To The Moon

If you believe that Bitcoin and other cryptocurrencies are a permanent part of financial markets, their recent weakness is a buying opportunity.The crypto complex is under extreme pressure, and investor sentiment is verging on apocalyptic. The apparent cause of the distress is surreal.The Bank of Japan reportedly might raise interest rates, which impacts crypto because many traders are said to borrow in yen to buy the assets. If rates rise in Japan, investors will presumably sell crypto to cover their yen loans.Borrowing in one country with low rates to buy risk assets in another country is common among sophisticated investors, such as bank trading desks and hedge funds, but it's surprising to see the strategy cited for crypto's weakness.While this dynamic plays out, aggressive investors who want to wager that fear turns to greed if Bitcoin prices keep declining can focus on Strategy and Coinbase Global. The trade's warning label: It's hard to know if buyers will step into the maw at s

Recently, IDC's report on the "China Large Model Public Cloud Service Market Analysis, 2025H1" (calculated based on external customer Tokens usage under the MaaS layer, excluding vendor-owned...

JPMorgan has substantially increased its price target for Alibaba, with analysts highlighting how the company is creating an unprecedented business flywheel by transforming AI token revenue from its...

We've all been there: you're in green territory, up 30%, 50%, maybe more... but you freeze.“What if the Fed cuts rates next week? What if this is just the start?” Then the rally stalls. News drops. You're back to breakeven — or worse. 📉 Macro Confusion → Profit Paralysis The desire for more is amplified when macro headlines paint a bullish picture. Rate cut optimism, a cooling CPI, or dovish Fed talk—these make us believe there's "room to run." But here's the truth: markets move ahead of the news. By the time macro tailwinds are priced in, the smart money is already trimming. 🔬 Micro Signals Often Say“Take the Bag” Look at the individual names. If volume wanes, insiders sell, or earnings beat but forward guidance dips—that's your sign. Yet many ignore these micro signals while clinging to

Ms. Zheng, born in 1969 with a high school education, left her state-owned enterprise during the downsizing wave and switched to sales. Now in her sixth year of receiving retirement benefits, she...

Goldman Sachs published a China market strategy report, showing its screened list of Chinese AI investment portfolios:Goldman Sachs raised its target price for Chinese stocks on Monday, estimating that AI adoption could boost earnings growth and potentially bring in $200 billion of inflows.Chinese tech stocks have been on a strong rally, clocking their best winning streak in over two years last week, boosted by DeepSeek's AI breakthrough, which reignited investor interest in China's technology c

Alibaba stock has good reasons to rise from here.