To The Moon

1. $NVIDIA(NVDA)$ is taking a $5.5B hit this quarter tied to its H20 chips bound for China -- a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because of a rule. A red line.What we’re witnessing isn’t about slowing growth -- it’s about weaponizing it.You don’t need to be a geopolitical analyst to see the throughline. This isn’t a demand signal. It’s a control signal. Trump is redrawing who gets access to the core compute powering the AI era -- and the rest of the world is being forced to adapt in real time.So no -- this isn’t just a margin blip or a one-time charge. It’s a pricing mechanism for a new geopolitical regime. And it won’t stop with H20

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$XIAOMI-W(01810)$  it's really bad... 

$SPDR Gold Shares( $SPDR Gold Shares(GLD)$ )$ $Exxon Mobil( $Exxon Mobil(XOM)$ )$ $Chevron( $Chevron(CVX)$ )$ $S&P 500(. $S&P 500(.SPX)$ )$ As of April 15, 2025, the stock market is buzzing with two major commodity stories: gold prices soaring to all-time highs above $3,246 per ounce and oil prices climbing to $80 per barrel. These moves are shaking up equities, with safe-haven assets and energy stocks taking center stage amid trade tensions, earnings season, and global demand shifts. What’s driving these surges, and how should investors play them? Let’s dive into the latest data, unpack the trends, and map out stra

$Palantir Technologies Inc.(PLTR)$ Palantir is heading to the moon, and NATO’s recent deal proves it’s not just hype. The adoption of its Maven Smart System marks a new era in defense tech, with Palantir at the center. As AI becomes mission-critical for governments, Palantir’s early lead gives it unmatched credibility. Trump’s defense cuts may actually help—agencies will need smarter, more cost-efficient tech. This positions Palantir perfectly as a lean, AI-powered solution provider. The stock's rally isn’t just sentiment—it’s backed by contracts and real deployments. Its 22% YTD gain reflects growing investor confidence in defense-AI synergy. Analysts with $120 price targets aren’t dreaming—they’re projecting where deman

$Intel(INTC)$ Selling a majority stake in Altera at a valuation significantly lower than its 2015 acquisition price of $16.7 billion raises concerns about Intel's long-term strategy. While the immediate influx of $4.46 billion may alleviate short-term financial pressures, it also means relinquishing control over a business that could be pivotal in the growing FPGA market, especially with the rise of AI and edge computing. The move might be seen as Intel stepping back from diversification efforts, potentially narrowing its future revenue streams. Furthermore, the success of this partnership heavily relies on Silver Lake's management of Altera, introducing uncertainties that could impact Intel's residual stake. This decisio

$Apple(AAPL)$ ​Apple's recent 6% stock surge, driven by temporary U.S. tariff exemptions on Chinese electronics, has reignited investor interest. However, this relief may be short-lived, as officials suggest additional tariffs could follow. Analysts remain cautious, citing potential renewed tariffs and global economic uncertainties. While Apple's $110 billion stock buyback plan and sales growth forecast have bolstered confidence, the company's heavy reliance on Chinese manufacturing and exposure to geopolitical tensions pose ongoing risks. Investors should weigh these factors carefully before making long-term commitments.

A double bottom isn’t guaranteed—tariff tensions are real economic headwinds. Supply chains remain under pressure, and rising costs could squeeze profit margins in upcoming quarters.If the S&P 500 breaks below its recent lows, it could trigger broader risk-off sentiment. Investors should stay cautious until there's confirmation of a true reversal pattern.

$NVIDIA(NVDA)$ Nvidia’s 6% drop looks more like profit-taking than a fundamental shift. The long-term demand for AI, data centers, and edge computing remains strong.Other semi players like AMD and Broadcom are holding up well, suggesting sector strength. This dip may be a healthy breather in a longer uptrend.

$Intel(INTC)$ Intel's sale of a majority stake in Altera to Silver Lake is a calculated move to sharpen its focus on core businesses and improve financial health. By retaining a 49% stake, Intel can still benefit from Altera's growth, especially as the FPGA market expands in areas like AI and edge computing. The appointment of Raghib Hussain, formerly of Marvell, as Altera's CEO, brings experienced leadership to drive innovation and competitiveness.

$Intel(INTC)$ Intel's sale of a majority stake in Altera is a calculated move to refocus on its core competencies—CPUs, GPUs, and foundry services. By partnering with Silver Lake, a firm with a strong track record in tech investments, Altera gains operational independence and access to resources that could accelerate its growth in the FPGA market. Intel retains a 49% stake, allowing it to benefit from Altera's future success without the burden of direct management. This divestiture also strengthens Intel's balance sheet, providing capital to invest in areas with higher growth potential. The market's positive reaction, with Intel's shares rising approximately 6% following the announcement, suggests investor confidence in t

$Tesla Motors(TSLA)$ Tesla's recent 22% stock surge—the largest in over a decade—has reignited investor interest. This rally was primarily driven by President Trump's announcement of a 90-day pause on new tariffs for most countries, excluding China, which boosted market sentiment, especially for tech and EV stocks like TeslaAdditionally, CEO Elon Musk's forecast of 20%-30% sales growth for 2025, along with plans to launch a more affordable EV in the first half of 2025, contributed to the stock's momentumHowever, it's essential to consider potential risks. Tesla's Q1 deliveries fell short of expectations, and the company's heavy reliance on the Chinese market exposes it to ongoing trade tensions . Moreover, while the robotaxi initiative presents a

$NVIDIA(NVDA)$ A 6% slide in Nvidia could signal deeper weakness across semiconductors. Valuations are stretched, and any slowdown in AI spending might hit revenues hard.We’ve seen high expectations baked in—any earnings miss could trigger more downside. Time to be selective, not blindly bullish on the whole sector.

$Palantir Technologies Inc.(PLTR)$ Palantir's recent 6.2% stock surge follows NATO's adoption of its AI military system, highlighting the company's expanding global defense footprint . Despite a prior dip due to proposed U.S. defense budget cuts, Palantir's strong ties to government contracts and its focus on AI position it well for future growth . Analysts from Wedbush have named Palantir a top stock to own in 2025, citing its potential to benefit from increased federal AI spending .

$Intel(INTC)$ While the sale provides immediate capital, Intel's decision to divest a majority stake in Altera raises questions about its long-term strategy. Altera's 2024 performance, with $1.54 billion in revenue and $35 million in adjusted operating income, indicates potential that Intel might be relinquishing too soon. Additionally, the sale price reflects a significant devaluation from the $16.7 billion Intel paid in 2015, suggesting a possible misstep in maximizing asset value.

Hello everyone! Today i want to share some technical analysis with you!1.Powell to the RESCUE: (1) The tariff war is out of control, and 100% Trump is NOT WINNING. There is 0% China would yield to the pressure; both bulls and Trump have been trapped. (2) tmrw at 1:15pm, Powell may give some hope for a bounce--yeah, a dead-cat bounce, before new low.Image2. $Cboe Volatility Index(VIX)$ 's NEXT gap-fill Move: (1) Two major gaps hanging both above and below current VIX level, which sits right at the mid-point of Bollinger Band. (2) with VIX>30, the inside-day chops prepare energy for next EXPLOSIVE MOVE. (3) In this case, the BLUE BOX will be filled first.Image Under the choppy water, how can we escape from it!Open a CBA today and enjoy privileges