To The Moon

I. Key Events August CPI Lands: Rate Hike All But Certain, Market Dips Then Rebounds August CPI came in at +0.4% MoM (in line with expectations), while core CPI rose +0.3% MoM (above the expected 0.2%). The market is now pricing in a 90% probability of a rate hike at the 9/18 FOMC meeting, and expects two hikes this year. Following the data release, U.S. equities, gold, and Bitcoin all dipped before rebounding — the rate-hike expectation has already been priced in → the negative is exhausted, and the decline has halted. Sell Puts on dips are viable. Oil Spikes Then Retreats: Breaks $100, Then Falls Back Below Meanwhile, the Shanghai International Energy Exchange announced adjustments to crude oil and low-sulfur fuel oil futures trading limits: intraday opening positions for SC2610 and SC26

For me, the key is whether $Oracle(ORCL)$ can turn its huge AI backlog into real revenue and cash flow. A $638 billion backlog sounds impressive, but it means little if execution cannot keep up with the capital spending required. I would watch cloud growth, AI demand, contract wins and especially free cash flow. If Oracle shows that AI investments are starting to generate stronger cash returns, I would be more comfortable investing behind the backlog. I also want to see whether management can maintain strong growth without continuously increasing its spending burden. I remain bullish on AI infrastructure long term, but I do not want to chase the story based on backlog alone. I want the numbers to prove it first. If the results are strong, I would

If oil above $100 is only a short-term move, I would not be too worried & would instead watch for opportunities in energy stocks. But if oil stays above $100 for a prolonged period, higher inflation could delay rate cuts and put pressure on high-valuation tech & growth stocks. I see energy companies as the most direct beneficiaries, while gold could also benefit from higher inflation & uncertainty. On the other hand, airlines, transportation, consumers and lower-margin businesses could face rising costs. For tech stocks, the bigger risk is not oil itself, but the possibility of rates staying higher for longer. If oil keeps rising, I would not completely change my long-term portfolio. I would simply avoid chasing expensive stocks, keep some cash for pullbacks, and maintain dive

I think the AI power crunch is becoming a very interesting long-term theme. AI growth needs not only GPUs and data centers, but also reliable 24/7 electricity. Nuclear, uranium and fuel cells could all benefit as hyperscalers secure more power capacity. I am especially interested in nuclear and uranium for the mid-to-long term, but I would not chase this rally. Names like $NuScale Power(SMR)$ and $NANO Nuclear Energy Inc(NNE)$ can move very quickly, so I prefer building positions gradually on pullbacks rather than buying after a sharp spike. The fundamental story looks real, but not every stock will win. For me, it is s

The biggest opportunity here may not be nuclear itself, but reliable power. AI data centers are creating an electricity demand shock, while grid expansion and permitting simply cannot move at the same speed. That makes dependable 24/7 generation increasingly valuable. Hyperscalers are therefore securing long-term nuclear PPAs, while fuel cells and onsite generation can provide power closer to where demand actually exists. I would separate cash flow from speculation. Established nuclear and power producers offer stronger fundamentals, while SMR and microreactor stocks such as SMR and NNE offer potentially explosive upside—but also significant technology, regulatory, financing and valuation risks. To me, the bigger theme is not “nuclear is back.” It is that AI has turned electricity into st

🍏🍏 ‘Chase the Winner’ company by ‘Buy the Dip’ is my ideal strategy in stock investment. $Apple(AAPL)$ is my favorite good winner stock. Apple has strong brand loyalty, immense free cash flow and steady shareholder returns. Apple has massive recurring revenue for decades. Apple rewards investors through steady dividend growth and massive buyback programs. Apple’s ongoing integration of AI features through Apple Intelligence and new hardware lines help sustain its product demand and upgrade cycles. Apple is truly the Apple of my eye! 🚀🚀🚀 Thank you @TigerEvents @Tiger_comments @TigerStars

[思考]  $100 Oil Is Back. But Is That Really the Problem? Oil is back above $100 a barrel. At first glance, the trade looks simple: Oil up → Energy stocks up. Oil up → Tech stocks down. But I think that misses the bigger picture. The real question isn't whether oil is above $100. The real question is: Why is it above $100 — and how long can it stay there? That distinction could determine whether this becomes a short-term market shock or the beginning of a much bigger rotation. 🟢 The Winners: Energy Is the Obvious One — But Not the Only One The clearest beneficiary is the energy sector. When crude prices rise, upstream producers can potentially generate much higher cash flow because their production costs don't necessarily rise as quickly as selling prices. That puts companies acros

🌟🌟🌟The market is currently walking a tightrope & Friday's looming inflation data is the ultimate wild card.  If the inflation numbers come in hot, the broader market will likely face a sharp interest rate panic.  This may hit high beta technology & semiconductor stocks the hardest. The storage sector is already showing signs of a fierce tug of war.  For example, while Wall Street remains euphoric, the CEO of flash memory giant $KIOXIA HLDGS CORP(KXIAY)$ openly warned that prices have risen high enough which may cap short term upside. My strategy to play the storage surge: I would let the inflation data digest over the weekend so that I

🌟🌟 As a tech investor, I believe that $Meta Platforms, Inc.(META)$ has finally begun to verify the commercialisation of AI. Wall Street's main concern with Meta has been its staggering Capex which is forecasted to exceed USD 130 billion. Investors are no longer rewarding AI tech spectacular feats.  They are demanding a hard receipt for monetisation. With the launch of Muse, Meta has finally provided a tangible path to turn Capex into compounding revenue streams. For the first time, Meta is building a software like recurring revenue.  Muse features premium subscription tiers at USD 20 and USD 100 per month. Meta can also push its agent architecture instantly in front of over 3 billion daily active  users across WhatsApp, Instagram

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Nvidia $NVDA and Palantir $PLTR expanded their AI partnership, building a new stack that combines Palantir’s sovereign AI platform with Nvidia’s custom Nemotron open models. The technology is being deployed first across Nvidia’s own supply chain, using AI to capture operational intelligence and accelerate the process from “wafer to first token.” Other companies will be able to deploy the same architecture across their own supply chains, either in the cloud or on-prem. The partnership, first announced in October 2025, has continued compounding into new verticals, use cases, and sovereign AI deployments built around one core idea: enterprises and governments want to own, control, and make sense of their own data. Pal

$First Resources(EB5.SI)$ 5 Target Price. First Resources (EB5.SI) is experiencing a powerful upswing driven by a 53.1% YoY surge in Q1-2026 net profit, fueled by record-high sales volumes and a favorable palm oil pricing environment. While the stock has rallied sharply, leading to what some analysts see as fair valuation. The biofuels underlying business momentum remains robust, with supportive macroeconomic from fluctuating oil prices, caused by Hormuz-Strait blockage. Growth Catalysts 1. Exceptional Q1 2026 Financial Performance The company's recent quarterly report shows a dramatic acceleration in growth. Revenue: Sales surged 70.4% year-on-year (YoY) to US$477.2 million in Q1-2026. Net Profit: Net profit attributable to biofuels demands jum

I favour the uranium supply chain for durability. AI data centres may accelerate nuclear demand, but uranium benefits from the broader reactor fleet and fuel-security needs, rather than depending on any single SMR design reaching commercial scale. BE is interesting because fuel cells can address the nearer-term problem: data centres need reliable power before new nuclear plants can realistically arrive. SMR offers the biggest upside if deployments scale, but also the greatest execution, financing and regulatory risk. So I see it as: uranium for the durable structural thesis, BE for nearer-term AI power demand, and SMR as the higher-risk optionality. Given the sector's high beta, I would expect plenty of momentum-driven volatility even if the long-term power-demand thesis remains intact.

I favour the uranium supply chain for durability. AI data centres may accelerate nuclear demand, but uranium benefits from the broader reactor fleet and fuel-security needs, rather than depending on any single SMR design reaching commercial scale. BE is interesting because fuel cells can address the nearer-term problem: data centres need reliable power before new nuclear plants can realistically arrive. SMR offers the biggest upside if deployments scale, but also the greatest execution, financing and regulatory risk. My ranking: uranium for the strongest long-term risk/reward, BE for the nearer-term AI power bottleneck, and SMR as speculative optionality. The AI electricity shortage looks structural, but that does not make every power stock a structural winner. I would rather own the bott

🌟🌟🌟I will wait for a Callback (Option C).  While the long term thematic bull case for copper is incredibly strong, chasing it right now can be risky.  Why? Valuation Stretch: $BHP GROUP LTD(BHP.AU)$ 's underlying copper segment is performing brilliantly, contributing up to 54% of its total EBITDA.  However BHP is currently trading at a 40% premium according to its intrinsic fair value. Global Copper Mine Production is down by 1.1%.  While raw copper prices look strong, actual industrial production is feeling intense economic pressure. The Tariff Volatility Trap: A massive driver of these record highs is short term inventory hoarding driven by fear of upcoming global import tariffs. My Action Plan: Dollar Cost Averaging into