To The Moon

All of my trading plans and market insights are published here on X. I believe transparency is the foundation of trust. Every idea, strategy, and market view I share is based on my own research, analysis, and experience. From AI, semiconductors, and growth opportunities to market trends and momentum setups — I share my thoughts openly with this community. Follow along and stay updated. The next opportunity may already be forming.  X：@thequeennnz

‌$Palantir Technologies Inc.(PLTR)$  ‌is projected to generate ~$50M in revenue per day by 2028. Three years ago it was generating just ~$6M per day 😳

‌$英伟达(NVDA)$  ‌supply commitments exploded from $119B to $279B in a single quarter with memory procurement driving a lot of that increase. That’s the world’s largest AI chip buyer is effectively signaling this memory cycle could have far more duration than the market still expects.

‌$英伟达(NVDA)$  ‌$台积电(TSM)$  ‌$博通(AVGO)$  ‌‌‌ Well if AVGO wants to follow in TSM's footsteps and especially in NVDA's footsteps to keep up with the current up trend, we need to see a bigger bounce off the orange trendline. Can we see a Nvidia type move? Earnings this Wed after hrs with an implied move of 8% should get us to where I think Broadcom can go, which is $400ish PT. Let's see.

1.‌$闪迪(SNDK)$  ‌+526% 2.‌$Moderna, Inc.(MRNA)$  ‌+368% 3.‌$Twist Bioscience Corp(TWST)$  ‌+346% 4.‌$Aehr Test Systems(AEHR)$  ‌+300% 5.‌$戴尔(DELL)$  ‌+262% 6.‌$AXT Inc(AXTI)$  ‌+259% 7.‌$美光科技(MU)$  ‌+227% 8.‌$Applied Optoelectronics Inc.(AAOI)$  ‌+205% 9.‌$西部数据(WDC)$  ‌+167% 10.‌$迈威尔科技(MRVL)$  ‌+155% 11.‌

The ‌$纳斯达克100指数(NDX)$  ‌ as a whole is currently up by 16.9% 🟢 so far in 2026 ‌‌‌‌‌‌‌‌‌‌‌‌

‌$英伟达(NVDA)$  ‌ VERA RUBIN SUPPLY CHAIN Rubin is becoming a system-level buildout with rising content across memory, packaging, networking, power and cooling pushing the opportunity well beyond the GPU: • Memory sits with‌$美光科技(MU)$  ‌,‌$SK海力士(SKHY)$  ‌& Samsung supplying the DRAM & HBM feeding Rubin accelerators while‌ $闪迪(SNDK)$  ‌adds exposure to storage layer around AI systems • Advanced packaging runs through‌$台积电(TSM)$  ‌，‌$艾马克技术公司(AMKR)$  ‌&‌$

Long-term investing requires the patience to accept volatility and significant pullbacks along the way. On May 29, when‌$ServiceNow(NOW)$  ‌was trading under pressure, we started a small position as an observation position. Instead of rushing in with full size, we gradually built exposure through a disciplined cash-secured PUT strategy, which brought our long-term cost basis down to around $100. Today, the position is already showing roughly 30% unrealized gains. But this strategy is not for everyone. This was designed for investors with larger capital who can tolerate volatility and hold through market cycles. For smaller accounts, I still prefer a more active approach — short-term and swing trading — to keep capital moving and create more fl

‌$AST SpaceMobile, Inc.(ASTS)$  ‌: One small wording change caught my attention this morning. On the August 10 investor deck, AST said BlueBirds 14, 15 & 16 were "ready to ship shortly". Today’s update says BB14 is complete, while BB15 & BB16 are "nearing completion". I wonder if the change reflects last minute tweaks or customer requested upgrades, rather than a delay.

‌$英伟达(NVDA)$  ‌ once again proved that AI infrastructure demand is far from slowing down. Key numbers: • Revenue: $96.22B vs ~$92.17B (beat) • Adjusted EPS: $2.22 vs $2.09-$2.10 (beat) • Data Center Revenue: $89.0B vs ~$86.3B (beat) • Adjusted Gross Margin: 75% (in line) The most important part: Hyperscaler revenue reached: $48.71B vs $43.05B last quarter Despite the market’s concerns about custom ASIC competition, major cloud providers are still aggressively investing in AI infrastructure, and NVIDIA continues to capture the majority of this spending. Forward guidance: • Revenue: $108B vs ~$104.2B (beat) • Gross Margin: 74% (slightly softer) The only minor weakness was the expected gross margin decline. But the revenue ramp remains extr