To The Moon

For me, this looks more like a sentiment and positioning shock than a fundamental change to Bitcoin's long-term thesis. If the report about Michael Saylor's selling is accurate, the bigger issue is credibility. Markets can forgive selling, but they dislike broken narratives. That said, a 16% weekly drop is not unusual by Bitcoin standards. The AI-long/BTC-short pair trade is interesting. If AI stocks continue correcting, some funds may unwind both legs, which could actually help Bitcoin. Correlations often behave differently once crowded trades start reversing. My approach would be simple: Long-term believer: accumulate gradually on weakness rather than trying to catch the exact bottom. Short-term trader: respect the downtrend until momentum stabilises. Leveraged holder: consider reducing

A $1.3 trillion wipeout is dramatic, but it does not automatically mean the AI investment thesis is broken. To me, this looks like a valuation reset rather than a fundamental collapse. The key issue is that semiconductor stocks had become one of the most crowded trades in the market. When strong payroll data pushes rate-cut expectations further out, high-multiple growth stocks are usually the first to be repriced. As for the SpaceX IPO, it could temporarily divert capital and attention, especially from speculative AI and space-related names. However, liquidity shifts tend to be short-term, while earnings and cash flow ultimately drive long-term returns. My framework: • If you are overexposed to AI and semis, trimming risk is reasonable. • If you missed the rally and have a multi-year horiz

If I had to choose between chasing the IPO narrative and shorting the sector, I'd do neither aggressively. The risk with "SpaceX sympathy trades" is that investors often assume capital will flow into the entire space sector. In reality, a blockbuster IPO can attract money away from smaller names as investors rotate into the perceived winner. Between RKLB and ASTS, I find RKLB easier to justify fundamentally. RKLB already has launch revenue, a growing space systems business, and a clearer path to scaling. ASTS is exciting, but ASTS remains heavily dependent on execution, regulatory milestones, and future network deployment. As for the bearish case, Steve Eisman's valuation concerns are understandable. Space stocks have benefited from narrative expansion, and when sentiment turns, high-durat

The Retailer That Thinks It’s Software The most interesting battle on Wall Street today is not being fought over artificial intelligence, semiconductors, or cloud infrastructure. It is being fought over dog food. Chewy has become the centre of a surprisingly fierce ideological divide. One camp sees a mature online pet retailer trapped in a slowing consumer environment. The other sees a company that has quietly completed a multi-year transformation into a highly automated, subscription-driven platform whose economics are only now becoming visible. What fascinates me is that both sides are looking at the same company and arriving at completely different conclusions. The market narrative remains stubbornly anchored to customer growth. Yet I believe the more important story is unfolding beneat

🌟🌟🌟 $Ciena(CIEN)$ sharp drop is a classic case of Buy the rumour, sell the news.  Looking past the short term volatility, Ciena's actual underlying performance is extremely strong, making this huge drop in share price an excellent entry point for long term investors. Google and Microsoft are Ciena's 2 major customers accounting for 34% of Total quarterly sales. Ciena is a great stock to buy and hold long term because its underlying  business  is incredibly strong as the world cannot build the future of AI without buying their physical internet pipelines. @Tiger_comments @Tiger_SG

I think bitcoin’s new low merely reflects the movement of funds to other areas like AI, aerospace and resilience areas such as healthcare. There is no reason to put money in bitcoin and other cryptocurrencies when in the near term there are clear stocks that can almost guarantee good returns for the next 1-2 years. With the US market being resilient, I think market fears rate hikes which would impact tech and AI stocks. Market has pulled back slightly on Friday in a knee jerk reaction. Market taking a breather now is also expected as the rise this year has already cause many of the indices to hit 52 week highs. I think the market has mostly priced in the oil prices and potential of inflation being sticky but market always reacts to the potential for rate hikes. As long as there is no s

Earnings Calendar (08Jun2026) I am interested in the coming earnings announcements for Oracle and Adobe. Let us look at Oracle - one of the key links in the AI ecosystem. Oracle shares are up 22.78% from a year ago. Technical indicators currently suggest a strong buy, while analyst sentiment is also positive, with a consensus buy rating. The average price target is $251.20, implying potential upside of 17.58%. Valuation With a price-to-earnings (P/E) ratio of 37.8 and earnings per share (EPS) of $5.69, the stock appears relatively expensive on current earnings. Financial Performance Total annual revenue increased from $40.4 billion in 2021 to $57.3 billion in 2025. Gross profit also improved, rising from $32.6 billion to $40.4 billion over the same period. Net income, howeve

Market Outlook of S&P500 (08Jun2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 has started a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at 0.19, indicating there is more buying momentum than selling pressure in the market. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) li

$Lululemon Athletica(LULU)$ $Nike(NKE)$  $JD.com(JD)$  🧘📉🚨 $LULU: Growth Engine Stalls as Margins Collapse and Guidance Gets Slashed 🚨📉🧘 🧵 International strength is no longer enough to hide North America’s slowdown. Wall Street wasn’t buying the earnings beat. $LULU topped Q1 estimates, but investors focused on what comes next. 📉 North America revenue -5% 📉 Operating income -37% 📉 Gross margin -410bps 📉 FY26 guidance slashed This wasn’t an earnings miss. It was a confidence miss. The market is no longer questioning whether lululemon can grow internationally. The market is questioning whether its core North American business can return to growth b

$S&P 500(.SPX)$ $Cboe Volatility Index(VIX)$  $Oracle(ORCL)$  📊🌍📉 Market Week Ahead: Volatility Returns, Inflation Takes Centre Stage 📉🌍📊 After nine consecutive green weeks, the rally finally hit turbulence. I’m watching macro headlines closely as the combination of escalating Trump/Iran tensions, a stronger-than-expected labour market, and rising Treasury yields triggered a sharp risk-off move into Friday’s close. The May payrolls report came in at 172,000 versus expectations near 80,000-90,000, significantly reducing expectations for near-term Fed rate cuts and reigniting concerns that rates could remain higher for longer. The result? 📉 $

CoreWeave’s Vera Rubin announcement is impressive, but it does not settle the bigger question hanging over the company: is this the next great AI infrastructure winner, or simply the most aggressive borrower in the room? Being first to deploy NVIDIA’s Vera Rubin NVL72 system gives CoreWeave real credibility. This is not a generic cloud provider adding another product page. CoreWeave has built its identity around moving faster than traditional hyperscalers when new NVIDIA hardware arrives. For AI companies that care more about immediate access to cutting-edge compute than about buying everything from one giant cloud platform, that speed matters. The market’s excitement is therefore understandable. CoreWeave is positioning itself as the specialist cloud for the AI era, and every successful l

CrowdStrike Drops 11%, Palo Alto Slides — Time to Sell SaaS Strength? The market’s reaction to CrowdStrike and Palo Alto Networks looks less like a warning about cybersecurity and more like a warning about valuation. Both companies continue to execute well, continue to grow, continue to win customers, and continue to push their AI and platformization strategies. The problem is that investors were already expecting all of that. When a stock trades at a premium valuation, earnings are no longer about whether the company is performing well. They become a test of whether performance is exceeding already elevated expectations. CrowdStrike and Palo Alto delivered solid results, but the market’s response suggests investors wanted something extraordinary. Instead, they received confirmation that t

$Hewlett Packard Enterprise(HPE)$  #HPE #AI #Earnings #TechStocks #StockMarket #Investing #TigerTrade Hewlett Packard Enterprise just delivered the kind of earnings report that forces the market to reprice a company almost overnight. Revenue jumped to $10.68B, up around 40% YoY, while adjusted EPS came in at $0.79, far ahead of expectations. Networking revenue surged 148%, helped heavily by the Juniper integration, and management now expects to reach its original 2028 long-term financial targets two years early. That is not a normal beat. That is a full narrative reset. The bull case is clear: HPE is no longer being treated like a slow legacy infrastructure name. The company is now being viewed as a serious AI infrastructure beneficiary, with

#ARM Surges on NVIDIA’s AI-PC Bet: Is Intel Really in Danger? #ARM #NVDA #INTC #AI #Semiconductors #AIPC #WindowsOnArm #Investing #TigerTrade ARM’s initial 15.73% surge makes sense. NVIDIA’s RTX Spark announcement is not merely another chip launch. It is a serious attempt to reshape the premium Windows PC around an integrated ARM CPU, Blackwell GPU, unified memory and NVIDIA’s enormous software ecosystem. However, I would separate the strategic significance of the announcement from whether ARM’s stock is attractive after the re-rating. My conclusion is straightforward: I am backing the NVIDIA–ARM alliance strategically, but I would not blindly chase $ARM at its current valuation. Intel is genuinely threatened, but it is not facing immediate extinction. What NVIDIA Actually Announced NVIDIA

$Marvell Technology(MRVL)$  #Marvell Surges 33% After Jensen Huang’s Trillion-Dollar Call — Revolutionary AI Winner or a Dangerous Chase? #MRVL #NVDA #AVGO #AI #Semiconductors #CustomSilicon #ASIC #XPU #AIInfrastructure #DataCenters #TigerTrade Marvell Technology’s explosive rally is understandable, but I would separate two very different questions: 1️⃣ Can Marvell become one of the most important semiconductor companies of the AI era? 2️⃣ Is $MRVL attractive immediately after a 32.52% one-day surge? My answer is yes to the first question, but probably not at any price to the second. NVIDIA CEO Jensen Huang calling Marvell the “next trillion-dollar company” is an extraordinarily powerful endorsement. It is especially meaningful because NVIDIA

$Lululemon Athletica(LULU)$  #Lululemon Drops 11% as Americas Revenue Falls — Is $LULU Heading Below $100? #LULU #Lululemon #RetailStocks #ConsumerStocks #Athleisure #Earnings #TurnaroundStocks #TigerTrade Lululemon’s post-earnings collapse is not simply the market overreacting to one disappointing quarter. The real concern is that the company’s largest and most mature market continues to weaken, while gross margins, operating margins and earnings are falling much faster than revenue. At approximately $114 per share, $LULU now looks statistically cheap. But there is an important difference between a stock being cheap because investors are emotional and a stock being cheap because earnings estimates have not yet reached the bottom. My conclusi

I’m not running for the exit. I’m treating this as a watchlist moment, not an all-in moment. The AI trade was crowded, rates just got repriced higher, and expectations for semis were stretched. That combination can wipe out a trillion dollars fast. But the long-term AI infrastructure buildout has not disappeared in one session. I’d rather scale in slowly, focus on quality chip leaders, and let the market prove support before adding aggressively. Panic creates opportunity, but only if you keep dry powder.

Yes, I’d rotate some capital from crowded AI hardware into cloud/software, but not abandon chips completely. The cleanest setup is GOOG: it has cloud acceleration, AI deployment, Search monetisation, and still trades cheaper than the quality of its assets suggests. MSFT is the safer fortress, AMZN is the AWS recovery play, and ORCL is the higher-beta infrastructure bet. I’d buy GOOG on pullbacks first, then MSFT/AMZN, while keeping chip exposure smaller and more selective. #GOOG #GOOGL #MSFT #AMZN #AI #Cloud #GoogleCloud #TechStocks

$ProShares UltraPro QQQ(TQQQ)$  離經叛道：開枝散葉百子千孫論TQQQ 常言道：「冇比較，冇傷害。」但很多時候，傷害並非來自你自己想比較，而是旁人主動將你與同儕比較，然後丟下一句：「你冇得同人比。」心靈便無端受創。 在ETF的世界裡，QQQ與TQQQ便經常被拿來對比。兩者同樣追蹤納斯達克100指數，投資的是美國百大非金融龍頭企業（如Apple、NVIDIA等）。差別在於：大哥QQQ不使用槓桿，細佬TQQQ則主打「單日報酬率三倍放大」的效果。 市場對兩者的評價向來涇渭分明：大哥斯斯文文、穩健規矩，開支比率僅0.18%，是投資人眼中「可以託付終身的伴侶」；細佬則被貼上「高風險、好高騖遠」的標籤，開支比率高達0.82%，加上三倍槓桿的特性，坊間普遍認為它「只適合短炒，長期持有必死無疑」——畢竟槓桿ETF在盤整或下跌時的「複利損耗」，向來被視為投資人的惡夢。 然而，做研究最忌輕信表象。我決定拋開常見的偏見，回頭檢視兩者的真實歷史表現。 結果發現，兩者都曾歷經劇烈波動，TQQQ的走勢更是誇張得多。但那些被形容為「食人唔吐骨」的槓桿損耗，並未讓TQQQ消失在市場中；相反，它不斷「開枝散葉」——上市至今十六年間，已累計完成八次拆股，其中七次為2:1拆股、一次為3:1拆股。反觀大哥QQQ，自上市以來僅在隔年做過一次2:1拆股，其後再無動作。 TQQQ十六年八次拆股，平均每兩年一次。市場普遍認為，ETF拆股的核心條件之一，是股價突破管理層設定的門檻（坊間常見為100美元）。換言之，TQQQ平均每兩年股價便會翻倍一次，才能觸發拆股條件。這個發現讓我有如哥倫布發現新大陸般興奮——畢竟坊間對TQQQ的討論，幾乎從未提及這一關鍵細節。 為了驗證這個推論，我進一步還原