To The Moon

Looking forward to the day when the market doesn’t care about $TSLA quarter to quarter deliveries, but more on fleet size, rides given, total miles driven, fleet uptime, safety metrics etc. Autonomy and real world AI will drive Tesla’s business into a higher margin recurring revenue stream. It doesn’t stop there. Each product in Tesla’s ecosystem has potential for additional revenue streams such as subscriptions, insurance, infotainment, and likely new services. So we are going from a one time gross profit per vehicle to a multiple recurring revenue stream. Now imagine millions and tens of millions of vehicles in Tesla’s fleet. This makes Apple look like a joke. The market is definitely not pricing this in today.

Look, after years of false starts and tepid activity, I'm convinced 2026 is going to be a breakout year for initial public offerings. The stars are aligning: interest rates are easing, investor appetite for growth stories is returning, and there's a massive backlog of mature, high-profile companies itching to tap public markets. We've seen glimpses of momentum in 2025, but next year feels different—like the dam is about to break. I believe we're on the cusp of a genuine resurgence, driven by megadeals in AI, space, and fintech. Sure, not every IPO will be a home run, and volatility could derail things, but the potential upside is enormous. Investors who position themselves wisely could ride some truly transformative waves. The Case for a 2026 IPO BoomIn my view, the IPO drought of recent y

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The new year blasts in with a bang as chip giants flex their muscles on Wall Street's opening act! 🌟 While broader markets tiptoe forward, semiconductors are stealing the spotlight, powering through with impressive gains that have investors buzzing. ASML skyrocketed nearly 9% to shatter its all-time high, while Micron blasted up over 10% to claim its own record peak. 😎 Nvidia chipped in with a solid 1.3% lift, and Broadcom added a modest 0.4% – proving the AI hunger isn't fading anytime soon. But hold up – is this the legendary January Effect at play? 📅 That old-school trend where stocks rally hard in the first month, often fueled by tax-loss selling wrap-ups, portfoli

A strong opening to the year, and a very telling one. Market context Nasdaq Composite +1.3% and S&P 500 +0.6% signalled immediate risk-on sentiment. Semiconductors led decisively. ASML and Micron Technology pushed to all-time highs, while NVIDIA and Broadcom extended their leadership. Which stock hit a new high If I frame this from a portfolio construction perspective rather than personal holdings, ASML is the clearest example of a name that rewarded patience. Its new high reflects not momentum chasing, but structural scarcity in advanced chip manufacturing. That distinction matters. New highs driven by earnings visibility tend to persist longer than those driven purely by sentiment. Do I believe in the January effect I believe in flows, not folklore. January strength often reflects: P

2026 Explosive Open: Why ASML & Micron Are the New "Generals" (And Is It Too Late to Chase?) Happy New Year, Tigers! 🧧 If you blinked, you might have missed the entry. The first trading session of 2026 didn't just open; it erupted. While the headline shows the S&P 500 ($SPX) up a respectable 0.6% to 6,858, the real violence was in the Nasdaq ($IXIC), ripping 1.3% higher. But look closer: this wasn't a broad "everything rally." This was a precision strike into Semiconductor Infrastructure. With ASML and Micron ($MU) surging nearly 8% to All-Time Highs (ATHs) and Nvidia ($NVDA) tacking on another 3%, the market is sending a very loud signal about the theme for 2026. The question for this weekend is simple: Is this a genuine breakout, or a classic "January Effect" bull trap before ear