To The Moon

$Tiger Brokers(TIGR)$ Defining moment of 2025 The event that most clearly defines 2025 is the convergence of political uncertainty with an unprecedented acceleration in computing investment. Trump’s return amplified policy risk, tariffs, and geopolitical noise, yet markets ultimately chose to price productivity over politics. The decisive shift was capital committing, at scale, to AI infrastructure. That commitment rewired earnings expectations, valuation frameworks, and even macro narratives. Gold rewriting history was a symptom of uncertainty. The computing boom was the structural change. The trade that taught the most The most instructive trade was staying long quality AI infrastructure while trimming euphoria at the margin. It reinforced thre

Ahhh… another same page article. I have been holding on to my MP too. In fact, I have been thinking of adding to my other Chinese rare earth minerals miner, $JLMAG(06680)$ too. Although not related to your thesis on MP, rare earth minerals, like silver and copper, have grown in importance in each of their respective ways. When everyone is focusing on high tech moats, the investment community has forgotten about the basic building blocks that enable those technologies. It is not idea that powered AI and robotic world and surprisingly, Elon Musk just remember it. It takes a simple China’s action to remind the world what is important to power the future. US could be leading the AI and quantum computing race now, using undermining techniques such as

Finally! An analyst coverage! I have shared this small-ish China-based drug development firm some time ago. Its volume has historically been low, but still an improvement over nearly a decade ago when I started a position. The coverage focuses solely on weight loss drugs development. As mentioned in my earlier post, Ascletis Pharma is not just a one-trick pony, but weight loss is a great start and on path to success (Most advanced of all developments with a patent to boot). I might be looking to add to my positions after taking some profits in the past. The current investment thesis just got better...  @Daily_Discussion @TigerStars 

From my perspective, a "disappointing" Q4 delivery print is already largely in the market's line of sight. With consensus clustered around ~420k vehicles and expectations for a second consecutive year of lower deliveries, this is not a shock scenario. Tesla itself guiding investors to these numbers suggests the bar has been clearly set—and when expectations are well-anchored, the downside impact of a mild miss is often more muted than headlines imply. What matters more to me is why deliveries are weak and whether that weakness is cyclical or structural. In this case, I see it as largely transitional: product refresh gaps, pricing normalization after aggressive cuts, and buyers waiting for next-gen models. These are real issues, but they're not the same as demand permanently breaking. Tesla

Micron's $Micron Technology(MU)$  rally doesn't surprise me, especially given how selectively the market is rewarding names with real AI-linked pricing power. A 3% move against a weak broader tape tells me flows are rotating toward parts of the AI value chain that are still under-owned. Memory has lagged compute for a long time, so when expectations start to shift, the re-rating can happen faster than people expect. I don't think it's "too late," but I also don't see this as a chase. If Nomura is right about the memory supercycle extending into 2027, then this is more about staying power than perfect entry timing. The key point for me is supply discipline: with no meaningful capacity additions before 2028, even mo

Flash Crash in Silver and Gold: End of the Bubble or Time to Load Up? The precious metals market experienced a dramatic shake-up on December 29, 2025, as silver and gold prices plummeted in what many are calling a "flash crash." Silver, which had surged to an all-time high of nearly $84 per ounce earlier in the day, cratered by over 15% to a low of around $73.72, marking its steepest single-day decline in nearly five years. Gold, while less volatile, retreated from its record highs near $4,584 to session lows around $4,385, erasing billions in market value across the sector.  This violent reversal came amid a banner year for precious metals, with silver posting a staggering 168% return and gold climbing 72% in 2025 alone. Investors are now left pondering: Is this the bursting of a spe

Royal Bank of Canada., (RY) operates as diversified financial service company worldwide. It operates through personal finance, commercial banking, wealth management & Insurance segments. It comes under Financial services sector & trades as “RY” ticker at NYSE. RY extends rally from April-2025 low as nesting as it managed to erase the momentum divergence. It favors rally targeting $187.25 or higher as ((3)) of III. Short term pullback in 3, 7 or 11 swings provides buying opportunities at extreme area. RY – Elliott Wave Latest Weekly View:  Since March-2020 low as (II), it started rally in (III) in weekly. It placed I of (III) at $119.41 high in January-2022 & II at $77.90 in October-2023 low

🌟🌟🌟If 2025 is the year of AI, 2026 will be the year that Space will be a core investment theme.  Space is the new frontier of critical infrastructure, national defense and global connectivity.  It is no longer a niche for dreamers.  With the space economy projected to reach USD 1.8 trillion by 2035, investing in this sector is driven by a thrilling mix of boundless potential and heart pounding risk. The Space Engine Room: Key Subsectors of the Space Economy  To understand why the new space race is so exciting, let's look at the 3 pillars holding up the stars: 1.  Launch Services (The Gatekeepers):  This is the high octane world of rockets, focused on rapid reusability and slashing the cost of getting to orbit.  Without the space "taxis" to send into orbit

$Micron Technology(MU)$   🚀 The "Supercycle" Awakens: Why Micron’s Rally might be the Real Deal (Not a Head Fake) Micron Technology(MU) just flashed a massive signal. While the broader market chopped sideways yesterday, Micron ripped +3% higher. Why does this matter? Because in trading, relative strength is the ultimate truth-teller. When a stock ignores general market weakness to push higher, institutions are usually buying. Nomura just dropped a bombshell note predicting the memory "supercycle" will extend through 2027. Most traders are playing for next quarter; Nomura says we have three years of runway. Is this the golden setup, or a classic cyclical trap? Let’s look under the hood. 🔍 1️⃣ The "Supply Starvation" Thesis (The Alpha is Her

$Alibaba(BABA)$ $TENCENT(00700)$ $Baidu(BIDU)$ Baidu's shares just exploded upward, fueled by blockbuster moves in AI infrastructure and autonomous driving that could redefine China's tech dominance. Picture this: a seamless "Cloud + AI" powerhouse tailored for consumer electronics, stacking chips, frameworks, and platforms into a beast ready for massive scale production. This isn't just hype—it's a full-spectrum setup spanning core AI foundations to intelligent agents, primed to crank out efficiencies like never before. 🌟 Now, toss in the game-changer: Uber and Lyft teaming up with Baidu to unleash robotaxi fleets across UK streets come 2026. These aren't dista

$Micron Technology(MU)$ Micron just powered through a tough market day with a solid 3% gain, leaving the indexes in the dust. 📈 As we wrap up 2025, this memory giant has tripled its stock value, hitting an all-time high near $294 – talk about a blockbuster year! Nomura analysts are calling for the memory supercycle to roar on through 2027, fueled by massive demand from AI servers and enterprise SSDs that nobody saw coming this strong. 😲 Picture this: supply can't keep up, with no major capacity boosts until 2028. That tight squeeze is set to rocket DRAM prices sky-high, turning the supply-demand imbalance into pure profit gold for players like Micron. Analysts point out the company is feeling the heat from its own AI triumphs, yet its valuation rema

$Rocket Lab USA, Inc.(RKLB)$ 🌌 Buckle up, investors—the space sector is exploding into a powerhouse theme that's impossible to ignore. With governments and corporations racing to build out "space infrastructure," we're talking satellites beaming data everywhere, defense systems guarding the skies, and even solar power harvested from orbit. This isn't sci-fi; it's the next big wave after AI, driven by real tech breakthroughs and massive contracts pouring in. Think broader earnings growth across sectors, but space? It's where the real upside hides for those chasing durable gains. 💪📈 Yes, space absolutely qualifies as a core investment play for the year ahead. The push for sovereign communications, Earth observation, and navigation is heating up, wit

$APPLIED DIGITAL CORP(APLD)$  $Ekso Bionics(EKSO)$  $NVIDIA(NVDA)$  30 Dec 2025 🇺🇸 | 31 Dec 2025 🇳🇿🥳 💻 97% retained ownership in a $75M GPU revenue platform, with AI compute valued on its own merits 🔍📐 This is a valuation reset driven by structure, not sentiment 📌 Key Numbers Snapshot, $APLD at a glance 💵 Price: ~$24.8 📈 YTD performance: +225% 🏗️ ChronoScale ownership: ~97% retained by $APLD 💻 Cloud revenue: ~$75.2M TTM (as of 31Aug25) 🧠 GPU footprint: 6 clusters, early $NVDA H100 deployment 📉 Open short interest: ~78.7M shares ⏳ Days to cover: ~3.0 📊 Daily shor

$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$  $NIO Inc.(NIO)$  🚨📊 Tesla Just Took Control of Wall Street’s Expectations 📊🚨📰 30 Dec 2025 🇺🇸 | 31 Dec 2025 🇳🇿🥳 I’m flagging this because it’s genuinely rare. 🚨📰 NEWS: Tesla has published street delivery estimates themselves, via a company-compiled sell-side

From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998