To The Moon

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.

Growth stocks that doubled in 2025: Sandisk: +572% Lumentum: +341% Western Digital: +291% AST: +257% Micron: +249% Seagate: +225% Robinhood: +211% Rocket Lab: +177% Lam: +141% Palantir: +141% Wayfair: +128% Comfort Systems: +121% Applovin: +115% Carvana: +113% GE Vernova: +101%

Thank you 🐅! Roaring ahead for Yr2026

 Manus is a Chinese startup! Manus is primarily known as a new type of autonomous AI agent that executes complex, multi-step tasks in the cloud, acting like a digital assistant to handle research, content creation (like coding or writing reports from data), scheduling, and data analysis without constant human input, bridging the gap between idea and execution. Meta will operate and sell the Manus service, as well as integrate it into its consumer and business products, including in Meta AI, the company said. The exact financial terms of the deal have not been officially disclosed by the company.

What just happened: Acquisition: Google acquired Intersect Power for ~$4.75 billion cash (plus assuming existing debt) Who they are: Utility-scale clean energy developer focused on solar, battery storage, and integrated energy infrastructure What they do: Develop, own, and operate multi-gigawatt clean-energy projects - specifically designed to co-locate with large power users. Here a **ranked list of publicly traded companies similar to Intersect Power — ordered from most potential (growth + profitability) to least based on recent analyst outlooks and fundamentals in the renewable/clean energy space (as of late 2025): 📈 Top-Tier (Strong Growth + Profits + Scale) NextEra Energy (NYSE: NEE) — Best overall renewable utility play • World’s largest wind + solar generator with stable utility cas

BREAKING: Bank of America says, these 6 stocks will lead the $1 trillion chip surge in 2026: 1. Nvidia (NVDA) 2. Broadcom (AVGO) 3. Lam Research (LRCX) 4. KLA (KLAC) 5. Analog Devices (ADI) 6. Cadence Design Systems (CDNS) In a report titled "2026 Year Ahead: choppy, still cheerful," Bank of America analyst Vivek Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026. Arya noted a strong belief in companies with "moats that are quantified by their margin structure."

Good to know : MSTR Jan2026! MSCI has not yet made a final decision on the exclusion of MicroStrategy (MSTR) from its indexes. The final decision is expected to be announced on January 15, 2026, and if the exclusion is confirmed, it would take effect in February 2026. The potential removal is due to a proposed rule change by MSCI, which is consulting on excluding companies whose digital asset holdings (like MicroStrategy's significant Bitcoin treasury) represent 50% or more of their total assets, arguing that such firms resemble investment funds rather than traditional operating companies. Key Insights Decision Timeline: The consultation period ends on December 31, 2025, with the final announcement on January 15, 2026. Impact: If excluded, passive funds tracking MSCI indexes would be force

Abstracted from my Read : Silver: +130% Gold: +65% Copper: +35% Nasdaq: +20% S&P 500: +16% Russell 2000: +13% Bitcoin: –6% Ethereum: –12% Altcoins: –42% Crypto is officially the worst-performing major asset class of 2025. KEY RISKS TO WATCH IN 2026 1)Rate cuts delayed-Hurts small caps & crypto 2)AI earnings miss-Nasdaq multiple compression 3)China slowdown-Copper & silver downside 4)Crypto regulation-Altcoin wipeout risk SIMPLE RULES FOR 2026 1)Trim winners, not losers 2)if BTC leads → ETH follows → altcoins last 3)Gold first, silver second 4) Cash is a position In short — 2026 playbook BEST TO INVEST 1) Gold Stable uptrend, central-bank support Works in both bull and stress scenarios 2) Bitcoin 2025 laggard → strongest rebound potential 3)ETF + institutional demand = asymmetri

Sharing my read - Why Japan bank interest rate increases affect whole world? Abstracted from Robert T. Kiyosaki. Japan just sent a warning most Bitcoin traders don’t understand. The Bank of Japan is preparing to raise interest rates to around 0.75% — the highest level in roughly 30 years. To most people, that sounds boring. To anyone who understands global money flows, it’s a shockwave. For decades, Japan played one role in the global financial system: The cheapest source of money on Earth. Investors borrowed yen at near-zero rates and used it to buy: • Stocks • Real estate • Private equity • Crypto This is called the yen carry trade. It works beautifully when rates stay low. It breaks violently when rates rise. Every recent tightening cycle in Japan tells the same story: When the yen