To The Moon

🌟🌟🌟 $SanDisk Corp.(SNDK)$ pullback isn't a structural breakdown.  It is a healthy breathing moment for a red hot sector. Beneath yesterday's drop lies an economic reality.  SanDisk latest revenue soared 175% year over year to USD 20.3 billion, with adjusted EPS erupting to USD 70.88. SanDisk has literally signed away two thirds  of next year's manufacturing output to long term enterprise agreements. Yet Wall Street is pricing SanDisk at a conservative forward Price to Earnings (P/E ratio) at just 8 times future profits. For long term investors, a 24% discount from recent all time highs is a gift. Another alternative strategy is to buy $Roundhill Memory ETF(DRAM)$ which includes

The AI Fortress Cracks — 30Y Yields at 5.44% Drag the Mag 7 into the Same Fire That Torched Everything Else One thing has held this market up for months and the legs are getting wobbly. Mega-cap Tech and AI absorbed the capital while everything rate-sensitive got crushed. NVDA, MSFT, AAPL, GOOGL, AMZN, META, AVGO — the Mag 7 and the AI complex (SMCI, ARM, TSM) vacuumed up every free dollar. The rest of the tape? Rate-sensitive cyclicals, regional banks, REITs, homebuilders, small caps — all left for dead. That worked as long as AI stayed insulated from the macro. The 30Y just hit 5.44%, its highest since 2004. Nasdaq futures are down close to a point. That is not a minor tick. When the long end of the curve is screaming like this, duration gets repriced and the high-multiple growth names f

For years, one of the simplest stablecoin theses has been: Money moves onchain → traditional payment rails become less important → Visa and Mastercard get disrupted. Makes sense. But something happened this week that made me question whether we’ve got the second half of that equation wrong. On September 22, SoFi announced it was moving its entire debit and credit card program onto stablecoin settlement using SoFiUSD. Expected annualised volume? More than US$25 billion. But here’s the interesting part. It isn’t bypassing Mastercard. It’s settling through Mastercard’s global payments network. That sent me down a rabbit hole. And I think there might be a much bigger story developing underneath the stablecoin boom. 💳 THE DISRUPTORS ARE MEETING THE TOLL ROADS Stablecoins solve some genuine prob

👟 NIKE (NKE): Turnaround Opportunity or More Pain Ahead? Nike is approaching an important test with Q1 FY2027 earnings on October 1. The iconic sportswear giant is going through one of its most difficult resets in years. FY2026 showed some encouraging signs, but the recovery remains uneven. 📊 Where Nike stands • FY2026 revenue: around $46.4B • Wholesale business has started improving • North America showing signs of stabilization • Nike is rebuilding relationships with wholesale partners • New product innovation and sport-focused strategy remain central to CEO Elliott Hill's turnaround ⚠️ But major challenges remain • Greater China continues to be weak • Nike Direct and digital sales remain under pressure • Gross margins have been hurt by tariffs, discounting and product-mix pressures • Co

$BlackBerry(BB)$ walking for my BB to bring me to the moon!

$Microsoft(MSFT)$ The Ultimate Triple Engine: Microsoft doesn't rely on just one revenue stream. It dominates across three massive pillars:Intelligent Cloud: Azure is one of the world's leading enterprise hyperscalers, growing at an impressive ~40% YoY pace.Productivity & Business Processes: Microsoft 365, LinkedIn, and Dynamics generate massive, non-negotiable subscription revenue from enterprises.More Personal Computing: Windows, Xbox (boosted by Activision Blizzard), and Surface devices handle consumer and hardware tech.🔒 High Switching Costs (The "Moat"): Once a corporation integrates Windows, Office 365, Azure, and active directory infrastructure, leaving is incredibly difficult and expensive. This gives Microsoft immense pricing power.💡

$Palantir Technologies Inc.(PLTR)$ Would you hold on to $Palantir Technologies Inc.(PLTR)$  ? Yes — I would consider Palantir (PLTR) a long-term holding, but I would treat it as a high-growth, high-valuation position, not a core defensive holding like MSFT or GOOGL. The key issue in September 2026 is not whether Palantir’s business is growing — it clearly is. The issue is how much of that future growth is already priced into the stock. Why I like the long-term business Palantir’s latest numbers are unusually strong: * Q2 2026 revenue: $1.935B, +93% YoY * U.S. commercial revenue: +149% YoY * U.S. government revenue: +90% * U.S. commercial remaining deal value: $6.24B, +124% YoY * Adjusted operati

$Qualcomm(QCOM)$ would you trim if you have $Qualcomm(QCOM)$  ? At the current QCOM price around $202, I would trim modestly rather than exit, especially after the sharp move from the $160–180 area. QCOM jumped about 9.3% on Sept. 21 and closed at $201.97 on Sept. 25. Why I’d trim some 1. The recent rally has caught up with near-term valuation.
QCOM is now around 23× trailing earnings / ~20× forward earnings. The current analyst consensus target is about $204, essentially around the market price. 2. The fundamental picture is mixed. The latest quarter showed: * Revenue $9.95B, -4% YoY * Handset revenue -20% * Automotive revenue +61% * Q4 adjusted EPS guidance $2.05–$2.25, below the then-consensu

I don't think the market suddenly discovered dilution a day late. The shares were being sold through an ATM programme, so the dilution was happening gradually and was already known. What changed when the raise was completed was certainty: 29.3 million new shares had actually been issued, raising US$1.94B. That's roughly 5% dilution against Rocket Lab's previous common-share count. Thursday's rally may therefore have been relief that the Iridium financing was secured and the US$3.6B bridge facility could be cancelled. Friday then looked more like the market digesting the other side of that trade: a stronger balance sheet, but more shares dividing the future upside. So I wouldn't say dilution was priced exactly one day late. The market first rewarded financing certainty, then reconsidered w

HOOD is shifting gears — Prediction Markets just overtook Crypto Robinhood just showed something big in the numbers. In Q2, revenue from its prediction markets (event contracts) hit $156 million.
Crypto trading brought in only $100 million. That’s the first time prediction markets have beaten crypto at Robinhood. And a big part of the jump came from Rothera — the CFTC-licensed prediction market exchange they launched with Susquehanna in late May/June. Rothera processed over 3.5 billion contracts in a very short time and quickly became one of the top platforms. World Cup volume helped a lot, and now football season is kicking in. Management is routing more and more flow through Rothera so they keep a bigger piece of the economics instead of sharing it with third-party exchanges. This is not

$BABA-W(09988)$  $Alibaba(BABA)$  $BABA-W(09988)$  BABA seems to hold up pretty well last week. It closed slightly Lower than the previous week but compare to the overall market it outperformed it. The overall market seems will continue the downward trend this week but BABA should be fine. 

$YETI VERTICAL 261016 CALL 42.5/CALL 45.0$ playing with butterflies recently and seeing some yields. The ratios seems great and it definitely works out in the liquid market

$SPDR S&P 500 ETF Trust(SPY)$ S&P for slow and steady gain

$BlackBerry(BB)$ wanna close it but can't!!!

$SNDL 20270115 2.0 CALL$ hard to close!!!

$UOB(U11.SI)$  This is one of the big banking trio in Singapore and the cheapest in  valuation terms. Strong fundamentals and  diversified Businesses in various countries. Recently it shows it is breaking out to the  upside. Still undervalued.

$UBTECH ROBOTICS(09880)$ This stock just can't take a break.

$Advanced Micro Devices(AMD)$   1️⃣ Why am I making this trade now? I bout this perfect share few year ago when I was young and when it was young! I'm sure it will fly more again to the moon since I know we need this company and market need this company too! 2️⃣ What’s my plan from here? I will hold and buy some more when it drops a bit ! Short term can sell partial and hold some for long term until it break through price 1000! Let's see and let's go!

$Advanced Micro Devices(AMD)$ AMD GO GO GO TO THE MOON!!!

$Microsoft(MSFT)$ Microsoft go go go to the moon!!!