To The Moon

Key Takeaways $Goldman Sachs(GS)$ ' 2025 Family Office Report shows that among 245 family offices globally with an average of over $1 billion in assets under management, their biggest concerns are geopolitical conflicts (61%) and the failure of the world order, rather than market volatility.Asset Allocation Strategy (Average):Cash 12%: As tactical "ammunition," used for bottom-fishing and adding to positions, not for hoarding.Equities 31%: Heavily invested in high-quality core assets (especially US tech stocks), serving as a foundation for inflation protection.Alternative Assets 42%: Core hedging tools, including gold, private equity, real estate, infrastructure, and energy, building an "anti-fragile" portfolio.Key Investment Directions:AI (86% All

I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai

Premarket sentiment is positive as individual stock news dominates market focus: $NASDAQ(.IXIC)$ The MACD signal indicates "A MACD buy signal has been triggered, the strongest since April."【Premarket Movers】 $Accenture PLC(ACN)$ soared 4.8% in premarket trading after announcing a partnership with OpenAI to deepen its AI services layout. $Canadian Solar(CSIQ)$ skyrocketed over 12% in premarket trading as the company plans to restructure its U.S. business by establishing two new joint ventures with its controlling shareholder to focus on U.S. solar and energy storage operations.【Major Deals】

Alphabet stock $Alphabet(GOOG)$ , $Alphabet(GOOGL)$ just played the ultimate chess move. The stock surged over 6% to breach $300 for the first time in history Tuesday, closing at $292.99, So far this year, it has gained 53.85% in return. The champion over MAG 7.The real story? All the magic started in September.Core Market Drivers: The Perfect Storm1. Gemini 3 Pro topped the LMArena leaderboard. This isn't just a model update—it's a declaration of AI supremacy against OpenAI.2. Berkshire Hathaway dropped a $4.3 billion bombshell. Not only did Buffett buy $Alphabet(GOOGL)$ in Q3, but he made it a top 10 holding for the first time ever. This could be his final ma

$XIAOMI-W(01810)$ ｜Tech Giant Consolidation: 18-22 HKD Range Battle Amid Smart Device Recovery SignalsLatest Close (Hong Kong Time): XIAOMI-W closed at approximately 19.85 HKD (-1.2%), trading within the key consolidation range. The stock remains about 15% below its recent high of 23.50 HKD, showing typical post-earnings volatility patterns.Core Market Drivers: Xiaomi's Q3 smartphone shipments showed resilience despite global headwinds, with IoT ecosystem expansion gaining momentum. However, margin pressure from component costs and intensifying competition in the premium segment continue to weigh on investor sentiment.Technical Indicator Analysis: Volume patterns suggest institutional accumulation at current levels, though momentum indicators rem

$Oracle(ORCL)$ recently completed a partial gap filling around $260, which corresponds to the previous breakout range (07/31 H), a typical support/resistance flip structure.It's worth noting that although the institutional money flow curve has recently started to decline, as of today, the institutional cumulative flow is still higher than the level on September 10th.This means that despite three rounds of profit-taking (at $345, $329, and $322 respectively), major funds have not withdrawn, and net buying power remains.From a fundamental perspective, Oracle is undergoing its most significant structural transformation since its inception:The company is transforming from a traditional enterprise software vendor into a cloud infrastructure and AI-driv

$Berkshire Hathaway(BRK.B)$ : Rare Wall Street Downgrade to "Underperform" on Succession and Profit ConcernsIn an unusual move, Keefe, Bruyette & Woods (KBW) has downgraded Berkshire Hathaway Class A shares from "Market Perform" to "Underperform"—the only "sell" rating among analysts tracked by Bloomberg. Key concerns:Earnings Pressure: GEICO's underwriting margin may have peaked, catastrophe-reinsurance rates are sliding, and lower short-term rates will compress investment income.Operating Headwinds: Railroad volumes are tariff-hit, and renewable-energy tax credits are fading.Succession Risk: Investors remain wary of capital-allocation quality once Warren Buffett departs.KBW cut its price target to $700,000 (from $740,000) and trimmed 2026-2

$Apple(AAPL)$ stock hit new ALL TIME HIGHS for the second time in 2025, and all in a week.ImageiPhone-17 build-order surge + Apple Intelligence pay-wall buzz + the $4 trln market-cap magnet are aligning; $Apple(AAPL)$ ’s momentum is still in the right-hand lane, with $255–$258 the new bull/bear pivot.Ticker snapshot: $Apple(AAPL)$ $262.90 (+1.7%, ATH $263.47 intra-day), YTD +38% vs SPX +22%.Market cap ≈ $3.94 trln—only 1.5% away from the historic $4 trln level (≈ $267.2/sh).$65 bn buy-back firepower left = 2.4% of float, EPS tail-wind ≈ 2.8%.Catalysts in plain EnglishHardware: iPhone 17 s

$Lithium Americas Corp.(LAC)$  

$Bloom Energy Corp(BE)$