To The Moon

$PDD Holdings Inc(PDD)$ Moving past the Q1 slump, PDD’s e-commerce core is bouncing back strong with TEMU expanding globally. Domestically, it’s strengthening supply chains and supporting sellers; overseas, it’s investing steadily in innovation and efficiency. Long-term potential looks promising—who will have the last laugh? Stay tuned!

$NVIDIA(NVDA)$ On Sept 9 ET, NVIDIA unveiled its next-gen Rubin CPX chip system, optimized for AI video generation & software development! Designed as modular cards (available late 2026), it boosts large-context processing and can integrate into existing servers or run standalone in data centers. Another AI power move.

$NIO Inc.(NIO)$ 's battery swap wins with BaaS(lower cost) + 3-min swap(no anxiety). Dense stations bring scale advantage + smart energy income, boosting both experience & value.

$Circle Internet Corp.(CRCL)$ Scarcity & compliance are key edges. Circle's network stays strong: USDC volume 5.4x YoY, CCTP up 4.1x — blockchain interoperability is clearly crucial!

$Palantir Technologies Inc.(PLTR)$ is on another surge! The stock broke through the 20-day moving average strongly—even more stable than NVIDIA lately. No need to gamble, just trust it.

$Coinbase Global, Inc.(COIN)$ ’s edge lies in its unwavering compliance focus—a huge plus amid today’s tighter crypto regulations. Founder’s long-held belief in “doing things right” built a trusted brand. In finance, trust is everything.

$Advanced Micro Devices(AMD)$ 's AI chip dominance continues! MI300 ramping up alongside PC recovery, Dr. Su's leadership delivering. Slow but steady wins the race - holding long-term!

$Oklo Inc.(OKLO)$ is on a solid run! Strong earnings + policy support for nuclear energy. Holding tight and looking to add more on dips — bullish on the future of fission.

$Alphabet(GOOG)$ is on a roll, hitting new highs consistently. With massive data and deep user reach, it's well-positioned to reach a $3T market cap and become a major AI winner.

$SUPER MICRO COMPUTER INC(SMCI)$ 's rally is on fire! Soaring AI server demand, eased export worries, and bullish analyst upgrades are fueling it. All eyes are on earnings now.

$SharpLink Gaming(SBET)$ September 9: SharpLink Gaming disclosed it has begun a $1.5 billion stock buyback, repurchasing ~1 million SBET shares. The company believes the stock is deeply undervalued and expects the buyback to boost NAV and compound long-term shareholder value.

$Alibaba(BABA)$ 's Amap launches "Street View List". Amap introduced a user-behavior-based ranking to build a new offline service credit system, boosting dining and consumption. Worth watching as BABA innovates during its 26th anniversary.

$Bit Digital, Inc.(BTBT)$ 's bitcoin miner patience paying off! Hashrate growth alongside coin recovery, diamond hands rewarded. Blockchain infrastructure long-term bullish, holding for the cycle!

$UnitedHealth(UNH)$ surges 8.64% to $347.92. Next resistance at $376-388 & $440-460. Trend looks solid — just hold tight. Keeping shares and learning from Buffett’s patience.

I think the Fed will likely stick with a 25 bps cut instead of surprising with 50 bps. Markets have already priced in the smaller move, and unless CPI comes in well above expectations, Powell won’t want to signal panic. Even a 25 bps cut keeps the easing cycle alive and supports equities longer term. If CPI comes in above 2.9%, short-term pain is likely with indices near record highs. The QQQ breakout is positive, but RSI/MACD divergence and weak volume suggest limited fuel. A hot CPI could spark a pullback before the Fed meeting, adding volatility. September feels like a “sell into strength” month. With weak seasonality and cuts priced in, profit-taking after the Fed is possible. Still, I’m constructive on the bull market—especially if consecutive cuts follow—but near term, I’d rather st

I’d lean toward Australian gold stocks over physical gold or ETFs. Physical gold preserves value but doesn’t generate income, and ETFs simply mirror price moves. Miners like Northern Star and Evolution not only benefit from higher gold prices but also deliver profits, dividends, and growth—making them more attractive. Among them, Northern Star is the blue-chip choice with scale, strong finances, and steady payouts, while Evolution adds copper exposure for extra growth tied to electrification. Both offer more upside than holding the metal itself. I’d also keep a smaller, higher-risk position in Regis as a leveraged play. Overall, Australian miners give me exposure to gold’s bull run plus income and execution strength, making them my preferred choice.

I bought $NEBIUS(NBIS)$ before it was popular at $20 per share.It's already 5x for me. This is only the beginning as they have just announced a massive $17 billion deal with Microsoft.It can easily make another 5x from here.Here is why NBIS is an asymmetric opportunity: 🧵A logo with the word "NEBIUS" in bold, dark blue, sans-serif font on a bright yellow background.1/ $NBIS is an AI infrastructure company.This is a very hard market; it requires:- Hardware expertise.- A lot of capital.- High demand.NBIS has all three.2/ So, what does NBIS exactly do?It inherited Yandex's data center business and turned it into a neo-cloud business tailored for AI workloads.It has hardware and software layers.In the hardware layer, they use exclusively

$Taiwan Semiconductor Manufacturing(TSM)$ is one of the most undervalued stocks relative to its performance and potential.They effortlessly delivered 33% YoY revenue growth last month.Their yields in 2nm are 40% higher than the closest competitor, Samsung.They are the only foundry having started the development of 1nm process and they expect to start manufacturing on 1nm nodes in 2030. Regardless of who designs the best chips, TSM will be the one manufacturing it.Long $Taiwan Semiconductor Manufacturing(TSM)$ .A document titled "TSMC August 2025 Revenue Report" with a TSMC logo at the top. Text includes revenue figures for August 2025, showing NT$335,772 million, and comparisons to July 2025 and August 2024