To The Moon

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ After the massive pullback in semiconductor and AI-related stocks recently, I have started to collect Direxion Daily Semiconductor Bull 3X Shares (SOXL). The sector has experienced significant selling pressure as investors question whether the enormous AI investments can generate sufficient returns to justify current valuations. While the correction could continue in the short term, I believe the risk-reward profile is becoming more attractive after this sharp decline. Instead of chasing prices during a rally, I prefer to look for opportunities when market sentiment turns negative and valuations become more reasonable. From a fundamental perspective, I do not think the semiconductor growth

$ARM Holdings(ARM)$ The recent massive pullback in semiconductor and AI-related stocks has certainly tested investor confidence. As valuations come under pressure and the market questions whether heavy AI investments can translate into sustainable profits, even companies with strong long-term potential are not spared. For my ARM holding, I see this correction as a time to reassess my investment thesis rather than react emotionally to short-term price movements. My confidence in ARM comes from its position in the semiconductor ecosystem. Its energy-efficient chip architecture is widely used in mobile devices and is gaining relevance in areas such as data centers, cloud computing and AI infrastructure. As AI workloads expand beyond traditional d

My pick would be $Tesla Motors(TSLA)$ for my 2027 watchlist. 🚗 I believe the market may be underestimating its long-term potential in AI, FSD, Robotaxi, Optimus and energy storage. For me, Tesla is more than an EV company, although execution and valuation remain important risks. I am still bullish on Tesla over the long term, but I would not buy aggressively just because the share price has fallen. I want to see stronger evidence of growth, improving cash flow and progress in commercializing its AI-related businesses before adding more. My strategy is to accumulate patiently on meaningful pullbacks rather than chase a rebound. I believe the biggest opportunities often come when short-term sentiment is weak, but I still need fundamentals to suppor

I would choose B. 💾 $Micron Technology(MU)$ . Strong HBM demand and tight memory supply could continue supporting earnings growth as AI infrastructure expands. However, I believe the memory cycle will not move up in a straight line, and pricing sustainability remains key. I am still bullish on the long-term AI theme, but the recent semiconductor selloff reminds me that strong fundamentals do not always mean stocks are cheap. I would rather wait for price stabilization and confirmation of support than rush to buy the dip, especially with leveraged ETFs. For me, the next rally needs more than positive announcements. I want to see sustainable earnings growth, strong cash flow and broader recovery across the semiconductor sector. Patience and risk man

I think this sell-off reminds us that even strong AI companies can face pressure when spending rises faster than expected returns. I remain bullish on AI long term, but the market needs time to digest these huge investments. Good earnings do not always mean higher share prices when expectations are already high. Personally, I would wait for signs of stabilization before making aggressive moves. $ProShares Short QQQ(PSQ)$ , $ProShares UltraShort QQQ(

$SpaceX(SPCX)$ I am increasingly interested in collecting SpaceX (SPCX) stock for the long term because I believe its fundamentals and growth potential go far beyond traditional aerospace businesses. SpaceX has already established a strong position in rocket launches and satellite communications through Starlink. Its ability to develop reusable rockets has helped improve launch efficiency and reduce costs, creating a competitive advantage that is difficult for rivals to replicate. For me, this is not simply a bet on space exploration, but an investment in a company that is building important infrastructure for the future. Another reason I am bullish is Starlink's growing commercial potential. Satellite internet can serve customers in remote a

I would pick $Tesla Motors(TSLA)$ for a potential rebound, but I would not rush to buy the dip. I still believe in its long-term potential in FSD, Robotaxi, Optimus and AI. However, weaker automotive and energy revenue show that its traditional businesses are still under pressure, so execution remains key. $IBM(IBM)$ also looks interesting because software growth is improving and management expects stronger free cash flow. However, I would like to see whether this momentum can continue in the coming quarters rather than relying on one strong earnings report. For me, a post-earnings selloff is not automatically a buyi

I think the main issue is not whether Chinese tech companies have a future in AI, but how quickly they can turn investments into profits. $TENCENT(00700)$ and $Alibaba(09988)$ still have strong core businesses, but rising AI spending and competition could pressure earnings in the near term. Personally, I will not rush to buy the dip just because the Hang Seng TECH Index has fallen below 4,000. Lower prices do not automatically mean better value if earnings forecasts are also declining. I will watch for improving cash flow, AI monetization and earnings stability before adding exposure. That said, I remain open to

Small Steps, Big Possibilities 

I see the 50% approval threshold as a significant hurdle. Even if Elon Musk supports the $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ merger, he still needs to convince shareholders that the deal will create real long-term value. This makes the outcome far from certain. Personally, I think valuation and potential dilution are the key concerns. SpaceX’s AI growth and Starlink business are attractive, but Tesla shareholders need to understand what they will receive in return. Strong business synergies alone do not guarantee a good deal if the valuation or exchange ratio is unfavourable. I am optimistic about Musk’s AI ecosystem