To The Moon

$Advance Auto Parts(AAP)$ 

$Amazon.com(AMZN)$  

Current market context • Silver has recently set fresh records, trading above $75 per ounce and surging strongly as 2025 draws to a close. This rally is part of a broader precious and industrial metals advance that includes gold, platinum, copper, and palladium. Key drivers include structural supply deficits, tight inventories, strong industrial demand and expectations of monetary easing.  • Retail sentiment surveys show a majority of traders expect silver to continue higher in 2026, with many even anticipating a move above $100. Institutional forecasts vary, but there is a persistent bullish tilt in medium-term outlooks.  Why the rally is happening Supply constraints and inventories — Physical stockpiles, especially in major centres like London and Shanghai, have declined sharpl

A sober reading of 2026 points towards “nothing happens” being the most counterintuitive yet plausible outcome. After years of extreme shocks, markets may enter a phase of noisy consolidation rather than dramatic regime change. Growth slows but does not collapse, inflation trends lower but remains sticky, and policy becomes reactive rather than revolutionary. This would feel underwhelming precisely because investors are conditioned to expect fireworks. A brief assessment of the alternatives: • AI bubble bursting Possible, but a full collapse is unlikely. Capital may rotate and valuations compress, yet AI adoption is increasingly embedded in real productivity and capex cycles rather than pure speculation. • Gold above $5,000 Achievable only under renewed crisis conditions such as aggressive

$Tiger Brokers(TIGR)$ What truly defines 2025 The defining feature of 2025 was not a single headline event, but the re-pricing of uncertainty. Markets learned to operate with political volatility, rapid technological acceleration, and shifting policy signals all at once. Trump’s return amplified policy risk, but it did not break markets. Instead, capital adapted. If one theme stands out, it is the computing and AI capex boom. Unlike prior tech cycles, this was not driven purely by narrative. It was underpinned by real balance-sheet spending, energy demand, data-centre build-outs, and second-order effects across semiconductors, power, and materials. That structural shift reshaped capital allocation globally and quietly set the tone for future grow

Looking back at 2025, I missed the precious metals rally and AMD’s catch-up move. Gold, silver, and AMD all benefited from strong macro and AI-driven trends, but I stayed on the sidelines and underestimated how quickly these opportunities would reprice. On the bright side, I’m glad I caught the Tesla rebound. The $200 level held firmly, offering an attractive risk–reward setup, and the recovery reinforced the value of stepping in when sentiment is most negative. It also reminded me how important patience is when a long-term thesis remains intact despite short-term noise. Overall, the year reminded me that the best opportunities often feel uncomfortable in real time. Going forward, I’ll pay more attention to overlooked themes and secondary beneficiaries, not just the obvious market leaders

(1) BNP Paribas & Citi, have given scenarios where silver could reach $100 to $110 per ounce in 2026, driven by a so called perfect storm of structural supply deficits and aggressive green energy demand. So, going by these, it may be possible.  (2) there is one maxim, attributed  to JFK's dad, that we need to know: when your shoeshine boy gives stock tips, it is time to exit. Somewhat similarly widespread retail buying is often viewed as a late-stage "euphoria" signal. However, the current rally has distinct structural supports: in the bear case, if industrial demand falls due ti high cost, silver could correct. Otherwise, it could go up further. (3) is silver a meme stock? Perhaps unfairly so, silver is called the devil's 😈 metal due to it's volatility & h

I think trump’s liberation day and the related taco trades really defined 2025. The stock market responded in fear and dropped rapidly, bringing back to memories of Covid and the market crash that was still fresh in many minds. Of course, his taco also brought the stock market to the later upswings and dips again when the so-called trade talks failed and tariffs were introduced or heightened. I think the taco trades really taught me the most this year. It taught me to really depend on fundamentals yet also allowed me to capitalise on the market volatility to trade on top of just investing. It taught me to be really convicted about fundamentals and to block out all noise and fear to continue to add to my positions. Of course, when the fear subsided and the stock prices rebounded, I took pro

It’s hard to tell if gold will really hit $5000 in 2026. It will require all the stars to align where geopolitical risks remain high, US debts continue to deepen, consistent buying by both retail investors and the central banks, high risk of economic recession and Japan raise rates. Rate cuts might help with the US debt. If these fade off then gold prices should start to fall. Personally, my preference has always been to trade ETFs as it carries the least risk compared to futures and leveraged ETFs. I also do not have to try to predict future events and gives me the flexibility of trading when the prices are right with less fear even in situations where I unfortunately become a bag holder. @SPOT_ON

$Qifu Technology(QFIN)$ Technology’s core business is essentially a monetization pipeline for financial traffic and risk-control technology. It’s very much like an upgraded online version of Silicon Valley Bank, except without doing traditional deposit-and-loan banking. Looking ahead, its business model should incorporate selective, indirect investments to break through the profit constraints imposed by regulation — and once that happens, the valuation logic will change as well.

$iShares Silver Trust(SLV)$ Given the recent moves in gold and silver, don’t jump off the train too easily and don’t try to outsmart the market by calling the top. This is a time to go with the trend, using a strategy that combines taking profits on the left side and exiting on the right side.

$Tiger Brokers(TIGR)$ Tiger Brokers’ interest expenses for Q3 2025 were $21.9 million, up 39.8% from $15.7 million in the same period last year. Still bullish.

$Direxion Daily Junior Gold Miners Index Bull 2X Shares(JNUG)$ is on fire! 4.69% single-day gain on Dec 26 plus 37.27% surge in a month, 2x leverage amplifies profits – gold boom pays off big!

$Daqo New(DQ)$ is on fire! 60.79% year-to-date gain plus 10.60% surge in 3 months, the solar leader brings massive profits!

$NIO Inc.(NIO)$ is awesome! 40,000 ES8s have been delivered!

$Pony AI Inc(PONY)$ (XPeng Autonomous Driving) as a leading stock in the self-driving sector has gained over 296% year-to-date in 2025, with a 40.34% surge in the past month. Although it pulled back slightly on December 26, the long-term potential is widely recognized.

$iShares Silver Trust(SLV)$ Silver has been sending some very unusual signals lately. China rolling out export licensing, Shanghai silver spiking to $91 while New York sits at $77, a rare backwardation in London, and CME suddenly hiking margin requirements — put together, this clearly isn’t random. It really feels like silver is at a critical turning point, with supply, policy, and capital all lining up. Getting in around this stage feels reassuring — this doesn’t look like pure hype, but a move with real opportunity and value behind it.

$New Oriental Education & Technology(EDU)$ Yu Minhong’s ability to spot trends is truly top-tier — and more importantly, he acts fast once he sees them. Thirty years ago, he rode the wave of English education and overseas studies, building New Oriental into a listed company that thrived for decades. Four years ago, during a major transition, he quickly pivoted into livestream e-commerce and built a strong agricultural products brand. Now that the livestream boom has cooled, he’s shifted again — focusing on supply chains and building a full ecosystem around high-quality agricultural products nationwide. This isn’t chasing hype; it’s long-term strategic execution. Entrepreneurs who can survive, adapt, and keep winning for over 30 years aren’t luc

$ProShares Ultra Bloomberg Natural Gas(BOIL)$ Went short last Friday and opened a small long position. The short position is already up over 30%.