To The Moon

Jensen Huang Just Wiped Out Billions in Thermal Stocks — But Was It a Buy Signal? NVIDIA just dropped a nuclear bomb on the cooling industry with a single sentence. Speaking on the future Vera Rubin platform, Jensen Huang said: > "Our future platform is cooled by 45°C warm water. At this temperature, data centers no longer need traditional chillers." >  The Market’s Knee-Jerk Reaction: Panic selling. Stocks like Vertiv ($VRT) and other thermal management giants took a nosedive. The logic was simple: "NVIDIA doesn't need cooling anymore = Sell." The Reality: The market is dead wrong. The demand for thermal management isn't disappearing—it's getting more expensive, more complex, and more exclusive. If you understand the physics, yesterday’s crash might be the biggest alpha opportu

🚀 Citi’s $5 Trillion Bombshell: Is NVDA’s "Rubin" the Key to the Next Supercycle? $5 Trillion. Let that number sink in. Just when the bears were whispering about "AI fatigue" and "capex cliffs," Citi dropped a massive report suggesting that Nvidia’s upcoming Vera Rubin architecture—the successor to the already-hyped Blackwell—could unlock a $5 trillion artificial intelligence opportunity. If you thought the move from H100 to Blackwell was big, the market is now starting to price in what happens after 2025. Nvidia isn't just selling chips anymore; they are building the industrial foundation of the next decade. But with the stock hovering near $185, is this priced in, or are we staring at the next leg up to $200+? Let’s break down the catalyst, the tech, and the trade. 1️⃣ The "Rubin" Thesis

Earnings Calendar (12Jan2026) In the upcoming week, several major companies are scheduled to report their earnings. Key players include JP Morgan, Delta Air Lines, BNY Mellon, Wells Fargo, Citibank, Bank of America, TSMC, Morgan Stanley, Goldman Sachs, and BlackRock. Let us look at Delta Airlines. Airline earnings are often called the "Canary in the Coal Mine" for the global economy. Because the industry is highly cyclical and sensitive to shifts in spending, its financial reports provide a real-time health check on everything from consumer confidence to global trade. Airline earnings act as an economic barometer. Leisure demand reflects consumer spending power, while premium bookings signal corporate confidence. Air cargo volumes track global trade

Market Outlook of S&P500 (12Jan2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator continues to move in a bullish pattern. Moving Averages The price action, as depicted by the candlesticks, is currently situated above both the 50-day and 200-day moving average (MA) lines. This positioning indicates a bullish trend in both the short-term and long-term outlooks. Furthermore, both the 50 MA and the 200 MA are trending upward, reinforcing the positive trend. Exponential Moving Averages (EMAs) The three Exponential Moving Averages (EMA) lines are showing a bullish outlook as they continue to fan upwards. Chaikin Money Flow (CMF) The Chaikin Money Flow (CMF) currently registers at 0.07 and is also trending upward. This reading indicates

 $Affirm Holdings, Inc.(AFRM)$  $Rocket Lab USA, Inc.(RKLB)$   🏛️ Policy Shock and Liquidity Optics Donald Trump’s call for a 12-month cap of 10% on U.S. credit-card interest rates starting 20Jan26 is one of the most tradeable policy shocks of the year. This is not just a headline. It directly hits bank net interest margins, consumer credit spreads, payment networks, fintech revenue models, and political liquidity optics at the same time Trump is also pushing mortgage-rate suppression via $200B in MBS purchases, $2K tariff rebates as consumer stimulus, and a $1.5T defence pivot. 💳 The Credit System Cannot Clear at 10% U.S. consumer credit runs on risk-based pricing. With today’s d

Bank Stocks Start 2026 Strong Why bank stocks have been leading again Banks are basically a "macro bundle" in one ticker: growth, rates, credit, and market activity. What has gone right recently is the combo platter: Rates stayed high enough for long enough to keep net interest income resilient, even as investors began to price in eventual cuts. That "not too hot, not too cold" rate path matters more to banks than the absolute level. Credit has not cracked in a way that forces a big spike in provisions, so earnings have looked "boringly dependable," which the market tends to reward when the tape gets crowded in more fragile narratives. Capital markets woke up: underwriting calendars and deal chatter have improved, and early 2026 issuance activity has been busy, which tends to flow through

$GDS Holdings Ltd(GDS)$ has been performing solidly — data centers are one of the clearest beneficiaries of the growing AI adoption trend, especially with China’s push on AI infrastructure. The company’s earnings and bookings are strengthening, and the stock’s run feels great!

$BitMine Immersion Technologies Inc.(BMNR)$ just crushed it! Caught the crypto concept stock surge and rode it well—especially with the company’s huge ETH holdings and its move into staking and validator networks. The stock’s performance beat expectations and the gains feel awesome! High risk, high reward—feels like I timed it right!

$GDS Holdings Ltd(GDS)$ Caught a nice move this round and booked some gains — feels good when the logic and trend line up!

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ has been exciting lately — leveraged moves hit hard and fast

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ is on fire! 9.73% surge on Jan 6 plus 8.66% gain on Jan 9, 29.46% jump in two weeks, 3x leverage amplifies semiconductor boom – massive profits!

$Intel(INTC)$ is gaining strong momentum, with government support! $SMIC(00981)$ has already partnered with collaborators and is waiting to be tapped

$SoundHound AI Inc(SOUN)$ So glad I held SOUN! "Moderate Buy" consensus with $16.07 avg target (36% upside), 67.6% YoY Q3 revenue beat – strong liquidity fuels gains~

$CRITICAL METALS CORPORATION(CRML)$ This stock has now become one of my most anticipated picks. Playing with this kind of high-risk, lottery-like stock is just thrilling.

$NuScale Power(SMR)$ Its edge is clear: modular reactors, standardized manufacturing in factories, then shipped and assembled

$iShares Silver Trust(SLV)$ moved steadily and strong — solid gains locked in.

$ProShares Ultra Silver(AGQ)$ I’ve allocated quite a bit into silver futures and plan to hold for two years to see how much it can make. I’ve already made a decent profit over the past couple of weeks.