To The Moon

If I had to choose between chasing SpaceX at $175 and buying a beaten-down Rocket Lab, I would lean towards RKLB on weakness. The key issue is not whether SpaceX is a great company. It is. The question is whether today's price already discounts years of success. When a newly listed company rapidly becomes one of the largest U.S. firms, expectations become extremely demanding. RKLB, meanwhile, now has a clearer investment case. Investors can compare it directly against SpaceX rather than treating it as a proxy. If the selloff is mainly due to capital rotation rather than deteriorating fundamentals, the risk-reward may improve. That said, I would not rush into either: SPCX: world-class business, but valuation risk is high after a parabolic move. RKLB: more speculative, but potentially offers

$Silvercorp Metals Inc(SVM)$ 20 Target Price on global physical Silver demand deficit. Growth Catalysts for SVM Silvercorp Metals (SVM) has made some exciting recent discoveries. At their LMW underground mine in China's Ying Mining District, they've found high-grade silver, gold, and copper mineralization. Some notable intercepts include: - *2,705 g/t silver* over 18.02 meters in vein W18W - *34 g/t gold* and *4.45% copper* over 0.82 meters in vein LM28 - *4,738 g/t silver* over 1.80 meters in vein LM32E These discoveries have expanded known mineralized zones and identified new vein structures with high-grade mineralization. The company is also advancing the El Domo Project in Ecuador, with construction expected to be completed by Q2-2026, with es

$SpaceX(SPCX)$ $NVIDIA(NVDA)$  $Tesla Motors(TSLA)$  🚀🌌 $SPCX: A New Mega-Cap Challenger Emerges In The Space Economy 🌌🚀 📊 A remarkable market milestone: in this snapshot, $SPCX has entered the global mega-cap rankings with an estimated market value of approximately $2.4T, placing it alongside the world’s most valuable companies including $NVDA, $GOOG, $AAPL, $MSFT, $AMZN, $TSM, $AVGO and $TSLA. The market is sending a clear message: investors are no longer valuing SpaceX purely as a rocket company. They are attempting to price a potential space infrastructure platform. The numbers behind the debut have been extraordinary: 🚀 $SPCX surged more

$Marvell Technology(MRVL)$ $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  🚨 Semiconductor Options Flow Sends a Powerful Signal: Smart Money Is Positioning for More Upside? 🚨 I’m watching a major options flow shift across semiconductor names today as traders aggressively position for continued momentum in AI infrastructure, memory demand, and the next phase of the chip cycle. 📌 $MRVL | Marvell Technology $26M+ in short-dated, single-leg calls have been bought today, pushing $MRVL into the 3rd most bullish options premium ranking across the stock market outside the Mag 7. I’m paying close attention because concentrated call buying often reflects

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Market opened today with extended bullishness from last Thursday d/t Trump announcement of a peace deal with Iran “done” and it will be signed on Sunday. However, it has since been delayed to Wednesday, in line with FOMC rate announcement. This shift has got me thinking, what is this manipulator planning up his sleeves again? So I am holding back my bullets on the tech sector and see how it plays out on Wednesday. The bullishness in the stock market might be because of the continued positive outlook on SPCX since its debut on Friday. Pretty surprised that it still maintained its high level into today. But I will wait for the day that SPY or QQQ a

In late May 2026, $ONDS secured a company-record $14.3 million Optimus drone system order from a major international defense and national security customer. The systems will be deployed for border protection and critical infrastructure security across key Middle East regions, validating the real-world effectiveness of Ondas’ autonomous drone technology in defense and high-security operations. Although Q1 revenue was $2.9 million due to normal project revenue recognition timing, the company reported a record $35 million backlog. Management expects a significant acceleration in H2 2026 as Middle East defense contracts and North American railroad network deployments move into the delivery phase. Key Growth Drivers • Dominant Position in Industrial Communications: Ondas benefits from the long-

$Addvalue Tech(A31.SI)$ 0.3 Target Price.   Addvalue Technologies Ltd is an SG satellite communication company that offers cutting-edge satellite components and digital broadband products and solutions across Europe, the Middle East, Africa, North America, and the Asia Pacific with a market cap of SGD 736.68 million.    Operations: The company generates revenue from bespoke telecommunication equipment and related products and components, amounting to $24.83 million. Earnings Growth Forecast: 40.4% p.a.    Addvalue Technologies is experiencing robust growth, with earnings rising to US$4.83 million from US$1.95 million year-over-year and revenue expected to grow significantly faster than the market average at 28.3% annual

Why is gold sliding during a geopolitical crisis? I take the view that $Gold - main 2608(GCmain)$  is currently facing a fascinating fundamental and technical dilemma. With futures recently testing an intraday low of approximately $4,047, the market is staring right down the barrel of a massive psychological and technical level: $4,000. Why is this happening? A few market mechanics could explain the weakness: Liquidation Phase: In sharp, sudden risk-off environments, institutional investors often liquidate liquid assets to cover margin calls and losses in other parts of their portfolios. Strengthen USD (maybe?): POTUS ha repeatedly made his comments about the weakening greenback. If geopolitical tensions are driving investors st

🚀 SpaceX Tops $200: A $2 Trillion Rocket Ride SpaceX has officially left the atmosphere. The stock just extended its jaw-dropping post-listing parabolic run, surging 19.60% intraday and pushing even further to $211 in after-hours trading (an additional +9.62%). This explosive momentum is being driven by a perfect storm of market euphoria: The Catalysts: A combination of Elon Musk's latest commentary and the sudden U.S.-Iran agreement has poured rocket fuel on the broader risk-on sentiment. The Milestone: Analysts are now officially crowning SpaceX a "$2 trillion stock that has left Earth," making it one of the most aggressive valuation expansions in recent market history. The Structural Reality While the momentum is undeniably historic, extreme technical caution is warranted. When even leg

🔥 AMD Leads the Chip Rebound: The Engineering-Driven GPU Play Advanced Micro Devices ($AMD) just delivered a masterclass in high-beta outperformance, surging an impressive 6.98% to lead the semiconductor sector higher. While the immediate catalyst was a macro risk-on shift following the U.S.-Iran agreement, the structural undercurrent driving this breakout is firmly rooted in the engineering trenches. Citi officially upgraded AMD to a Buy, labeling the company an "emerging force" in the GPU market. But looking past the headline price action and broad sector whiplash (with $SOXL jumping 16%), the real validation for AMD's MI-series is happening at the infrastructure level: The Fine-Tuning Advantage: As enterprise AI matures, the heavy lifting is shifting from raw foundational training towar

🚀 The market isn't buying today’s SpaceX. It’s pricing in the SpaceX of 2036. If SpaceX eventually goes public and mirrors Tesla's early market dynamics, brace yourself for extreme volatility—and don't be surprised when it happens. Companies of this magnitude are rarely valued on current earnings. Instead, they are priced on the imagination of what they will become over the next two decades. Consider the contrast in market valuations: Amazon’s $2.6T valuation is built on proven, undeniable cash flow—e-commerce, AWS, and advertising. SpaceX’s future valuation will be built on the promise of an empire—absorbing expectations for Starlink, Starship, defense contracts, AI, and the broader orbital economy. When the market believes in a massive vision, capital floods in, driving aggressive short-

$Zhongji Innolight Co.,Ltd.(300308)$   $Eoptolink Technology Inc.,Ltd.(300502)$   $Yuanjie Semiconductor Technology Co.,Ltd.(688498)$   $Suzhou Tfc Optical Communication Co.,Ltd.(300394)$   $Luxshare Precision Industry Co.,Ltd.(002475)$   This USB drive-like device has become a leader in the capital markets, driving the ChiNext Index to a new high in nearly eleven years and pulling the main stage of AI computing power hardware back to China. In 2025, among the global top ten optical module vendors, seven are Chinese companies. For high-speed op

Can SpaceX Actually Turn a Profit? What Unprofitable IPOs Tell Us About Future Stock Prices As a company that was net loss-making at the time of its IPO, $Space Exploration Technologies Corp(SPCX)$   may replicate $Tesla Motors(TSLA)$   's arduous path to turning profitable. This is especially challenging given the high capital expenditures and R&D spending required by xAI, one of its three major business segments. Intense bullish and bearish sentiment will amplify SpaceX's volatility, creating opportunities for tactical buying on dips and selling on rallies. What Challenges Lie Ahead on SpaceX's Path to Profitability? Among SpaceX's three main busine