To The Moon

Over the past two weeks, Nokia has released a series of AI-related announcements. $诺基亚(NOK)$ Individually, none of them looked particularly game-changing. Taken together, however, they reveal a much bigger strategy. Nokia is quietly positioning itself as an AI infrastructure company. The latest announcement is its joint Silicon Valley Innovation Center with Freedom Holding. At first glance, it sounds like another corporate innovation lab. But the focus isn't consumer AI or chatbots. The center will develop AI data center blueprints, cloud infrastructure, advanced networking, 5G, edge computing, and AI-ready digital architecture. In other words, it's focused on building the foundation that future AI systems will run on. This becomes much more intere

If the inclusion-driven rally is primarily driven by passive inflows, much of that catalyst may already be reflected in prices. History shows index additions often create strong momentum before and around inclusion, followed by more mixed returns once forced buying subsides. For a fresh position, I'd avoid chasing after a 20%+ sector surge. If you want exposure: SPCX offers diversified exposure and lower company-specific risk. RKLB has a stronger operating business and is a reasonable choice for investors with higher risk tolerance. ASTS has the greatest upside potential, but also the highest execution and valuation risk. My preference would be to wait for a pullback or consolidate before adding. If the long-term space investment theme remains intact, missing the first leg is usually less

The rebound suggests investors still have confidence in the AI infrastructure story, and the quick recovery in memory names indicates the lawsuit has not materially changed the long-term demand outlook. However, one strong session does not confirm a new uptrend. A V-shaped recovery can evolve into a sustained rally if earnings, AI spending and macro conditions continue to support the sector. Equally, after such large gains this year, volatility is likely to remain elevated and sharp pullbacks should be expected. For long-term investors, I would lean towards selectively buying quality names on weakness rather than chasing a single day's rebound. If positions have become disproportionately large after the rally, trimming into strength to rebalance risk is reasonable. In short, treat this as

AI's gains have been unusually concentrated. While the S&P 500 rose only about 8%, memory and AI infrastructure names surged several hundred percent, showing how selective this rally has been. Q2 earnings are the next major test. Strong AI-driven revenue, margins and capex could justify current valuations. Any signs of slowing demand or weaker guidance could trigger sharp profit-taking. For H2, I'd avoid chasing memory after its huge run. I'd keep core exposure but gradually diversify into other AI infrastructure areas such as power, grid equipment, cooling, networking and cloud. The AI theme remains intact, but spreading exposure across the value chain offers a more balanced risk-reward than doubling down on the year's biggest winners.

In the world of trading, timing is everything. The EURGBP chart below highlights an important lesson in market analysis: waiting for the right area of interest can make the difference between chasing price and positioning with a clear plan. Using Elliott Wave analysis, the market structure suggested that EURGBP was not in a favorable area to Sell immediately. Instead, the focus was placed on waiting for price to complete its corrective pattern and reach the projected Blue Box area, where a higher-probability reaction was expected. The Elliott Wave Roadmap The chart shows EURGBP developing a corrective structure. The analysis identified that price was moving through a wave sequence and that the final leg higher was expected to complete inside the Blue Box area. Rather than buying into stren

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$  $Apple(AAPL)$  🚨🤖📈 $NVDA Pullback Or The Next AI Accumulation Zone? Options Markets Are Sending A Clear Signal 📈🤖🚨 🧠 I’m watching Nvidia $NVDA closely as one of the most important battles in the market unfolds: are investors losing conviction in the AI trade, or is this simply a healthy reset before the next potential move higher? After its recent pullback, $NVDA is testing its 260-day moving average, a historically important long-term trend indicator that has often attracted buyers during periods of market uncertainty. 📊 According to quantitative analysis, similar $NVDA setups over the past decade have pro

Alphabet’s recent corporate and market milestones make it a highly compelling case study for both equity and options-focused strategies. The dynamic you described highlights a classic intersection of fundamental re-rating and structural market support. The Fundamental Re-Rating: Is it a Buy? The pullback of roughly 12–15% from its May 2026 all-time highs of around $385 down to the mid-$350s has effectively compressed $Alphabet(GOOGL)$ Alphabet's valuation. Attractive Valuation Compression: At these levels, the stock trades at a forward P/E of roughly 23.7x to 24.7x. Compared to a trailing P/E that recently spiked over 30x, this compression provides a solid safety margin for long-term investors. The AI and Cloud Narrative: This isn't just a multip

$Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$ $Rigetti Computing(RGTI)$  這是短炒彈藥 量子電腦未來發展趨勢 量子電腦正從實驗室原理驗證加速邁向工程化與產業化，未來十年將沿著**硬體規模化、錯誤校正實用化、專用機優先落地、量子與AI融合、網路互聯與安全升級**六大主線推進，中長期朝通用容錯量子運算與全球量子網際網路發展。 --- ## 一、硬體：多技術路線並行，規模與保真度同步提升 - **超導量子**：仍是主流技術路線，量子位元數量持續突破（如IBM、Google），核心目標為提升**閘保真度（逼近99.9999999%）**與同調時間，降低運算錯誤率。 - **光量子（中國優勢領域）**：具備室溫穩定、低損耗特性，「九章」系列不斷刷新光子纏結紀錄，產業化門檻低，預計3至5年內可縮減至桌上型電腦尺寸。 - **中性原子／離子阱**：擴展性高、同調時間長，中性原子技術路線快速崛起（如中國「漢原」系列），目標在2027至2030年推出千位元等級專用量子電腦。 - **矽基量子**：2026年已實現原子級精度全堆疊邏輯運算，未來將依託成熟半導體製程，實現低成本量產。 ## 二、錯誤校正：從NISQ過渡至容錯運算，邁向實用化關鍵突破 - **短期（2025-2030）**：量子錯誤校正走向規模化，邏輯量子位元突破10個，表面碼等新型校正碼降低實體量子位元消耗，推動NISQ（雜訊中型量子）電腦於特定領域商業化應用

$Alphabet(GOOGL)$  one of the few companies that started the AI craze.  Best case scenario: AI contribute immensely to productivity. Revenue goes up. Worst case scenario: AI is a bubble. Alphabet stops capex. Free cash flow goes up. Rest of economy goes to dump. Buy now at Berkshire entry price in 2026. Wait and you will regret. Once the assets (data centers) are online, that is when revenue will spike. It is inevitable that the other S&P500 companies will increase their IT budget. 

$Advanced Micro Devices(AMD)$   AMD was so flat towards end of last year and begining of this. It started to break after the 2nd quarter and have never look back since.  The upward trajectory looks parabolic and over extended.  Is this high speed train coming to a stop or at least slow down any time soon?