To The Moon

Last week, Japan's financial giant SBI Group made a series of significant announcements: first, it announced partnerships with Circle, Ripple, and Startale, followed by a collaboration with Chainlink to jointly promote stablecoins, RWA tokenization, and cross-border payment solutions. In just a few days, SBI transformed from the image of a "traditional financial institution" to one of Japan's most proactive Web 3 players.This is not just an ordinary business collaboration; it is more like a signal released by SBI to the market: it aims to seize the opportunity of the next round of financial infrastructure transformation, upgrading from a "financial service provider" to a "digital asset infrastructure provider." Against the backdrop of the imminent launch of yen stablecoins and the gradual

The BMNR selling pressure is Done or almost Over! As Per the 10-Q report, the PIPE closed July 9th, with 50% of shares unlocked July 28th and the final 50% on Aug 27th—100% UNLOCKED as of now! No more "Armageddon" fears for October!  BMNR’s treasury is STACKED: $9B+ in holdings (1.79M ETH + $775M cash), up from $8.8B last week. They’re adding $200M+ daily, with 30K ETH/day! New board member added Aug 28th—management’s executing! Post-unlock dips? Expected. Shares dropped ~30% after July 28th ($45 $31) but rebounded to $72 in a WEEK! Same pattern post-Aug 27th, now stabilizing at ~$45.  NAV’s $39.40, and with $775M cash, buybacks are ready if it dips below! Macro boost: 85% chance of a 25bps rate cut in Sept (FOMC in 19 days).  Money flooding markets = risk assets like ETH &a

If I had to curse one stock today, it’s definitely Affirm $Affirm Holdings, Inc.(AFRM)$ . The stock exploded after posting impressive earnings that surprised the market. Many doubted BNPL could thrive in a high-rate environment, but Affirm proved otherwise with strong revenue growth and upbeat guidance. It became the clear market standout today. What really stood out to me was Affirm’s push toward efficiency. For a long time, the market punished unprofitable growth, but AFRM showed real progress on the path to sustainable profitability. That shift makes investors view it less as a speculative fintech and more as a serious player in consumer credit. Still, the s

$NIO Inc.(NIO)$ will release Q2 2025 unaudited financial results on Sept 2, before U.S. market open. This update is crucial as Nio expands both its vehicle lineup and battery-swapping network. Revenue forecast: RMB 19.74B EPS estimate: –$0.31 (same as last year) 📊 Recap: Q1 2025 Deliveries: 42,094 (+40.1% YoY; –42.1% QoQ due to seasonality) Revenue: RMB 12.03B (+21.5% YoY) Vehicle margin: 10.2% (vs. 9.2% last year) Gross margin: 7.6% (vs. 4.9% last year) Net loss: RMB 6.75B (+30.2% YoY), due to higher R&D + SG&A Takeaway: Nio is still loss-making but improving efficiency. 🔑 Lessons from Management Guidance Volume = Profitability Driver Q2 delivery guidance: 72K–75K vehicles Goal: 50K monthly deliveries by Q4 2025 Strategy: scale aggressively with new multi-brand approach (Nio, Onvo

1.Nvidia $NVIDIA(NVDA)$ is headed to a $5 Trillion market cap says Wedbush Analyst Dan IvesImage2.Nvidia is now worth more than Canada 😂😂Image3.S&P 500 $S&P 500(.SPX)$ posted a 12% gain from Memorial Day through Labor Day, its 3rd best summer in 40 years 📈🥳🫂Image4.U.S. Yield Curve (30-year minus 2-year) is steepening to its widest level since 2021 🚨🚨ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

$IONQ Inc.(IONQ)$ $DEFIANCE DAILY TARGET 2X LONG IONQ ETF(IONX)$ 📈 Long-Term Investment Strategy & AnalysisCurrent Zone: BullishPosition: Buy and HoldFor long-term investors, the Bullish environment offers favorable conditions:Uptrend: Characterized by sustained upward flows with limited downside risk.Correction Trend: Represents healthy pauses within a broader rally, providing entry opportunities.With strong buying pressure maintained, IONQ presents low risk of decline and high expected returns if the Bullish phase continues. Investors should remain committed to a Buy and Hold strategy, focusing on compounding gains over time rather than timing every fluctuation.The long-term trigger to exit would oc

The multi-month rally is showing signs of shifting gears. Tech's losing some steam while other sectors pick up slack. Q4 will come down to whether corporate earnings can justify current prices, especially as the AI trade faces its first real test.The market's not broken, but it's getting more selective about what deserves premium valuations.Three things kept pushing the stock market higher:Earnings delivered: 81% of S&P 500 $S&P 500(.SPX)$ companies beat Q2 expectations. That's the kind of fundamental strength that actually matters.Fed's turning dovish: Powell's recent comments plus cooling inflation data have markets betting on a September rate cut. The PCE index—the Fed's favorite inflation gauge—came in right where expected, showing inf

This week net positive institutional transaction in last 3 months are found in this 29 standout growth stock. There is quite a number of high value setup ready for next week, imo. $Affirm Holdings, Inc.(AFRM)$ $Astera Labs, Inc.(ALAB)$ $AST SpaceMobile, Inc.(ASTS)$ $BitMine Immersion Technologies Inc.(BMNR)$ $Dutch Bros Inc.(BROS)$ $Cameco(CCJ)$ $CleanSpark, Inc.(CLSK)$ $crescent energy company(CRGY)$ $Six Flags Ent

$NVIDIA(NVDA)$ has breached its short-term uptrend by closing below the 20 DMA and is now heading to the 50DMA. The conviction red candle, and the curling oscillator suggests a test of this major moving average for next week. The main risk below the 50DMA is the highlighted volume gap, which could lead to rapid price declines. For any potential bounce to be validated, the price must reclaim the $177 level. More details in the S/R levels👇. $Invesco QQQ(QQQ)$ $NASDAQ 100(NDX)$ $VanEck Semiconductor ETF(SMH)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in

August 2025 FactsheetBought: $Arista Networks(ANET)$ Sold: ATOSS SoftwareThe portfolio is optimised for return on capital, growth rate and pricing power.Cash Return on Capital = 37%5yr FCF/share CAGR = 27%Only 3 of the 13 positions have been held for <12 months. The aim is to reduce the number of holdings to 12 in the next 3-6 months.We exited our position in ATOSS Software and began a new position in Arista Networks. The top contributors to performance were $MasterCard(MA)$ and $MSCI Inc(MSCI)$ .The top detractors from performance were $Fortinet(FTNT)$ and $Applied Materials(AMAT)

The S&P 500 closed at another record high on Wednesday (Aug 27), just ahead of Nvidia’s much-anticipated earnings release—seen as the key test for the AI-driven rally that has pushed valuations to lofty levels. 📊 Options Market Overview Total contracts traded: 41.4M Call ratio: 62% Top 10 Option Volumes (Aug 27): $NVDA$, $TSLA$, $PLTR$, $NIO$, $AAPL$, $HOOD$, $AMD$, $INTC$, $MSTR$, $SOFI$ 🔥 Spotlight: Palantir ($PLTR$) Total option volume: 761.7K Heavy action at the $160 strike call expiring Aug 30 → 29,855 OI CNBC’s Jim Cramer once again highlighted his bullish view on Palantir, linking its upside potential to momentum in $MongoDB (MDB)$. On X, Cramer argued that MongoDB’s strong earnings could spill over into Palantir, making it the “next big AI/data winner.” “You know they are going

Hello everyone! Today i want to share some option strategies with you!1.Wrote cash-secured puts on $Opendoor Technologies Inc(OPEN)$ in two accounts. Sep 19 expiry, $2 strike.The fundamental narrative has positively changed on this company with J-Pow's change of stance on interest rates.Depending on how price action plays out (if OPEN is finding a base around 4), might roll up strike to 2.5 or 3 to capture additional premium.Image2.Writing naked calls on $BitMine Immersion Technologies Inc.(BMNR)$ seems like the play for today. Sep 5 expiry, strike in the 50s.Will do what we can to help entice the tutes to chase our strike for those holding a long BMNR position.For whom haven't open CBA can know more from

1.Reflecting on this 390% three-year run in the Growth Portfolio -- with $ARK Innovation ETF(ARKK)$ +143%, $Invesco QQQ(QQQ)$ +120%, and $SPY +69% over the same span -- what stands out even more to me is the community we’ve built along the way.It’s rare to find thousands of people aligned around long-term wealth in a non-toxic space & comments like the one this morning from a subs mean more than the gains themselves.I’m so proud of what this community has become 🙃Image2.I know there will always be comments along the lines of “it’s just been easy money these past couple years, you haven’t experienced real cycles.” Fine. But the truth is I saw early on that we were entering not just a cycle but multiple

Hello everyone! Today i want to share some trading ideas with you!1.Family-owned businesses perform better because they tend to have:•Higher margins•Higher cash earnings•Grows at a faster rate•Conservative, low-risk, balance sheetsWhat are the best family-owned businesses out there?2.Diversification is essential, but don't dilute your portfolio with mediocrity. Focus on acquiring quality companies with solid fundamentals at fair valuations, and watch your portfolio grow.3.The tenets of Warren Buffett: $Berkshire Hathaway(BRK.A)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more her