To The Moon

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Nice and worth getting??? 

If I had to focus on three key sectors for 2026, they would be: 1. AI hardware and infrastructure This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme. 2. Application software with real AI monetisation 2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline. 3. Robotics and embodied AI (selective exposure) High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength. Is the Mag 7 still a pick? Yes, but selectively. I

For 2026, I’m focusing on three areas: AI infrastructure and semiconductors, application-layer software, and Tesla as a standalone theme. Semiconductors remain the foundation of AI, but returns will depend more on efficiency and execution than pure capacity growth. Application software is where monetization should gradually emerge, while Tesla sits at the intersection of AI, robotics, and energy. The Mag 7 still matters to me, but I’m far more selective. Tesla stands out as the most volatile and misunderstood name, with long-term value tied to autonomy, robotics, and energy rather than short-term delivery numbers. Valuation digestion is likely, but execution will be the key driver. Overall, 2026 feels like a year of differentiation, not broad re-rating. I’m treating volatility as an oppor

Mag8! [Happy] HUAT AH! [Happy][Happy] Happy New Year 2026 to all [Love][USD][Call] Thank you @koolgal [Claw][Heart][Call]

will still pick 7 mag

🌟🌟🌟The Magnificent 7 dominated headlines and the S&P500 performance in 2025.  2026?  The rally is likely to broaden out as investors are concerned about potential overvaluation and market concentration risk. The key for 2026 will be on quality and value.  That means well valued tech giants like $Alphabet(GOOG)$ $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ maybe favoured as they have strong fundamentals and reasonable P/E ratios compared to say $Tesla Motors(TSLA)$ and $Palantir Technologies Inc.(PLTR)$ . I would continue to let my index ETFs like SPYM do the

1. Three sectors: yes, technology is a strong driver of returns in 2026 with robotics, chips & artificial intelligence 2. Yes, magnificient seven including $Tesla Motors(TSLA)$ are key stocks to watch for 2026 3. Thankyou for sharing your knowledge

Macro Theme of the WeekThe minutes from the Federal Reserve’s December FOMC meeting released this week show that internal divisions over the policy path have widened significantly. Although the Committee ultimately decided to cut rates in December, the number of dissenting voices reached a level rarely seen.Overall, the minutes had a limited impact on risk assets, serving mainly to reinforce the market’s prior view that rate cuts in Q1 2026 are unlikely.On one hand, most officials supported rate cuts as a precaution against potential weakness in the labor market. On the other hand, some argued for keeping rates unchanged for a period of time, and a small minority believed that conditions in December did not justify a rate cut at all.This internal divergence suggests that the Fed has yet to

Looking back at this AI boom, one shift is becoming clear: the market is no longer paying a premium for "talkative AI" alone.Whether it's copywriting, image generation, or more natural LLM interactions, these capabilities are rapidly being treated as baseline features. What truly drives valuation divergence is a more pragmatic question—whether AI can actually "get things done" and be embedded in the real world at scale.And in the U.S. stock market, few institutions have consistently stood at the intersection of technology and capital like Andreessen Horowitz (a16z). From cloud computing and mobile internet to this current AI cycle, a16z has always been early to see where the inflection point lies.a16z“ 2026In its newly released Big Ideas 2026 series, a16z doesn't dwell on "how smart AI is.

All prices shall increase in 2026 and onwards..

A sober reading of probabilities suggests that “nothing happens” is the most under-appreciated outcome for 2026, even if it sounds unsatisfying. My base case for 2026 Most likely: U.S. equities grind to new highs Not via euphoria, but through earnings growth, AI productivity gains, and multiple stability rather than expansion. A slow, uneven advance fits a mature cycle better than a dramatic break. Very plausible: repeated Fed policy reversals Not full U-turns, but frequent recalibration. Sticky services inflation, election-year pressures, and data-dependent messaging make policy whiplash more likely than a clean, linear path. Conditional upside: gold above US$5,000 This requires a renewed confidence shock, sustained real-rate compression, or a material loss of trust in fiscal discipline.

As we entered the final trading week of US stock market on 29 Dec 2025, and FOMC minutes expected to be released on 30th, will a hawkish minutes add pressure for more corrections on the tech stocks? Can the next Fed Chair with candidates favouring rate cuts are leading the race, could this create a positive impact for the stock market when we start 1st trading day on 02 Jan 2026? In this article, we would like to discuss these two questions — (1) the potential impact of hawkish FOMC minutes on tech stocks around the final US trading week of 2025, and (2) whether the prospects for a more dovish Fed Chair could lift sentiment into the first trading day of 2026. Key Fed & Market Developments Late 2025–Early 2026 Could hawkish FOMC minutes add pressure on tech stocks at year-end? Yes — haw

There is no bubble at all, or at least not yet. Just keep borrow diligently and keep buying. Wait for some of the 'companies' to go bankrupt to create a false dip in the market and here we go again. The only scenario that is real is we get older by another year. The amount of time is your life is not important, important is the life in your time.

AI will still be here and will continue to disrupt the job markets is what I think. Happy holidays everyone !

2026 January Effect: The "Easy Money" Is Gone — Here’s the New Playbook 🚨 As we count down the final hours of 2025, the chatrooms are buzzing with one question: Will we get the "January Effect" to kickstart 2026, or is a rug-pull loading? The setup for 2026 is fundamentally different from the liquidity-fueled rallies of the past. We are transitioning from a market driven by Fed hope to a market that demands earnings reality. While the consensus from Morgan Stanley and Goldman Sachs is "constructive," the underlying data suggests a much trickier battlefield. If you are planning to deploy cash in Week 1, put down the buy button and read this first. 1️⃣ The Bull Case: The "Handover" to Earnings Growth 📈 The strongest argument for a January rally isn't just momentum—it's the fundamental handov

I don’t think AI bubble will burst . This being a future will continue to remain a growth area . There can be ups and down but not bubble burs t . Yes : Gold may hit 5000 USEquities will remain attractive FED will be more proactive in 2026

Gold will reach 5k.

AI bubble will burst. The top is in - market will dip. Someone will call for a whiplash. Cyclical Top. Will fall for 2026. 2026 is heading for a burst on AI.

A “no-surprises” year is more plausible than it sounds, but not because risks disappear. It is because many shocks are now well telegraphed and largely priced. Most likely core outcome for 2026: U.S. equities grind to new highs, driven by earnings growth rather than multiple expansion. AI capex normalises, productivity gains start to show up in margins, and markets advance in a choppy but upward fashion. This is historically the most common outcome when recessions fail to materialise. Gold above $5,000: Possible, but conditional. It likely requires either a renewed credibility shock to fiat currencies or a sharper geopolitical escalation. Without that, gold may consolidate at high levels rather than explode higher. AI bubble bursting: Unlikely in a classic dot-com sense. Valuations may com

Macro Theme of the WeekThe minutes from the Federal Reserve’s December FOMC meeting released this week show that internal divisions over the policy path have widened significantly. Although the Committee ultimately decided to cut rates in December, the number of dissenting voices reached a level rarely seen.Overall, the minutes had a limited impact on risk assets, serving mainly to reinforce the market’s prior view that rate cuts in Q1 2026 are unlikely.On one hand, most officials supported rate cuts as a precaution against potential weakness in the labor market. On the other hand, some argued for keeping rates unchanged for a period of time, and a small minority believed that conditions in December did not justify a rate cut at all.This internal divergence suggests that the Fed has yet to

Are you game for options?  Join my team - it's a mutual growth here double up with options strategy https://tigr.link/s/70DJXeB Find out more here:2026 Tiger Brokers Trade To Win Gather your elite trading team, compete for a roaring US$360,000 Prize Pool!

🌟🌟🌟The Magnificent 7 dominated headlines and the S&P500 performance in 2025.  2026?  The rally is likely to broaden out as investors are concerned about potential overvaluation and market concentration risk. The key for 2026 will be on quality and value.  That means well valued tech giants like $Alphabet(GOOG)$ $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ maybe favoured as they have strong fundamentals and reasonable P/E ratios compared to say $Tesla Motors(TSLA)$ and $Palantir Technologies Inc.(PLTR)$ . I would continue to let my index ETFs like SPYM do the

If I had to focus on three key sectors for 2026, they would be: 1. AI hardware and infrastructure This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme. 2. Application software with real AI monetisation 2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline. 3. Robotics and embodied AI (selective exposure) High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength. Is the Mag 7 still a pick? Yes, but selectively. I

For 2026, I’m focusing on three areas: AI infrastructure and semiconductors, application-layer software, and Tesla as a standalone theme. Semiconductors remain the foundation of AI, but returns will depend more on efficiency and execution than pure capacity growth. Application software is where monetization should gradually emerge, while Tesla sits at the intersection of AI, robotics, and energy. The Mag 7 still matters to me, but I’m far more selective. Tesla stands out as the most volatile and misunderstood name, with long-term value tied to autonomy, robotics, and energy rather than short-term delivery numbers. Valuation digestion is likely, but execution will be the key driver. Overall, 2026 feels like a year of differentiation, not broad re-rating. I’m treating volatility as an oppor

Nice and worth getting??? 

Looking back at this AI boom, one shift is becoming clear: the market is no longer paying a premium for "talkative AI" alone.Whether it's copywriting, image generation, or more natural LLM interactions, these capabilities are rapidly being treated as baseline features. What truly drives valuation divergence is a more pragmatic question—whether AI can actually "get things done" and be embedded in the real world at scale.And in the U.S. stock market, few institutions have consistently stood at the intersection of technology and capital like Andreessen Horowitz (a16z). From cloud computing and mobile internet to this current AI cycle, a16z has always been early to see where the inflection point lies.a16z“ 2026In its newly released Big Ideas 2026 series, a16z doesn't dwell on "how smart AI is.

As we entered the final trading week of US stock market on 29 Dec 2025, and FOMC minutes expected to be released on 30th, will a hawkish minutes add pressure for more corrections on the tech stocks? Can the next Fed Chair with candidates favouring rate cuts are leading the race, could this create a positive impact for the stock market when we start 1st trading day on 02 Jan 2026? In this article, we would like to discuss these two questions — (1) the potential impact of hawkish FOMC minutes on tech stocks around the final US trading week of 2025, and (2) whether the prospects for a more dovish Fed Chair could lift sentiment into the first trading day of 2026. Key Fed & Market Developments Late 2025–Early 2026 Could hawkish FOMC minutes add pressure on tech stocks at year-end? Yes — haw

Mag8! [Happy] HUAT AH! [Happy][Happy] Happy New Year 2026 to all [Love][USD][Call] Thank you @koolgal [Claw][Heart][Call]

1. Three sectors: yes, technology is a strong driver of returns in 2026 with robotics, chips & artificial intelligence 2. Yes, magnificient seven including $Tesla Motors(TSLA)$ are key stocks to watch for 2026 3. Thankyou for sharing your knowledge

will still pick 7 mag

A sober reading of probabilities suggests that “nothing happens” is the most under-appreciated outcome for 2026, even if it sounds unsatisfying. My base case for 2026 Most likely: U.S. equities grind to new highs Not via euphoria, but through earnings growth, AI productivity gains, and multiple stability rather than expansion. A slow, uneven advance fits a mature cycle better than a dramatic break. Very plausible: repeated Fed policy reversals Not full U-turns, but frequent recalibration. Sticky services inflation, election-year pressures, and data-dependent messaging make policy whiplash more likely than a clean, linear path. Conditional upside: gold above US$5,000 This requires a renewed confidence shock, sustained real-rate compression, or a material loss of trust in fiscal discipline.

All prices shall increase in 2026 and onwards..

Deutsche Bank macro strategist Jim Reid recently put forward a highly counterintuitive view: after years of shocks—from the pandemic and surging inflation to abrupt policy pivots—the most surprising outcome ahead might actually be no surprises at all.Yet right after that, Deutsche Bank laid out 10 “black swan pathways” that could fundamentally alter the direction of global markets—ranging from an AI-driven, 1990s-style boom to an AI bubble bursting alongside a debt crisis, covering nearly every extreme scenario imaginable.The 10 potential market-changing paths include:AI drives the U.S. back to high growth:A surge in AI capital spending boosts productivity, pushing U.S. annualized growth back above 4%, echoing the late-1990s boom.S&P 500 rallies toward 8,000:Fueled by AI optimism and l

2026 January Effect: The "Easy Money" Is Gone — Here’s the New Playbook 🚨 As we count down the final hours of 2025, the chatrooms are buzzing with one question: Will we get the "January Effect" to kickstart 2026, or is a rug-pull loading? The setup for 2026 is fundamentally different from the liquidity-fueled rallies of the past. We are transitioning from a market driven by Fed hope to a market that demands earnings reality. While the consensus from Morgan Stanley and Goldman Sachs is "constructive," the underlying data suggests a much trickier battlefield. If you are planning to deploy cash in Week 1, put down the buy button and read this first. 1️⃣ The Bull Case: The "Handover" to Earnings Growth 📈 The strongest argument for a January rally isn't just momentum—it's the fundamental handov

🌟🌟🌟Will markets be calm in 2026 or is it the calm before the storm?  No one really knows for sure, not even the analysts nor the economists.  Everyone is basically squinting at the same foggy crystal ball & pretending they see different things. But here is one thing that history keeps whispering to us: The market always goes up in the long run. Not in a straight line. Not without drama. Not without the occasional  "Why did I buy this?" moment. But UP! Because markets are powered by human progress - innovation, productivity, reinvention & the unstoppable desire to make things better.  Even when we trip, we get up.  Even when we panic , we rebuild.  Even when we blow up bubbles, we eventually learn and then blow up new ones. Short term? Chaos. Long ter

Jim Reid’s provocation is useful precisely because markets have become conditioned to expect drama. When shock becomes the baseline, stability itself turns counterintuitive. My assessment for 2026, in order of likelihood: 1. U.S. equities hitting new highs This is the most probable. Earnings growth from productivity gains, AI-driven capex, and resilient balance sheets can still carry indices higher, even if returns are narrower and more uneven. New highs do not require euphoria, only persistence. 2. Gold breaking above US$5,000 Plausible, but conditional. It likely requires sustained real-rate compression, ongoing central bank buying, and geopolitical tension. A spike above US$5,000 may occur, but holding that level is a higher bar. 3. Repeated Fed policy reversals Less dramatic than it so

A sober reading of 2026 points towards “nothing happens” being the most counterintuitive yet plausible outcome. After years of extreme shocks, markets may enter a phase of noisy consolidation rather than dramatic regime change. Growth slows but does not collapse, inflation trends lower but remains sticky, and policy becomes reactive rather than revolutionary. This would feel underwhelming precisely because investors are conditioned to expect fireworks. A brief assessment of the alternatives: • AI bubble bursting Possible, but a full collapse is unlikely. Capital may rotate and valuations compress, yet AI adoption is increasingly embedded in real productivity and capex cycles rather than pure speculation. • Gold above $5,000 Achievable only under renewed crisis conditions such as aggressive

A “no-surprises” year is more plausible than it sounds, but not because risks disappear. It is because many shocks are now well telegraphed and largely priced. Most likely core outcome for 2026: U.S. equities grind to new highs, driven by earnings growth rather than multiple expansion. AI capex normalises, productivity gains start to show up in margins, and markets advance in a choppy but upward fashion. This is historically the most common outcome when recessions fail to materialise. Gold above $5,000: Possible, but conditional. It likely requires either a renewed credibility shock to fiat currencies or a sharper geopolitical escalation. Without that, gold may consolidate at high levels rather than explode higher. AI bubble bursting: Unlikely in a classic dot-com sense. Valuations may com

Morgan Stanley has just released its 2026 global strategy, and the message is clear: risk assets are set to lead. Supported by AI capital expenditure, a rare alignment of fiscal, monetary, and deregulation policies, and resilient U.S. economic growth, 2026 could be a strong year for investors who know where to focus.Morgan Stanley expects strong performance for U.S. equities next year, with a year-end target of 7,800 for the S&P 500. They believe the U.S. recession is over, and that policy support and strong corporate earnings will continue.Here’s a breakdown of their 10 key predictions:1. Risk Assets Overall Poised to ShineEquities are expected to outperform credit and government bonds.U.S. stocks take the lead, with AI investment and supportive policies driving growth.2. US Equities