To The Moon

As I look at the recent FOMC decision, I find the Fed's rate cut with a dovish tone quite intriguing. The mention of a "slowing" labor market and "rising downside risks" suggests they're leaning toward supporting economic growth, which aligns with a dovish stance. However, the accompanying projections of inflation "ticking higher" and "still elevated" introduce a hawkish undertone that's left me puzzled. This mixed messaging makes it tough to predict their next moves with confidence. Regarding the question of expecting another 1 or 2 rate cuts in 2025, I think it's a close call. The dovish action hints at potential further easing if the labor market weakens further or downside risks materialize. Yet, with inflation still a concern, the Fed might hold off unless economic data takes a sharpe

Here’s my take on the JPMorgan cut of Pop Mart to HK$300, and where might be decent “dip‐buy” levels, plus key risks and what to watch out for.  JPMorgan recently downgraded Pop Mart’s rating from Overweight to Neutral, and lowered their target price from HK$400 to HK$300.  The reasons they cite: • Valuation is “priced for perfection” — a lot of positive catalysts have already been realized (four of seven in JPM’s list) and many expectations are now built into the current share price. • Remaining catalyst visibility is low — things like animation release, Labubu 4.0 launch, interactive toys are still planned but with low visibility / uncertain timing • Risk from small misses — given how high expectations are, even minor disappointments (product, licensing, resale demand, competit

I think Intel will climb with this major boost from Nvidia. Together with Nvidia, this will be a symbiotic relationship and if works out well, I think intel can keep climbing. Nvidia’s investment in intel is defin like buffett’s recent bet on UnitedHealth, giving investors a vote of confidence. This will be a self fulfilling prophecy because many will start buying it and the demand will continue to drive the stock price up. There should be no difficulty for intel to reach $40. However, $50 would be a great resistance. Trump is known for being eccentric and unpredictable. We won’t know who will be the lucky winner and we also won’t know who will he turn his back on. We also cannot rule out whether he will favour Tsmc next considering its ability to make superior chips.

$iShares Russell 2000 ETF(IWM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Direxion Daily Homebuilders & Supplies Bull 3X Shares(NAIL)$ 🏠📈🔥 $NAIL at the Crossroads: Housing Resilience Meets Market Breadth 🔥📈🏠 I’m watching $NAIL closely here. On the 4H chart, price action has broken down from its prior run, pulling back into the lower Keltner and Bollinger bands. That compression suggests volatility is resetting. We’re hovering near the $80 zone, which lines up with prior support and could serve as a possible base for accumulation if buyers step in. On the weekly view, $NAIL has already retraced off its recent peak but is still holding above the 55 EMA, while volume exp

$Constellation(STZ)$ $Molson Coors(TAP)$ $VictoryShares Pioneer Asset-Based Income ETF(ABI)$ 🇲🇽🍺🇺🇸 Mexican Beer Dominance as US Giants Tank 🇲🇽🍺🇺🇸 I’m convinced the US beer market is witnessing one of the sharpest shifts in decades. Mexican beer brands under Constellation ($STZ) have steadily gained share, posting 54% revenue growth since 2020 with a 9.5% CAGR. By contrast, Molson Coors ($TAP) is up only 7.9% over the same period and Anheuser-Busch ($ABI) is in outright decline, down -7.2%. This divergence has never been more clear. 📊 Market Share Breakdown 🇲🇽 STZ: +54% (CAGR 9.5%) 🇺🇸 TAP: +7.9% (CAGR 1.6%) 🇺🇸 ABI: -7.2% (CAGR -1.6%) 🌊 Technical Compression and Downs

$Boeing(BA)$ $Airbus SE(EADSY)$ 📊✈️🔥 Boeing’s Inflection Point: Multi-Decade Setup or Value Trap? 🔥✈️📊 Boeing $BA operates across multiple segments, yet the performance gap between them is becoming increasingly evident. Defense and Services remain resilient, while Commercial Airplanes continues to struggle. History has a way of repeating itself; Boeing’s stock has shown the same large-scale pattern three separate times since the late 1990s, and the current structure looks no different. The question now is whether this cycle resolves to the upside with conviction or sets up for another prolonged reset. 👉❓Is Boeing’s stock about to reclaim its role as a market leader with a structural breakout, or does the c

$Intel(INTC)$ $NVIDIA(NVDA)$ 🎭🤖🔥 China Halts Nvidia AI Chips, $NVDA Turns to $INTC in a Twist 🎭🤖🔥 When the FT dropped the headline that China’s telling tech firms to stop buying Nvidia’s AI chips, the market shifted gears fast. Almost instantly, Nvidia announced it would invest in Intel to “create” things together and address “insane demand.” Some would call that synergy. Others might call it storytelling. Markets? They love a good fairytale. 🎯 $INTC Technicals and Breakout I flagged this one when it was stuck in that compressed channel. Look what happened when news hit; kaboom. That 23% candle wasn’t just a move, it was an eruption. The 2nd price target already hit. Momentum like this doesn’t come around

In the dynamic world of digital assets, Bullish Holdings Inc. (NYSE: BLSH) has just delivered a performance that could redefine its trajectory. On September 18, 2025, the company reported Q2 earnings per share (EPS) of $0.93, shattering consensus expectations of just $0.03—a staggering 3,000% beat.  While adjusted revenue came in at $57 million, slightly below the $60.7 million forecast, the results propelled the stock up 4.5% in after-hours trading, with trading volume exploding to $179.6 billion, a sharp year-over-year increase. Looking ahead, Bullish guided Q3 adjusted EBITDA to $25-28 million—more than triple Q2’s $8.1 million—and revenue to $69-70 million, signaling accelerating momentum. This isn’t just a one-off win; it’s the spark of a genuine turnaround, positioning Bullish a

Overall Markets Global equities ended mixed as central banks dominated investor focus. The Federal Reserve’s decision to resume interest rate cuts propelled US stocks to fresh record highs, while European shares followed higher on policy optimism. Asian markets, however, showed divergence as concerns about China’s growth and US labor weakness capped gains. US: Fed Cuts Fuel Record Rally The Dow Jones $DJIA(.DJI)$  rose 124.10 points (+0.2%) to 46,142.42, the S&P 500 $S&P 500(.SPX)$  gained 31.61 points (+0.4%) to 6,631.96, and the Nasdaq Composite $NASDAQ(.IXIC)$ 

$POP MART(09992)$  While headlines have recently focused on Pop Mart’s financial challenges, the reality on the ground tells a different story. Walk into any Pop Mart store today and you’ll still find crowds eagerly searching for the iconic LABUBU dolls and other collectibles. Despite talk of the “craze being over,” stock shortages remain a clear sign of strong demand .. products often sell out quickly the moment they arrive. This scarcity is not a weakness but a reflection of the brand’s enduring pull among both young collectors and the next generation of fans. Pop Mart’s strength lies in its constant innovation, creativity, and new product launches that keep the excitement alive. These aren’t just toys for today’s

🌟🌟🌟Nvidia's surprise USD 5 billion investment in Intel triggered  a historic 30% single day surge in $Intel(INTC)$.  This is Intel's biggest single day gain since 1987.  But is this a sugar rush or the start of a structural rerating for Intel? Short Term: Yes it is a Bull run.  Intel's investors are celebrating. Medium Term:  It is a strategic lifeline for Intel.  This partnership gives Intel access to Nvidia's AI stack, GPU chiplets and credibility. Long Term :  Execution matters.  Intel must deliver on Co developed chips, regain foundry trust and prove that it can be more than just a political pawn. If you believe in Intel's AI pivot and manufacturing renaissance, then Intel is a great buy at the current

If AI was 2024's darling, quantum computing is gearing up to steal the spotlight in 2025—and it's not just sci-fi anymore. We're talking machines that solve impossible problems in seconds: drug discovery, climate modeling, unbreakable encryption. McKinsey estimates the quantum market could hit $1T by 2035, with early movers like Google and IBM already demoing "quantum supremacy." But here's the kicker—breakthroughs are accelerating (IBM's 1,000+ qubit chip this year), and venture funding's pouring in at $2B+ annually. This isn't vaporware; it's spawning real revenue streams for hardware, software, and apps.Why now? Governments are racing—US CHIPS Act funneled $50B into quantum R&D, while China's dropping $15B bombs. Pair that with falling error rates (from 1% to under 0.1% in logical q

This shift could boost Alibaba Cloud revenue, improve efficiency across e-commerce and logistics, and strengthen its competitive edge against rivals like Tencent, JD, and Baidu. If executed well, the transformation could open new growth lines, enhance margins, and align Alibaba with China’s national push for AI leadership. However, risks include high upfront costs, intense competition, regulatory pressures, and reliance on restricted chip supply. For investors, it presents a high-risk, high-reward opportunity with potential long-term upside but near-term volatility.