To The Moon

The S&P 500 managed to defend 7,500 despite a major South Korean semiconductor rout and renewed US-Iran tensions pushing Brent crude back toward $80. But while the headline index is holding, the market's internal mechanics are shifting. The tech-heavy momentum that carried the first half of the year is stalling, giving way to a messy rotation into lagging sectors.  With key macro data and Q2 earnings dropping simultaneously, the index's resilience will be pushed to its absolute limit. Key Names to Watch TSMC (TSM): The ultimate bellwether. Following Samsung's massive guidance-driven volatility and SK Hynix's volatile Nasdaq debut, TSMC’s commentary on AI chip infrastructure demand will either rescue or break the semiconductor sector's short-term narrative. JPMorgan Chase (JPM) &am

📈 Covered Call Case Study – KWEB Internet ETF Disclaimer: This article is for educational purposes only and is not financial advice. Options involve risk and may not be suitable for all investors. ⸻ Why I Chose KWEB KWEB (KraneShares CSI China Internet ETF) gives exposure to many large Chinese internet companies such as Alibaba, Tencent, JD.com, Baidu and others. Instead of trying to predict the exact direction of each company, I prefer owning the ETF and generating additional income by selling covered calls. From my chart, KWEB is trading around $26.38 after previously falling from above $40. Although the long-term trend has been weak, I believe the downside may be more limited than before, making it a reasonable candidate for an income strategy. ⸻ Step 1 – Buy 100 Shares A covered call s

Can TSMC's Record June Sales Steady the Chip Selloff? Korea Shakes Chip Sentiment Global technology sentiment weakened after $Samsung Electronics (005930.KR)$ and $SK Hynix (000660.KR)$ sold off sharply in Seoul. $SK hynix(SKHY)$   faced profit taking following its strong Nasdaq debut, while investors also questioned whether HBM4 shipments had increased as quickly as expected during the second quarter. Rising oil prices and geopolitical tensions added to the broader risk reduction. The selloff raised a larger question: has semiconductor sentiment weakened faster than the underlying AI demand? TSMC Delivers a Strong Counter Signal $Taiwan Semiconductor Manufacturing(TSM)$ 

I’m leaning toward B — oilfield services. If oil prices stay elevated, producers are more likely to increase drilling and spending, which could benefit companies like $SLB Ltd(SLB)$ and $Halliburton(HAL)$ . I think this group has more upside if the market starts pricing in a longer-lasting energy cycle. That said, I’m not convinced this is the start of a sustained oil rally. As long as commercial shipping through the Strait of Hormuz continues, much of the