To The Moon

From my perspective, $Bloom Energy Corp(BE)$ recent rally reflects a re-rating of reliable on-site power as AI & data center demand accelerates. BE’s solid-oxide fuel cell technology has a clear moat—modular, off-grid, fuel-flexible & quick to deploy. With grid constraints becoming a bottleneck, this value proposition is compelling, and the Brookfield partnership further validates the model. What stands out to me is improving financial discipline. After years of losses, BE is nearing net-income breakeven, with positive operating cash flow and early FCF generation. The asset-light shift via Brookfield lowers capital intensity and improves cash-flow visibility, reducing execution risk. That said, I remain cautious at current prices. Valuatio

Baidu's $BIDU-SW(09888)$  $Baidu(BIDU)$   surge this week didn't come out of nowhere. The submission of Kunlun Chip's listing application to the Hong Kong Exchange feels like a genuine inflection point, not just a headline-driven rally. A 15% move in a week reflects the market starting to reassess Baidu beyond its legacy search business and focusing on its AI asset value. What really caught my attention is how meaningful Kunlun Chip is to Baidu's overall valuation. This isn't a peripheral unit — it's already in its third generation, supports ERNIE's inference workloads, and is embedded across cloud, autonomous driving, and AI in

The answer is B. When a bearish gap appears during a strong uptrend, it indicates a shakeout to scare out weak hands. Besides, the lesson shared highlights why two-candlestick patterns are about context and confirmation, not just candle shapes. The “50% midpoint rule” is especially useful — the depth of penetration clearly shows who controls the market. I pay the most attention to Engulfing patterns and Harami Crosses. Engulfing candles signal a decisive shift in control, while a Harami Cross often warns that momentum is exhausted, prompting me to slow down and wait for confirmation. I also like the discussion on Thrusting Lines and gaps, which reminds me that not every counter-move is a real reversal. If price can’t reclaim the midpoint, I treat it as an attempt, not a signal, and stay p

The first trading day of 2026 definitely caught my attention. Seeing the Nasdaq $NASDAQ(.IXIC)$  up 1.3% and the S&P 500 $S&P 500(.SPX)$  higher by 0.6% feels like a textbook "risk-on" start, especially with semiconductors leading the charge. When the market opens the year with leadership from chips rather than defensives, it usually says something positive about forward expectations. In my own portfolio, Micron $Micron Technology(MU)$  was one of the highlights. Hitting new highs reinforces my conviction that the memory cycle is still in a strong up

For 2026, I’m focusing on three areas: AI infrastructure and semiconductors, application-layer software, and Tesla as a standalone theme. Semiconductors remain the foundation of AI, but returns will depend more on efficiency and execution than pure capacity growth. Application software is where monetization should gradually emerge, while Tesla sits at the intersection of AI, robotics, and energy. The Mag 7 still matters to me, but I’m far more selective. Tesla stands out as the most volatile and misunderstood name, with long-term value tied to autonomy, robotics, and energy rather than short-term delivery numbers. Valuation digestion is likely, but execution will be the key driver. Overall, 2026 feels like a year of differentiation, not broad re-rating. I’m treating volatility as an oppor

I first truly understood candlestick charts when I grasped what Doji candles represent. Realizing that a Doji reflects indecision—especially after a strong move—changed how I read price action. From then on, candlesticks became less about memorizing patterns and more about understanding market psychology. When I see a long upper shadow, my instinct is to pause and wait for the next candle to confirm. It can signal rejection or profit-taking, but without follow-through, it’s just information, not a trade. That patience has helped me avoid acting too early. Looking back at NVIDIA’s price action, the pattern that most often tricks traders is a Doji after a long bullish candle. It looks like a top, draws people into exiting or shorting, and then the uptrend resumes. In strong momentum stocks,

2025 was a year of steady progress rather than big breakthroughs for me. I didn’t reach the $1 million milestone yet, but I’m clearly closer than a year ago. The portfolio wasn’t a straight line up—there were swings and pullbacks—but overall returns landed in the mid-to-high double-digit range, with a calmer and more disciplined upward trend. The biggest turning point was shifting away from short-term noise and focusing on risk control. Taking partial profits, cutting trades that broke my thesis, and sticking to strategies I truly understand made a meaningful difference. I learned that avoiding large mistakes mattered more than chasing every big winner. For 2026, my goal is consistency over noise. I’m aiming for steady compounding with clearer risk limits, better patience, and continued l

2025 wasn’t too bad for me overall. I managed to catch the AI rally, which did most of the heavy lifting for my portfolio and helped me stay ahead of the broader market. Looking back, the biggest lesson wasn’t about picking themes, but about execution. My main mistake was greed. I didn’t lock in enough profits when I should have, and during major pullbacks I ended up giving back a meaningful portion of what were once very solid gains. It was a good reminder that managing exits and risk matters just as much as being right on the trend. For 2026, my goal is simple: catch a major trend and ride it with more discipline. I’m especially hoping one of my core holdings, Tesla $Tesla Motors(TSLA)$

As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$  and AMD $Advanced Micro Devices(AMD)$  frame the next engine of AI growth. Data centers remain the earnings backbone, but the conversation is clearly shifting toward what comes after large-model training. CES has increasingly become the venue where chipmakers test investor appetite for new AI narratives, and this year the spotlight feels firmly on physical AI, robotics, and edge computing. From my perspective, robotics is no longer a distant concept story—it's becoming a capital allocation question. Advances in sensors, inference chips, and real-time

My stock in focus today is $Meta Platforms, Inc.(META)$ , following news of its USD 2+ billion acquisition of AI startup Manus. While not a headline-grabbing deal by size, it signals a meaningful strategic shift as Meta moves beyond consumer advertising and steps more directly into the enterprise AI space. Manus adds a crucial missing piece to Meta’s AI stack: an execution-layer AI agent capable of turning intent into action across complex workflows. This strengthens Meta’s ability to commercialize AI, bridging the gap between powerful models and real-world business use cases. From an investor’s perspective, the deal points to longer-term revenue diversification. Rather than challenging cloud giants head-on, Meta appears to be using AI agents as