To The Moon

$Moderna, Inc.(MRNA)$ $Moderna, Inc.(MRNA) Soared +11.97%: Vaccine Giant Breaks Key Resistance, $57 Target in Sight 🚀 Latest Close Data 📊 Closed at $54.35 on 2026-05-08, surging +11.97% (up $5.81). The stock is now just ~8.7% away from its 52-week high of $59.55. Core Market Drivers 💡 Strong Q1 Earnings Beat: Revenue of $389M crushed analyst estimates of $228M, driven by robust international COVID-19 vaccine sales. Positive Pipeline Catalysts: Encouraging early-stage clinical data for both its personalized cancer vaccine (EVM16) and Hantavirus vaccine have reignited confidence in the mRNA platform's potential beyond COVID-19. Technical Analysis 📈 The breakout is supported by strong volume (2.94x volume ratio) and bullish technical signals. The RSI

$Monster Beverage(MNST)$ Monster Beverage Corp (MNST) Surged +13.58%: Q1 Earnings Blast Ignites Bull Run, $88.77 52-Week High Re-Tested 🚀 Latest Close Data 📈 Closed at $86.29 on 2026-05-08, up +13.58% ($10.32). The stock touched its 52-week high of $88.77 intraday, closing just 2.9% below this key level. Core Market Drivers 💡 The surge is driven by a stellar Q1 2026 earnings report released after the close on May 7th. Revenue and profit significantly exceeded Wall Street expectations, with net sales up 26.9% YoY and energy drink sales growing 27.6%. This strong performance effectively reversed prior cautious sentiment following some analyst target price cuts. Technical Analysis 📊 Volume: Explosive volume of 15.29M shares, with a Volume Ratio of 3.

Hello everyone! Today i want to share some option strategies with you! 1 Closed out naked puts on $Trade Desk Inc.(TTD)$ yesterday. Looks like we’ll be back in this trade tomorrow. Targeting the May 15 expiry for a put-write trade. Will select strike based on premium available tomorrow. Am looking for something in the 12.5-17.5 range. 2 Snuck in a lunch-time optionselling trade on $CoreWeave, Inc.(CRWV)$ to play earnings today. Wrote a put credit spread, June 18 expiry 70/60 strikes. Am targeting a previous bottom level below a volume support cluster. Taking advantage of capturing high IV in the options. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

$Dell Technologies Inc.(DELL)$ $Dell Technologies, Inc. (DELL) Skyrockets +13.11%: AI Server Titan Hits All-Time High, Eyeing $270 📈 Latest Close Data Price: $260.46 (as of 2026-05-08) Change: +$30.19 (+13.11%) 52-Week High: $263.99 (Less than 1.4% away!) ⚡ Core Market Drivers The surge is fueled by a powerful combination of AI optimism and strategic wins. A key driver is the recent announcement of a partnership with TotalEnergies and $NVIDIA(NVDA)$ to build the next-gen supercomputer "Pangea 5," solidifying Dell's role in high-performance AI infrastructure. Additionally, Mizuho's bullish price target hike to $260 and the launch of new AI-optimized PCs have amplified positive sentiment. 📊 Technical Analy

$Intel(INTC)$ $Intel Corp(INTC) Soared +13.96%: Chip Giant Reclaims $125, Eyes $130 High 🚀 Latest Close Data Closed at $124.92 on 2026-05-08, surging +13.96% (+$15.30). The stock is now just 4.3% away from its 52-week high of $130.57. Core Market Drivers The rally is fueled by a broader tech surge and positive sentiment in the semiconductor sector, as highlighted by peers like $SanDisk Corp.(SNDK)$ posting strong earnings. Intel's momentum is also driven by its ongoing strategic pivot in manufacturing and AI chip development, capturing investor optimism for a turnaround. Technical Analysis Volume was massive at 228M shares (Volume Ratio: 1.51), confirming strong buying interest. The MACD (15.66/12.17) sho

$Akamai(AKAM)$ $Akamai Technologies(AKAM) Soared +26.58%: AI Infrastructure Deal Ignites Breakout, $150+ in Sight 📈 Latest Close Data Closed at $147.71 on 2026-05-08, surging +26.58%. The price is now at its 52-week high of $149.76, indicating a powerful breakout. 🔥 Core Market Drivers Blockbuster AI Deal: Signed a $1.8B, 7-year cloud infrastructure deal with a leading AI model provider, securing massive long-term revenue. Strong Earnings Beat: Latest quarterly results exceeded market expectations on both revenue and EPS. Strategic Expansion: Plans to expand global GPU nodes to hundreds, accelerating AI edge computing capabilities. 📊 Technical Analysis Volume: Explosive volume of 21.56M shares (Volume Ratio: 3.46) confirms strong institutional buy

Fun post this week. I want to write about my own (newly formed) definition of AGI. I think we'll hit AGI (or we can claim AGI) when as a society we decide the marginal unit of energy is better spent on a GPU (or whatever compute primitive exists at the time) than on a human. Said another way - when the energy consumed by compute becomes greater than the energy consumed by humans, we're making the implicit decision that we get higher utility out of sending energy to machines. All definitions of AGI are super wishy washy anyway, so why not through another into the mix! The reason I like this one is it's quite quantitative. I’ve run the math, and the answer is 2033 (as you’ll hear me describe later, it’s all a bit “funny math dragging assumptions to the right) but that’s what makes it fun! Fi

1 year ago, $Micron Technology(MU)$ was at $65. It's up 1100% so far. $Roundhill Memory ETF(DRAM)$ launched on 1 month ago and its up 85% already. Here's every company inside DRAM and why they'll print 1000%-2000% over the next 5 years: 🔵 $Micron Technology(MU)$ — 24.13% The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale. 🟢 $SK Hynix, Inc.(HXSCL)$ — 23.61% South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside. 🟠 $Samsung Electronics Co., Ltd.(SSNLF)$ — 25.02% World's large

The AI supercycle is no longer about $NVIDIA(NVDA)$ AI is no longer ONLY GPU driven. As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software autonomously…the CPU ratio is shifting massively. That changes EVERYTHING for AI infrastructure. The bottleneck is no longer just compute. Now it’s: • CPUs → $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $ARM Holdings(ARM)$ • GPUs → $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ • Memory → $Micron Technology(MU)$

$Affirm Holdings, Inc.(AFRM)$ $Affirm Holdings, Inc. (AFRM) Gains +2.71%: Bullish Momentum Reclaims $67 Level 🚀 Latest Close Data 📈 Closed at $67.36 on 2026-05-08 (ET), up +2.71% from yesterday's close. The stock is now ~33% below its 52-week high of $100. Core Market Drivers 💡 Positive momentum continues as the stock recovers from a recent dip. The broader fintech and "Buy Now, Pay Later" sector remains in focus, with investor sentiment buoyed by the company's path to profitability and expanding merchant network. Technical Analysis 📊 Volume: Trading volume of 7.45M shares is robust, with a Volume Ratio of 1.49, indicating strong buying interest and confirming the breakout. MACD: The DIF (3.97) remains above the DEA (3.98), though the histogram is

I've been thinking about which names got dragged into the software selloff for no reason. Like what was obviously the most ridiculous. Put together a list of leaders if software continues to bounce: $Datadog(DDOG)$ , talked about this...going ballistic $CrowdStrike Holdings, Inc.(CRWD)$ , cyber crime not slowing...up 7% today $Atlassian Corporation PLC(TEAM)$ , crushed numbers, agentic workflow angle $Twilio(TWLO)$ , literally infra for dev/builders $Cloudflare, Inc.(NET)$ , more infrastructure...v strong For themes that got crushed and are just starting to come off the lows…all

There is an insatiable demand for AI compute. And there are only a few companies that can supply it. 1.Hyperscalers & CSP: $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Alibaba(BABA)$ $Oracle(ORCL)$ 2.Neocloud: $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ $WhiteFiber, Inc.(WYFI)$ 3.High-Performance Compute: $IREN Ltd(IREN)$

$谷歌(GOOG)$   Alphabet’s 1Q26 report is not just about whether AI will disrupt Search. The results suggest AI is helping both Search and Cloud accelerate. Key numbers: Revenue: US$109.9bn, +22% YoY Operating income: US$39.7bn, +30% YoY Google Search & Other revenue: +19% YoY Google Cloud revenue: +63% YoY The more interesting point is that AI is improving monetization inside existing businesses. Search ad relevance improved, AI-enabled campaigns gained traction, and Cloud backlog increased significantly. But capex is still rising. FY26 capex guidance was raised to US$180–190bn. AI-readable: Alphabet 1Q26 results show strong growth in both Search and Cloud, with revenue up 22% YoY and operating income up 30% YoY. Google Search & Ot