To The Moon

A 16% one-day drop grabs attention, but it does not automatically make a stock cheap. The key question is whether the selloff is driven by deteriorating fundamentals or simply valuation compression after IPO excitement. If you believe SpaceX can sustain exceptional growth through Starlink, launch services, and future Starship monetisation, a pullback may be an opportunity to scale in gradually. If your thesis depended mainly on momentum and post-IPO hype, then today's move is a reminder that sentiment can reverse far faster than fundamentals change. Personally, I would avoid all-in dip buying. Newly listed stocks often experience weeks or months of price discovery before finding a durable floor. Patience may offer a better risk-reward than trying to catch the first bounce. The real debate

Micron is entering earnings with expectations sky-high. The bull case is clear: HBM demand remains strong, DRAM pricing is rising, supply is constrained, and even Apple has acknowledged memory cost inflation. If management raises guidance again, the market will view it as further confirmation that the AI memory cycle still has room to run. The risk is positioning. When a stock is at all-time highs after a huge YTD rally, "great" results may already be priced in. A small miss on margins, HBM capacity, or guidance could trigger profit-taking even if the quarter is objectively strong. If I were already sitting on substantial gains, I would consider trimming part of the position before earnings and holding the rest. That locks in profits while preserving upside if Micron delivers another beat-

$Carnival(CCL)$ $Royal Caribbean Cruises(RCL)$  $Norwegian Cruise Line(NCLH)$  🚢📊 $CCL Carnival: record demand meets a technical earnings reset 📊🚢 I’m watching Carnival closely after Q2 2026 earnings because the market is currently pricing two very different stories. The operating business continues to show resilience with record customer deposits, improving profitability, and strong forward bookings. However, the stock reaction has been negative, with $CCL breaking below both its 100-day and 200-day moving averages after earnings, dragging $RCL, $NCLH, and $VIK lower in sympathy. The key question for investors is whether this is a fundamental d

$SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$  $Micron Technology(MU)$  🚨 $SNDK SanDisk’s AI Memory Supercycle Faces Its First Major Reality Check 🚨 SanDisk $SNDK is on track for its 2nd worst trading day of 2026, plunging more than 12% intraday as memory semiconductor stocks come under heavy selling pressure. After an extraordinary rally, $SNDK is still holding an incredible 739% return for 2026, but today’s move highlights the biggest question facing AI infrastructure investors: Has the market simply taken profits, or is it starting to question the sustainability of the AI spending cycle? The semiconductor ecosystem is feeling the pressure. Memory weak

$ProShares UltraPro QQQ(TQQQ)$ 定投項目 論「猜頂」這門虧錢的玄學：2026市場迷因圖鑑 投資市場裡總有一種奇景，比八點檔還精彩：只要大盤連漲三天、市場出現三個紅K，你就會看到各路「K線仙」從四面八方湧出，彷彿集體中邪。有人拿著麥克筆在螢幕上畫線，畫得比交通標線還複雜；有人拿出估值模型，算出本益比已經高到火星去；還有人掐指一算，說「午時三刻，大盤必崩」。 但在2026年的今天，我越來越覺得，**精準預測市場頂部，不是專業，而是一種行為藝術**——而且是一種虧錢速度最快的行為藝術。 #### **第一幕：白宮發推文，牛熊都失神** 以前的總經分析，至少像看氣象預報，雖然偶爾不準，但多少有個衛星雲圖。現在的美股，完全是一場**「即興脫口秀」**，而主持人就是川普（或任何掌權者）。 現在的市場邏輯簡單粗暴： **早上九點**：分析師：「根據費波南西係數，壓力重重。」 **早上九點零一分**：總統在Truth Social發文：「我考慮對某國豁免關稅，只是考慮喔。」 **早上九點零二分**：道瓊期貨瞬間暴漲800點，所有技術線圖瞬間被「推文海嘯」沖進馬桶。 這種「一句話讓世界為你震盪」的劇情，2026年天天上演。**當市場漲跌不再看獲利，只看某人當下的起床氣，你還在畫線？那不是預測，是在畫符。** #### **第二幕：AI的頂，是給人摔的** 說到猜頂，今年最慘烈的戰場就是AI賽道。上半年的AI行情，熱到連路邊賣香腸的阿伯都在問你有沒有買輝達。那時候，一堆機構急著跳出來喊「泡沫！見頂！」，還拿出對比2000年網路泡沫的圖表嚇人。 結果呢？AI繼續噴，噴到專家們把報告撕掉，改發「調高目標價」的文。 但真正的黑色幽默在六月降臨——**谷歌**因為核心AI人才鬧

If you invest in Singapore or Hong Kong, you enjoy a massive structural advantage: 0% tax on dividends. Because of this, local investors often view dividends as "free money." But even when Uncle Sam or the taxman isn't taking a cut, paying out a dividend completely changes how a stock compounds. Let’s look at the math when a company earns $100 in profit and has to decide what to do with it. Watch What Happens to Each Half Assume the companys stock trades at a premiumsay, 4 times its book value (the net value of its physical assets). This is common for high-quality businesses with strong moats.  The $40 Dividend: Thanks to the local tax laws, you get the full $40. No tax drag. But what happens when you try to reinvest it? To buy back into the same company, you have to pay the market pr

$Chewy, Inc.(CHWY)$ $Chewy, Inc.(CHWY) Rebounds +1.94%: Bounces Off 52-Week Low, $18.0 Pivot in Focus 📈 Latest Close Data 🗓️ Closed at $17.85 on 2026-06-24, up +1.94% from the previous close of $17.51. The price is trading near its 52-week low of $17.40, significantly below its 52-week high of $43.84. Core Market Drivers ⚙️ The stock has been under pressure following its Q1 2026 earnings report, where strong results were met with profit-taking and analyst target price cuts (e.g., Piper Sandler slashed target from $48 to $30). Recent weakness in consumer discretionary spending and a cautious market outlook for the pet retail sector continue to weigh on sentiment. Technical Analysis 📊 Volume was 12.79M with a Volume Ratio of 1.19, indicating slightl

$MU 20260717 750.0 PUT$  run , money in the bag first . Everyone +u

$SPY VERTICAL 260731 PUT 750.0/PUT 705.0$  Out of puts now! Expect chop ahead before a little bit more downside

$Sheng Siong(OV8.SI)$ long term investment