To The Moon

South Korea’s semiconductor industry is enjoying one of its strongest AI-driven booms. HBM, DRAM, advanced packaging and AI servers are all benefiting from the global infrastructure buildout. $SK hynix(SKHY)$ has become one of the biggest winners, and on August 19 announced a roughly KRW 40 trillion share repurchase covering about 24.07 million shares, which are expected to be cancelled. Yet $Samsung Electronics Co., Ltd.(SSNLF)$ faces a very different challenge: while AI demand is creating record opportunities for Korean semiconductors, Samsung’s foundry business is still struggling to convert technology into major customer orders. It is not that Samsung lacks technology.

The Coming-of-Age from "Pandemic Stock" to "mRNA Platform Titan" August 21, 2026 On August 19, $Moderna, Inc.(MRNA)$ 's stock price skyrocketed 177% in a single session, surging from $62.96 to $174.38. On August 20, it plummeted 23.6% to $133.32. Over the two days, the cumulative gain still stood at 111.7%, but $16.4 billion in market cap evaporated in a single day. This roller-coaster was not driven by a fundamental reversal, but rather by violent repricing of the mRNA platform's value by capital markets. For Moderna, August 2026 marks its official coming-of-age—from a "COVID beneficiary stock" to a "diversified mRNA platform company." For the XBI and broader biotech sector, it serves as a textbook demonstration of "sentiment contagion" and "risk

Amid the relentless AI infrastructure investment boom, one stock has remained conspicuously undervalued — $Broadcom(AVGO)$ . With shares up only about 13% year-to-date, the stock has significantly lagged its AI peers. Yet, as demand for custom AI accelerators (XPUs) explodes and partnerships with Google, Meta, OpenAI, and Anthropic deepen, Broadcom stands at a critical inflection point to redefine the AI supply chain. We are initiating coverage with a Strong Buy rating and a $588 price target, representing roughly 50% upside from current levels. XPU: The Hidden Champion of the AI Accelerator Battlefield Unlike $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , whi

[Miser][Smile]Fellow Tigers, Q2 13F filings are fully disclosed, and this quarter is packed with signals—Buffett's third massive $Alphabet(GOOG)$ purchase, Tepper loading up on Magnificent 7 while dumping memory stocks, and $SpaceX(SPCX)$ getting swarmed by hedge funds post-IPO. 📌 One-Sentence Summary in Adavance Q2 smart-money rebalancing theme: loading AI giants (especially Alphabet), embracing the SpaceX space narrative, taking profits in memory/semis, concentrating China ADRs into AI-core names, and quant giants vs. discretionary managers taking opposite macro views. Buffett's third Google purchase, Tepper dumping memory while buying Magnificent 7, hedge funds swarming SpaceX, Renaissance buying Meta

The current US stock market resembles a multi-faceted seesaw of optical, cloud, software, and hardware. Money hasn't truly left AI, but it's been constantly shifting between these sectors. The most typical example is the past two days. On the 12th, after Lumentum's earnings report, optical communications once again became the market focus. $Lumentum(LITE)$ 's latest quarterly revenue was $1.01 billion, a year-over-year increase of 109%. The midpoint of its next quarterly revenue guidance is around $1.25 billion, and management continues to emphasize the demand for high-speed optical connections in AI data centers. On the same day, CRWV and NBIS also performed strongly. $CoreWeave, Inc.(CRWV)$ 's second-qu

Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le

Oracle (ORCL): AI Infrastructure Landscape, Competition, Capital Deployment, Valuation & Partnership Ecosystem Conclusion Bias: $Oracle(ORCL)$ 's valuation does not fully reflect the explosive potential of its AI infrastructure business. A Forward P/E of 11.6x for a company with IaaS growth of 93% and RPO growth of 363% represents a clear "valuation mismatch." However, high leverage and negative free cash flow are real financial risks, making it suitable for growth-oriented investors who can tolerate volatility. If you believe AI compute demand will continue to explode and multi-cloud strategies will become the enterprise standard, Oracle (ORCL) is one of the most attractively positioned large-cap tech stocks on a risk-adjusted return basis. T

$Quantum Computing Inc.(QUBT)$company Quantum and$Oracle(ORCL)$ have entered into a multi-year partnership.On August 12, Quantum and Oracle announced a multi-year strategic partnership to deploy Quantum's Helios quantum computer at Oracle Cloud Infrastructure (OCI) AI data centers in the United States.OCI customers will be able to directly access Helios through OCI's quantum services.

Susquehanna maintains strong buy rating on $NVIDIA(NVDA)$: GB300 shipments continue to ramp up, Vera Rubin launch imminent. According to Zhitong Finance APP, investment bank Susquehanna points out that $NVIDIA(NVDA)$ will release its Q2 FY2026 results on August 26. Before the official launch of the next-generation Vera Rubin product line, the market is expected to see continued ramp-up shipments of GB300 GPUs.

Citigroup Research believes the upward trend in precious metals is not yet over, with silver continuing to follow gold's direction and exhibiting a more aggressive upward movement due to its higher volatility. If the situation in the Strait of Hormuz eventually de-escalates, coupled with a less hawkish stance from the Federal Reserve, investment demand for precious metals will continue to recover. Citigroup believes that short-term pullbacks do not change silver's position as a high-beta asset compared to gold. If easing geopolitical risks drive funds back into precious metals, silver could potentially rise to $95/oz by 2027. However, Citigroup also maintains a risk scenario. The bank believes there is still approximately a 20% probability that silver will fall to $50/oz, indicating that c