To The Moon

🌟🌟🌟 $YOFC(06869)$ builds the literal, physical highways of global telecom, yet it is $ZJ INNOLIGHT(03308)$ building the high speed highway toll booths & transceiver engines that commands the Trillion Yuan premium & captures the institutional public fund crown. The differentiation we are witnessing is the classic split between physical infrastructure and compute enablement. YOFC is riding a magnificent highly profitable cyclical wave d

$Merck(MRK)$ $Merck & Co., Inc.(MRK) Surged +3.84% to $156.45: mRNA Cancer Vaccine Breakthrough Pushes Pharma Giant to All-Time High, $160 Breakout Zone in Sight Latest Close Data MRK closed at $156.45 on August 26, 2026, up +3.84% (+$5.79), finishing just $0.47 below the fresh 52-week high of $156.92 set intraday. The stock has now rallied over 100% from its 52-week low of $77.58. Core Market Drivers The rally is fueled by the landmark Phase III INTerpath-001 trial success for Merck's personalized mRNA cancer vaccine (intismeran autogene) combined with Keytruda, hitting both primary and key secondary endpoints — a global first. Multiple firms, including Morgan Stanley (upgraded to Overweight, PT raised from $116 to $179), have lifted ratings a

$Semtech(SMTC)$ Core Dynamic: "Availability currently matters more than pricing." Zero near-term order erosion; cost increases are passing through cleanly. CW Lasers (Post-HieFo): Transceiver revenue targeted for H1 FY28. Capacity is tight and they trail pure laser leaders, but making solid progress toward the 2027 ramp. TIA & Drivers (FiberEdge): Exceptional demand. Deepening hyperscaler integration with a dominant target of 50%+ market share for 1.6T FiberEdge by year's end ("designing to every module provider"). 1.6T qualifications are finishing ahead of schedule. Backlog & Visibility: Current FY is fully booked; next year is already >70% locked in. Management noted current capacity may fall short f

Introduction Tonight, after the U.S. market closes on 26 August 2026, $NVIDIA(NVDA)$ will release its Fiscal Q2 2027 earnings results. This is not just another earnings announcement. In my view, NVIDIA has become the single most important company in the artificial intelligence ecosystem, and its results could influence not only AI-related stocks but also the broader technology sector and overall market sentiment. NVIDIA is scheduled to report after market close and host its earnings call shortly afterward. Earnings release As an investor, I am less interested in whether NVIDIA beats earnings estimates by a few cents and more focused on whether AI demand remains strong enough to justify the enormous infrastructu

I’m leaning cautiously bullish on gold here, but I wouldn’t chase it aggressively. The Treasury buyback is a positive liquidity signal, but compared with the overall Treasury market, the scale is still relatively small and very different from QE. For me, the bigger drivers are still long-term: elevated U.S. debt, currency concerns, inflation uncertainty and the possibility of lower rates. Gold moving first makes sense, but I’d rather wait for confirmation from Treasury yields and broader macro data before adding heavily. If long-term yields remain above 5%, that could still pressure gold in the short term. Overall, I think gold still has room to run, but the path won’t be straight. I’d prefer to use pullbacks to build exposure gradually rather than buying after a sharp rally, especially w

🌟🌟When $Advanced Micro Devices(AMD)$ pops almost 5% right before $NVIDIA(NVDA)$ earnings week, it is the classic pre earnings sympathy rally - the appetiser before the main course, the warm up before the main show. So should you follow AMD's wave or wait for Nvidia's results? Camp A: Follow AMD now. You jump into the wave like a surfer who sees a good swell & thinks - YOLO, let's ride. It is thrilling & fast but you are surging in front of a volcano which may or may not erupt. Camp B: Wait for Nvidia's results You sit calmly on the beach & say "I will join after the fireworks." It is safer, more zen, less drama. But you might miss the first blast of momentum. Whether you

Spot gold pushed above $4,600/oz, reaching its highest level in more than three months as Treasury yields weakened and concerns around U.S. debt and the dollar returned to centre stage. The interesting part isn't just the price. 🇺🇸 Treasury has expanded its long-term bond buyback program 📉 Long-term yields initially dropped 💵 The dollar came under pressure 🥇 Gold and gold miners rallied ₿ Bitcoin also responded strongly Ray Dalio has been warning that rising sovereign debt and currency devaluation could become a major problem — and has argued that roughly 10–15% gold exposure can make sense as a portfolio diversifier. But there's another side. Gold is still recovering from its January record rather than breaking into completely new territory, and a hawkish Fed or hotter inflation data coul

🍏 $Apple(AAPL)$ was the hottest stock to me when I started investing with Tiger Broker. Tiger Brokers gifted each one of us one Apple stock when we started. That particular AAPL stock appreciated many times in real value. AAPL is currently up 57% in the past year, and has the highest market cap in the market right now. Apple is truly a great stock. Thank you Tiger Brokers! Thank you @TigerEvents @icycrystal @1PC @Shyon @TigerStars

I find $Microsoft(MSFT)$ Microsoft’s AI strategy the most convincing because it is already turning AI investment into visible revenue through Azure and Copilot. Alphabet $Alphabet(GOOGL)$ is also attractive with its diversified Search, Cloud and Gemini strategy, but I think AI monetization and ROI will matter more than simply spending the most. I believe the late-July selloff was partly amplified by forced hedge-fund liquidation, but valuation and crowded positioning were also important factors. Strong earnings alone may not be enough when future growth is already priced in. I remain cautiously bullish on AI, especially if Jackson Hole and the Fed signal a more supportive rate environment. Personally,

$Circle Internet Corp.(CRCL)$ : Are we looking at a classic "sell the news trap" where all future growth is already priced in OR is this sideways consolidation a gift wrapped in last parking space before an explosive upward launch? Crypto Bulls argue that evaluating Circle as a mere tech stock is an analytical error. Circle provides the essential cross border financial plumbing for the modern digital revolution. As global dollar demand skyrockets across emerging markets, USDC supply continues to scale at an exponential speed. Bernstein boldly forecast USD 140 as they believe the current flatline is a golden opportunity to accumulate more stocks of Circle. Sister Wood said that Circle is part of Galaxy Big 3 which includes