To The Moon

As of May 10, 2026, $JD.com(JD)$  is currently in its "quiet period" just days before its official fiscal Q1 2026 earnings release. Because the actual report is scheduled for Tuesday, May 12, 2026, the "analysis summary" below focuses on the current market consensus, recent financial maneuvers, and technical positioning leading into the event. Analysis Summary: Q1 2026 Outlook The sentiment surrounding JD.com is a mix of fundamental optimism regarding shareholder returns and cautious macro-economic positioning. Financial Health & Dividends: JD recently underscored its cash-flow strength by paying out an annual dividend of $1.00 per share on April 29, 2026 (a significant increase from the previous $0.76). This suggests management is con

$Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$  $SUPER MICRO COMPUTER INC(SMCI)$  💻🚀📈 $DELL Technical Breakout Is Starting To Look Extremely Serious 📈🚀💻 $DELL just delivered exactly what the bulls needed to see. After the recent pullback, price came down into the gold support zone near $227, absorbed selling pressure aggressively, then exploded higher with urgency. That type of reaction usually tells me institutions were already sitting there with meaningful bids ready to defend the structure. This was not a casual bounce. The technical structure has now shifted materially: • $227.07 was defended aggressively and remains the key line in the san

Why I Bought GFS at $36 I bought GFS at around $36 because my fundamental analysis showed a major disconnect between the company’s intrinsic value and how the market was pricing it. At that time, most investors were focused only on leading-edge AI chip companies, while I believed the market underestimated the long-term strategic importance of specialty semiconductor manufacturing. GlobalFoundries was not competing directly with NVIDIA in GPUs or with Taiwan Semiconductor Manufacturing Company in the most advanced nodes. Instead, the company focused on high-value specialty chips used in automotive, communications infrastructure, industrial systems, aerospace, defense, and power management. I believed those markets would become increasingly important as the world digitized further. Revenue S

$S&P 500(.SPX)$ 7400 → REACHED. The target I've been calling for weeks. Now for the breather... W4 dip into the Daily FVG at 7321–7273. Then FINAL W5 rally to 7500. Momentum still strong. Wave count still incomplete. Daily close below 7273 → first warning shot. The W4/W5 indicator caught this $SPX setup. W4 dip into the entry box. Invalidation marked. W5 targets projected. Next day: target smashed for +65. The best EW indicator in the space. And it's almost yours. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43

$Straits Times Index(STI.SI)$ gained 0.19% and closed at 4,921.90, as strength in internet retail and aluminum sectors offset weakness in banks and REITs. The index traded within a tight range, reflecting cautious sentiment ahead of key global macro data.Sectors: Internet & Direct Marketing Retail (+14.29%) and Aluminum (+10.08%) dominated the leaderboard, while Specialized Consumer Services (+7.14%) and Security & Alarm Services (+5.26%) also advanced on defensive positioning. Gas Utilities (+3.87%) rounded out the top performers as energy prices held firm.8 Popular Stocks:$SS SPDR S&P500 USD(S27.SI)$ +3.37% — The Singapore-listed S&P 500 ETF tracked Wall Street higher as U.S. equitie

The $S&P 500(.SPX)$ surged 2.33% last week and closed at a new record high of 7,398.93, marking its largest one-week point and percentage gain since the week ending April 17, 2026, and extending its winning streak to six consecutive weeks. The index has now rallied 16.17% over the past six weeks — the largest six-week percentage gain since May 2025 — and sits 30.47% above the April 2, 2025 tariff-announcement lows.This was the 15th record close of 2026, with the index up 8.08% year-to-date.Industry leaders: OLED Concept (+11.60%) and Crypto (+11.50%) dominated the leaderboard, as Bitcoin reclaimed the $80,000 level and crypto-related equities rode the risk-on wave.Textiles (+11.21%) surged on tariff-exemption optimism and supply-chain re-ratin

The Most Important Company in AI Isn’t the One Designing the Chips Wall Street spent the past three years obsessing over who could design the fastest AI accelerator. $NVIDIA(NVDA)$ became the poster child, $Advanced Micro Devices(AMD)$ became the challenger, and $Intel(INTC)$ continued its long-running hobby of promising turnarounds with the confidence of a man trying to restart a lawnmower in the rain. But by mid-2026, the market has quietly shifted to a more uncomfortable question: who can actually manufacture these chips at scale? That answer is Taiwan Semiconductor Manufacturing Company. The AI economy runs atop foundations most investors never see I think inv

Quiet Week. That's Actually The Goal. Mathematical Money | May 10, 2026 I was away on holiday for most of this week. Light on screen time. Light on trading. Seven trades over the whole week — for context, recent weeks have been running 24 to 49 trades. This week was the quietest the book has had in months. And honestly, that's how it's supposed to look. Most of what I write about on this feed is the active part of the strategy — the rolls, the entries, the loss-takes, the regime adjustments. That stuff makes for better posts. But the truth about a properly built options book is that the active days are the exception, not the rule. Most weeks should look more like this one. Let me show you what actually happened. The Trades That Did Happen MARA puts decayed off cleanly. I had 40 contracts o

Capital_Insights | May 5, 2026 | 12:30 PM ET 1. Executive Summary Stocks are climbing toward all-time highs as crude oil slides more than 3%, unleashing a wave of risk appetite. S&P 500: +0.6% NASDAQ: +0.7% Dow Jones: +248 points The cooling oil price triggered a "buy-the-dip" mentality. The 10-year Treasury yield pulling back to 4.42% added fuel to the fire. Meanwhile, earnings continue to provide individual stock catalysts. 2. Thesis Validation Pre-market narrative: "Oil is still elevated + Hormuz isn't resolved — can this rally last?" Mid-day verdict: Yes. The ceasefire remains in place. Brent crude dropped from yesterday's $115 handle, giving sidelined capital a green light to step back in. 📌 Key insight: When oil drops, dip buyers wake up. Simple as that. 3. Key Intraday Levels ET

Singapore’s COE hitting S$125k again tells you something important: demand for private mobility in Singapore remains structurally strong despite extreme pricing. But it also highlights why automakers like BYD are entering a much tougher phase — growth is no longer just about selling EVs; it is now about defending margins, brand positioning, and long-term market share. Singapore is actually a good microcosm of the global EV industry right now. BYD has executed exceptionally well in Singapore. It captured roughly 24% market share in Q1 2026 and became the dominant EV player locally, benefiting from EV incentives, aggressive pricing, and strong dealer execution. EVs now account for more than half of new car registrations in Singapore.  But the stock market is starting to look past pure deli