To The Moon

For consumers, it’s more bad news than good news. But for developers and investors, it’s good news because they can earn more from the development than from operating a cinema

$HubSpot(HUBS)$  😅😅😅

$INTC 20260828 91.0 CALL$  😅😅😅

My take on the S&P 500 hitting another all-time high With the S&P 500 reaching a new all-time high, the big question is: What should investors do from here? Keep buying, wait for a pullback, take some profits, or stay on the sidelines? Personally, I would choose “Keep buying, but selectively and gradually.” A new all-time high doesn’t automatically mean the market is going to crash or that we should stop investing. The market can continue making new highs for much longer than many investors expect. If earnings continue to grow and companies keep delivering strong results, valuations can remain elevated for a long time. That said, I also wouldn’t go all-in at these levels. After a strong run, chasing the market aggressively can create unnecessary risk. My preference would be

Msft still the best!

$Vistra Energy Corp.(VST)$   There doesn’t appear to be any major negative company-specific announcement. The decline is mainly being attributed to a broader selloff in AI-related power and utility stocks. The main reasons are: * AI infrastructure stocks are under pressure. Investors have become more cautious about the pace of AI spending and whether massive data center investments will generate returns quickly. Utilities tied to AI electricity demand, including VST, have been sold alongside peers such as Constellation Energy (CEG) and Talen Energy (TLN). * Profit-taking before earnings. Vistra is scheduled to report earnings soon, so some investors are reducing exposure ahead of the report. * No major company-specific bad news. Current

$Whirlpool(WHR)$  WHR (Whirlpool) stock up around 10%, the main reason appears to be a short-term rebound after heavy selling, rather than a major business turnaround. Possible reasons: 1. Earnings/cost-cutting optimism * Investors may be reacting positively to Whirlpool’s plans to improve profitability, reduce costs, and pay down debt. 2. Turnaround expectation * WHR has fallen a lot from previous highs, so some investors are betting the worst news is already priced in. Some analysts have pointed to possible tailwinds from tariffs and a future housing recovery. 3. Short covering * WHR has had high short interest. When a heavily shorted stock rises, some short sellers may buy back shares to limit losses, creating extra upward pressure. But be

$Adobe(ADBE)$   At the current level (around the low-$200s after the recent selloff), I would classify Adobe as “cheap, but not yet a classic value trap.” The stock is trading as if AI will permanently damage Adobe’s business, while the actual numbers are still growing at a healthy pace. Why it looks attractive * Revenue just reached a record $6.62 billion, up 13% year-over-year. * AI-first ARR exceeded $500 million and tripled year-over-year. * Management raised full-year revenue and EPS guidance after earnings. * Adobe continues to generate massive cash flow and buy back shares. If Adobe were a slow-growing company, the current valuation might be fair. But for a company still growing double digits with domina

$Microsoft(MSFT)$   I’m really glad to buy 130 shares of Microsoft today and it’s one of the positions I feel most confident holding long term. First, Microsoft has one of the strongest business models in the world. Its core segments like cloud computing (Azure), software (Windows, Office), and enterprise services generate consistent and recurring revenue. This gives the company stability even when the overall market is uncertain. Second, Microsoft is deeply positioned in the future of technology, especially in AI. With its partnership with OpenAI and integration of AI into products like Office and Azure, it is not just following trends, it is leading them. This gives it a strong growth runway for many years. T

Winners: • SK hynix (HBM leader) • Samsung (catching up) • Micron (strong in HBM3E) The memory business will not disappear, but it will change structure: From PC / phone driven → AI / data-center / edge-AI driven Memory demand will grow faster than logic, but: • Cyclicality remains • Technology gaps widen • Only top players survive long-term