$Palantir Technologies Inc.(PLTR)$ I've continued to DCA into Palantir (PLTR) during this recent pullback because my long-term investment thesis remains unchanged. While the stock has experienced significant volatility, I view the decline as a healthy correction rather than a deterioration in the company's fundamentals. Market sentiment can shift quickly, but I prefer to focus on the business rather than short-term price movements. What gives me confidence is Palantir's strong position in the AI software market. The company continues to benefit from growing demand for its Artificial Intelligence Platform (AIP), with both government and commercial customers increasing adoption. As organizations race to integrate AI into their operations, I bel

I’m staying cautious ahead of $Micron Technology(MU)$ earnings tonight. My leveraged Micron position has already generated strong gains, so I decided to lock in part of my profits rather than risk a negative surprise. With the stock up significantly this year, expectations are extremely high, and even a solid report may not guarantee a positive reaction. I still view Micron as one of the best indicators of AI infrastructure demand. If it delivers strong results, maintains healthy margins, and confirms tight HBM supply into 2027, it would support the view that AI spending remains robust despite recent market volatility. Among Micron, $Western Digital(WDC)$ , $Seagate T

$Direxion Daily MU Bull 2X Shares(MUU)$ Ahead of Micron's earnings call tonight, I decided to lock in profits on half of my MUU position. While I remain constructive on Micron's long-term outlook and believe the AI-driven memory cycle is still intact, leveraged positions require a different level of risk management. After a strong run-up, I felt it was prudent to secure part of my gains rather than expose the entire position to the uncertainty of an earnings event. Earnings season can be unpredictable, especially for a stock that carries high expectations. Even when a company delivers strong results, investors often focus on guidance, margins, future demand trends, or management commentary. Any disappointment in these areas could trigger a sha

I’m not bearish on SpaceX long term, but I’m also not rushing to buy the dip yet. The stock had a strong IPO run, and a pullback after such a surge is not surprising. Even after the recent decline, I think there could still be more volatility as the market digests valuation and upcoming share unlock concerns. What keeps me interested is the long-term story. SpaceX remains one of the most unique companies in the world, with leadership in launch services, Starlink, AI ambitions, and future space-based opportunities. Expected inclusion in major indexes could also bring meaningful demand over the coming months, which may help support the stock. For now, my strategy is to stay patient and wait for a better entry point. I would prefer a deeper pullback or a period of consolidation before build

$ServiceNow(NOW)$ I've started to gradually DCA into ServiceNow during this pullback because I believe the market is becoming overly focused on short-term concerns while overlooking the company's long-term growth potential. ServiceNow remains one of the most important enterprise software platforms in the world, helping organizations automate workflows, improve productivity, and accelerate digital transformation. These are mission-critical functions that businesses are unlikely to cut even during periods of economic uncertainty. Another reason I'm accumulating shares is the company's strong competitive position. ServiceNow has built a powerful ecosystem across IT service management, customer service, HR, security operations, and workflow automa

$ARM Holdings(ARM)$ ARM Holdings has been one of the hardest-hit names during the latest semiconductor sector pullback, with investors rotating out of high-growth AI and chip stocks amid concerns over interest rates, valuations, and slowing momentum. While many traders are focusing on short-term volatility, I see the current weakness as an opportunity rather than a reason to panic. Instead of trying to predict the exact bottom, I am using a disciplined Dollar-Cost Averaging (DCA) strategy to gradually build my position in ARM. My investment thesis remains centered on ARM's long-term role in the global semiconductor ecosystem. The company's architecture powers billions of devices worldwide, from smartphones and edge computing systems to the nex

$Corning(GLW)$ Corning (GLW) is not usually the first name investors think of when discussing the AI boom, but that is precisely why I started building a position and using a dollar-cost averaging (DCA) strategy on the stock. While the market remains focused on obvious AI winners such as Nvidia, I believe Corning represents a less crowded way to participate in the same long-term trend. Its valuation is far more reasonable, yet its products are increasingly important to the infrastructure supporting AI growth. The key reason behind my investment thesis is Corning's role in optical connectivity. As Nvidia's AI GPUs become more powerful, the amount of data moving between servers, racks, and data centers continues to explode. High-speed optical fi

I think trading has become harder because markets can no longer rely on clear Fed guidance. Warsh’s approach introduces more uncertainty, which means investors will react more aggressively to economic data and policy signals. I’m also not convinced rate hikes are guaranteed. If oil prices continue falling and inflation cools, the market could reverse some of its current hawkish expectations. Energy prices will be one of the key indicators to watch. As for $SpaceX(SPCX)$ , I see this pullback as a healthy correction after a huge post-IPO rally rather than a broken story. I remain bullish on AI and innovation long term, but I would stay selective and manage risk carefully in this more volatile environment. Volatility often creates the best opportun

After reviewing the new Tiger Merch, my top pick is the Trading Power Bank. As someone who follows the market regularly, a reliable power source is the most practical choice. The compact design, built-in cables, and fast charging make it useful for both trading and travel. My second choice is the Night Trading Comfort Collection, especially the memory foam neck pillow. Many investors stay up late to follow U.S. markets, so comfort and better rest can make a real difference. The eye mask is also a nice addition for quick breaks between trading sessions. Together, they match the lifestyle of active traders very well. For future merchandise, I’d love to see a Tiger-themed desk organizer or premium mouse pad. These are items traders use every day and would fit perfectly into a trading setup.

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

I think the market is entering a tougher phase. Earlier this year, investors focused on AI growth and rate cuts, but now inflation, interest rates, and valuations are back in focus. I don't believe the bull market is over, but future gains may be harder to achieve. A September Fed hike is possible, though not my base case. The labor market remains strong, inflation is still above target, and higher energy prices could keep pressure on policymakers. Unless inflation rises again, I expect the Fed to remain cautious. I remain bullish on AI long term, but valuation concerns are becoming more important. The key question is whether earnings growth can justify today's expectations. Going forward, profits and execution matter more than AI hype alone.

I think Mag 7 still matters because it represents companies with proven earnings and cash flow. However, $SpaceX(SPCX)$ shows the market is increasingly willing to pay for strategic infrastructure, making MANGOS an interesting theme for the next stage of technology growth. Between compute and infrastructure, I would lean toward infrastructure over the next decade. The first AI boom belonged to compute, but future growth will also depend on networks, energy, satellites, and connectivity, where SpaceX has a unique position. That said, infrastructure projects usually require more patience and carry higher execution risk. If I had to choose one long-term winner, I would still pick $

I didn’t own Samsung Electronics or SK hynix, but I participated in the AI memory-chip boom through $Direxion Daily MU Bull 2X Shares(MUU)$ , a 2x leveraged product linked to $Micron Technology(MU)$ . Since Micron is also a major memory-chip player, I’ve benefited from the same AI-driven demand trends that have powered the semiconductor sector higher. MUU has been one of my stronger-performing positions this year. I remain bullish on AI infrastructure and memory demand, although I keep my position size reasonable because leverage can amplify both gains and losses. The recent strength across global semiconductor stocks has fu

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to dollar-cost average into SOXL because my long-term view on the semiconductor industry remains highly bullish. Artificial intelligence, cloud computing, autonomous systems, and next-generation data centers are driving unprecedented demand for advanced chips. While short-term volatility is inevitable, I believe the secular growth trend for semiconductors remains intact, making SOXL an attractive vehicle for capturing amplified upside over time. That said, I am much more selective with new purchases at current levels. Semiconductor stocks have experienced a significant rally, and valuations are no longer as attractive as they were during previous market pullbacks. As a result, my

I'm backing Brazil. They always seem to have world-class attacking talent, and I think they have a real chance to go all the way this year. Tournament football often comes down to big moments, and Brazil has plenty of players who can deliver them. Plus, it feels like they're due for another World Cup title. Their mix of flair, experience, and squad depth makes them hard to ignore. On the investing side, I like betting stocks such as DraftKings and Flutter during major events like the World Cup. They don't need to predict the winner — they just benefit from all the excitement and betting activity. As for the games, I won't be watching every match at 3am, but if Brazil makes a deep run, I'll definitely be setting a few alarms! 🇧🇷⚽ @

$ServiceNow(NOW)$ ServiceNow ($NOW) has been one of the software stocks I continue to accumulate through dollar-cost averaging, even as the broader software sector experiences periodic pullbacks. While market sentiment has shifted away from high-multiple technology names in recent months, I view the current weakness less as a threat and more as an opportunity to gradually build a position in a high-quality business. The reason is simple: ServiceNow remains one of the most important enterprise software platforms in the world. What started as an IT workflow solution has evolved into a mission-critical operating system for large organizations, helping companies automate processes across IT, HR, customer service, security, and operations. Once emb

I’m cautiously constructive on $SpaceX(SPCX)$ , but at this valuation I wouldn’t treat it as an obvious buy. At ~90x sales, the market is already pricing in near-perfect execution & strong long-term growth, so the risk-reward feels stretched in near term even if the long-term story is compelling. What keeps me from being bearish is that SpaceX is no longer just a rocket company. Starlink’s recurring revenue, combined with dominant launch capabilities and potential future space infrastructure, gives it multi-industry optionality. If those engines scale as expected, the premium valuation can make sense over time—but it also assumes multiple big bets all work out simultaneously. Overall, I’m bullish long term but skeptical of the current price

Hooray! 🎉⚽ I just took my screenshot and managed to score a perfect goal! The ball went straight into the net with no deflection at all. Looks like Tiger’s finishing skills are World Cup level today, and I’m claiming that goal bonus with a big smile. 😆🐯 I honestly wasn’t expecting to get the winning shot on my first few tries, so seeing the ball land perfectly in the goal was a great surprise. It feels like picking the right stock at the right time — a little luck, a little timing, and a very satisfying result when everything comes together. I've posted my screenshot in the comments and joined the challenge. Now I'm tagging a friend to see if they can beat my perfect finish. Good luck to everyone taking part, and may your next shot find the back of the net too! ⚽🔥 #WorldCup #TigerBrokers