To The Moon

Here is a concise take on your three questions, with current context from China and Tesla’s pivot narrative. 1) Can Model Y L sustain Tesla’s momentum in China? Near term: likely. The long-wheelbase, six-seat Model Y L launched at ¥339,000 with deliveries beginning in September; Chinese outlets and trackers indicate October slots are sold out, with new orders showing the earliest delivery in November 2025—a strong initial signal.  Medium term: depends on execution. Sustainability hinges on (i) how quickly Shanghai can ramp the L variant, (ii) whether the Y L is incremental (winning back family buyers from Li Auto/others) versus cannibalising standard Y sales during a softer EV cycle, and (iii) pricing discipline amid intense local competition. Tesla’s China sales trend has been choppy

🔥 Alibaba Doubled Since Jack Ma’s Return — Still a Buy Above $150? Alibaba ($Alibaba(BABA)$  ) has staged one of the most stunning comebacks in China tech. Since Jack Ma resurfaced in 2023, the stock has doubled, shaking off years of regulatory scars and regaining investor trust. The momentum is now driven not just by e-commerce, but by AI, cloud, and food delivery — three pillars of China’s digital economy. But the latest twist could prove even bigger: reports suggest Alibaba and Baidu are training AI models on self-developed chips. If this proves true, it would mark a bold move to reduce reliance on Nvidia and reshape the balance of power in China’s AI ecosystem. So the million-dollar investor question: is every dip still a buy — or ha

🚀 Tesla Breakout! Model Y L Sells Out in China — New Rally Ahead? Tesla ($TSLA) just reminded the market why it’s still the most talked-about stock in EVs. Shares climbed 5% Friday after the company unveiled its long-wheelbase, six-seat Model Y L, tailored specifically for Chinese families. The reception? White-hot. October allocations sold out within hours, and earliest delivery dates are already pushed back to November 2025. For a company often accused of losing steam in China, this was a shot of adrenaline. But the question for investors is simple: is this the beginning of Tesla’s next leg higher — or another short-lived hype cycle? --- 🔋 Why the Model Y L Matters China is the largest EV battleground in the world. Local rivals like BYD, XPeng, and NIO have been flooding the market with

$Adobe(ADBE)$ Adobe’s Q3 2025 roared to life with record revenue of $5.99 billion, up 11% year-over-year, outpacing expectations with a non-GAAP EPS of $5.31, a 14% jump. The AI-driven surge, led by a $5 billion AI-influenced Annualized Recurring Revenue (ARR) and tools like Firefly (9 billion generations) and GenStudio, powered a 12% Digital Media ARR growth to $18.59 billion and an 11% revenue rise to $4.46 billion. Yet, shares slipped as Q4 revenue guidance stayed flat, raising red flags about AI’s top-line impact amid fierce competition from third-party platforms. Can Adobe’s innovation sustain growth, or will rivals steal the spotlight? Dive into the numbers, sector shifts, and strategic trades for this pivotal moment. Q3 Glory: AI Fuels Adob

$BitMine Immersion Technologies Inc.(BMNR)$   $Circle Internet Corp.(CRCL)$   $Eightco Holdings Inc.(ORBS)$   🔍 Key Macro Backdrop The Fed is under pressure: inflation has eased somewhat, but core inflation and wage growth remain sticky. Markets are pricing in some chance of a 25 bps cut by late Q4, but 50 bps is less likely unless data surprises to the downside. Lower interest rates could boost risk assets, especially those with exposure to crypto, fintech, or volume‑sensitive business models. But rate cuts also squeeze interest income for companies that rely heavily on yield from reserves or cash balances. Broader risk: regulatory tightening (cry

In a move that's got the crypto world buzzing, Michael Saylor, the unyielding Bitcoin advocate and MicroStrategy chairman, just dropped a teaser that's pure gold for HODLers. With his latest post featuring the iconic Saylor Bitcoin Tracker and the punchy caption "Bitcoin Deserves Credit," it's clear the man isn't slowing down. This isn't just talk—it's a pattern. MicroStrategy has been on a relentless buying spree, turning the company into one of the largest corporate Bitcoin holders on the planet. Last quarter alone, they scooped up thousands more BTC amid market dips, proving Saylor's philosophy: buy the fear, hold through the storm, and watch the value compound. Why does this matter right now? Bitcoin's ecosystem is exploding with institutional interest. From ETFs pulling in billions to

Economic Calendar: Key Market Movers (week of 15Sep25) Public Holidays There are no public holidays in Singapore, the USA, Hong Kong and China. Observations (Economic Calendar) Retail Sales and Consumption Retail sales and retail sales data serve as crucial indicators for understanding consumer consumption trends within the U.S. market. This information provides insight into consumer spending habits and overall economic health. Federal Reserve Interest Rate Decision The most closely watched economic event is the Federal Reserve's interest rate decision. The market has largely anticipated a 25-basis-point (bps) rate cut, a sentiment likely influenced by pressure from President Trump. This expectation is already priced into current market positions, which means a decision not to cut rates co

Earnings Calendar (15Sep25) There are a few interesting earnings in the coming week that include FactSet, FedEx and Lennar. Let us look at FedEx, as Logistics is a good reference for the market. Looking at how busy a company like FedEx is can give you an early hint about where the economy is heading. If they report that their shipping volume is up, it's a good sign. If it's down, it could be an early warning of a potential economic slowdown. This makes them a great "leading indicator" for the stock market and the economy. Stock Performance & Analyst Consensus FedEx's stock has experienced a decline, falling 18% over the past year. Technical analysis suggests a neutral rating for the stock. However, a majority of analyst sentiment remains bullish, with a consensus "Buy" rating. The

News and my thoughts from the past week (15Sep25) Reporter: “Goldman Sachs says 86% of the tariffs have been paid by American businesses & consumers.” - X user Unusual Whales A panoramic view of Paris with the Eiffel Tower and other landmarks visible in the skyline. The French flag is prominently displayed in the foreground, waving above a street with buildings and rooftops. Text overlays include "Fitch downgrades crisis-strained France" and date information. A line chart showing the distribution of US household wealth from 1989 to 2024. Colored bands represent wealth percentages for different income groups: bottom 50% in blue, 50-90% in yellow, 90-99% in red, 99-99.9% in brown, and top 0.1% in purple. The chart indicates a significant increase in wealth concentration, with the bottom

My Investing Muse (15Sep25) Layoffs & Closure news Elon Musk's xAI fires 500 data annotators working on Grok. The layoffs come amid plans to expand the specialist AI tutor team of the chatbot. - EFTech ANZ BANK CEO DISCUSSES JOB CUTS WITH TREASURER ANZ Bank's CEO Nuno Matos speaks with Federal Treasurer Jim Chalmers on plans to cut 4,500 jobs. The move raises concerns over the bank's future direction and economic implications, prompting a governmental inquiry into the layoffs. Source: The Australian Oracle has initiated another round of global layoffs, firing more than 3000 employees. - Indian Tech & Infra Rivian is cutting 200 jobs... just as the $7,500 EV tax credit vanishes. Washington pulled the plug. Now Rivian has to survive on real demand. - Amanda Goodall BIG TECH COMPANIES

🚀 Crypto IPO Fever: FIGR +30%, GEMI +14%! Bubble or Breakthrough? The crypto world just reminded Wall Street — and Main Street — that hype is still alive. Forget Bitcoin for a moment. The real fireworks are coming from crypto IPOs, where fresh listings like Figure ($Figure Technology Solutions(FIGR)$  ) and Gemini $Gemini Space Station, Inc.(GEMI)$   are attracting both institutional money and retail FOMO. FIGR surged +30% this week, cementing itself as one of the hottest listings of 2025. GEMI gained +14% on debut, proving there’s still strong demand, even as the broader market battles volatility. At a time when traditional IPOs often stumble, these crypto-linked names are defying gravity.

✨ Gold’s Record Run: Can Aussie Miners Keep Glittering? 💰 Gold has smashed through $3,600/oz, clocking an eye-watering +36.6% YTD and rewriting the history books. This is no ordinary rally — it’s the strongest surge since 2011, turning bullion into the hottest safe haven on the planet. And the impact? Australia’s gold miners are going vertical. With the ASX already heavy on resources, this isn’t just a sector story — it’s reshaping the entire market narrative. --- 🚀 Aussie Gold Miners: Who’s Winning? The scoreboard is staggering: NEM & EVN: nearly +100% YTD (double your money in months!) PRU: +66% 📈 NST: +35% 🔥 GOLD.AU ETF: +32% — beating most global indices Compare that to the ASX200’s modest +8% and it’s clear: gold isn’t just outperforming, it’s obliterating the benchmark. For retai

For this week, I’m leaning optimistic on the U.S. stock market. The combination of AI-driven momentum and expectations of a Fed rate cut continues to provide a strong backdrop, even though inflation data is still above target. Markets have shown resilience, and small caps leading with six straight weeks of gains is another sign of improving breadth. That said, my main watchpoint is Tesla $Tesla Motors(TSLA)$ . After last week’s strong breakout, I expect volatility to pick up as traders test whether the move has legs or if profit-taking sets in. Tesla has become a sentiment driver—its next moves could influence tech momentum broadly. Overall, I see short-term di

Tit-for-Tat in Tech: China Probes U.S. Analog Chipmakers After New Sanctions What Happened? In a swift retaliatory move, China's Ministry of Commerce (MOFCOM) has launched an anti-dumping investigation into specific analog semiconductor imports from the United States. This action follows the latest decision by the U.S. Department of Commerce's Bureau of Industry and Security (BIS) to add another 32 Chinese entities to its export control list. According to the Jiangsu Semiconductor Industry Association, the probe directly targets several publicly traded U.S. giants, including $Texas Instruments(TXN)$   , $Analog Devices(ADI)$