To The Moon

Retail investors are stepping in where institutions hesitated—and that tells you something important. March’s ~$300M inflow into S-REITs despite a ~7% sector decline signals conviction, not noise. Names like CapLand Ascendas REIT and Keppel DC REIT are attracting dip buyers betting on a rate peak + yield compression reversal. But here is the nuance: Retail is buying yield stability, not aggressive growth. That means downside is cushioned—but upside depends heavily on rate cuts actually materialising. Watch 2 things: US rate path clarity (June–Sept window) Distribution sustainability (DPU trends) If yields hold and rates ease → slow grind higher. If inflation surprises → this becomes a value trap. Smart play: Accumulate selectively, not blindly follow the crowd. I am not a financial adviso

Most people still think of SanDisk as the little USB drive in their desk drawer. The market has a very different view now. SNDK soared 9.05% to $851.57 on April 10, touching an intraday high of $855 to set a fresh all-time record. That extends one of the most extraordinary runs in semiconductor history. From a post-spinoff panic low of $27.89 on April 7, 2025, the stock has returned 30x in exactly twelve months. A $10,000 position at last year's low is worth $305,500 today. MU followed, climbing 3.63% to $421.51 for a third consecutive session with a cumulative 14% gain. The storage bull run is accelerating. Here is everything behind it, and the critical question: how much further can it go? 🏭 The New SanDisk You Need to Understand This is not the thumb drive company anymore. SanDisk separ

One deleted post from Michael Burry just wiped $23 billion off Palantir's market cap in a single day. PLTR closed April 9 at $130.49, down 7.3%, extending a two-day loss of over 13%. The stock is now down 28% year to date and sitting 38% below its November 2025 peak of $207. Meanwhile, the broader market held its ground. This was not a macro selloff. This was targeted. So is Burry right? And is $130 the buy of the year, or a value trap on its way to his $50 price target? Let's actually dig into it. 🐻 Burry's Bear Case: What He Actually Said Burry posted then deleted his critique on X, but not before the damage was done. His argument in plain terms: Anthropic is eating Palantir's lunch in enterprise AI. He cited Ramp's March AI Index showing Anthropic capturing 73% of all new enterprise AI

$Wells Fargo(WFC)$   $Citigroup(C)$   $Morgan Stanley(MS)$   Q1 earnings season is kicking off with a clear expectation: strength. Big banks like Citigroup, Wells Fargo, and Morgan Stanley are set up to report solid numbers. Trading desks have benefited from elevated volatility, deal pipelines have quietly improved, and

Hot off the press this morning. CoreWeave just locked in another $21 billion deal with Meta, expanding their total commitment to $35 billion through December 2032. The capacity will span multiple data centres and include first commercial deployments of NVDA's Vera Rubin platform. CRWV shares jumped 3.5% on the news. But here is the more interesting question. Meta already signed a $27 billion deal with Nebius in March. And Nebius stock outperformed CRWV by nearly 4x over the past 12 months, up 400% versus CRWV's 109%. So why is everyone still talking about CoreWeave? Let's break both down properly. 🏭 The AI Infrastructure Arms Race The $21 billion Meta deal is not just news for CRWV. It is a statement about the entire neocloud sector. Hyperscalers like Meta are spending $115 to $135 billion

$T-Rex 2X Long MSTR Daily Target ETF(MSTU)$  

$Tesla Motors(TSLA)$   $Microsoft(MSFT)$   The market bounced. Tesla and Microsoft did not. That is not random. That is information. And when leaders stop leading, you don't ignore it! You decode it! 🚗 Tesla: One Stock, Two Completely Different Businesses Let's be clear. Tesla is no longer just a car company. But right now, the car business is the problem. Q1 deliveries: 358K (miss, QoQ decline) Production > deliveries → inventory build stacking up Global competition rising, especially from China EV incentives fading That is the reality. And the market is finally pricing it. ⚖️ But Here's the Part Most People Miss Tesla is not valu

Markets are not buying Nvidia right now. They are testing it. And the $175 to $180 range is where that test plays out. 📉 What Just Happened NVDA bottomed at $164 in late March. It has since bounced 8% to around $178. But do not mistake this for a clean recovery. Oil above $111. Rates still elevated. Hedge funds sold US tech at the fastest pace in 13 years last month. NVDA is still below both its 50-day and 200-day moving averages. This is a fragile bounce in a fragile environment. ⚖️ The $175 to $180 Zone Is Everything $175 - institutional support, where buyers defend the AI narrative $180 - momentum trigger, where flows come back fast $172 - the line you do not want to see break $161 - neckline of a head and shoulders pattern. Below this, the measured move targets $137. Above $180 with co

Spring for me is a reminder to slow down and look at what actually matters in the portfolio too. Not chasing every headline. Not reacting to every red candle. Just stepping back, spending time with the people who matter, and letting the noise settle. Because when you come back to the screen with a clear head, you see it differently. The rotation that's been quietly happening. The names building a base while everyone panics. The opportunities that only show up when you stop being emotional about your positions. No big plans this week. Just good food, family time, and a watchlist that's ready for when the market gives its next clean signal. Spring doesn't rush. Neither should your trades. I am not a financial advisor. Trade wisely, Comrades.

Replying to @Isleigh:#Tiger Trade# 🐻 BTC Rebound or Bear Trap? Don't Bet on COIN Just Yet Let's be honest about what's actually happening right now. B... https://tigr.link/s/60F88d3//@Isleigh:BTC is at a critical juncture heading into next week. The market is clinging to the $66,000 support level after its worst opening quarter since 2018, with the Fear and Greed Index at extreme fear (8/100) and a bear flag still visible on the 3-day chart. The single biggest near-term catalyst is the FOMC minutes dropping April 8 - if the tone is even slightly hawkish, expect more downside toward $60,000. The modest bull case exists only if BTC defends $66K through the weekend and breaks $68,500