To The Moon

Yesterday, the market endured a violent V-shaped reversal. Oil prices $WTI Crude Oil - main 2605(CLmain)$ surged at the open, dragging $S&P 500(.SPX)$ down as much as 1%. The tide turned after Trump stated the war would "end very soon," coupled with reports that Israel, at Trump’s request, would suspend further strikes on Iranian gas fields. As oil retreated, equities clawed back most losses, with the S&P 500 ultimately closing down a modest 0.27%. Retail Sentiment is Turning Cold The mood among U.S. retail investors is cooling significantly, with the Fear & Greed Index slipping back into "Extreme Fear." According to the latest weekly survey from the American Association of Individual Inve

At the beginning of this week, the precious metals market felt like a falling knife. $XAU/USD(XAUUSD.FOREX)$ plummeted 8% in two days, touching a six-week low of $4600, while $ProShares Ultra Silver(AGQ)$ staged a gut-wrenching crash.Geopolitical tensions are back with a vengeance. Just as the market was pricing in a "US-Iran rapprochement," the script flipped. Reports of assassination threats against leadership have shattered the fragile trust, and the Habshan gas facility strike in Abu Dhabi has set the energy complex on edge.Despite the chaos, gold is down and oil is sideways. Why isn't the market buying the "safe haven" narrative yet?1. The Liquidity Paradox: Why Gold Fell in a CrisisTypically,

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At the recently concluded GTC 2026, $NVIDIA(NVDA)$ unveiled nearly its entire arsenal: the Vera Rubin architecture pushing the limits of compute, the acquisition of Groq bringing LPUs to strengthen inference capabilities, and the OpenClaw agent strategy. Jensen Huang has effectively completed a transformation—from “selling chips” to becoming a full-stack AI service provider. Jensen Huang’s $1 trillion outlook briefly pushed NVIDIA’s stock up more than 4.3%. Yet strangely, the stock has been trading sideways between $170 and $200 for quite some time. Why is Jensen pushing so hard while the market remains so calm? 1. Surrounded by Rivals: Is NVIDIA Starting to Feel the Pressure on Its Monopoly? To defend its 76% market share, NVIDIA has recently sho

On Wednesday (March 18, after the U.S. market close), $Micron Technology(MU)$ will release its FY2026 Q2 earnings. After nearly two years of cyclical dormancy, the memory industry may be approaching an unprecedented inflection point.Recently, shares of the three major players $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ , Micron, and $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ —have surged sharply. The market narrative around memory is shifting from a simple “cyclical commodity” to “core infrastructure for AI.”Wall Street’s main debate (including Citi) centers on one question: Are we entering a long-term DRAM cycle similar to the 1990s P

Next week, NVIDIA GTC 2026 opens its doors. Jensen Huang will take the stage again. Over the past few years, each GTC has served as a major market catalyst. What will he bring this time? Before the real answers are revealed, let's dive deep into Jensen's most important mental framework — the Five-Layer Cake Theory — and how it can guide us toward investment opportunities in this AI wave. I. The Five-Layer Cake: From Energy to Applications Jensen breaks down the AI industrial architecture into five layers, from bottom to top — like a five-layer cake: Layer 1 · Energy The foundation of everything. Data center electricity consumption is exploding — nuclear, natural gas, and renewables all benefit. Without stable, affordable, large-scale energy supply, everything else is just talk.

The geopolitical risk premium has just been re-priced for the AI era. On March 11, Iran’s state media and the IRGC-affiliated Tasnim News Agency published a chilling manifesto titled "Iran’s New Targets." The document explicitly lists the facilities of Amazon (AWS), Microsoft (Azure), Nvidia, IBM, Oracle, and Palantir in Israel, Dubai, and Abu Dhabi as legitimate military targets. Tehran has framed this as a retaliatory strike against the "infrastructure conflict" initiated by U.S.-Israeli cyberattacks on Iranian financial systems. The Disappearing Cash Flow: Where Is Big Tech’s Money Going? The market is witnessing something extremely rare: free cash flow (FCF) at tech giants is turning negative. This has barely happened over the past few decades. Many retail investors see this as bearish

The recent oil price moves have been more thrilling than a rollercoaster! Brent crude surged to $120/bbl before plunging back to around $90. Today’s market has two competing narratives: Trump’s “tweet-style” diplomacy (TACO) versus Wall Street’s newly exalted hard-core paradigm (HALO). 1️⃣ TACO Trades: Is Trump “Chickening Out” Again? The recently popular TACO (Trump Always Chickens Out) has become a short-seller’s mantra. Just like the back-and-forth tariff battles of 2025, Trump recently threatened Iran but then quickly announced the war was “basically over.” Markets are now pricing in a cooling of the conflict. If the Strait of Hormuz isn’t blocked long-term, the midpoint of oil prices could shift lower. 2️⃣ HALO Trades: Scarce Assets in the AI Era Wall Street (Goldman Sachs / Josh Brow

OpenClaw continues to heat up, with Hong Kong AI concept stocks rallying across the board: $KNOWLEDGE ATLAS(02513)$ rose nearly 13%, $TENCENT(00700)$ up about 7%, and $MINIMAX-WP(00100)$ jumped over 22%. The main catalyst for Tencent’s surge today was the launch of its new all-scenario AI agent, WorkBuddy, dubbed the “Tencent version of OpenClaw” by the industry. According to Citigroup, this marks China’s AI industry moving from “just chat” to actually helping users get work done. Leveraging its all-scenario ecosystem, Tencent has become the fastest “harvester” for OpenClaw adoption. Which AI Stocks to Watch Amid the Hong Kong Surge and U.S. Market? Although U

$WTI Crude Oil - main 2604(CLmain)$ posted its biggest single-session move in years. $Brent Last Day Financial - main 2605(BZmain)$ is now near $110/bbl — up over 70% vs Q4 2025 average. Most retail traders rushed into oil ETFs. Goldman Sachs quietly dropped a note this morning suggesting that's the wrong trade. Hormuz Disruption: 17x Larger Than the Russia Shock of 2022 The Strait of Hormuz — carrying roughly 20% of global oil and LNG supply — is effectively shut. Goldman Sachs estimates the total hit to Persian Gulf flows at 17mb/d, a disruption 17 times larger than the peak April 2022 hit to Russian oil production. Pipeline alternatives via Saudi Arabia and UAE can theoretically redirect up to