To The Moon

📊 Market Recap U.S. Eastern Time on September 25, Qualcomm closed at $194.26, down -1.51% with a daily amplitude of 2.55%. The stock now sits roughly 25% below its 52-week high of $259.92, pressured by cooling momentum after a strong September run. 🚀 Key Drivers Data Center Supply Chain Stress: Oracle's force majeure notice on a New Mexico data center raised concerns about AI infrastructure delays, weighing on semiconductor sentiment broadly. Profit-Taking After Rally: QCOM gained sharply in early September before fading; short volume ratios remained elevated near 24% on September 22, indicating active bearish positioning. Valuation Reset: With forward P/E at 18.74 versus a historical average of 15.14, investors are recalibrating expectations for Qualcomm's AI and auto pipeline execution.

📊 Market Recap As of September 25, 2026, 'CRWV' closed at $90.13, up +3.72% on the day with an intraday range of $85.94 to $91.12, posting an amplitude of 5.97%. The stock remains 41.2% below its 52-week high of $153.20, while sitting roughly 48.9% above its 52-week low of $60.55. Volume reached 33.61 million shares with a volume ratio of 0.69, suggesting the rally is not yet fully confirmed by participation, but price action is firming above the prior $86.90 close. 🚀 Key Drivers AI Cloud Momentum: On September 22, US AI cloud service providers rallied collectively, with 'CRWV' gaining nearly 3% alongside peers such as 'NBIS', 'ORCL', and 'GOOGL', reflecting renewed investor appetite for AI infrastructure names. Data Center Sentiment Shift: Oracle's force majeure notice at its New Mexico d

📊 Market Recap As of September 25, 2026 (ET), 'INTC' closed at $127.39, up +$4.79 or +3.91%, with an intraday amplitude of 6.44%. The stock is now only about 10.5% below its 52-week high of $142.35 and has decisively broken above the previous resistance zone near $122.60. 🚀 Key Drivers Foundry Momentum: Intel's aggressive push in advanced node manufacturing and AI-adjacent semiconductor capacity is keeping institutional interest elevated, with the stock moving from a 52-week low of $29.23 to triple-digit territory in under a year. Capital Inflows: One-day capital flow data shows total inflows of RMB 5.56 billion versus outflows of RMB 5.44 billion, with large order buying at RMB 1.00 billion, indicating sustained accumulation by bigger players. Macro Rotation: Broader semiconductor sentime

1. What's Happening Today Middle East Risk Escalates: U.S.-Iran talks remain deadlocked, the Strait of Hormuz shows no prospect of reopening, and Brent has broken above $100 again. Long-End Rates Rising: U.S. 10Y and 30Y Treasury yields have climbed to multi-year highs, with the market re-trading the "higher rates for longer / further hikes" narrative. AI Entry-Point Competition Heats Up: Meta positions Muse as its core consumer AI product, targeting 1 billion users; OpenAI is rumored to launch a personal Agent as soon as this week; Google, threatened by AI Agents, fell 3.8% yesterday. 2. What Money Is Betting On / Defending Against Defending Against Two Things: Oil Prices + Tech Pullback. 🟠 Buy Side VIX | 2026/12/16 14 Call — 25,600 contracts.

$HOOD 20261002 145.0 CALL$ Limit order filled to sell Hood call at high $145 strike for credit during trump-xi sumit event driven price increase 

$PLTR 20261002 200.0 CALL$ Just a small income for me to spend. Hahaha. Don't follow arh

$TSM VERTICAL 261030 PUT 415.0/PUT 420.0$ TSM is on very tight range, even today were most of the megacaps dip much lower. Taking this opportunity to add position.

$Amazon.com(AMZN)$ Sold off some of the existing holding to get some profits off the table in view of the market volatility. This would also help to preserve my margin. The key objective is not to blow up the account and let the account lives to fight another day. The profits is determined when you entered the trade. And to exit to manage the risk. Will continue to monitor if I should sell off more... 

🌟🌟🌟 $SanDisk Corp.(SNDK)$ is currently like a lightning rod.  The structural need for memory is real, making a strong case for a supercycle.  However the price you are paying for that future is heavily intoxicated by peak market sentiment. History screams a warning to those buying at the top.  At these levels even a tiny piece of bad news, a minor shipping delay or a change in a single customer's budget could trigger a brutal avalanche. It is much better to buy $VanEck Semiconductor ETF(SMH)$ compared to buying just SanDisk alone.  That way if SanDisk has a bad day, your portfolio is protected by othe

For me, the biggest expectation is seeing how Greg Abel manages $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ Berkshire’s huge capital base without losing the discipline that built the company. With around $365 billion in cash and Treasuries, capital allocation will be one of the key things I watch. My biggest concern is whether Berkshire can maintain the same level of shareholder trust without Warren Buffett making the major decisions. Abel’s recent moves give us some early clues, but the real test will be how consistently he allocates capital through different market cycles. Personally, I still see Berkshire as a long-term compounder rather than simply a “Buffett stock.” I will be watchin

$IX Biopharma(42C.SI)$ 0.8 Target Price. --Ix Biopharama Medical Breakthrough-- iX Biopharma achieved a major medical and commercial breakthrough with Wafermine, its patented sublingual (under-the-tongue) ketamine wafer for non-opioid acute pain management. --The Core Technology-- WaferiXFast Absorption: Wafers dissolve sublingually in minutes, letting active ingredients enter the bloodstream directly and bypass the gut. High Bioavailability: Provides a needle-free, predictable alternative to intravenous infusions or standard oral pills. Drug Repurposing: Applies the delivery system to central nervous system agents and other urgent indications. --Key Pipeline & Commercial Milestones-- Backed by a US$40.95 million contract from the US Departm

For me, the biggest thing to watch is whether $Meta Platforms, Inc.(META)$ Muse can turn the initial download momentum into regular usage. Reaching No. 1 on the App Store is encouraging, but retention and daily usage will matter much more than launch-day excitement. I am also watching monetization closely. Meta already has massive distribution, so if Muse can eventually connect subscriptions, commerce and transactions, it could create a new revenue stream beyond advertising. But Amazon’s decision to block Muse also shows that platform access could become a major hurdle. Personally, I think the next phase is about proving the full cycle: adoption → retention → transactions → monetization. I would not judge Muse purely by the stock reaction yet.

$IX Biopharma(42C.SI)$ 0.8 Target Price. --iX Biopharma Ltd(42C) Growth Catalysts-- Shift towards commercialisation of WaferiX subligual delivery of drugs could bump up revenue by as much as 250% in FY-2026, backed by planned capacity expansion. Out-licensing of the sublingual ketamine wafer, Wafermine, for Phase 3 development will be a major catalyst and expected to turn iX Biopharma profitable in long-term. Specialty pharmaceutical and nutraceutical drugs will benefit from the planned six-fold increase in production capacity to meet the expected surge in demand. Investment Merits Out-licensing world's first sublingual ketamine formula, Wafermine, for Phase 3 development is a near-term catalyst. Since the completion of its end-of-Phase 2 meetin

For the memory trade to stop needing the next price rise, I would want Micron to show that earnings growth can increasingly come from volume, product mix and structural AI demand rather than just higher DRAM and NAND prices. Strong HBM4 shipments, sustained data-centre demand, firm long-term customer commitments and continued margin strength even as pricing growth moderates would be especially important. If Micron can demonstrate that AI-driven memory demand remains ahead of supply into 2027 while volumes expand, the thesis becomes much more durable than simply betting on another pricing cycle.

I am leaning toward the view that AI has strengthened the memory cycle, but it has not eliminated the cycle completely. HBM and server DRAM demand are structurally stronger because AI servers are consuming much more memory, so I think this upcycle can last longer than a traditional cycle. At the same time, I understand Burry’s argument. Strong pricing will attract more capacity, and if supply catches up with AI demand, memory margins can compress quickly. For me, the key risk is the timing of the supply response, especially from new capacity and improving technology. I am still constructive on $Micron Technology(MU)$ for the mid to long term, but I prefer watching pricing, inventory and supply data rather than simply following the bullish narrative

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