To The Moon

$Strategy(MSTR)$   $Upstart Holdings, Inc.(UPST)$   $2X ETHER ETF(ETHU)$   $BitMine Immersion Technologies Inc.(BMNR)$   Recent sudden crashes in the capital markets really boil down to one thing: a squeeze in U.S. dollar liquidity. My view hasn’t changed — since U.S. Treasuries are essentially a long-term liquidity drain, there must always be “pipes” supplying water to them. One pipe is the U.S. banking system, and another is the yen carry trade. If both of these pipes dry up for different reasons, then the next pool of liquidity is cryptocurrencies. If that s

As DRAM prices start shooting up like fireworks, Samsung’s two big departments are suddenly not playing nice. The semiconductor side (DS) has apparently told the Mobile Experience team (MX), “Nope, no more than one year of DRAM for you!” because it now wants to focus on making money, not being generous. $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$ $Corsair Gaming, Inc.(CRSR)$  $Western Digital(WDC)$  $Seagate Technology PLC(STX)$   This little sibling quarrel is making the upcoming Galaxy S26 launch extra spicy. With parts getting more expensive,

BoJ’s Hawk Mode Activated: Markets Brace for Impact 🚨🦅 $SPDR Gold ETF(GLD)$   $iShares Silver Trust(SLV)$   For the past 30 years, Japan has basically been the world’s biggest “cheap money vending machine.” Super-low interest rates + a super-weak yen = heaven for global investors. Everyone borrowed yen, added leverage, and went shopping for U.S. Treasuries, tech stocks, and even emerging-market goodies. But now… the whole setup is quietly shifting. The yield gap between U.S. 10-year Treasuries and Japan’s 10-year bonds is shrinking fast. Why is this a little scary? Because when Japanese bond yields climb, Japan’s big players — insurance companies, pension funds, mega-institutions — will

Ladies, gentlemen, and everyone currently protecting their savings with their lives… buckle up.  This actually happened to me in January 2025, and I’m still recovering from the whiplash of going from “Is this a date?” to “OMG I’m in an MLM ambush.” I work in an investment bank in Singapore (yes, the soul-crushing, Excel-until-4 a.m. kind).  Early Jan, I’m in a client meeting when the client drags along a “friend who’s just here for support.” Let’s call this specimen Calvin. Tall, razor-sharp jawline, tailored shirt hugging exactly the right places, that quiet-danger finance-bro energy. Think Timothée Chalamet crossed with a wolf of Wall Street. I barely registered him during the meeting… until it ended. He glides over as we’re leaving, flashes the most lethal smile and goes:

$NVIDIA(NVDA)$   NVIDIA's latest quarterly earnings report, released on November 19, 2025, for the third quarter of fiscal year 2026 (ended October 26, 2025), once again shattered Wall Street expectations, painting a picture of unrelenting dominance in the AI hardware space. With revenue soaring to a record $57.0 billion – up 62% year-over-year from $35.1 billion in Q3 FY2025 and 22% quarter-over-quarter – the company underscored its pivotal role in fueling the global AI boom. Data Center revenue, the crown jewel of NVIDIA's portfolio, hit an astonishing $51.0 billion, a 66% YoY surge, driven largely by insatiable demand for its GPUs. Even as input costs rose amid supply chain pressures, NVIDIA maintained a robu

$Grayscale Bitcoin Mini Trust ETF(BTC)$   $Strategy(MSTR)$   After Bitcoin fell below 90,000, it suddenly made a strong rebound to 93,000. That “pullback” has already begun. Speculators immediately saw it as a bottom-fishing opportunity and rushed in. But in the past 24 hours, Bitcoin plunged another $3,100 and fell below 90,000 again. This is a very typical low-level investment trap — a fake rebound designed to lure investors in. Once they enter, the price crashes, leaving them agonizing over whether to cut losses or hold. A quick look at the chart makes it clear that this rebound was just false momentum. However, eager investors only focus on the rebound points and ignore the overall

In a rare candid interview with the BBC, Alphabet CEO Sundar Pichai sounded the alarm about the overheated AI market — saying no company, not even Google, is immune to a potential correction. $Alphabet(GOOG)$   $NVIDIA(NVDA)$   $Microsoft(MSFT)$   Pichai said AI investment is at an “extraordinary moment,” but warned that the hype cycle may be overshooting, similar to the dot-com boom of the late 1990s. Back then, huge valuations eventually collapsed in 2000, wiping out companies and jobs — even though the Internet itself prov

While the market was cheering CoreWeave’s $CoreWeave, Inc.(CRWV)$   134% YoY surge in Q3 revenue to $1.36 billion—or obsessing over the slight guidance cut blamed on “third-party data center delays”—most people completely missed the real message hidden in the earnings report. And that message isn’t about growth or execution. It’s a single, brutal question of survival. This AI darling, hailed as an industry disruptor, generated only $51.85 million in operating profit from its core business this quarter—yet it had to pay a staggering $311 million in interest to its lenders. This isn’t “growing pains.”It’s a financial arterial rupture. Strip away the glossy AI narrative, and the earnings reveal a company that looks less like a soaring tech

$Cloudflare, Inc.(NET)$   November 18, 2025, Cloudflare is currently experiencing a major outage that's disrupting services for millions of users worldwide. The issue began around 6:00 AM ET (11:00 UTC) and has caused widespread 500 errors, affecting not just Cloudflare's own dashboard and API, but also sites and apps relying on its infrastructure. This includes social platforms, gaming services, and AI tools. @TigerStars  @TigerObserver  @Daily_Discussion  @Tiger_comments  

🚨 WTF  bond yields just surged to a 26-year high, hitting 2.78%. This isn’t just a Japan story — global markets are watching closely. Many analysts are now asking: How much of the U.S. market sell-off is driven by the unwinding of the Japan carry trade? 🇯🇵➡️🇺🇸 When you dig into the numbers, it’s wild: Hundreds of billions of dollars previously flowing out of Japan into higher-yield assets overseas may now be rushing home as Japanese yields rise. If this unwinding accelerates, expect more volatility across global equities, U.S. Treasuries, and even currency markets. Buckle up. ⚠️📉 @TigerStars  @TigerObserver  @Da