To The Moon

The investment narrative around artificial intelligence is undergoing a measurable rotation. While semiconductor and GPU manufacturers captured the bulk of early-cycle returns, the current bottleneck has moved downstream — to electricity generation and data center capacity. Several data points support this thesis: Grid constraints are binding. Interconnection queues for new power capacity in major U.S. markets now extend 7 to 10 years. Major technology companies, including $Alphabet(GOOGL)$, have publicly identified grid connection as the primary constraint on data center expansion. Training clusters for frontier AI models routinely require 100+ megawatts of continuous power, a scale traditional utility infrastructure struggles to

1. Lead / Setup 📊 Tiger Research Team maintains BUY rating and increases Price Target to $160 (from $150) as $$Baidu, Inc.(BIDU)$$ reports a strong 1Q26 that reinforces the view that the company is increasingly transitioning from a legacy search/advertising business into an AI infrastructure and application company. Headline revenue of RMB32.1bn was 2% above consensus and 5% above their estimate, while GAAP operating income, EBITDA and non-GAAP EPADS all beat their estimates. 👇 The Resilience: Despite continued weakness in legacy advertising, Baidu's strategic pivot to AI is accelerating. The most important incremental point is that AI is now the majority of Baidu's core revenue base for the first time. Baidu Core AI-powered Busine

$Alphabet(GOOGL)$ the only tech stock I believe in longer term. Waiting another down turn for more accumulation. 

$Garmin(GRMN)$ Long term supporter rewarded. 

$MRVL 20260529 165.0 PUT$ next week is MRVL earning.... Keep moving ~

$MU VERTICAL 260522 PUT 375.0/PUT 370.0$ ok small profit but will keep going

$ASML 20260821 1480.0 CALL$   I opened the call position 2 days ago and immediately watched the share price reverse lower, leaving me deep in the red. Even though it managed to claw back some ground by the closing bell, the profit was too thin for my liking, so I decided to hold through the volatility. Patience finally paid off today as price action turned aggressive, with ASML hitting a high of over 5%. While I exited the trade a bit earlier than the absolute peak, I’m walking away happy with a great return over a two-day hold. With NVDA reporting its earnings after market closes, anything can happen. 

$SPDR S&P 500 ETF Trust(SPY)$  spiked! Will we visit 7500 after NVDA earning? 

$SNDK 20260522 1270.0 PUT$ close n take profit...

$Alphabet(GOOGL)$ still holding long term

$Alphabet(GOOGL)$ is there more upside?

$Costco(COST)$  Sticking with essentials.. products and services that are needed in both good times and bad times.. 

$NVIDIA(NVDA)$  It finally drop a bit! It's time to buy it now! Go and go more! $Tesla Motors(TSLA)$  same for this! Waiting it go down a bit more then all in and wait for profit! Gogogo!

$TSLA 20260529 355.0 PUT$ haha making money on short leg. 

$UMS(558.SI)$  Missed my chance to add more as it recovered so fast.

$NVIDIA(NVDA)$  nothing can stop me from making profit from this sperfect share! $Vanguard Growth ETF(VUG)$   another perfect profitable fund that I love! Just continue flying to the sky! 

$ECHOIQ LTD(EIQ.AU)$ I have shared this before but felt a need to revisit this. Quick update to this "no announcement price movement ". EIQ is pending US FDA Approval for its EchoSolv HF (heart failure). The announcement is imminent, likely anytime soon. They did the filing in Dec last year and expected timeline is 90-120 days, which is around now. The market is pricing favourably for the approval, so if you intend to buy, beware of the risk. As the pathway was using FDA 510(k), this pathway has a historical high approval rate (85-95%). Having said that, it is still a binary event, meaning yes, or no! What is this EchoSolv (HF) and why is it important?  In fact, the company had a prior FDA approval on EchoSolv AS (Aortic Stenosis) in 2014.

NVDA is now less about “good earnings” and more about whether it can beat very high expectations. Current setup: stock around US$220.61, market cap about US$5.4T. Options are pricing roughly a 6.5% post-earnings move, equal to about US$355B in market value swing.  My read: the pullback before earnings is not necessarily bearish. It may be risk reduction before a crowded event. Bulls need three things: strong data-centre revenue, Blackwell ramp confidence, and clean gross-margin guidance. A beat without strong guidance may still trigger “sell the news”. I would not chase blindly here. For existing holders, holding a core position makes sense. For new buying, I would prefer waiting for the earnings reaction, unless sizing is small. The risk/reward is no longer just NVDA fundamentals, bu

This is no longer just an earnings story. It is a liquidity and duration problem colliding with a crowded narrative. When 30Y yields push toward cycle highs, three things happen simultaneously: Discount rates rise → long-duration assets like AI stocks compress Equity risk premium becomes less attractive → rotation out of high-multiple names Leverage gets unwound → hedge funds reduce gross exposure, especially in winners That is exactly what you are seeing: AI is not being abandoned, it is being de-risked. So where does the rally breathe if NVDA disappoints? 1. Earnings must shift from “hype” to “cash flow clarity” If NVDA shows not just demand but visible monetisation (margins, backlog quality, pricing power), it can offset yield pressure. Without that, multiples compress. 2. Rotation with

This does look like “sell the news” on the surface, but the underlying issue is deeper. The market is not questioning AI demand. It is questioning AI economics and capital intensity. When Alphabet announces it is being “rebuilt for AI”, investors hear two things: Long-term dominance potential Near-term margin dilution and heavier capex cycles The joint structure with Blackstone reinforces that concern. It signals: Data centre buildout is too capital-intensive to fully internalise Returns may be shared, delayed, or structurally lower than expected So the decline is not just profit-taking. It is a repricing from narrative to ROI discipline. On whether AI is already priced in: Partially, yes. The market had already priced: Gemini scaling Search + AI monetisation Cloud acceleration What is not