To The Moon

The Pulse $ARM Holdings(ARM)$ $NASDAQ(.IXIC)$ $S&P 500(.SPX)$ $ARM just pulled off one of the most violent two-day rips in semiconductor history—rocketing from ~$175 to kissing $300 in 48 hours on what can only be described as pure AI narrative euphoria. The Street is now pricing in a 4-5x profit explosion over the next 3-4 years, driven by fat royalty checks from AI PCs, custom cloud silicon, and edge devices all riding ARM's architecture into the agentic AI era. But here's the kicker: this isn't based on fresh company guidance—it's sell-side modeling on steroids. With the 14-day RSI screaming above 80 and valuation now rivaling $NVDA on some forward metrics

The Pulse $D-Wave Quantum Inc.(QBTS)$ $Rigetti Computing(RGTI)$ $IONQ Inc.(IONQ)$ The quantum computing sector just got its "CHIPS Act moment." With reports of $2B in dedicated funding and potential direct government equity stakes, $QBTS, $RGTI, and $IONQ are trading like they've discovered the holy grail. But here's the reality check: these companies remain deeply unprofitable, and policy-driven rallies in frontier tech have a notorious track record of pump-then-dump. The real question isn't whether Washington is bullish—it's whether the technical milestones and revenue inflection can justify sustained valuations, or if this is just another speculative squeeze t

As artificial intelligence stocks continue their meteoric rise, fueled by insatiable demand for data center infrastructure and high bandwidth memory, retail investors worldwide are piling in with increasing urgency. In South Korea, the epicenter of memory chip production, this enthusiasm has crossed into dangerous territory. Citizens are liquidating life insurance policies, raiding savings, and borrowing heavily to chase the AI trade. This raises fresh warnings about speculative excess in an already frothy market. The Korean Cautionary TaleRecent reports from Seoul paint a vivid picture of FOMO driven behavior. South Korea’s three largest life insurers saw a sharp rise in policy surrenders in the first quarter. Savings type policies, intended for family protection and retirement, jumped ov

The Pulse $NEBIUS(NBIS)$ (Nebius) just printed a 14.65% single-day rip, and this isn't your typical meme-stock squeeze—it's a fundamental re-rating driven by leaked guidance showing 10–15% ARPU expansion layered on top of volume growth. While hyperscalers like $MSFT, $AMZN, and $GOOGL fight margin compression on legacy compute, Nebius is the pure-play 95%+ AI workload exposure that lets you front-run the second wave of GPU cloud pricing power. With $NVDA confirming multi-year scarcity through 2027 and specialist clouds discovering customers will pay almost any price for H100/H200 access, the market just realized: $NBIS isn't renting servers—it's selling oxygen in a room running out of air. 📊 Key News: The Numbers That Matter Today's Move: +14.65%

$Salesforce.com(CRM)$ $Snowflake(SNOW)$  $MongoDB Inc.(MDB)$  📊🌍🚀 Wall Street this week: macro, geopolitics and software earnings in focus 🚀🌍📊 I’m heading into this shortened trading week with three interlocking forces shaping price action: geopolitical tension in the Middle East, critical U.S. macro data and a concentrated software and technology earnings calendar. With U.S. markets closed Monday for Memorial Day, the trading week compresses into four sessions, but the amount of information the market needs to absorb feels anything but light. The next few days could influence sector leadership, macro expectations and positioning into June. 📅 Ke

The global luxury market is undergoing a sharp structural polarization. While broad luxury giants like LVMH face severe headwinds from a cooldown in "aspirational" discretionary spend, specialized hard-asset retailers like Singapore’s The Hour Glass (SGX: AGS) are delivering standout financial performance. This performance divergence highlights a core shift in consumer behavior: entry-level, trend-driven fashion segments are contracting, while investment-grade, highly allocated categories like fine horology are proving structurally resilient. The Financial Contrast: LVMH vs. The Hour Glass 1. LVMH: The Cost of Scale and "Aspirational" Exposure LVMH's year-to-date share price decline highlights the vulnerability of a mass-scale luxury business model. A massive portion of LVMH's post-pandemi

🌟🌟🌟A good options strategy for $Micron Technology(MU)$ is a Bull Call Spread. Instead of buying a risky straight long call that can easily get crushed by post earnings volatility, a Bull Call Spread allows you to drastically lower your upfront cost while completely neutralising the dangerous impact of an IV Crush. Set Up: Buy one call option closer to the stock price and sell another call option at a higher strike price with the same expiration date. While the spread impact advantage optimises your short term tactical trades, never forget that options still carry an expiration deadline. @Tiger_comments @TigerStars

SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on. Lastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO. I strongly advise anyone interested to do a lot of research into the feasibi