To The Moon

$BigBear.ai Holdings(BBAI)$  closed 1/3 of my position on BBAI! Waiting to load up more during October awaiting a Santa Rally! 

$BABA-W(09988)$ Alibaba shares surged approximately 10% today, after the company announced a significant increase in its investment in AI and cloud infrastructure beyond its original target, alongside the release of a new AI model. The company's CEO, Eddie Wu, cited rapid AI industry development and exceeding demand for AI infrastructure as reasons for the increased spending, which has positively impacted investor sentiment and supports a bullish outlook for Alibaba's AI and cloud computing businesses.  

$Alibaba(BABA)$   Fully exited Alibaba today. Too much hype, no results yet. Will use profits to buy a larger stake in my business. Follow for tips on what stocks will gain 100% in 2-3 more years.

$Ondas Holdings Inc.(ONDS)$ triggered sold last batch. Best of luck 

$UGHealthcare(8K7.SI)$ cheated by hype... painful learning experience 

$BBAI 20251219 5.0 PUT$ up & down... Now it's the up momentum.

$Adobe(ADBE)$ $Salesforce.com(CRM)$ $UiPath(PATH)$ I’m identifying three punished software leaders where valuation dislocations have created high-conviction entry points: Adobe ($ADBE), Salesforce ($CRM), and UiPath ($PATH). The market has priced in short-term disappointment, but the underlying moat strength, free cash flow durability, and ecosystem entrenchment remain intact. This is the type of setup where institutional buyers quietly accumulate ahead of multi-year compounding. 🎨 Adobe ($ADBE) Adobe commands 42% of the creative software market. Creative Cloud is the global benchmark, with subscription revenue accounting for 74% of sales in Digital Media and 25%

Powell’s Warning and Market Reaction Jerome Powell’s remarks about “quite high” U.S. stock valuations acted as a sentiment shock. Investors are sensitive when valuation concerns come from the Fed chair himself, as it suggests policymakers are aware of asset-price froth. The swift sell-off was not about new data, but about credibility—Powell’s words undermine investor confidence in stretched multiples. --- Valuation Context The S&P 500 forward P/E is trading well above its long-term average, pricing in strong earnings growth and continued AI-driven optimism. Elevated multiples make equities vulnerable to any disappointment—whether in earnings, economic data, or Fed policy. However, unlike 2022, inflation has moderated, and the Fed has already begun easing, limiting the case for a deep v

Buying the dip after a 50% YTD drop can be tempting, but it’s risky. A rebound only works if the company still has strong fundamentals, clear catalysts, and valuations that overshot to the downside. Otherwise, you risk “catching a falling knife.” Names like Oklo (OKLO) and MP Materials (MP) benefit from secular tailwinds (nuclear microreactors, rare earths) but remain volatile—Oklo is still pre-revenue, and MP’s earnings are uneven despite U.S. strategic demand. CRCL, IREN, NBIS are higher-risk plays with less visibility; momentum could flip fast. Meanwhile, the top gainers (+200%+) are already extended—buying now means chasing momentum, not value. The smarter approach may be a barbell: keep exposure to proven winners while taking only small, sized bets on select dip plays with credible t

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Jerome Powell dropped a bombshell, calling U.S. stock valuations "quite high" by multiple metrics, sending the major indexes into a quick retreat. The S&P 500, Nasdaq, and Dow all erased gains and closed lower, with tech giants like Nvidia leading the slide amid broader concerns over inflated asset prices. This isn't just chatter – it's a direct hit on the investor confidence that's propelled markets to record highs this year. But here's the twist: history shows indexes love to climb into the final stretch of the calendar, often ignoring short-term jitters for a seasonal boost. So, is this pullback the start of a deeper correction, or merely a speed bump before a f

Futures are teasing a rebound with Dow contracts up 0.2% and Nasdaq 100 gaining 0.1%, shaking off yesterday's tech-led stumble where the S&P shed 0.55% to close at 6,656 and the Nasdaq cratered 0.95% to 22,573. The pause feels like classic profit-taking after a blistering run, but whispers of sector rotation are heating up – aero, defense, and quantum plays stole the spotlight, shrugging off broader jitters from digested Fed rhetoric on sticky inflation and potential cut slowdowns. Dollar's flex against the yen adds currency crosswinds, while overseas, Alibaba's 9% premarket pop on AI cloud bets signals a China thaw amid typhoon recovery. Broader tape? Bond yields steady at 4.2% on the 10-year, oil dipping under $72 on demand doubts, and Bitcoin hovering at $62K as risk appetite tests

$Alibaba(BABA)$ $NVIDIA(NVDA)$ 🚀📊🔥 Did You Know? BABA +112% YTD vs NVDA +33%… Let That Sink In 🔥📊🚀 🧩 Relative Outperformance I’m looking at the divergence that few are talking about. Alibaba ($BABA) has surged +112.83% year-to-date, dwarfing Nvidia’s (+32.87%) performance. That chart doesn’t lie. The “China AI fever” trade has turned BABA into an outperformance engine, even eclipsing the undisputed leader of the semiconductor cycle. 🌍 Macro & Sector Context Today’s ETF heatmap confirms where the strength lies: China exposure via $FXI (+1.52%) and leveraged $YINN (+4.51%) are pulling capital while U.S. defensive dividend plays like $SCHD lag (-0.73%). Technology leadership remains intact with $SOXL up

🌐 Alibaba × Nvidia: Can This AI Partnership Spark a New Era for BABA? 🔥 Introduction – A Forgotten Giant Awakens For years, Alibaba ($Alibaba(BABA)$  ) has been viewed as a fallen star. Once hailed as “China’s Amazon”, the company’s stock collapsed under regulatory crackdowns, slowing growth, and fading investor trust. Many long-term holders gave up, calling it “dead money.” But in September 2025, the narrative shifted. At the Alibaba Cloud Summit, Alibaba announced a partnership with Nvidia ($NVIDIA(NVDA)$  ) to integrate “Physical AI” into its platforms. Within hours, BABA shares surged 10% in after-hours trading — their sharpest single-day jump in years. At

⚡ ETH Breaks Down! How Low Could BMNR Go This Time? 🚨 Introduction – Sentiment Turns Sour After months of resilience, Ethereum ($ETH) has stumbled. Despite strong fundamentals, ETH is down ~5% this week, with trading volumes plunging more than 30% to $18B daily. Market sentiment is sliding toward caution, with traders leaning into low-volume consolidation rather than fresh breakouts. At the same time, crypto-related stocks haven’t been spared. BMNR fell 10% in a single session, while Coinbase ($COIN) dropped 3%. The big question now: Is this just a healthy pullback — or the start of a deeper correction? --- 1️⃣ Why ETH Struggles Despite Strong Fundamentals Ethereum still has several tailwinds — from Layer-2 scaling to real-world adoption in tokenized assets. But price action is being drive