To The Moon

I find the news about Trump's executive order allowing 401(k) retirement accounts to invest in cryptocurrencies, private equity, and other alternative assets quite exciting. This move could indeed serve as a bull catalyst for the crypto sector, opening up a new pool of investment that might drive prices higher. The fact that crypto-related stocks like Coinbase and MicroStrategy have already risen nearly 4% suggests the market is reacting positively. I believe this development could sustain the crypto bull market, especially with the potential influx of retirement funds. The idea of mainstream financial vehicles embracing cryptocurrencies is a game-changer for me, as it signals growing acceptance and legitimacy. I see this as an opportunity for long-term growth in the sector, which makes me

I am thrilled to see the surge in semiconductor stocks following Trump's signal of possible tariff exemptions for chips. The fact that NVIDIA has hit an all-time high of $183.88, while AMD rebounded more than 6%, is impressive. It seems chip stocks are once again becoming the market's darling, and I find this trend exciting given the critical role semiconductors play in today's technology. I do not currently hold any chip stocks in my portfolio. I have been observing the sector for some time but have not yet made a move. The recent performance of NVIDIA and AMD makes me reconsider, especially with the potential boost from tariff exemptions. I am now thinking about whether this is the right moment to invest. I believe chip stocks could indeed be a solid 10- or 20-year investing theme. The d

$Coinbase Global, Inc.(COIN)$ $iShares Bitcoin Trust ETF(IBIT)$ On August 7, 2025, President Donald J. Trump signed a landmark executive order that paves the way for including alternative assets such as cryptocurrency, private equity, and real estate in 401(k) retirement plans—an unprecedented broadening of investment choice for millions of Americans. Though regulatory changes won’t take effect overnight, this bold move signals a dramatic shift in the approach to retirement investing, with potential ripple effects across markets, wealth-building strategies, and fiduciary responsibilities. Modernizing Retirement: The Policy Shift Unveiled In a formal statement, the White House explained that the executive

$Advanced Micro Devices(AMD)$ A Political Spark in a High-Stakes Industry The semiconductor sector is once again under the political spotlight, as former U.S. President Donald Trump’s renewed tariff threats against China ripple through global markets. His remarks, aimed at reshaping the U.S. trade relationship with Beijing, specifically underscore the vulnerability — and strategic importance — of advanced chip manufacturing to America’s economic and national security agenda. While tariffs have historically pressured tech firms reliant on Asian supply chains, this latest wave of rhetoric comes with a twist: reports of targeted tariff exemptions for select chip imports, including components vital to companies like Advanced Micro Devices (AMD). The po

$NVIDIA(NVDA)$ Intro — Market euphoria meets policy theatre. On August 7, 2025, Nvidia’s share price pushed to a fresh record as investors digested an unexpected conjunction of events: a blistering rally in artificial-intelligence demand and a headline-grabbing U.S. tariff posture that promises steep duties on imported semiconductors — but offers exemptions for firms that make or commit to make chips in the United States. The combination of long-run secular growth in AI infrastructure and a policy announcement that appears to reward domestic investment produced a potent short-term catalyst. Markets cheered; chipmakers that either already have U.S. footprints or announced plans to build them saw their stocks jump. Political backdrop: Trump's tariff

For me, while a strangle can capture explosive earnings moves, it’s still risky — especially when premiums are high before earnings. The post-earnings IV crush is real, and if the move isn’t big enough, you can lose even if you guessed the right direction. That’s why I avoid paying the “volatility premium” and focus on setups where I have more control over risk. Instead of relying on options, I prefer trading the underlying stock directly. This way, I’m not fighting time decay or IV changes — just the price action. If a company beats expectations and shows strong momentum, I can ride the upside; if it disappoints, I can short or stay out. It’s simpler and avoids the breakeven math in options. For those comfortable with options, strangles can work with the right stock and timing, but I sti

The announcement came with little warning but long-simmering intent: a sweeping 50% tariff on all Indian imports into the United States, triggered by New Delhi’s continued consumption of Russian crude oil. On paper, it’s trade policy. In practice, it’s geopolitical retaliation. Since the early days of the Ukraine invasion, Washington has sought to curtail Russia’s wartime revenue by isolating its energy exports. Europe complied. China resisted. India, uniquely positioned between the two, remained neutral—but pragmatic. With steep discounts on Russian Urals crude, India saw an opportunity to shield itself from global energy volatility. For the U.S., that neutrality has finally crossed a line. U.S. frustration over India’s Russian oil purchases has been simmering for months. Now, Trump’s cam

$Youdao(DAO)$ here's why I think at $8.80 it's a value find! Why YOUDAO Is a Compelling Buy & What Fuels Its Business Model 1. Business Model – Multi‑Pronged & AI‑Driven Three core segments: Learning Services, Smart Devices, Online Marketing Services It's AI Subscriptions: A standout growth driver. AI‑powered services such as Youdao Dictionary and Interpreter subscriptions generated over RMB 200 million in sales in 2024—a 130% year-over-year leap + its SpaceOne dictionary pen Technological Innovation with “AI Native” Strategy: Youdao is embedding AI deeply across its offerings, leveraging proprietary large language models (Ziyue, DeepSeek‑R1) to power tutoring, translation, smart devices, and ad automation 2. Why is it compelling? First ever full year profitability in 2024; strong

$Eli Lilly(LLY)$   Eli Lilly lost over $100 billion in one day. The reason? Their new obesity pill only helped people lose about 11 percent of their weight, which was far below what the market expected. The stock dropped 14 percent, but here’s the crazy part: it is still trading at over 50 times earnings. This is not just a bad day. It could be a shift in how investors value the company. Lilly was priced like every drug would be a blockbuster. But now one of their biggest launches underdelivered. That breaks the story. Yes, the company is solid. But the stock was priced for perfection, and that just got proven wrong. If investors start revaluing based on actual results, this may not be the bottom yet.

$DBS(D05.SI)$  was founded in 1968 by the Singapore government to finance industrialisation and infrastructure development after independence.Today, DBS is Southeast Asia’s largest bank, with a presence in China, India, Indonesia, and beyond — much like how Singapore positions itself as a small but globally connected hub.Despite its global reach, its headquarters, decision-making, and brand identity remain firmly Singaporean.DBS has been recognised as the “World’s Best Digital Bank” multiple times by Euromoney and The Banker.Its tech-driven transformation mirrors Singapore’s push for innovation, efficiency, and digital leadership. Singapore prides itself on being politically and economically stable; DBS has th

$SIA(C6L.SI)$  is one of the most recognisable symbols of Singapore and has been a central figure in the nation’s growth story since its formation in 1972. Emerging from the split of Malaysia-Singapore Airlines, the carrier was born into a small, newly independent country with no domestic air routes, yet it was expected to connect Singapore to the world and serve as a living embodiment of the nation’s ambitions. From the beginning, Singapore Airlines invested heavily in service quality, fleet modernisation, and branding to distinguish itself from regional competitors. Its famous “Singapore Girl” advertising persona, introduced at its inception and dressed in a sarong kebaya designed by Parisian couturier Pierr

$Singtel(Z74.SI)$  , officially known as Singapore Telecommunications Limited, is one of Singapore’s most influential companies and a key player in the nation’s transformation into a modern, digitally connected economy. Its origins date back to the colonial era, when telecommunications were provided by the Oriental Telephone and Electric Company and later by the Telecommunication Authority of Singapore (TAS). In 1992, as part of Singapore’s broader strategy to corporatise and commercialise essential state services, TAS was restructured and Singtel was born, with the government retaining a controlling stake through Temasek Holdings. At the time, Singapore was positioning itself as a regional business and techno

$ST Engineering(S63.SI)$ ,formally known as Singapore Technologies Engineering Ltd, is one of Singapore’s most prominent and diversified engineering groups, deeply woven into the fabric of the nation’s development and security. Established in 1997 as part of a government initiative to consolidate various defence and engineering entities, ST Engineering was created to enhance the country’s technological capabilities and self-reliance in critical areas such as defence, aerospace, and urban solutions. The company’s origins trace back to multiple specialised firms that provided engineering support to Singapore’s armed forces and civil infrastructure. Over the years, ST Engineering has transformed from a primarily defence-focused manufacturer in

$Alphabet(GOOGL)$  the only way is up!

$NEBIUS(NBIS)$ took some profit at 1/4 of principal , will look  to off load another 1/4 when it x 2 to get the shares for free

$Advanced Micro Devices(AMD)$ thank you for a good run!