To The Moon

🚨 10-Year Treasury Hits 5% — The Market’s Real Test Starts Now The 10-year Treasury briefly crossed 5%. That number matters. Not because 5% automatically means stocks must crash — but because investors now have a much more attractive alternative to taking risk in equities. And this is where I think the market gets interesting. 👇 📉 Tech could feel the pressure first. High-growth companies are valued heavily on future earnings. When Treasury yields rise, those future cash flows become less valuable today. That’s why I’m watching the reaction in semiconductors and high-multiple tech much more closely than the headline index. 🛢️ Energy could be the other side of the trade. If oil remains elevated, energy companies can benefit from higher prices and potentially stronger cash flow. 🏦 Financials

🔐 Cybersecurity Stocks Are Flying — But Is This Just Another Rotation? Cybersecurity suddenly looks like one of the hottest corners of the tech market. CrowdStrike, Palo Alto Networks and other security names have been moving sharply higher as investors focus on a new question: What happens when AI becomes powerful enough to attack systems as well as defend them? That could create a huge opportunity for cybersecurity companies. AI could mean: 🤖 More sophisticated cyberattacks 🔑 More identity and access risks ☁️ Greater cloud-security demand 🛡️ More spending on automated threat detection ⚡ Faster response becoming essential But I’m not convinced every cybersecurity stock deserves a higher valuation just because it has “AI” somewhere in the story. That’s the risk. If investors are simply rot

📉 Memory stocks just took a beating. But I’m not convinced the bigger story is over. SK Hynix: -7.6% Micron: -5.25% SanDisk: -4.98% At first glance, this looks like a simple semiconductor selloff. But I think there’s something more important happening underneath the surface. The market has been willing to pay up for memory companies because AI infrastructure has created an unusually strong demand environment for high-performance memory and storage. The problem? A huge part of the recent earnings growth is coming from pricing. SanDisk’s latest quarter is a perfect example. Revenue jumped 51% sequentially, but roughly two-thirds of that increase was attributed to higher prices, with the remaining third coming from volume. That is an incredible setup when pricing is moving in the right direct

🧠 What if the biggest mistake investors are making with memory stocks is treating this like a normal semiconductor cycle? Memory stocks got hit hard, and on the surface, the move makes sense. SK Hynix dropped 7.6%. Micron fell 5.25%. SanDisk dropped 4.98%. But I think there’s a bigger question investors should be asking: Is AI changing the economics of the memory industry permanently — or are we simply watching another boom-and-bust cycle? For years, memory was one of the most brutally cyclical parts of semiconductors. Companies would add capacity → supply would increase → prices would fall → margins would collapse → production would get cut → prices would recover. Then the cycle would start again. AI potentially changes that equation. Modern AI infrastructure requires enormous amounts of

$Schwab US Dividend Equity ETF(SCHD)$ just keep buying...

$SNDL 20270115 2.0 CALL$ how will the market open today.

$BlackBerry(BB)$ how will the market open today?

$Alphabet(GOOGL)$  impressive beat on  earnings. Their suite of products are bringing  Strong cash flow & it has also 8% stake in  spaceX. Buy before it runs again 

$Advanced Micro Devices(AMD)$  it's coming down again! Let's buy and buy! Wait for its next flying! $Tesla Motors(TSLA)$  I'm waiting for this another perfect share to bring me profit too! Let's go!

$Taiwan Semiconductor Manufacturing(TSM)$  holding strong. Unable to start DCA down

$MSTX1 20260918 6.0 PUT$ MSTX (Defiance Daily Target 2X Long MSTR ETF) is a daily 2x leveraged ETF on MicroStrategy/Strategy (MSTR) — effectively a leveraged bet on Bitcoin. It is currently in a short-term pullback after a sharp multi-week rally , with momentum cooling but the medium-term uptrend still intact.

$Alphabet(GOOG)$ let's accumulate under 330!!!!

$Tesla Motors(TSLA)$ Tesla go go go to the moon 🌙!!!

$Torm PLC(TRMD)$ Torm go go go to the moon 🌙!!!

$Palantir Technologies Inc.(PLTR)$ still waiting for my $200 per share

$Tesla Motors(TSLA)$ Weekly drama hope to end it soon [Happy]  

$Bumitama Agri(P8Z.SI)$ Bumi at all time high! Lets breakout and head to 2.30!

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  it's never enough... at least not yet... I am topping up slowly, perhaps a little too slow to my liking. However, I am also keenly aware that buying into a leveraged short bet, only sufficient buffer would do the job. Something just can't be rushed. This is not the first time I have advocated getting insurance for this time period. There are a couple of things going on, all interconnected. The commonality? Trump-led US mess. Many people sing his praises... for various reasons. I do too, although a little out of tune, for the chaos he created for the world. No, there is no anger in my voice, just incredulously dumbfounded... War with Iran, tariffs for "friends of