To The Moon

Wall Street wrapped lower as AI-disruption fears deepened alongside tariff uncertainty, with IBM plunging 13% to $210 on Anthropic's Cobol tool touting legacy code overhauls that threaten mainframe empires – this dive marks IBM's worst since 2000, wiping $20B in cap amid broader software apocalypse waves. Tesla and Microsoft dipped 3% to $440 and $405, as capex bloat and ROI doubts drag EV and cloud plays, while Nvidia bucked the trend up 1% to $141 on H200 ramps hinting semis resilience. Novo Nordisk stock tumbles 16% to $120 as next-gen obesity shot underperforms Lilly's tirzepatide, sparking healthcare rotation out of pharma giants amid trial flops crimp margins 10%. PayPal stock jumps after slump said to spark suitors' interest, surging 8% to $70 on buyout whispers adding $5B cap – thi

$Visa(V)$ Visa stands as the ultimate payment juggernaut, commanding a market cap over $600 billion as of February 24, 2026, with roots tracing back to Bank of America's pioneering BankAmericard program in the 1950s that kickstarted mass credit card adoption. 😎 This innovation sparked a self-fulfilling cycle where more merchants and cardholders fueled even greater participation, laying the foundation for Visa's spin-off in the 1970s and its groundbreaking electronic authorization in 1973. The 2008 IPO raised a staggering $17.9 billion, catapulting Visa into a global behemoth with revenue streams that blend data processing, services, value-added solutions, and international fees for an unbreakable network effect. Emerging markets amp the glow, with As

Agentic commerce just unleashed a savage market meltdown, with AI agents routing around interchange fees gutting rewards models and slamming mono-line issuers like American Express ( $American Express(AXP)$ ) down 10% to $250 in a session that erased $50 billion from card stocks alone. 😤 Mastercard ( $MasterCard(MA)$ ) plunged 9% to $450, Visa (V) pared losses to 5% at $300 after analysts touted its stablecoin edge, while Synchrony ( $Synchrony(SYF)$ ), Capital One ( $Capital One(COF)$ ), and Discover ( $DFS FURNITURE PLC(DFS.UK)$ ) all cratered over 10% to $35, $140, and $120 as w

The coming report is less about whether NVIDIA executes and more about whether the AI investment cycle remains in Phase 1 (capacity build) or transitions into Phase 2 (economic justification). That distinction will likely determine whether the stock can sustainably reclaim and hold $200. --- 1. Will NVIDIA widen the gap further? Most likely, yes, at least in the near term. NVIDIA is no longer just a chip supplier. It controls: Compute (Blackwell platforms) Networking (InfiniBand, Spectrum) Software moat (CUDA ecosystem) Full rack-scale AI systems Hyperscalers are increasingly buying entire AI factories, not GPUs. That structurally favours NVIDIA over: second-tier semiconductor names traditional server vendors smaller AI hardware challengers The industry is becoming barbelled: infrastructur

Geopolitical escalation involving Iran sits directly in the category of events that affect risk perception rather than immediate physical gold demand. Precious metals therefore react less to the event itself and more to how markets price uncertainty, liquidity, and policy response. --- 1. Initial market reaction to geopolitical threats Historically, precious metals respond in three stages: Phase A: Shock premium Gold rises quickly as safe-haven flows enter. Oil spikes amplify inflation fears. Real yields often fall as investors move into Treasuries. Silver usually lags initially because it carries industrial exposure. This move is often fast but emotionally driven. Phase B: Reality pricing Markets then assess whether conflict becomes: a contained strike, or a prolonged regional disruption.

$XAG/USD(XAGUSD.FOREX)$  $iShares Silver Trust(SLV)$  Silver breakout of resistance level where it has been consolidating. With the current confusion on tariff and uncertainty, I think silver have a good chance to recapture $100 level before breaking all time high again. Now $84 will be support level. Would you still add to your silver position at current level? I'm holding on and don't intend to sell any time soon. I will consider again at the end of Donald Trump presidency. As long he is president, we will have uncertainty which is good for safe haven assets. Do you agree?

$XAG/USD(XAGUSD.FOREX)$  $SPDR Gold ETF(GLD)$  Gold chart looks like breaking out of a triangle, which is bullish. it looks to continue on an uptrend to recapture its all time high again. With the tension going on in Iran and uncertainty of tariff we can expect safe haven assets to continue to be strong Where investor go to risk off. look at it this way, the central banks around the world are still holding or increasing their gold position. As long there is demand from central banks then gold have very good potential for ATH again and again. Therefore I'm holding gold and don't intend to sell anytime soon. are you holding gold? Look

$Alphabet(GOOG)$ Alphabet is a financially strong company executing a massive, long-term investment in AI and cloud infrastructure, which has created near-term valuation uncertainty and market volatility despite solid earnings.

$Pepsi(PEP)$ Finally Pepsi starts to fizzle🥤 

$Bank of America(BAC)$ one of my biggest profits 

$MPT 20270115 5.0 CALL$ my biggest options profit 

$Tesla Motors(TSLA)$ should I reinvest this in a different mag 7? Which one would you recommend?

$NVDA 20260320 100.0 PUT$ Will rise to the moon!

$SGX(S68.SI)$ Little correction, but will soon rise again!

$Alphabet(GOOG)$ Despite reporting solid Q4 2025 earnings and a booming cloud business, Alphabet's stock has faced significant pressure due to its announcement that capital expenditures in 2026 could double to fund its massive AI investments, leading to a "Capex Shock" that has overshadowed strong fundamentals. 

$Advanced Micro Devices(AMD)$ This one more accurate. 

$AMD 20260227 260.0 CALL$ Hardly got right. 

$BIDU-SW(09888)$  $Baidu(BIDU)$  Baidu chart is showing price coming back to long term support level. Baidu continue to be very undervalued with great potential for price to run up to 180 within this year due to Kunlun AI and Apollo self driving taxi, share buy backs and dividend announcement. It is a easy buy now. Long term chart shows it is still on the uptrend. I will be keeping Baidu and add my position if the rebound don't happen this week.