed 5.3% multi decade yield on risk free government treasury bond is something Wall Street has not seen since 2007.  If you believe that inflation is in its tailend & a huge macroeconomic pivot is imminent, then lock it in. But if you believe that the geopolitcal premium is white hot with the 60 day US Iran negotiation expiring with no extensions, then it is best not to lock it in. As for me, I prefer to buy $iShares 0-3 Month Treasury Bond ETF(SGOV)$ which has a robust 3.6% yield divided into monthly payments.    This is because SGOV strictly holds ultra short term US Treasury bills that mature in less than 90 days.  If interest rates spike tomorrow, SGOV's share price stays completely flat, shie

I’m staying cautious on long-duration bonds for now. A 30-year yield above 5.3% is attractive, but oil prices, inflation concerns, weaker foreign demand and heavy Treasury supply could keep long-term yields elevated. I’d rather wait for more clarity from the Fed minutes and the Iran situation before locking in rates. For my portfolio, higher yields also mean pressure on high-duration growth and AI stocks because future earnings are discounted at a higher rate. However, I don’t see this as a reason to abandon AI or semiconductors. I’d continue DCA selectively and keep some cash ready for further pullbacks. For now, I prefer short-duration bonds or cash, while watching for signs that yields have peaked. If the 30-year moves significantly higher but inflation starts cooling, I’d be more comf

🌟🌟🌟 $Apple(AAPL)$ is actively shedding its boring defensive outer shell to emerge as a highly lethal weaponised undervalued AI giant.  With the stock breaking out to test new highs around USD 316.83 per share, Apple is about to get a new CEO John Ternus on 1 September 2026 while Tim Cook will be Executive Chairman. Ternus is a product guy who engineered the transition to custom Apple Silicon chips.  His goal is to weaponise Apple's hardware edge & scale on device AI. A September launch for a new premium foldable iPhone Ultra is in the pipeline. Apple is keeping data center costs off their own books by letting Google's Gemini & OpenAI's ChatGPT directly power Siri's massive upgraded ecosystem under the upcoming iOS 27 deployment.

🌟🌟🌟 $Circle Internet Corp.(CRCL)$ latest earnings report showed that its stablecoin USDC circulation expanded by 19% year over year to reach USD 73.3 billion.  Even more impressive, USDC captured a record 70% share of all global stablecoin transaction volume by the end of June 2026. Circle has just jumped 9.56% in a single trading session.  The rocket fuel for the launch is a roaring wave of institutional optimism surrounding the momentum of the CLARITY Act. I believe this latest surge is the starting point for a full blown bull market that will legitimise digital assets. Circle is on the cusp of this new wave of crypto revolution. @TigerStars

If I had to choose between Target and Estée Lauder after earnings, I’d lean toward $Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery. I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits. For me, EL has more upside potential, while

I would choose $Alphabet(GOOG)$ . Google Cloud’s strong growth, expanding margins and huge backlog show that its massive AI spending is starting to translate into real revenue. I also like the TPU story because it gives Alphabet another potential AI infrastructure advantage beyond relying entirely on Nvidia. For the downgrades, I can understand the argument on PLTR and CRWD. I still think both are excellent businesses, but when valuations become extremely demanding, even strong execution may not be enough to drive further upside. I’d rather wait for a meaningful pullback than chase them after such strong runs. Overall, my strategy is buy quality growth at a reasonable valuation, not quality at any price. GOOG looks more attractive to me today, wh

I think the market is moving early rather than simply getting it wrong. The $NVIDIA(NVDA)$ story has shifted from “how strong is AI demand?” to “where is the money funding that demand?” That uncertainty naturally hits leveraged optical names like $COHERENT(COHR)$ and $Lumentum(LITE)$ first. I don't think AI demand is broken yet. I’m watching actual orders, cash flow and funding much more closely, especially for companies like $

I would not chase Moderna at $174.38. I would rank the three choices: 1. Merck: best risk/reward 2. Wait for full data: best disciplined approach 3. Moderna: highest upside, but highest valuation risk The Phase 3 result is genuinely important. INTerpath-001 hit both recurrence-free survival and distant-metastasis-free survival, validating the personalised neoantigen approach in a pivotal trial.  But Moderna has already repriced the success very aggressively. The market is now capitalising not merely the melanoma indication, but the possibility that this becomes a platform across multiple solid tumours. That is where I would be cautious. Full hazard ratios, subgroup consistency, overall survival, durability, manufacturing economics and regulatory details are still needed. Reuters speci