To The Moon

A hotter-than-expected October 2026 U.S. Consumer Price Index (CPI) report and hawkish remarks from Federal Reserve officials have triggered a broad cross-market sell-off. But we have also see market staging a rally (though it might not be sustainable). In this article, we would like to share our comprehensive analysis which evaluates the underlying drivers of the sell-off, maps systemic cross-market ramifications, constructs a disciplined strategic positioning framework, and outlines tailored execution paths for aggressive long-term investors with 5 to 10-year horizons. 1. Introduction: The October 2026 Inflection Point Global financial markets entered the final quarter of 2026 riding a wave of resilient economic optimism, anchored by expectations of steady disinflation and an accommodati

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Didn't expect NVIDIA's biggest headline this week to have nothing to do with GPUs. $英伟达(NVDA)$ On November 8, NVIDIA's board announced an independent investigation following reports that CEO Jensen Huang may have been targeted by a foreign intelligence operation. Two days later, the company confirmed that it had hired former federal prosecutor Joon H. Kim and his law firm to conduct the investigation. According to Reuters, NVIDIA lost roughly $430 billion in market value over two trading sessions, with shares down about 9.5% since the controversy began. That's an enormous amount of value disappearing in just a couple of days. But what interests me more isn't the scandal itself. It's what this situation tells us about NVIDIA's gover

A hotter-than-expected October 2026 U.S. Consumer Price Index (CPI) report and hawkish remarks from Federal Reserve officials have triggered a broad cross-market sell-off. But we have also see market staging a rally (though it might not be sustainable). In this article, we would like to share our comprehensive analysis which evaluates the underlying drivers of the sell-off, maps systemic cross-market ramifications, constructs a disciplined strategic positioning framework, and outlines tailored execution paths for aggressive long-term investors with 5 to 10-year horizons. 1. Introduction: The October 2026 Inflection Point Global financial markets entered the final quarter of 2026 riding a wave of resilient economic optimism, anchored by expectations of steady disinflation and an accommodati

Didn't expect NVIDIA's biggest headline this week to have nothing to do with GPUs. $英伟达(NVDA)$ On November 8, NVIDIA's board announced an independent investigation following reports that CEO Jensen Huang may have been targeted by a foreign intelligence operation. Two days later, the company confirmed that it had hired former federal prosecutor Joon H. Kim and his law firm to conduct the investigation. According to Reuters, NVIDIA lost roughly $430 billion in market value over two trading sessions, with shares down about 9.5% since the controversy began. That's an enormous amount of value disappearing in just a couple of days. But what interests me more isn't the scandal itself. It's what this situation tells us about NVIDIA's gover

@Thonyaunn join me