To The Moon

Focus on the leading stocks: Market Leaders： $SanDisk Corp.(SNDK)$ $Bloom Energy Corp(BE)$ $Lumentum(LITE)$ $Corning(GLW)$ $Teradyne(TER)$ $Western Digital(WDC)$ $Vertiv Holdings LLC(VRT)$ $Comfort Systems USA(FIX)$ $ASE Technology(ASX)$ $Seagate Technology PLC(STX)$ $Ciena(CIEN)$ $Micron Technolog

Multiple rare signals are hitting at once: the Hindenburg Omen has triggered again, software stocks are massively lagging, breadth is historically strong, $NFLX$ is deeply below its 200DMA, and $IBM$ just posted its worst drop this century. A market full of contradictions — and elevated risk. 1.Stock Market Crash "Hindenburg Omen" Triggered 🚨 The Hindenburg Omen, an indicator that correctly detected the 1987 and 2008 stock market crashes, has been triggered for the 5th time over the last month 👻😱 2.Software Stocks $iShares Expanded Tech-Software Sector ETF(IGV)$ are now underperforming the Nasdaq by the largest margin this century 🚨🚨 3.Roughly 2/3 of S&P 500 $S&P 500(.SPX)$ stocks are outperforming

The AI Supply Chain Artificial intelligence is no longer just about models and software — it is an industrial build-out spanning chips, optics, power, storage, testing, cooling, and global infrastructure. From foundries and equipment makers to optical networking, advanced materials, power management, and data center infrastructure, the AI supply chain is a deeply interconnected ecosystem. AI is not a single stock story — it is a multi-layer capital cycle reshaping the entire hardware economy. $Ichor Holdings Ltd.(ICHR)$ $SanDisk Corp.(SNDK)$ $Syntec Optics Holdings, Inc.(OPTX)$ $AXT Inc(AXTI)$

This week’s market action shows extreme contrasts across sectors. $HIMS faces historic losses after nearly 50% decline, while Berkshire Hathaway ($BRK.B$) sits on record cash reserves. Small caps ($IWM$) are outperforming the Nasdaq ($QQQ$) for the first time in over nine years, and Robinhood ($HOOD$) signals caution with a Death Cross formation. Here’s a closer look at these key developments. 1. $Hims & Hers Health Inc.(HIMS)$ Hims & Hers Health $HIMS has now traded red in 14 of the last 15 days and lost almost 50% in value, its worst period in history 🚨🚨 2. $Berkshire Hathaway(BRK.B)$ Warren Buffett's Berkshire Hathaway is now sitting on an all-time high $382 Billion in Cash, enough to buy 480

A List of Drone Stocks: Military Drones： $Kratos Defense & Security Solutions(KTOS)$ $Red Cat Holdings Inc.(RCAT)$ $AeroVironment(AVAV)$ $Elbit Systems Ltd(ESLT)$ $AIRO Group Holdings(AIRO)$ $ParaZero Technologies Ltd(PRZO)$ $Droneshield Ltd(DRSHF)$ Commercial Drones: $Unusual Machines Inc(UMAC)$ $Draganfly Inc(DPRO)$ $Volatus Aerospace Corp.(VLTTF)$

Technical pressure is building across key names and volatility is creeping higher. With $UNH triggering a rare death cross, $GOOGL testing critical moving averages, and $VIX holding above 20 for a third straight session, risk appetite is clearly being challenged. 1. $UnitedHealth(UNH)$ UnitedHealth $UNH forms a Death Cross ☠️ for the first time since January 2025 🤯 The last one sent shares plunging 57% over the next 6 months 📉📉 2.$Alphabet(GOOGL)$ Alphabet $GOOGL fell below its 50-day moving average last week and now sits right at the 100-day 🚨 If that breaks, a return to the 200-day MA might be in play 🤯👀 3. $Cboe Volatility Index(VIX)$ CBOE Volatility Index $VIX

4 Undervalued Non-US Companies! 1/ $MercadoLibre(MELI)$ from Argentina 🇦🇷 Business: E-commerce, Logistics, and Financial Services. - #1 Ecommerce Player in LATAM - 72M Fintech MAUs - 77M Ecom Buyers - $60B Ecom Platform Sales - $253B Payment Volumes 2/ $DLocal Limited(DLO)$ from Uruguay 🇺🇾 Business: Payment Processing. - Active in 40+ Countries - Hundreds of payment methods - $35B TPV, growing 50% - Path to $200B in TPV - An insane 157% TPV Retention - Dirt cheap at 23 P/E 3/ $Sea Ltd(SE)$ from Singapore 🇸🇬 Business: Mobile Video Games, E-commerce, Logistics, and Financial Services. - $1.6B FCF Gaming Cash Cow Segment - $120B E-commerce Platform - Exploding Fintech

The easy money is over. • $Cboe Volatility Index(VIX)$ rising • Gold blowing off • Crypto getting killing • Leadership narrowing • Market breadth weakening • Defensive names outperforming • Momentum stocks rolling over • Sell-offs on good earnings • Multiple distribution days • Few actionable setups • Closes near the lows This is all you need to know about the market right now. The conditions simply aren’t favorable to be aggressive at the moment. There are times to make money and times to protect it. Right now is about protection and managing risk. There is little reward in forcing long positions here. Maybe this is just a temporary pause. Maybe it turns into something larger. Nobody actually knows. And the good news is that you don’t need to know

The Best Performing Sectors in the $S&P 500(.SPX)$ Memory: $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ Semis: $Analog Devices(ADI)$ $Monolithic Power(MPWR)$ Semi Equipment: $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $Teradyne(TER)$ $AMAT $LRCX $TER Networking: $Corning(GLW)$ Power Infrastructure:

There is always a bull market somewhere. Memory: $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$ $Seagate Technology PLC(STX)$ Foundries: $Taiwan Semiconductor Manufacturing(TSM)$ $SkyWater Technology, Inc.(SKYT)$ Substrates: $AXT Inc(AXTI)$ Chip Equipment: $Teradyne(TER)$ $Acm Research Inc.(ACMR)$ $Aehr Test(AEHR)$