To The Moon

📊 My take: $CoreWeave, Inc.(CRWV)$ is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but $APPLIED DIGITAL CORP(APLD)$   is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar. 💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play. $NVIDIA(NVDA)$   = gold standard. If forced to choose? I'd ride NVDA for quality, APLD for optionality, and keep CRWV on a tight leash.

I’ve been following CRWV since its early Nvidia tie-up — and while the growth story is incredible, the market’s optimism now feels priced for perfection. Yes, the fundamentals are eye-popping: ✅ 276% YTD ✅ 78% of Nvidia’s AI portfolio ✅ Microsoft now 62% of revenue ✅ $1.9B revenue ✅ Long-term infra locked in with APLD But let’s be real. at this valuation, you’re not just buying CoreWeave’s performance… you’re buying flawless execution of a $23B capex plan, no GPU supply hiccups, and perfect timing with Nvidia’s upgrade cycle. That's a tall order. Personally, I’ve rotated some early gains from CRWV into Nvidia and APLD. I still believe in the AI infra trend, but CRWV at this level feels more momentum-driven than value-backed. 📈 My prediction? Near-term upside to $165 if risk sentiment hold

$Tesla Motors(TSLA)$   🚀 Tesla Is About to Change Everything (Again) 🤖🚗 People still think Tesla is “just a car company”? Let them. Meanwhile, here’s what’s quietly happening: ✅ Optimus is no longer sci-fi — it’s real, walking, and getting smarter every month. Imagine millions of general-purpose humanoid robots taking on labor shortages, factory work, elderly care, even household chores. The global labor market is a multi-trillion-dollar opportunity — and Tesla is building the operating system. ✅ Robotaxi is closer than the skeptics think. Tesla’s vertically integrated FSD tech + Dojo supercomputer + billions of real-world driving miles = the most scalable, data-rich path to autonomy. Once Robotaxis roll out, th

$Palantir Technologies Inc.(PLTR)$ just pulled back 5% after hitting a new high — and right on cue, ARKW trimmed $6M). Classic Cathie Wood move: sell into strength, manage position weight, and rotate into other high-conviction names. 📉 My take? It’s not a bearish signal. ARK often trims winners after a strong run. I’ve seen them do the same with $Tesla Motors(TSLA)$  , $Zoom(ZM)$  , and $NVIDIA(NVDA)$  over the years — often only to reload later at better valuations. Personally, I’m holding my Palantir core position. With govtech deals stacking up, strong YTD mom

$Palantir Technologies Inc.(PLTR)$   To be sure the stock looks to be overbought, but this has been the situation since mid 2024. Local demand along with current political / conflict situations in the Middle East and Eastern Europe have so far outweighed this warning sign, bolstering product demand and stock value. When a true correction occurs is anybody's guess and highly dependent on multiple technical, political and global factors.  This makes the stock an attractive trade-play, but an uncertainty in the long term, perhaps justifying #ARK's strategy.

$RLX Technology(RLX)$ With the upgraded regulations, things might actually start looking good for RLX. Smoore’s been on a tear lately, and the whole e-cig sector is heating up. RLX is quietly moving up too，feels like it’s setting up for a solid 30%-50% breakout. Let’s gooo!

$MINISO Group Holding Limited(MNSO)$ has been killing it these past few years. While old-school retail names like Baleno, Giordano, Metersbonwe, and Jeanswest have all faded out, MINISO started from simple Yiwu-style products and built a global brand from scratch. Now it's not just surviving, it's thriving overseas too. Pretty impressive.

$Spdr S&P Biotech Etf(XBI)$ Looking at XBI’s recent moves, it’s clear，being in the biotech game isn’t easy. We’re in a post-immunotherapy era now, where most “innovation” is just patchwork and endless competition. In reality, developing new drugs is an act of faith. Making money in this space? It’s a mix of fate, luck, and catching beta waves. Trying to find alpha from picking individual biotech stocks is hard，even for so-called “pros.” To everyone out there building or betting on innovation in this space: much respect. You deserve support, and some encouragement too.

$FIT HON TENG(06088)$ Broadcom $Broadcom(AVGO)$ is on fire again，their next-gen Tomahawk 6 switch chips are already shipping, and demand is off the charts! Their partnership with Foxconn Interconnect (FIT) has gone from simple business restructuring to deep tech collaboration, especially in CPO (co-packaged optics). Together, they’ve built a full pipeline from R&D to mass production. This is a big win for AI data center interconnects, and with the 200G CPO platform coming, this duo is just getting started.

$PDD Holdings Inc(PDD)$ Top-tier companies create industries and build their own unique moats，think $Apple(AAPL)$ or $Tesla Motors(TSLA)$ . Great companies drive the whole industry to level up. Pinduoduo is all about extreme efficiency. Yeah, it went a bit too far the last two years and disrupted the balance, but with this kind of strength, a comeback is just a matter of time.

$CHINA LIT(00772)$ Think about it，Bilibili only has two standout Chinese animation IPs: "A Record of a Mortal's Journey to Immortality" and "Ling Cage", both from China Literature. Even $TENCENT(00700)$ ’s top animated IPs mostly come from them. If you still believe in the future of Chinese animation, you can’t ignore China Literature，they’re literally the only player that connects the full IP chain: from web novels to comics, animations, dramas, and games. Get this: over 60% of the top 20 TV dramas are based on their IPs, and over 80% of the top 20 animations too. So here’s the question: Is animation the best way to go global with culture? Or is it gaming? Either way, China Literature’s IP moat is seri

$Equinix(EQIX)$ On June 25th, Equinix is hosting its Analyst Day! The leadership team will be talking about how the company is uniquely positioned to meet the growing demand for full-spectrum connectivity and digital infrastructure. They'll also share how Equinix is accelerating its efforts to create value for customers and boldly building to capture lasting demand. Basically, it's their way of showing investors and analysts that there’s a big story ahead.

$Direxion Daily Real Estate Bull 3X Shares(DRN)$ This ticket is always so stable. You won’t make a lot of money but it is stable, so just hold it for fun.

$Alibaba(BABA)$ China’s public cloud market is getting hot again thanks to generative AI, with H2 2024 expected to see a 15.8% YoY growth! Alibaba Cloud is way ahead of the pack, with 26.1% market share in IaaS and 24.4% in PaaS. The fusion of cloud and AI is clearly the next big thing, especially with Alibaba Cloud tightly integrating its large model (Tongyi Qianwen) with its cloud infrastructure. Plus, the flexible and multi-tenant nature of public cloud is perfect for AI workloads，cost-effective and scalable. This setup aligns super well with the business focus of those cloud computing stocks tracked by the Big Data ETF.

$GDS-SW(09698)$ has something big coming on June 18，if you’re thinking of jumping in, now’s the time! Earnings have been climbing steadily, and that trend might just keep going. Don’t wait until it takes off to chase!

$VanEck Semiconductor ETF(SMH)$ Funds can slowly flow into semiconductors. Brothers, build positions and make money.

$-1X Short VIX Futures ETF(SVIX)$ The market panic had eased significantly last month, and the stock slowly recovered.

$RTX Corp(RTX)$ Raytheon has won a $1.1 billion order from the U.S. Navy and will increase production of AIM-9X Block II missiles, with annual production capacity raised to 2,500 missiles! Military orders are coming again, and the iconic project continues to increase. This time, Raytheon is stable!

$ProShares Ultra QQQ(QLD)$ Isn’t this a coincidence? I didn’t expect the $NASDAQ(.IXIC)$ to close higher last night. Fortunately, I bought this ETF. I’m making a lot of money.

$iShares Semiconductor ETF(SOXX)$ As expected, it reached 200, so it seems that there was nothing wrong with my increasing position.