To The Moon

$Tradr 2X Short TSLA Daily ETF(TSLQ)$  $Tesla Motors(TSLA)$   Support / Resistance 📈📉: Support: $374, $364, $357-358 Resistance: $382.5, $393, $403 Outlook 📝: Today, TSLA opened above $377. If TSLA manage to hold $374, we should be able to see more short term upside towards $382.5 If TSLA break and hold $382.5, we maybe able to see $393. If TSLA rejects at $382.5, then watch for $374 support. Else if TSLA rejects at $374, then watch for support back at $364. If TSLA rejects at $364, then watch for support at $357-358. Target 🎯: Entered these TSLQ position when TSLA was trading around $382 level. Should be exiting all positions today, will slowly scale out as TSLA trades back towards $374. T

$Palantir Technologies Inc.(PLTR)$  PLTR making another run! 🏃‍♀️ 

1. What's Happening Today U.S.-Iran Resume Contact, Oil Prices Pull Back: The U.S. and Iran have resumed contact since June, Saudi Arabia is gradually restoring some crude supply, and Brent has fallen back below $100, increasing near-term pressure on the energy sector. Burry Adds to AI/Memory Shorts: Michael Burry has expanded short positions in MU, NBIS, PLTR, and others. The core concern is that after new memory supply is released, prices may come under pressure. AI Theme Still Burning: NVDA still saw short-dated Call buying yesterday, with the market continuing to trade AI capex and semiconductor demand. 2. What Money Is Betting On / Defending Against 🟠 Buy Side: Energy Defense + Policy Offense + Short-Term AI XOP | 2026/11/20 175 Put 9,000 contracts, $5.175 million. Open interest was o

🌟🌟🌟 $Alphabet(GOOGL)$ has crowned itself as my ultimate Big Tech winner because it operates the ultimate digital toll booth on human curiosity, generating an unstoppable river of cash while the rest of Silicon Valley spends billions on speculative unproven hype. While the market gets distracted by the loud dramatic AI race, Alphabet sits at the centre of the global internet infrastructure, taxing every single click, search and video stream on Earth. Google Search & YouTube control over 60% of the global digital advertising market. Alphabet has built an impenetrable moat with over 3 billion active Android devices & YouTube generating billions of hours of sticky viewer engagement every month. Holding Alphabet long term turns global interne

Monday gave us one of the cleanest tests of the memory rally so far. SanDisk fell roughly 1.4% to around $1,766 after its S&P 100 inclusion became effective. Meanwhile: 🟢 Micron +2.77% 🟢 SK Hynix +0.73% 🔴 SanDisk -1.41% At first glance, that looks strange. If memory is still hot, why did one of 2026's biggest memory winners fall while its peers rose? I think the answer is important: The market may finally be separating the memory-cycle thesis from the SNDK trade. And that changes my Pick Levels. SNDK: The Easy Catalyst Has Expired SanDisk's S&P 100 inclusion created something traders love: a catalyst with a deadline. Index-tracking funds needed exposure. Traders could anticipate those flows. Momentum attracted more momentum. Then came September 21. The inclusion became effective. A

AMD’s $1T milestone is impressive, but the real story is what comes next. The Meta Muse hype has shifted the AI narrative from “training models” to “AI agents doing work,” potentially creating another wave of demand for CPUs alongside GPUs. AMD is uniquely positioned on both fronts: EPYC for server workloads and Instinct for AI acceleration. Its Q2 Data Center revenue already surged 107% YoY to $6.7B. But here’s the catch: at $615, AMD is no longer priced like a challenger—it’s priced like a future AI infrastructure leader. The next leg higher therefore needs earnings to catch up with expectations, not just another AI narrative. I wouldn’t focus on whether $1T is “too expensive.” The better question is: can AMD compound Data Center revenue fast enough to justify today’s valuation? If yes,

🌟🌟🌟It is amazing how $Intel(INTC)$ surged 12.14% yesterday and another 1.71% today on news that AI spending concerns have subsided.  Intel is up a massive 22.37% in the past 5 days of trading. Is Intel a Buy at these levels? While Intel's long term turnaround indicators are showing legitimate signs of life, buying Intel's shares immediately after a steep vertical breakout may expose your capital to an incredibly high risk of near term pullback. Intel's RSI has pierced above 74, signalling that it is technically overbought in the short term.  Parabolic runs like this require a healthy price consolidation or decline back toward established support around USD 116.16 before they can safely go higher. While Intel's chip design wing is flour

🌟🌟🌟 $Advanced Micro Devices(AMD)$ explosive surge into the Trillion Dollar Club is certainly a confirmation of its status as the definitive 2nd pole of AI.  However the sheer speed of this overnight vertical leap flashes short term signs of a sentimental climax.  The FOMO crowd don't want to miss out. Big Tech cloud providers like Microsoft, Meta are desperate to escape $NVIDIA(NVDA)$ high pricing.  By delivering MI325X & the upcoming MI350 series accelerators, AMD has secured its position as the 2nd pole.  While the business logic is sound, the stock price has run incredibly ahead of its current cash flows.  AMD is now trading at P/E ratio  pushing past 45x. I prefer to

$DHT Holdings Inc(DHT)$ $DHT Holdings Inc(DHT)$ 28 Target Price. --Growth Catalysts for DHT-- 1.1). High VLCC spot rates caused by Hormuz-Strait closure-- Metric Level Date TD3C (MEG–China) VLCC spot rate ~USD 1,034,803/day 2026-09-14 TD34 (Oman–China) ~USD 643,677/day 2026-09-1 TD15 (W.Africa–China) round-voyage TCE ~USD 441,081/day (record high) 2026-09-14 TD22 (US Gulf–China) round-voyage TCE ~USD 289,894/day (record high) 2026-09-14 Core Catalyst: Very tight vessel availability, high market concentration giving owners pricing power. MMoreover, restocking demand and geopolitical tensions create a surplus of cargoes, awaiting for VLCC transhippments. . Rates have moved from ~USD 132k/day in February to over USD 500k/day recently. This transmits

You buy an index like the S&P 500 to spread out your risk. Here’s what you are actually holding. The five largest companies now account for a record share of expected S&P 500 earnings over the next twelve months (around the mid-to-high 20s percent range in recent analyses, with market-cap weights for the top names even higher). Top holdings by weight typically include NVIDIA (NVDA), Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL/GOOG), with Broadcom (AVGO), Meta (META), Micron (MU), and AMD frequently close behind. The top 10 often represent roughly 37–40% of the index’s market capitalization—levels not seen in decades. It goes further. Information Technology (especially semiconductors) continues to dominate earnings growth. In 2026, the IT sector has been forec

I’d choose A, but I wouldn’t reduce the thesis to “buy more GPUs.” The bigger shift is that AI agents could turn computing from a tool people actively use into infrastructure that works continuously in the background. Every search, booking, purchase, financial decision, or automated task potentially creates additional inference, memory, networking, and storage demand. That makes the AI infrastructure trade broader: GPUs matter, but CPUs, HBM, DRAM, SSDs and networking could all benefit as agent workloads scale. Meanwhile, companies like Airbnb, Uber and Schwab aren’t necessarily becoming obsolete. Their real risk is losing the customer interface. If users increasingly ask an AI agent to “book me a hotel” instead of opening an app, the platform owning the transaction may change. So I’d rat

[你懂的]  Meta’s Muse Is Getting Attention. But Who Could Be the Real Beneficiary? Everyone is watching $Meta Platforms, Inc.(META) after the launch of Muse. But I think there’s a more interesting question: If people eventually stop opening Amazon, Nike, or individual shopping apps and simply tell an AI agent, “Buy this for me,” which company could quietly benefit from that shift? One name I’m watching is $Shopify(SHOP)$. Most investors still think of Shopify as a company that helps merchants build online stores. That’s only part of the story. How does Shopify actually make money? Shopify has two major revenue engines. The first is Subscription Solutions — merchants pay for Shopify’s software, including online stores, management tools, POS, analytics, and other services. The second

$Sheng Siong(OV8.SI)$  $4 Target Price. --Overview of Sheng Siong (OV8)-- Sheng Siong Group Ltd (SGX: OV8) relies on a mix of store network expansion, operational efficiency, macro-driven demand, and new sales channels to drive its core financial performance. --Growth Catalysts for ShengSiong-- 1). Aggressive Store Expansion Pipeline: The company's primary growth engine remains physical store network expansion. Adding 16 new stores in Singapore between 2025 and 1H 2026, Sheng Siong operates 90 domestic outlets alongside 6 overseas stores in Kunming, China. Future pipeline visibility is secured through upcoming openings in new housing developments like Hougang, Rivervale, and Woodlands, alongside ongoing bids for HD

I see it mainly as locking in profit, even if it sacrifices some upside. Memory has always been highly cyclical, so securing customers for next year's capacity reduces the risk of being caught with excess supply when the cycle eventually turns. With demand currently so strong, selling too much capacity early could leave money on the table if prices keep rising, but I'd rather see manufacturers protect margins and cash flow than maximise every dollar at the top of the cycle.