To The Moon

$Rezolve AI(RZLV)$   RZLV is sitting at one of those uncomfortable points where the business story and the stock chart are telling two very different stories. RZLV closed at $2.06, down 3.29%, almost exactly at its session low of $2.05. The stock has fallen from its recent $2.39 high and is now testing the psychologically important $2 level. Meanwhile, short-term RSI has collapsed into oversold territory. That creates a potentially attractive rebound setup. But I would not buy simply because RZLV looks cheap. At $2.06, I want confirmation that sellers are actually running out of ammunition. The fundamental story is still powerful. Rezolve has reported extraordinary revenue acceleration, expanded its customer base and continued building partne

$Beyond Meat, Inc.(BYND)$   Beyond Meat is becoming interesting again, but for a very specific reason. At $8.25, BYND is sitting just above its recent $7.84 low, after a brutal decline from the $11-$12 area. The short-term RSI readings in the chart are deeply depressed, with RSI6 around 22 and RSI12 around 28. That is the setup for a bounce. It is not yet the setup for a reversal. The Chart Is Telling Me Sellers Are Exhausted, Not Defeated Look at the last several sessions. The violent red candles have disappeared. Price has compressed around $8.10-$8.40 and volatility has contracted. That often happens before a move. The problem is that BYND has not demonstrated that buyers have regained control. There is no co

If interest rates stay higher for longer, the obvious response is to hide in cash and collect the yield. I'm taking a different approach. I still want exposure to crypto, but I’m separating Bitcoin from Circle (CRCL) because higher rates affect them very differently. Bitcoin is the scarce asset. Circle is the business trying to build financial infrastructure around digital dollars. One is primarily a liquidity and adoption trade. The other must ultimately deliver revenue, margins and durable competitive advantage. That distinction determines my Pick Levels. Why I Still Want Bitcoin Bitcoin has recovered strongly from its Q3 lows and is back around the mid-$80,000s. Higher rates are not automatically bullish for BTC. A stronger dollar, attractive Treasury yields and tighter liquidity can al

Micron currently gives me the cleaner read on DRAM and HBM demand. SanDisk gives me exposure to NAND and data-storage demand, but after its enormous rerating and recent index-related catalyst, I think price discipline matters even more. So I don't want to chase either stock simply because the memory thesis remains bullish. I want the market to give me my price. My MU Pick Levels Around the recent $1,080 area, MU is no longer cheap enough for me to treat every small dip as an opportunity. $1,030-$1,060: First Pick I would consider starting or adding modestly here if the broader memory thesis remains intact. $970-$1,020: Preferred Pick This is the zone I would find considerably more attractive after the earnings run. $900-$950: Strong Pick If MU reaches this area because of macro pressure ra

For years, investors were conditioned to expect the same sequence: inflation cools, interest rates fall, liquidity improves, and growth stocks get another valuation boost. What if that sequence takes much longer than expected? With the U.S. 10-year Treasury yield around the 5.3% area recently, I think the more useful question is not, “When will rates finally fall?” It is: How do I make money if high rates simply become normal? My answer is not to abandon stocks. It is to raise the hurdle rate for every dollar I invest. The 5% Problem for Stocks When safe government debt offers around 5%, stocks face real competition for capital. That matters especially for companies whose valuations depend heavily on profits many years into the future. But I don't think all equities should be treated equal

$XAU/USD(XAUUSD.FOREX)$   $Micron Technology(MU)$   $Circle Internet Corp.(CRCL)$   $NVIDIA(NVDA)$   High-beta stocks are doing exactly what they are designed to do when risk appetite returns: move faster than the market. But that creates a dangerous psychological trap. The stronger the rally becomes, the easier it is to believe that waiting means missing out. I see it differently. Beta tells me how fast a stock may move. It does not tell me whether the price is worth paying. So I am not asking which hig

This Mid-Autumn, I’m sending Tiger and some of my favourite stocks straight to the moon! From Singapore’s skyline to a sky full of bullish wishes, may our lanterns glow and our portfolios glow even brighter. 😂📈✨ Which stock would you put on your lantern?

Monday gave us one of the cleanest tests of the memory rally so far. SanDisk fell roughly 1.4% to around $1,766 after its S&P 100 inclusion became effective. Meanwhile: 🟢 Micron +2.77% 🟢 SK Hynix +0.73% 🔴 SanDisk -1.41% At first glance, that looks strange. If memory is still hot, why did one of 2026's biggest memory winners fall while its peers rose? I think the answer is important: The market may finally be separating the memory-cycle thesis from the SNDK trade. And that changes my Pick Levels. SNDK: The Easy Catalyst Has Expired SanDisk's S&P 100 inclusion created something traders love: a catalyst with a deadline. Index-tracking funds needed exposure. Traders could anticipate those flows. Momentum attracted more momentum. Then came September 21. The inclusion became effective. A

$NVIDIA(NVDA)$   $Micron Technology(MU)$   $Advanced Micro Devices(AMD)$   $SanDisk Corp.(SNDK)$   A 5% U.S. Treasury yield sounds very tempting. Lock in roughly 5% from government debt, avoid much of the daily drama of the stock market, and get paid while you wait. So if I could only choose: 🅰️ 5% Treasuries 🅱️ Stocks My answer is B, but with a twist. I would still choose stocks for their greater long-term upside, while treating 5% Treasuries as my paid waiting room for the next equity opportunity. Because when

$Exxon Mobil(XOM)$   $Chevron(CVX)$   $Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$   $Micron Technology(MU)$   Oil above $100 naturally makes XOM, CVX and COP look like the obvious winners. But I think the more interesting trade is happening somewhere else. At these levels, oil stops being only an energy story. It becomes an inflation, interest-rate and valuation story. The chain I'm watching is simple: Oil ↑ → Inflation pressure ↑ → Rate-cut expectations ↓ → Treasury yields ↑ → Growth va