To The Moon

Kevin Warsh’s debut as Federal Reserve chair sent an unmistakable signal: the easy-money era is over. The central bank held its benchmark rate steady at 3.5% to 3.75%, but the updated projections told a different story. Nine officials now see at least one rate hike this year, a sharp pivot from earlier expectations of cuts. Sticky inflation, hovering near 3.6% on core PCE measures, driven by resilient growth, energy pressures, and lingering geopolitical tensions, has forced even patient policymakers to reconsider. I have followed monetary policy long enough to respect this shift. Warsh, known for his hawkish leanings, is confronting an economy that refuses to cool on schedule. Higher-for-longer rates or potentially higher rates raise the cost of capital across the board. That matters profo

I’m bullish on $SpaceX(SPCX)$ , but I think Elon Musk’s goal of growing revenue from $18.7 billion in 2025 to $1 trillion by 2030 is extremely ambitious. Even $NVIDIA(NVDA)$ AI-driven growth didn’t come close to that pace, so execution will be the biggest challenge. Still, SpaceX is unlike most companies. Starlink, launch services, defense contracts, and the potential of Starship give it multiple growth engines that could support a much higher valuation over time. If Starship reaches commercial scale, it could unlock entirely new markets that barely exist today. For this week, my prediction is that SpaceX’s market cap w

Most investors still analyse Starbucks as though it earns its living by selling lattes one cup at a time. I think that framework is becoming outdated. While near-term earnings remain under pressure from higher labour costs and ongoing operational investment, Starbucks is reshaping itself into something more valuable: a global consumer platform that increasingly resembles a royalty business. The market appears fixated on quarterly operating margins, but I believe the bigger story is that Starbucks’ economic model is becoming less dependent on store ownership and more reliant on monetising its brand, digital ecosystem and expanding licensed footprint. That distinction matters because businesses that earn royalties rather than directly operating every location tend to generate structurally hi

SpaceX (SPCX) share price rising sharply — why? What could happen in the next 3 months? (This is an analysis, not a guaranteed prediction.) SpaceX has seen strong buying interest after its market debut. The main reasons behind the rise appear to be: 🚀 Reasons for the current surge 1. IPO excitement & investor demand SpaceX attracted huge investor attention as one of the biggest public listings. Many investors want exposure to Elon Musk’s companies and the space/AI sectors. 2. Limited shares available (low float) Only a small percentage of shares are available for public trading initially. When demand is higher than available supply, the price can move very quickly upward. 3. Starlink growth expectations Investors are valuing future growth from satellite internet, global connectivity, a

$南方两倍做多海力士(07709)$ [财迷]  [财迷]  [财迷]  [得意]  

$Alibaba(BABA)$  still holding strong

$ZIM Integrated Shipping Services Ltd.(ZIM)$  DCA if opportunities come

$ROKU 20270319 75.0 PUT$ Bought back this long term Roku PUT option to take profit instead of waiting for 9 months for options to expire. Roku price went up recently after announcing to be acquired by Fox for 22 billion. [Miser]  

$ASML 20260918 1880.0 CALL$  I bought an ASML call last Friday, but I think I was a bit too eager to jump into the trade and ended up paying a premium for it. Because of that high entry price, I needed a massive upward move in the share price just to hit my break-even point and close it out profitably. Fortunately, ASML absolutely ripped the charts today, touching fresh 52-week highs following Intel’s 18A-P risk production announcement, which gave me the perfect exit window to secure a small profit. For now, I am going to sit on my hands, stay on the sidelines, and wait out the major market events scheduled for these next few days to see exactly where the broader trend is heading before I commit to any new positions.

$Sheng Siong(OV8.SI)$   Good divi stocks to hold and support by buying all your homeneeds You spend for vegetable n house needs and portion of it invest in

P&L (17 June 2026) Decent bounce back.  $NVIDIA(NVDA)$ still looking kinda flat but still optimistic and $Broadcom(AVGO)$ & $Marvell Technology(MRVL)$ bouncing back as chips sector rally after yesterday's drop.  $Marvell Technology(MRVL)$ $Rocket Lab USA, Inc.(RKLB)$ Looking forward to both Marvell joining the S&P 500 next monday and Rocket Lab Inc joining the Nasdaq 100. Analyst upgrades and sector rebounds proves BRIGHT DAYS AHEAD FOR MARVELL and for Rocket Lab Inc, inclusion in the Nasdaq 100 would ATTRACT new investors