To The Moon

Strong Breakouts Still Need Breathing Room My notes from Tuesday, 22 September: a market can look constructive and still demand restraint. The S&P finished flat but held a second close above its recent bull-flag breakout. That supports the bullish case, although the follow-through was hardly convincing. The Nasdaq and semiconductors were stronger, but the move had become stretched and leadership remained narrow. For me, the lesson is to separate a promising setup from a sensible entry. These are ideas I am studying, not a report of trades I have executed. A breakout needs confirmation, but paying too far above support can leave little room for an ordinary pullback. SMCI and HNGE stood out on that basis. SMCI had pushed above its consolidation with improving momentum, while HNGE had sev

Memory prices up over 500%. Does that still count as good news? A cycle view, and how I trade it with sell puts Written Thursday, 24 Sept (SGT). First, is the 500% number real? Mostly, yes. It depends on which chip and which price you look at. For the newest standard memory, DDR5 is up nearly 500% year on year. The spot market is even more extreme: DRAM spot prices have surged nearly 700% over the past year, according to a Bloomberg report from July. Contract prices, which is what big buyers actually pay, moved in huge quarterly steps. TrendForce measured conventional DRAM contract prices up 93% to 98% quarter over quarter in Q1 2026, with many DDR5 SKUs up 3.5 to 4 times and DDR4 kits roughly doubling. Even after all of that, prices were still rising in August. PC DRAM averaged a record $

$S&P 500(.SPX)$ just reversed sharply from the highs, and the bearish structure is getting clearer. 📉 The current move is shaping up as a 5-3-5 pattern: 🔻 5 waves down from the highs 🔺 Looking for a 3-wave bounce 🔻 Then potentially another 5 waves down That makes any bounce tomorrow something I’ll be watching closely for a potential sell-the-rally setup. 🎯 First downside target: The weekly low / open weekly gap. But there’s another important signal developing. ⚠️ Bearish SMT vs $NASDAQ 100(NDX)$ $SPX is now sitting inside Daily FVG support, while a fresh bearish SMT has appeared against $NDX around the August high. That adds another layer of caution to the setup. 📍 The level that matters most: 7,657 A

Memory stocks had a rough session after the huge run they’ve had. $SanDisk Corp.(SNDK)$  , $SK hynix(SKHY)$   and $Micron Technology(MU)$  all pulled back, which isn’t too surprising after such strong momentum. Rising yields also didn’t help, especially for stocks that have already moved a long way. But now everyone is looking toward Micron’s earnings on Sept 30. That could be the next big test for the whole memory trade. I’m watching a few things: 📌 HBM demand — Are AI customers still locking in supply? 📌 Pricing — Can memory prices keep moving higher without demand starting to crack? 📌 Margins — Strong revenue is great, but

$ST Engineering(S63.SI)$ 🌟🌟🌟I invest in ST Engineering because it represents the perfect marriage of defensive resilience and engineering excellence.  ST Engineering is a stock built for the long term compounding investor who values structural safety over short term market noise. Backed by Temasek Holdings, the sovereign wealth fund of Singapore, investing in ST Engineering is not just any corporate listing .  It is Singapore's institutional and defensive fortress. Go Long Go Strong Go ST Engineering!🥰🥰🥰🌈🌈🌈💰💰💰 @Tiger_SG  @TigerStars  @Tiger_comments  

There will be having a private Bilateral talk tomorrow at the Whitehouse. This event can cause volatility throughout the day depending on what happens. We saw $S&P 500(.SPX)$ run 280 points and $Invesco QQQ(QQQ)$ 48 points in 5 days. Best case scenario we see one more consolidation day before a bounce on Friday/Monday. Either way you need to manage your risk until we see the market reaction to the meeting. SPX if it fails at 7700 avoid calls. If $Invesco QQQ(QQQ)$ fails at 738 let it drop as well. $Micron Technology(MU)$ and

📊 Market Recap As of September 24, 2026 (US Eastern Time), 'IREN' closed at $47.05, down -3.09% on the day. After touching an intraday high of $49.37, sellers stepped in near the key $49.03 resistance, pushing the stock back toward its immediate pivot. The close sits about 38.8% below the 52-week high of $76.87, but remains well above the 52-week low of $28.93. 🚀 Key Drivers AI Cloud Services Sentiment: 'IREN' has been moving alongside US AI cloud service providers, and the sector recently staged a broad rally, lifting AI data center names including 'IREN'. Q4 Revenue Miss Lingering: The company previously reported Q4 revenue of $137.2 million, down from $187 million a year ago but ahead of FactSet expectations of $132.3 million. The guidance outlook remains a key swing factor for sentimen

📊 Market Recap As of the September 24, 2026 U.S. session, 'MRNA' closed at $182.11, down -0.25% from the prior close of $182.56. The stock remains in a powerful uptrend, trading just -5.30% below its fresh 52-week high of $192.31, with intraday movement between $181.30 and $192.31 reflecting active profit-taking after a parabolic rally. 🚀 Key Drivers ESMO Catalyst: Three abstracts on intismeran autogene were accepted by ESMO, with full Phase 3 INTerpath-001 melanoma results expected on October 24, 2026. Oncology Expansion: Additional data will cover pancreatic cancer and early-stage non-small cell lung cancer, broadening the vaccine's clinical narrative. Analyst Momentum: Argus Research upgraded the stock to Buy with a $180 target, followed by Wolfe Research's upgrade, fueling a more than

📊 Market Recap As of September 24, 2026, 'NFLX' closed at $71.36, down -1.11% on the day, with an intraday range of $71.07 to $72.37. The stock sits just 9.6% above its 52-week low of $65.08, but remains a steep 42.8% below its 52-week high of $124.86. Trading volume of 32.61 million shares with a volume ratio of 0.68 indicates weak participation, with the price continuing to drift lower in a bearish technical structure. 🚀 Key Drivers HSBC Downgrade: HSBC cut its rating on 'NFLX' from Buy to Hold on September 22, contributing to a 2% decline and reinforcing the cautious sentiment from sell-side analysts. Engagement Concerns: Wells Fargo downgraded Netflix to Underweight, citing a worrying 8% drop in viewership during H1 2026 and forecasting Top 100 Originals watch time to fall over 20% in

📊 Market Recap As of September 24, 2026 (ET), 'COIN' closed at $198.13, down -1.46% on the day. The stock reached an intraday high of $204.50 before fading, highlighting resistance near the $206 zone. The current price sits roughly 25.7% below its 52-week high of $402.16, while holding well above the 52-week low of $139.11. With a market capitalization of $52.32 billion and a turnover rate of 2.70%, trading activity remains constructive but lacks the volume expansion needed to confirm a breakout. 🚀 Key Drivers Analyst Upgrade Momentum: 'Coinbase' recently received an upgrade from Compass Point to Neutral from Sell, with the price target raised to $177 from $130, reflecting improving sentiment among certain institutional desks. Regulatory and Crypto Sentiment: Broader digital asset sentimen