To The Moon

The whole robotics sector suddenly woke up. iRobot shooting up, Richtech and Serve jumping double digits… even Tesla got pulled into the narrative. It’s pretty clear the market is betting on a Trump-era push for automation and robotics. Honestly, this doesn’t surprise me. Robotics has always been “the future theme,” just waiting for a catalyst. And now with government interest + rising labor costs + AI breakthroughs, it feels like all the pieces are lining up at the same time. The question is whether this surge is just a short-term hype reaction — or the beginning of a multi-year uptrend like what we saw with AI chips in 2023/24. For me, I’m not chasing, but I’m definitely watching. If robotics becomes the next big policy-backed sector, these early movers could still have plenty of room to

$U 20230120 200.0 CALL$ 

$WUXI BIO(02269)$  

This year’s Black Friday isn’t just happening in shopping malls and on e-commerce apps. If you look at the market, quite a few good companies are also trading at “Black Friday” prices after months of volatility, rate worries, and sector rotations. So it makes me think: should we be rushing to buy discounted products, or quietly accumulating discounted stocks instead? When we talk about discounts on products, it’s very straightforward. A TV is 30% off, a phone is 40% off – but one year later, both are worth less than what we paid. The value is consumed. With stocks, a real discount is different. A good “Black Friday stock” to me is a company where the business is still solid – earnings are growing or at least stable, the competitive advantage is intact, management is still executing – but t

$AMD 20230120 115.0 CALL$ 

$WUXI BIO(02269)$  

$AMD 20230120 115.0 CALL$ 

$WUXI BIO(02269)$  

CoreWeave’s drop really caught my eye. The company actually beat on earnings, but the lowered full-year guidance clearly scared the market. The stock basically fell off a cliff straight into the high-80s. Here’s how I see it: The revised guidance isn’t ideal, but it doesn’t change the bigger picture — CoreWeave is still one of the fastest-growing names in the AI infrastructure space. Demand for compute isn’t slowing, and CoreWeave still sits in a sweet spot with cloud GPU capacity, especially with how crazy AI workloads are getting. What worries me a bit is the volatility. When expectations are sky-high, even a slight guidance cut can send the stock into a freefall like this. So the question is: is this a real warning sign, or just the market overreacting (again)? Personally, dips like thi

$Circle Internet Corp.(CRCL)$ Circle dropped after earnings, but honestly I think the market is overreacting. Yes, the stock pulled back… but the actual numbers were solid. Revenue and reserve income came in strong, net profit jumped a lot YoY, and EBITDA growth was impressive. For a company in this space, those are not small achievements. Circle’s core business — especially USDC — is still growing steadily. Whether people like it or not, stablecoins are becoming a bigger part of global payments and on-chain liquidity. Circle is one of the key players, and that positioning doesn’t disappear just because the stock dips on earnings day. The part that caught my attention: Even with the volatility in crypto, Circle continues to grow its revenue base.