To The Moon

$TSLA finally pushed through the 50-day moving average today. This move confirms the completion of wave (iv) at $382 and strengthens the case that the past week’s advance is wave i of the final wave (v). The challenge now is sustaining momentum above the high-volume zone around $430–$445, where more sellers could emerge. If TSLA can convert this breakout into a clean i-ii setup, the roadmap toward $500+ opens up quickly. The bullish structure remains firmly intact.

Market sentiment has turned more constructive. The initial weakness at the start of December appears to be driven more by position‐clearing and profit‐taking than by a change in fundamentals. With bond yields stabilising, liquidity expectations improving and earnings guidance still broadly supportive, investors seem willing to re-engage with risk assets. The rebound across all three major indices reflects this shift. Whether December finishes strong depends on two factors: flows and macro. Historically, December benefits from fund rebalancing and year-end window dressing. Provided no major macro shock emerges, the pattern of a soft start followed by a firmer finish can repeat. The key risk remains any unexpected tightening in financial conditions, though the current backdrop looks favourab

Tesla’s mid-week lift reflects relief rather than genuine fundamental improvement. The China figures were stronger than feared and Germany’s decline, while negative, was less severe than the market had priced in. When expectations are extremely low, even “less bad” data can trigger a rebound. This is what you are seeing now. Reading the Sentiment Short-term sentiment has shifted from capitulation towards cautious optimism. Traders are asking whether Tesla has finally reached a demand floor, especially in China where competition remains intense but year-end promotions often support volumes. The recent strength in China sales suggests Tesla still has pricing power at the right discount levels, which helps sentiment. Is a Year-End Rally Possible? A limited year-end rally is possible, but it d

The most exciting part about the fact that $SOFI is now offering multiple account types to each member is that this is evidence that they've finally finished the transition of their entire business to Galileo's tech stack. At a minimum, they are in the final stages of the switch. That has two huge ramifications: 1) Speed of product rollouts accelerates. The less dependent they are on third parties, the faster they can iterate, innovate, and push new products. We've already seen a huge acceleration over just the past 3-4 months with lvl 1 options, crypto trading, global remittances, now multiple accounts for each member, and new credit card offerings. We know that their new Smart card, their SoFi-USD stablecoin, and tokenized loans are going to be coming in the next couple months. Owning th

$Netflix(NFLX)$ Strap in, stream warriors – Netflix just plunged 5.9% to $103.96 on December 3, 2025, its steepest single-day slash since August's ad-tier jitters, all thanks to bombshell bids in a $70 billion three-way war for Warner Bros Discovery's crown jewels, including HBO Max. With revised offers flooding in from Netflix (mostly cash for studios and streaming), Paramount Skydance (all-cash for the lot), and Comcast (eyeing parts like HBO Max), this mega-merger mania could reshape the $200 billion streaming empire, bundling Netflix's 280 million subs with HBO's 110 million for cheaper bills and killer content combos. But as shares teeter near $100 amid insider sells and capex fears, is this the ultimate dip to snatch for a $150 rebound, or a

The labour market is no longer strong and 6 months from now it will be worse.Job openings have fallen over 30% from last year. Layoff announcements are up 42%.Behind the headlines, pressure is building everywhere:US foreclosures have risen 9 straight quarters, with filings up 34% YoY.Rents are at records over 50% of tenants now spend more than a third of their income just to stay housed.Homelessness surged 12% this year, the largest jump on record.The market is whispering what the data will shout in six months.AI is accelerating the shift.Nearly 20–25% of task-based jobs are expected to be automated or restructured by mid-2026.Back-office roles, customer support, logistics, and entry-level analysis are already being rebuilt around models not manpower.This isn’t a slowdown.It’s a reshaping.

$Strategy(MSTR)$   $Upstart Holdings, Inc.(UPST)$   $2X ETHER ETF(ETHU)$   $BitMine Immersion Technologies Inc.(BMNR)$   Recent sudden crashes in the capital markets really boil down to one thing: a squeeze in U.S. dollar liquidity. My view hasn’t changed — since U.S. Treasuries are essentially a long-term liquidity drain, there must always be “pipes” supplying water to them. One pipe is the U.S. banking system, and another is the yen carry trade. If both of these pipes dry up for different reasons, then the next pool of liquidity is cryptocurrencies. If that s

$ulta beauty(ULTA)$ fiscal Q3 2025 earnings, which are scheduled to be released after market close today, December 4, 2025. ULTA Beauty Fiscal Q3 2025 Earnings Analysis The consensus among analysts suggests that Ulta is likely to report a healthy increase in revenue but a year-over-year decline in earnings. Analysts are generally positive on the stock, with a "Moderate Buy" or "Buy" consensus rating. Consensus Estimates Summary Revenue Growth: The expected YoY revenue growth reflects continued strength, especially in key categories like fragrance and skincare, and benefits from new store contributions and the expansion of their omnichannel capabilities. EPS Decline: The anticipated decline in EPS is largely attributed to factors like higher Sellin

Alphabet (GOOGL) — The company remains a focus as its AI and cloud investments gather steam. Rising AI momentum and potential growth in its cloud & AI-services business make it a name to watch. Apple (AAPL) — As a major tech bellwether, Apple often reflects broader market sentiment. With technology stocks bouncing back recently, Apple’s performance could signal how optimistic investors feel about the broader sector. Amazon.com (AMZN) — The company’s cloud (AWS), advertising, and retail businesses continue to be growth drivers. Given recent strength in tech sectors, Amazon could benefit if investor sentiment remains upbeat. Tesla (TSLA) — With growing interest in AI and tech-driven industries, Tesla remains volatile but could see swings if broader tech/risk sentiment or EV-industry deve

Palantir Attracts Biggest Option Trade as Dan Ives Sees $1T Market Cap $Palantir Technologies Inc.(PLTR)$   attracted the biggest option block trade in the first half of trading Tuesday, with a transaction that could pay off should the stock extend its rally well beyond this year's 125% gain.  A Palantir bull paid a $16.83 million premium for call options that give their holder the right to buy 1.726 million shares at $180 in 45 days. That strike price signals the buyer's optimism that the stock could climb well above its current level of $170.88 before the out-of-the-money contract expires on Jan. 16. That block trade is almost double the premium paid for the second biggest transaction involving 

$NVDA$ Following Trump’s comments hinting at his preferred Fed chair nominee, the market initially gapped up before fading, leaving a clear bearish upper wick. Interestingly, a large amount of downside exposure was closed out — including 28k contracts of this week’s 165P $NVDA 20251205 165.0 PUT$  — suggesting short sellers are easing off immediate aggressive bets. Bearish headlines such as OpenAI pausing ads to speed up new model releases and Amazon advancing its custom chips had surprisingly little negative effect on $NVDA$. For now, the likely closing range for the week appears to be $180–185. $SPY$ The threat of a sudden drop toward 650 has lessened. That said, a pullback into the 670 area remains possible. Overall tr

$ETHA 20251226 25.0 CALL$ Sold a covered call on the etha I bought to get some premiums and the strike price is a price I am happy to get exercised at 

$iShares Bitcoin Trust(IBIT)$ Continue to DCA for crypto play in view of negative sentiment.

$Invesco QQQ(QQQ)$ 試一試，止蝕係$419，謝謝🙏 投訴涉及風險，價格可升可跌，做好風險管理。

$Grab Holdings(GRAB)$ Slowly adding to grab as longer term play. Any merger between grab and goto will be massive news