To The Moon

Hello everyone! Today i want to share some AI investing strategies with you!1.Peter Thiel explains why we have to innovate more on hardware.In the last 40 years, most innovation happened in the digital world, while the physical world was ignored.We can't continue like this anymore.If we want to go further in the digital world, in the world of AI, we need hardware.We need better chips, better networking, better switches, etc. In short, we need innovation in physical things, in hardware.The next 4-5 decades will be shaped by proprietary hardware products that power AI systems across the world, just as CPUs shaped the world in the four decades following the internet's invention. $ASML Holding NV(ASML)$ and $Taiwa

$Taiwan Semiconductor Manufacturing(TSM)$ Holding on as profits rises and inventory driven. Looking at 365 range for now before deciding. Have a couple of short puts on it as well. 

$PANW 20250801 210.0 PUT$ Sharing and reminding myself of PANW long term growth. Slight paying premium at this stock price. Concurrently, had a couple short puts at lower strike around 170. Will go for more when time is right.

$KULR Technology Group, Inc.(KULR)$ This is the moment!! You MUST GRAB this chance

$ASML 20260116 1180.0 CALL$  Part of a hedging strategy but turned out to be profitable after I stopped loss on the short leg of the spread. 

$Intel(INTC)$ Reaching a new high. Wonder where is it peak? Especially now with the new generation of PC chip out. Will it take back it's glory? We going to see a new height in PC technology coming out soon, hopefully by 6 mths period, there will be ready to use motherboard to hit consumer PC market. 

$AST SpaceMobile, Inc.(ASTS)$ dam...my asts will be taken off at 102 by sell call at poor timing ...monster rally yet again .. wonder if I should roll call

🌟🌟🌟When JPMorgan $JPMorgan Chase(JPM)$  the bellwether of the financial sector, reported earnings that fall short on investment banking revenues, the whole sector feels it.  On Tuesday, JPMorgan's shares slid more than 4%, pulling the broader financial sector down with it. Everyone is now asking the same question: Is this a blip or the beginning of a broader slowdown in capital markets activity? Just as Wall Street was processing that, President Trump threw another curve ball into the sector: A proposed 10% cap on credit card interest rates. This unexpected move sent credit card lenders tumbling as investors braced for the potential hit to profitability. JPMorgan's Miss: A Canary in the Capital Markets Coal

🚨 NVDA’s China "Unlock": A Bullish Catalyst or a Tariff Trap? The headlines scream "Green Light," but the fine print screams "Caution." Here is the real trade setup. The U.S. government has reportedly approved NVIDIA ($NVDA) to resume exports of high-performance chips (specifically the H200) to China. On paper, this looks like the "golden key" to unlocking billions in frozen revenue. But if you are chasing this news blindly at $183, you might be walking into a trap. Smart money is reading the fine print, and you should too. This isn't a return to 2021—it's a new, high-stakes game of "Compliance Poker." 1️⃣ The "Green Light" Has a Red Toll Booth Retail sees "Export Approved." Institutional desks see "Margin Compression." While the H200 can now legally flow to China, reports indicate this co

AMD & Intel Surge: Server CPUs Sold Out Until 2026 — Is the "Boring" Trade Now the Best Play? Nvidia has dominated the headlines for two years, but this week, the spotlight shifted. AMD and Intel have been among the best performers in the semiconductor sector recently. If you think this is just a dead-cat bounce for Intel or a sympathy rally for AMD, look closer. A bombshell report from KeyBanc just revealed that server CPU capacity for both giants is effectively sold out through 2026. This changes the narrative completely. We are moving from a "fight for market share" to a "seller’s market." Here is why the unsexy CPU trade might be the hidden gem of the next AI cycle. 1️⃣ The Return of Pricing Power (Margins Explosion) For years, the CPU game was about volume—shipping more units to k

Short answer: this looks far more like a technical reset than a structural trend reversal. Why the pullback is technically healthy Overbought conditions were extreme. Gold had rallied almost vertically into the $4,640 area, pushing momentum indicators well beyond historical comfort zones. A $40–$60 shakeout is typical after such moves. Positioning was crowded. CTA and momentum funds were heavily long. Strong U.S. PPI and retail sales provided a convenient macro trigger for profit-taking rather than a fundamental break. No key support was violated. As long as spot holds the $4,500–4,520 zone, the medium-term uptrend remains intact. Why fundamentals still favour gold Geopolitical risk remains unresolved, supporting a persistent risk premium rather than a one-off spike. Central bank demand co

Silver Flips Nvidia. The Milestone Is Historic—But Is the Best Yet to Come? 2026 has flipped the script. Mega-cap tech is no longer leading. Year to date, the QQQ is flat (-0.08%), the SPY is barely positive (+0.68%), while IWM is up +5.28%—a clear shift away from large-cap growth. The most striking signal: $XAG/USD (XAGUSD.FX)$ has overtaken $NVIDIA(NVDA)$   to become the second most valuable asset globally. Silver is up +25.30% YTD, while Nvidia is down -3.53% and $Alphabet(GOOG)$   is up just +5.89%. This isn't a marginal rotation—it's a regime change. Capital is moving out of crowded tech leaders and into hard assets, with si

TSMC Just Told Wall Street: You're Still Underestimating AI Global foundry leader $Taiwan Semiconductor Manufacturing(TSM)$   released its Q4 2025 earnings, and the company, playing the role of the ultimate "shovel seller" in the AI gold rush, delivered a quarter that beat expectations across revenue, gross margin, and net profit, alongside long-term growth guidance that exceeded market forecasts. Three Things to Watch 2026 Full-Year and Long-Term AI Guidance Blew Past Expectations; AI Remains the Growth Pillar The Street had consensus expectations for TSMC's 2026 full-year USD revenue growth at approximately 25% YoY. Management's guidance? 30% YoY growth. Last quarter, $Taiwan Semiconductor (TSM.US)$ manage

$Tempus AI(TEM)$  $ServiceNow(NOW)$  $Snowflake(SNOW)$  $iShares Expanded Tech-Software Sector ETF(IGV)$  $NVIDIA Corp(NVDA)$   As 2026 unfolds, AI Partnership Pops reflect the market entering the next phase of AI adoption, with traditional players in retail, pharma, and healthcare services embedding AI into revenue-generating workflows, moving beyond the tech。。。 Tempus AI (TEM) shows growth prospect, with healthcare AI gaining traction; its focus on drug R&D and diagnostics positions it well for continued success in the industry Ser

Mag 7 Flash Crash: Why "Nuclear Power" is the New Support Level ☢️📉 The Magnificent 7 just synchronized a massive sell-off, and if you’re scrolling through your watchlist seeing red, you’re likely asking one question: Is the AI super-cycle over? Retail investors are panic-selling on the "tech weakness" headline. But smart money is quietly front-running a completely different narrative—one that started in May 2025 with the executive order for 10 new nuclear plants. While the market freaks out about short-term price action, the long-term winners are securing the one resource money usually can’t buy: Time and Energy. Here is why this dip is actually a "Golden Entry" for the specific tech giants pivoting to nuclear. 1️⃣ The "CapEx" Misunderstanding: Why Retail is Wrong The biggest bear argumen