To The Moon

"Trump Tariffs" Are Back?! I Bought the April Dip—Would You Dare Again? 📉📦💡 Here we go again—tariffs are back in the headlines, and markets are reacting. According to Bloomberg, Trump is preparing a fresh round of broad-based tariffs that could impact a huge chunk of imports. This time, it’s not the classic country-specific shock—we’re talking about a blanket-style approach that might be harder to challenge in court, but just as disruptive. If you were in the market back in April, you’ll remember the jitters. I certainly do. That week, sentiment cratered, tech names got whacked, and headlines screamed uncertainty. But under the surface, I saw something else: opportunity. 💡 On April 18, I added exposure to $NVDA and $SPY during the tariff-fueled selloff. Why? Because the fundamentals didn:t

$SPDR S&P 500 ETF Trust(SPY)$   $Invesco QQQ(QQQ)$   $Lockheed Martin(LMT)$   $Energy Select Sector SPDR Fund(XLE)$  $iShares 20+ Year Treasury Bond ETF(TLT)$  Markets enter Friday on high alert. The overnight missile strike by Iran on Israel has stirred global risk markets — oil is rallying, defense stocks are popping, and tech is taking a breather. Meanwhile, Trump reignites pressure on Fed Chair Jerome Powell, calling him "dumb" and “destructive”and even teasing that he might replace him after the election. What does this mean for your t

HK IPO Fever Is Real! 💥 Made a 2x or Caught in a Pump? 🧧📈 Let's talk about the red-hot Hong Kong IPO scene—because it's not just heating up, it's exploding. In the first half of 2025, HKEX has raised $12.8 billion, far outpacing both Nasdaq and NYSE. That alone is a statement—but here's the kicker: 70–80% of those IPOs are profitable right now. Let that sink in. Mainland China investors are swarming the IPO pipeline. Even AI-assisted trading platforms in Singapore have jumped in. It's become the go-to playground for fast money in Asia. This week, the spotlight's on Sanhua Holdings, a name being thrown around in chatrooms and brokerage circles as the next potential breakout. So what's really going on here? Let me share my take. 🧠 My 3 IPO Insights 1. Timing is Everything – The best entries

🌟🌟🌟June 20 2025 isn't just another Friday.  It is Triple Witching Day and this one is supercharged!  With USD 6.5 Trillion in Options and Futures contracts expiring, it is the largest on record, making it a perfect storm of liquidity, leverage and last minute positioning. Here is a deep dive into what is in play : 1. Volatility Linked ETFs With VIX back above 20 due to geopolitical tensions and compressed trading time after Juneteenth Holiday, Volatility ETFs like VIXY, UVXY are seeing renewed interest.  These are great tools for traders looking to hedge or speculate on short term market swings.  2.  Mega Cap Tech and Index ETFs  Despite the chaos, SPY $SPDR S&P 500 ETF Trust(SPY)$ 

The stock market in 2025 is a battleground of hype and opportunity, with tech giants and AI-driven IPOs stealing the spotlight. Yet, beneath the surface, a select group of underrated stocks is quietly building momentum, offering investors a chance to buy quality companies at a discount. These hidden gems—spanning real estate, shipping, and technology—are trading below their intrinsic value, driven by strong fundamentals and overlooked growth potential. Recent analyses from leading financial outlets like Morningstar, NerdWallet, and Investopedia highlight these stocks as prime candidates for a breakout. Let’s explore the latest news, key players, and strategies to capitalize on these undervalued opportunities. The Appeal of Underrated Stocks Underrated stocks are those that trade below thei

Pop Mart Cracks - Bubble Burst or Buy-the-Dip Moment? 🎈📉 Pop Mart ($POP MART(09992)$  ) dropped over 5% again yesterday—and it's not a one-off. We might be witnessing the tail end of a hype cycle that once felt unstoppable. The Labubu craze, blind box mania, and premium collector culture all helped fuel Pop Mart's rally... but what happens when the market decides it's seen enough? 📉 Signs of Peak Euphoria Valuation was pricing in infinite demand from Gen Z collectors. Labubu figures flooded resale platforms—too much supply, not enough fresh demand. The company started expanding aggressively overseas, including licensing deals in Japan and Southeast Asia, but without material profit uplift yet. 🚨 The writing was on the wall: whenever a t

☀️ Solar Stocks Meltdown: Tax Credits Gone, Hope Too? Or a Green Buy-the-Dip? 💥🌱 Ouch. Solar stocks just got scorched. 🔥 Sunrun and SolarEdge have plunged more than 40%. Enphase Energy’s down over 26%, and even the mighty First Solar isn’t spared—losing over 20%. The spark? A U.S. Senate proposal to fully eliminate tax credits for solar and wind energy by 2028. That’s a direct blow to a sector that has leaned heavily on policy tailwinds to fuel its growth. 📉 Let’s be honest—this wasn’t just a policy shock. The entire sector was already wobbly. High interest rates made rooftop solar financing expensive. Panel oversupply from China dragged down margins. And now with Uncle Sam threatening to pull the plug on subsidies, investor confidence has collapsed. But here’s the thing: I’m not writing o

$Pony AI Inc(PONY)$   Here’s an accurate and up-to-date analysis of why Pony.ai (NASDAQ: PONY) dropped sharply and why today’s ~$12.70 price could be a compelling entry — along with positive context and strategic advice: --- 📉 Why the Stock Dropped 1. Robotaxi Fire Incident A Pony.ai autonomous vehicle caught fire during handling in Beijing. Although no one was injured, this raised legitimate safety concerns and caused a ~10% after-hours plunge . 2. Profit-Taking & Sector Rotation Following a strong rally (up ~25–30% YTD), some investors hesitated over broader tech valuations and chose to lock in gains, especially given uncertainty in the AV/AI space . 3. Regulatory & Market Sentiment Overhang Confusion around Hong Kong secondary list

Geopolitical risks tied to the escalating tensions between the United States and Iran could persist for an extended period, as such conflicts often involve complex political, military, and economic dynamics. These risks significantly influence market behavior, particularly in sectors like oil, defense, and regionally linked ETFs. 1. Duration of Geopolitical Risks Short-term volatility: Immediate concerns, such as potential military strikes or retaliatory actions, will likely dominate headlines and drive market movements over the coming days or weeks. Long-term implications: If tensions evolve into a prolonged conflict or disrupt global oil supply routes (e.g., the Strait of Hormuz), market uncertainty could persist for months or even years. 2. Oil and Defense Stocks: Is it Still a Buy? Oil

The Tesla Full Self-Driving (FSD) Model Y robotaxi trial in Austin is an intriguing development in the autonomous vehicle (AV) space. Whether someone would want to try a self-driving taxi depends on their openness to new technologies, trust in AV safety systems, and the convenience it offers. Here's a breakdown of your questions: --- 1. Would You Try a Self-Driving Taxi? Many people are curious about self-driving technology but hesitant to try it due to concerns about: Safety: Can Tesla's FSD system navigate real-world complexities reliably? Comfort: Will the ride be smooth, and will the technology instill confidence? Cost: How does it compare with existing ride-hailing options? For early adopters and technology enthusiasts, the opportunity to experience cutting-edge innovation could outwe

$Berkshire Bancorp, Inc.(BERK)$ When you hear the name Warren Buffett, what comes to mind? Probably not the words “market timer.” Instead, you’re more likely to think of phrases like “buy and hold,” “value investing,” and “compounder of capital.” Buffett himself has often said that predicting short-term market movements is a fool’s game. He mocks attempts to time the market and famously said, “We have no idea what the stock market will do next year, or even next week.” But what if we’ve misunderstood him all along? According to legendary value investor David Einhorn, Warren Buffett’s long-term investment success owes just as much to when he invests as to what he invests in. In other words, Buffett may be the greatest market timer of our generation

Global markets are moving in opposite directions. While Asia struggles to find its footing, Israel’s stock market is quietly hitting new highs, even amid geopolitical risk. Meanwhile, Hong Kong and A-shares (mainland China) continue to face pressure from weak sentiment and economic concerns. Is this divergence the start of a new trend — or will the tables turn? 🇮🇱 Israel ETF Defies the Headlines Despite ongoing tensions in the Middle East, Israel’s stock market is showing resilience. The Israel-focused ETF recently hit a fresh high, supported by: Strong performance in tech and defense sectors Robust corporate earnings from multinationals headquartered in Israel A strengthening shekel and improving investor sentiment Increased global interest in defense, cybersecurity, and AI — areas where

Markets are cheering again. With inflation cooling and the U.S. Federal Reserve signaling openness to two rate cuts this year, the S&P 500 and Nasdaq are pushing toward fresh highs. But beneath the celebration lies a critical question: Is this the start of a new leg higher — or a trap luring investors in before the rug gets pulled? 🏦 Two Cuts, Big Implications The Fed has pivoted from “higher for longer” to “data-dependent, with a dovish tilt.” Markets are now pricing in two rate cuts by year-end. That’s a big deal because: Lower rates reduce borrowing costs, boosting corporate earnings and consumer spending Growth stocks and tech names thrive in a low-rate environment It extends the duration of bullish cycles, especially when earnings are still growing But rate cuts also raise red fla

Crypto is heating up again — but this time, it’s not just about Bitcoin or meme coins. Behind the scenes, stablecoins are quietly powering a new financial infrastructure, and one company is positioned to ride that wave: Circle, the issuer of USDC. As Circle gears up for its IPO, a big question looms: Could its stock outperform Coinbase (COIN) — the current public crypto heavyweight? 💰 Why Stablecoins Are the Real MVPs Stablecoins like USDC aren’t flashy, but they’ve become essential infrastructure for the crypto and fintech world. They offer the best of both worlds: Crypto speed and programmability Dollar-denominated stability Instant, borderless payments Integration into DeFi, exchanges, and wallets Circle’s USDC is second only to Tether in market cap, but it's seen as more transparent an

🌟🌟🌟Another exciting IPO $ZHOU LIU FU(06168)$ is in the pipeline as this jewelery company aims to raise HKD 1.12 billion by selling 46.8 million shares for HK D 24 per share. Is Zhou Liu Fu (ZLF) a good company to invest in? With over 4100 stores and a franchise driven growth model, ZLF is a mass market force in China's gold jewellery landscape.  There is strong ECommerce momentum and confidence is running high. But compare it to Laopu Gold $LAOPU GOLD(06181)$ ZLF aims squarely at the mid tier consumer while Laopu Gold is positioned as a premium heritage brand. ZLF is like Nike while Laopu Gold is like Hermes.  So both companies cater to different segments of the jewelery market. Bottom Line