To The Moon

🌟🌟🌟The market today is a stark contrast to yesterday's sizzling excitement. The Fast and Furious rally hit a wall and giants like $SanDisk Corp.(SNDK)$ have indeed come back to earth. This sudden cooldown in the memory chip stocks highlights the intense volatility of the current market and the constant battle between hype and fundamentals. Yesterday's euphoria was fueled by $NVIDIA(NVDA)$ CES 2026 announcement and the projected 60 to 70% price hikes for memory chips in Q1. This caused investors to rush in, sending SanDisk up over 27% in a single day. Today, the January Effect excitement is cooling. Investors are now pondering the boom & bust history of the memory cycle and w

Research platform Seeking Alpha released its Top 10 Stock Picks for 2026. The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on earnings visibility and structural growth. $Micron Technology(MU)$ — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount. $Ciena(CIEN)$ — High-speed networking leader; record orders and backlog supported by hyperscalers. $Barrick Mining Corporation(B)$ — Gold plus copper exposure aligned with energy transition; earnings leverage. $Celestica(CLS)$ — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.

I first covered the above saga, almost the minute news broke and in quick succession. This is because it is the deal of the century and it will definitely disrupt the global entertainment landscape in a big way forever. Click on the titles to read my previous two posts: 8 Dec 2025 - The Winner Is NFLX... Errh, Not So Fast ! 10 Dec 2025 - WBD bid war begins : NFLX vs PSKY vs Trump (?) So Far. As we enter 2026, battle for $Warner Bros. Discovery(WBD)$ has shifted from a boardroom negotiation to a high-stakes standoff between the incumbent favorite, $Netflix(NFLX)$

$Coinbase Global, Inc.(COIN)$ Bullish $Snowflake(SNOW)$ Bullish $Bloomin(BLMN)$ Bullish 08Jan26 ET 🇺🇸 | 09Jan26 NZT 🇳🇿 I’m watching a rare moment where analyst conviction, deal flow, policy tailwinds, and tape structure are all aligning. These upgrades are not isolated calls. They map directly onto where capital is consolidating across the AI economy, from financial rails, to data gravity, to collaboration layers, and now power itself. 🚨📰 JUST IN: $COIN 🟢 BofA upgrades to BUY | PT $340 I see Bank of America reframing Coinbase as an “Everything Exchange,” and that framing matters. Stocks, ETFs, prediction markets, and crypto under on

If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly. AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle. Most importantly, AMD offers balance: broad AI exposure, improving margi

I remain bullish on Tesla's $Tesla Motors(TSLA)$ Full Self-Driving (FSD) and see the recent noise around NVIDIA's $NVIDIA(NVDA)$ Thor platform more as hype than a real threat. While Thor looks impressive on paper and CES showcased strong partnerships with Lucid $Lucid Group Inc(LCID)$ , Mercedes-Benz, and BYD $Byd Company Limited(002594)$ , the reality is that self-driving is not just about raw compute power or flashy demos. The hardest part is handling those rare, extreme edge cases — the last 1% of autonomy — and tha

Source: tradingview $BABA-W(09988)$ saw a strong rally earlier, driven by renewed focus on Alibaba Cloud and AI initiatives, which helped reposition the company as a growth and technology story rather than just an e-commerce platform. This shift in narrative pushed the share price to a high of around HKD 185 in Sep-Oct 2025. However, since late October 2025, price has retraced and shown signs of weakening as momentum cooled. Technical Overview of Alibaba Overall trend: Alibaba is showing signs of an upturn, with price holding above its key moving averages, suggesting the broader structure remains constructive. Trend support: Alibaba is currently being supported by its 20-, 50-, 100-, and 200-day moving averages, which are all clustered below the

For me, CES 2026 boils down to Rubin, Physical AI, and Power. Rubin confirms that AI is now about system-level efficiency, where NVIDIA $NVIDIA(NVDA)$ still leads. Physical AI—autonomous driving and robotics—is the next growth layer, and energy, especially nuclear, is becoming long-term infrastructure rather than a short-term trade. In positioning, NVIDIA remains my core holding, but I’m not ignoring the second-order plays. Robotics is where expectations are still forming, and Qualcomm’s $Qualcomm(QCOM)$ full-stack push stands out as a possible re-rating catalyst as embodied AI scales. On Tesla