To The Moon

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 隕石旁的天際是家園，馬斯克立志做宇宙最強 香港樂壇向來臥虎藏龍，不少填詞人更是深藏不露的時代寓言家。 早在1984年，譚詠麟的經典金曲《愛的根源》問世，填詞人筆下開首氣魄磅礴：「隕石旁的天際，是我的家園；漆黑的天際，是我的根源。」一句歌詞，道盡人類嚮往星海、寄情宇宙的深層願望。而這份藏在旋律中的浪漫憧憬，兜兜轉轉，正由馬斯克親身踐行，逐夢成真。 更添幾分宿命感的是，英文的「Once upon a time」（從前），讀音竟與「隕石旁的天際」巧妙相近，彷彿冥冥中早已暗示：人類渴望紮根星海、奔赴天外家園的念頭，從亙古之初便已萌芽。 若論「太空住人」的宏大構想，馬斯克絕非首創。早在十九世紀，俄國科學家康斯坦丁・齊奧爾科夫斯基便率先勾勒出太空棲息與星際拓展的藍圖，被尊為「火箭之父」。此後百年，無論是科研學者、航天工程師，還是科幻文壇前輩，都不斷描繪月球基地、火星城邦與太空城市的願景。 然而歷代先驅皆有一個共同侷限：**構想、理論、藍圖樣樣皆有，卻始終止步於紙上論述、學術推演與夢想空想，無人願意傾盡所有，以真金白銀推動大規模落地實踐。 而馬斯克最獨特的個人魅力，恰恰在於此處。他從不做空談理想的夢想家，只做知行合一的實踐者。這種獨特風格，在當代商業與科技界獨樹一幟。 他從不懼怕宇宙的漆黑與未知，反而對遼闊天際滿懷期待、滿腔熱忱；別人視深空為遙遠禁地，他卻視之為文明根源與未來歸宿。這份無畏黑暗、嚮往星海的胸懷，正是他與眾不同的氣質所在。 其一，不空談高遠理念，敢傾盡身家執行落實。 前人埋頭撰寫論文、描繪構想草圖，僅止於理論層面；馬斯克卻毅然投入個人巨額資金創立SpaceX，從零自研火箭，打破傳統航天高成本、僵

On May 15, 2026, billionaire investor Bill Ackman announced that Pershing Square Capital Management had built a new position in Microsoft (NASDAQ: MSFT), designating it a core holding in the portfolio. The firm began accumulating shares in February 2026, following a notable pullback in the stock price. Ackman also added the position to his new closed-end fund, PSUS. The move signals strong conviction from a value-oriented activist known for concentrated, long-term bets on high-quality compounders. Ackman’s Thesis: Dominant Franchises at Attractive ValuationsAckman has a track record of buying high-quality tech names like Alphabet, Amazon, and Meta during periods of market skepticism, often at depressed multiples relative to their long-term potential. He frames Microsoft similarly: a rare c

TRADE PLAN For May 15th 📈 $SPX big gap down this morning, SPX has ran almost 1200 points since the April lows. At some point we'll see a deeper consolidation, so be careful and protect your profits especially if SPX gives up 7300 this month. SPX needs back through 7500 to test 7700. $NVDA down 7 premarket, as long as 221 holds this month we can still see 250+ after earnings next week. Calls can work above 230 as a lotto today. $MU and $SNDK both looks like they're starting a consolidation period. If MU can't reclaim 800 in the next 2 weeks, it can start to pull back to 682,650 next. $SNDK to 1200 in play if it can't get back near 1450 by next week.

Should Investors Follow Trump's Trades? 🌟🌟🌟On May 14 - 15 2026, the US Office of Government Ethics dropped a staggering 113 page OGE Form 278-T financial disclosure detailing the personal portfolio moves of President Donald Trump. This wasn't the standard dusty balance sheet review.  The filing revealed an absolutely frenetic 3,642 securities transactions executed in Q1 2026.  Clocking an average 60 trades per day, Trump orchestrated a massive USD 220 million to USD 750 million capital rotation right from the White House. The Great Tech Realignment  The Massive Exit: Dumping the Software Stocks  The portfolio executed massive liquidations in software stocks.  Microsoft, Amazon and Meta Platforms were sold off.  This implies a view that these stocks have become

Figma’s latest results show that the company is doing much better than many people expected, even with so many new AI tools appearing. Some investors worry that AI software from companies like Adobe, Canva, or newer AI coding and design tools could replace Figma. But the recent numbers suggest the opposite that AI may actually be helping Figma grow faster. More big companies are paying for Figma, existing customers are spending more, and the company is raising its outlook for the year. The main reason is because Figma is no longer just a simple design app. It has become a shared workspace where designers, developers, managers, and entire teams work together in real time. While AI can create quick designs or prototypes, companies still need a reliable platform to organize projects, manage t

​⚠️ $Fluence Energy, Inc.(FLNC)$  Epic Bear Trap Breakdown 🐻🪤 ​Insane price action on Fluence Energy (FLNC) yesterday. Massive -10% dump straight into a V-shape reversal to close practically flat.  Here is exactly what went down behind the scenes: ​1. The Backstory (The Supply Shock) ​AES Redemed Units: AES converted ~10M LLC units into brand new tradable Class A shares. ​Massive Secondary Offering: Insiders (AES, Siemens, Qatar) dumped a massive 23M share block onto the market via a secondary offering priced at $21.00. ​Crucial context: Fluence received $0 from this—it was purely institutional rebalancing, meaning a massive influx of float liquidity all settling on Friday (May 15). ​2. The Short Attack Mechanics ​Shorts saw the huge flo

SPACEX UPDATES: - Ticker will be $SPCX - IPO coming likely June 12th - Company is focused on expanding retail coverage to international brokerages, not just US based ones - Looking to raise $80B at around a $2T valuation Are you a buyer? I think many other names will be proxies and we are already seeing this with momentum in names like $RKLB. It’s going to be a historic IPO, question will be where the liquidity comes for it…

Trump’s “rotation” is not a clean signal. Disclosures are lagged, partial, and likely managed by advisors, so treating them as a trading edge is unreliable. The hardware tilt does reflect reality: AI bottlenecks sit in GPUs, memory, power, and networking. That is where pricing power is strongest today. Software monetisation is lagging as enterprises still test ROI. But following that blindly now is late-cycle behaviour. Much of hardware is already priced for near-perfect demand. On SPX 8300 vs Shiller P/E ~42: the EPS growth story is real, but expectations are stretched. At these valuations, markets need sustained high growth with minimal disruption. Base case: not an immediate bubble pop, but conditions are forming. Upside remains, downside risk is asymmetric. Selectivity matters more th

I would not treat that portfolio as a directional signal. ~3,600 trades in a quarter points to high-turnover, mandate-driven execution, not conviction. At that frequency, you are seeing liquidity management, tax positioning, and model rebalancing. Trying to “follow” or “fade” it is essentially noise trading. The hardware tilt itself is not controversial. NVIDIA, Broadcom, and SanDisk sit at real AI bottlenecks, so earnings visibility is stronger than most software names today. But the key point is timing. That trade worked best 12–18 months ago when supply constraints were underpriced. Now, parts of hardware are priced for sustained scarcity and flawless demand. So: Do not follow the disclosure mechanically Do not reflexively fade it either Use it as confirmation of where capital is cluste

The rally is narrow but not irrational. A few leaders, especially NVIDIA and peers, are carrying index performance because they sit at the centre of real earnings growth, not just narrative. Mallouk’s point has merit. The chip trade is still supported by genuine demand: hyperscaler capex, inference scaling, and supply constraints across GPUs, memory, and networking. That gives semis stronger near-term visibility than most sectors. But the risk is concentration and expectations. When a small group drives the S&P 500 and Nasdaq Composite, the market becomes fragile. Any disappointment, even a “good but not great” quarter, can trigger outsized reactions. So I would frame it this way: Trend: still bullish, backed by earnings Structure: increasingly fragile Behaviour: late-cycle characteris

As a market watcher who has tracked Berkshire Hathaway’s filings for decades, I’ve come to appreciate that these quarterly 13Fs are less about short-term trading signals and more about capital allocation discipline in a conglomerate that now manages hundreds of billions in equities alongside massive insurance float, railroads, utilities, and manufacturing operations. The latest filing, for the period ended March 31, 2026, and disclosed in mid-May, marks the first full quarter under CEO Greg Abel following Warren Buffett’s retirement at the end of 2025. It reveals a more active hand than we’ve often seen, with the equity portfolio contracting from roughly $274 billion to $263 billion, holdings slashed from around 40+ to 29, and a turnover spike that stands out. Portfolio Snapshot and Concen

🔥 AI’s Next Gold Rush Isn’t GPUs… It’s What Moves the Data The AI revolution has officially entered a new phase. Everyone was obsessed with computing power. But the real bottleneck now isn’t how fast AI can calculate — it’s how fast data can move between thousands of GPUs. As physical limits hit copper interconnects hard, the industry is making a massive shift: Light in. Copper out. Welcome to the Optical Communication era — the hidden backbone of the AI boom. I’m breaking down the two absolute giants dominating this space: 🇺🇸 $Ciena(CIEN)$  – America’s optical networking king 🇫🇮 $Nokia Oyj(NOK)$   – The European heavyweight going on the offensive Both are eati

CSE Global: A Hidden Gem in SGX 🌟🌟🌟Move over hyped up Silicon Valley software companies.  $CSE Global(544.SI)$ , Singapore listed global systems integration powerhouse has just announced its Q1 2026 business update on 14 May 2026.  The verdict?  It was an absolute operational masterclass that forced analysts to take note and re-price this hidden gem in the SGX. The Q1 2026 Results:  An Electrification Tsunami  CSE Global's real-time financial ledger shows that its multi year pivot into hard physical infrastructure, utilities and green energy infrastructure is hitting its exponential stride: The Order Book Explosion:  CSE Global secured a staggering SGD 271.2 million in brand new order inflows for Q1 2026, marking a

NVIDIA: Ride the Rocket to the Moon or Lock in Gains? 🌟🌟🌟The air is getting remarkably thin at the absolute peak of the global technology mountain.  $NVIDIA(NVDA)$  has just smashed through another barrier, closing the week at a fresh all time high. As we cruise through mid May 2026, the global financial market is gripped by a state of high octane suspense.  NVIDIA is scheduled to deliver its highly anticipated Q1 FY 2027 earnings on May 20 2026. NVIDIA's Earnings Expectations: Priced for Absolute Perfection  The Consensus Baseline:  Wall Street expects revenue to skyrocket past USD 32.4 billion to USD 34.2 billion for the single quarter.  This is driven by a high demand for advanced sil

The Cybersecurity Vendor That Quietly Became an Operating System There is a strange irony surrounding CrowdStrike Holdings, Inc.. Despite becoming one of the most dominant software platforms in enterprise security, many investors still discuss it as though it merely sells antivirus software with better marketing and cooler conference booths. That framing now looks wildly outdated. What I increasingly see is a company evolving into the operating layer for modern cybersecurity operations — a position that tends to create frighteningly durable economics. Once enterprises centralise endpoint security, identity protection, cloud workload monitoring, threat intelligence, SIEM, and incident response into a single architecture, the cost of ripping it out becomes about as appealing as replacing a j