To The Moon

📊 **Closing Snapshot** As of June 1, 2026, Intel closed at **$114.68**, a sharp decline of **-5.14%** (-$6.21). The closing price is now approximately **13.6%** below its 52-week high of $132.75, indicating a significant pullback from recent highs. 🚀 **Core Market Drivers** The stock's decline is driven by a combination of sector-wide profit-taking and company-specific pressures. First, the broader semiconductor sector is experiencing a pullback after a parabolic AI-driven rally, with renewed focus on elevated valuations. Second, Intel faces competitive headwinds and execution risks in its foundry and next-generation chip manufacturing plans, which may be weighing on investor sentiment. 🎯 **INTC Price Movement Probability** **Short-Term (1-2 Weeks) Upside/Downside Probability** | Direction

$Tesla Motors(TSLA)$ $Tesla Motors(TSLA)$  日供項目 淺談SpaceX上市對特斯拉股價的長期影響 隨著SpaceX啟動上市進程，這間航天巨頭的資本市場動向，也持續牽動著投資人對特斯拉後市的判斷。從長遠視角來看，SpaceX上市並非單純的同集團企業分拆，而是會透過股權、業務、資本預期三大維度，深度影響特斯拉的股價走勢，整體呈現利多為主、隱憂並存的格局。 首先，股權投資帶來穩固的資產增值效益。特斯拉透過關聯企業間接持有SpaceX少量股份，這筆投資原本屬於表外資產，在SpaceX成功上市並獲得市場高估值後，將直接轉化為可計量的優質資產。伴隨星鏈、星艦等業務持續擴張，SpaceX長期成長空間廣闊，其股價走強會持續增厚特斯拉的淨資產與投資收益，為特斯拉股價構建長期底部支撐，等同於為特斯拉股東增添一筆太空產業的成長期權。 其次，兩家企業深度的業務協同，是拉動特斯拉基本面向上的核心動能。SpaceX的星鏈網路，能夠為特斯拉全自動駕駛系統提供全域、低延遲的通訊保障，彌補偏遠地區信號不足的短板，大幅提升自駕體驗與安全性能，進而帶動車輛銷售與駕駛訂閱收入。與此同時，雙方聯合布局的晶圓廠項目，在SpaceX上市募得充足資金後，建設進度將明顯提速，讓特斯拉以更低成本獲得高端AI晶片，強化自駕與機器人業務的競爭力。此外，雙方在儲能、商用車輛上的採購合作，也能互相穩定訂單、壓縮營運成本，雙向提升獲利能力。 市場最為期待的長期催化，莫過於兩大企業日後的合併預期。業界普遍認為，待SpaceX上市運作趨於穩定後，管理層有機會推動兩家公司換股合併，打造涵蓋電動車、人工智慧、航天

For long-term investors, the holy grail of portfolio management is simple to state but notoriously difficult to achieve: outperforming the market. When looking for an edge, many investors discover the Buy-Write (or Covered Call) strategy. The pitch is incredibly seductive. You invest a lump sum into a broad-market index fund like the S&P 500, and then you sell out-of-the-money call options against those shares. You collect a steady stream of options premiums, and as long as the market doesn't skyrocket past your chosen strike price, those options expire worthless. On paper, it looks like a flawless plan: you capture the upward drift of the stock market, plus you pocket a guaranteed 1% to 2% cash yield every single month. It sounds like a license to beat the market. But in the world of

$ProShares UltraPro QQQ(TQQQ)$  堅定看好TQQQ的核心邏輯：不押個股，只信人類進步｜SQQQ為何必輸？ 投資的底層信念，我始終錨定「人類追求進步的本能」。這篇精簡文，濃縮我看好TQQQ的核心邏輯、實操策略，以及為何SQQQ註定是長期輸家。 一、核心信念：納指100，是人類科技進步的「時代門票」 人類對效率、創新的追求刻在基因裡，而納指100不是簡單的科技股指，是一套能自我更新、自我糾錯的系統——動態淘汰失敗者、納入新贏家，匯聚全球頂尖人才與資本，其成分股每股盈餘年化增長13.6%，長期走出「創新高、修正、再創新高」的上行趨勢。我買的不是單一公司，是參與人類科技進步的資格。 二、投資工具：TQQQ，信念的「三倍放大器」 TQQQ是納指100三倍槓桿ETF，並非短線投機，而是我對科技長期趨勢的堅定表态。自2010年成立以來，其平均年化回報達39.3%，過去五年累計上漲約100%，2023年單年暴漲198%，槓桿的複利效應驚人。 我清楚其風險：每日重置帶來的波動損耗、極端行情下的深度回撤（2022年暴跌79%）、0.84%的高費率，但風險與回報併存，正視風險才是成熟投資的前提。 三、投資策略：堅定信念，靈活執行 核心原則：信念不變，執行靈活。具體操作：分段吸納入場，避免一注孤擲；緊盯宏觀與市場情緒，隨勢調整；預留安全邊際，確保極端行情下「活下去」。 誤區糾正：「長期持有」不等於「買入不聞不問」，主動管理、定期檢視，才能利用高波動降低持倉成本，把握科技股階梯式上行的機會。 四、SQQQ：與人類進步對抗，天生輸家 SQQQ是TQQQ的反向工具，每日三倍放空納指100，本質是與人類科技進步的長期趨勢為敵。過去十年，納指100總回報達443.2%，而SQQQ成為

$Intel(INTC)$ $Intel(INTC)$  定投項目 IBM會仿效英特爾的上升模式?這關乎特朗普的面子問題? **IBM正在走「類英特爾」的政策驅動復甦路線，但複製不了英特爾那種級別的股價爆發；特朗普面子是重要催化，但不是主因。** --- ## 一、英特爾的上升模式是什麼？（濃縮版） 英特爾這輪漲（2025年底—2026年5月，3個月漲約**150%**），公式很簡單： 1. **政府強力救命（面子+產業戰）** - 2025年8月：特朗普政府用**89億美元**買入英特爾 **9.9% 股份**，成為最大股東之一。 - 特朗普公開說：「我本可以要更多」，把英特爾當成「美國製造復興樣板」。 2. **AI週期+業務觸底反彈** - DCAI（數據中心）業務大爆，Xeon供不應求； - 與蘋果達成晶片合作，市場從「落後代工厂」重估為「AI算力核心」。 3. **一句话總結英特爾模式** **「政府入股+政策護航+AI週期+自身觸底」→ 估值與股價雙重跳升。** --- ## 二、IBM在仿效，但「形似神不似」 ### 1. 相同點（在學英特爾劇本） - **政府大筆錢+換股**： 2026年5月，特朗普政府宣佈向量子計算企業投**20億美元**，其中**IBM拿10億**，並附**政府持股條款**。 - **喊超大投資數字**： IBM宣佈**5年1500億美元**美國投資，主攻AI大型機+量子晶圓廠，與英特爾「擴產+回流」口徑一致。 - **股價同樣跳漲**： 消息公佈後IBM單日漲**12.4%**，與英特爾當年「政策落地→跳漲」節奏幾乎一樣。 ### 2. 關鍵不同

$Dell Technologies Inc.(DELL)$  : Why Dell's 750% AI Explosion & USD9.7B Pentagon Win Makes It A Great Buy 🌟🌟🌟The legacy textbooks that labeled Dell Technologies as a boring, slow moving PC manufacturer have officially been thrown in the incinerator.  Following the release of its Q1 26 fiscal results, Dell's share price skyrocketed by 38% in a single trading session, exploding to a massive all time high of USD 420.91. This represents the fastest pace of revenue growth of any period for Dell.  The message is clear: Dell is no longer a computer hardware box shipper.  It has transformed into the primary physical engine room and a sovereign infrastructure provider of the global AI boom. What Does

🌟🌟🌟It is exciting to watch as the S&P 500 continues to go up higher, setting fresh records while its underlying valuation stretch to euphoric levels.  But the mathematical law of mean reversion suggests a severe 10% to 15% may happen. Mean reversion acts as the inescapable law of gravity for the stock market.  It is the mechanical force that pulls those prices back to reality. Yet in the long term, the S&P 500 will continue its upward momentum. This is due to the magic of compounding. So I will continue to dollar cost average into $SPDR Portfolio S&P 500 ETF(SPYM)$ as it is my strategy to building long term wealth on autopilot. @Tiger_comments

🌟🌟🌟The Hong Kong stock market represents an exciting opportunity as its core commodity stocks are undervalued compared to their Western peers. $CNOOC(00883)$ is one of the best buys.  It is currently trading at an incredibly cheap forward P/E of just 6.75x.  The market is pricing it as an old oil driller, ignoring its superior upstream extraction efficiency and a nice juicy dividend yield of 4.85%. CNOOC is the 3rd largest oil company in China and holds a monopoly as China's largest offshore oil and gas producer. CNOOC is on track to hit its all time high production target of 780 million to 800 million barrels of oil this year..  With the current Iran war, CNOOC would certainly benefit.

For days, investors searched for a company-specific explanation behind Fluence Energy's $Fluence Energy, Inc.(FLNC)$  unusually aggressive sell-off along with power semi. Chatgpt, gemini and  internet sources provide explanations missed the real story. One thing people often overlook is that AI is only as reliable as the information it learns from. When humans flood the internet with misleading stories, AI tools can end up presenting those stories as legitimate information unless there are strong fact-checking and verification processes in place. This exactly what happened in Fluence Energy.  The results also depend heavily on how the question is asked. If you frame the question in a certain way, the AI's response can naturally

$InnoTek(M14.SI)$    Innotek - Today, price action is indicating something is brewing. She is up 7 cents to 75 cents , looks rather bullish. She may rise up to test 81 cents and above. Pls dyodd. 3rd Nov 2025: Wah, so fast she has retreated from 93 to close at 76 cents, looks rather interesting! Next week, may be can see how she fares! If 76 cents cannot hold, then it may go down to test 70 soon! 3rd Nov 2025: Nibbled small units at 64 cents, waiting fie the rebound to kick in to bring her back to 70 cents. Pls dyodd. 3 November 2025: She has retreated from 78 to trade at 68.5 cents looks rather interesting! She is taking a breather. Will she resume this uptrend direction after taking a break! 3 November 2025: Innotek - Today, some buy

$CapitaLandInvest(9CI.SI)$     CapLand Investment (9CI.SI) - I think boat is back. At 2.54, yield is quite decent at 4.724 percent which is much higher than CPF OA and MA. Today, month end window dressing effect likely see a rebound soon. Nibbled small units at 2.58. Pls dyodd. CapLand Investment (9CI.SI) - I think gd price is back. At 2.78, yield is about 4.3 percent. Assets light and earnings is based on management fees, interest loan fees seem sustainable. With the recent Income 8 assets to let CapitaLand manage their properties, management fees likely get boosted for Y2026.Yiled is pretty decent 4.3 percent. Pls dyodd. Phillip Securities has a TP of 3.69. 1Q26 revenue of S$487mn (-2% YoY) was slightly below our estimates, forming 2

The Day a 'Good Quarter' Stopped Being Good Enough A company grows revenue by 25.4%, beats earnings expectations, generates more than $1.1 billion in annual free cash flow, and still loses over a third of its market value in a single session. That is not a normal earnings reaction. That is a repricing event disguised as a tantrum. When expectations break, price discovers its own reality When Zscaler collapsed after its latest results, the immediate explanations were familiar: cautious guidance, sales leadership turnover, and lingering AI anxiety. All valid. None sufficient. Because nothing in the reported numbers justifies the scale of the move in isolation. Revenue still expanded strongly. Cash generation remained robust. The balance sheet remained comfortably funded. So I don’t think the

The divergence among major banks comes down to one question: is gold still primarily a safe-haven asset, or has it become a macro trade on interest rates and the US dollar? Bullish banks argue that central bank buying, fiscal deficits, geopolitical risks, and potential future rate cuts support gold over the long term. Bearish banks focus on sticky inflation, higher real yields, a stronger dollar, and reduced safe-haven demand if global growth remains resilient. As for ETF outflows, I would not blindly follow them. ETF flows are often momentum-driven and can overshoot in both directions. A 17% correction after a strong rally is painful, but not unusual for gold. That said, I would also avoid aggressively "catching the falling knife". If ETF outflows are accompanied by falling central bank d