To The Moon

English version： Last week, we put on a very small straddle position in QQQ: we simultaneously bought a September 25 call and put, both with a strike price of 704. The two legs cost $9.73 and $8.93, respectively. A few trading days later, the call has risen to $37.74, generating an unrealized gain of $2,800, while the put has fallen to just $0.26, producing a loss of $867. Netting the two together, this lightly sized position has already doubled. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2609(NQmain)$ $微型NQ100指数主连 2609(MNQmain)$

🌟🌟🌟The global financial ecosystem is feeling some serious heavy gravity right now.  When the benchmark US 10 Year Treasury yield punched through the 5% intraday ceiling, it sent a massive shockwave across the markets globally. 5% isn't just a number.  It is a financial super magnet.  When "risk free" government debt pays that much, it rips capital right out of speculative assets.  It is the ultimate showdown between the unstoppable force of the AI hype train and soaring bond yields. Can Equities Hold the Line? Think of the stock market like a house on stilts where interest rates are the termites.  At 5% risk free yields, equity valuations begin to look incredibly fragile.  Why should an investor risk his hard earned cash on high flying tech companies when Uncl

$Meta Platforms, Inc.(META)$ ’s new AI agent has gone from a product launch to a market story surprisingly quickly. Muse launched on September 8, reached No. 1 on the U.S. App Store within roughly 10 days, and META subsequently climbed to $741.25 on September 21, up about 21% from its September 8 close. The stock move has naturally drawn attention, but the more interesting question is what investors are actually buying into. Muse is not yet large enough to materially change Meta’s financial results; instead, its early adoption is giving the market a new way to think about how Meta could eventually monetize AI beyond advertising. The question is no longer whether consumers will try an AI agent. It is whether Meta can turn that usage into a durable,