To The Moon

I’ve stopped trying to correct people. Not because I don’t have a view. But because I’ve learned something the hard way: Once a belief is formed, most people don’t look for truth — they look for confirmation. You can show data. You can explain logic. You can even prove them wrong. It rarely matters. They’ll defend the decision. Justify the mistake. Protect the ego. So I changed my approach. I don’t argue to win anymore. I observe. I don’t force my perspective. I offer it — once. If they’re not ready, I let it go. Because not every battle is worth fighting. And not every lesson needs to be taught by me. Respect over ego. Silence over friction. Timing over force. Funny thing is — people often come back later… when they’re ready to see it themselves. That’s when the message lands. Not when yo

Financial media (Wall Street Journal, Bloomberg) is currently focused on lagging indicators from late 2025 and Q1 2026. This "ghostwriting" uses past failures to predict a grim future, spooking institutional algorithms. $Microsoft(MSFT)$   $Softbank Corp.(SOBKY)$   $Oracle(ORCL)$   $NVIDIA(NVDA)$   1. The "Billion User" Phantom ​The media is fixated on the fact that ChatGPT failed to hit 1 billion Weekly Active Users (WAU) by December 2025, stalling instead at roughly 900–910 million. AI growth is no longer just about expanding the user base—it’s increasingly

$POET Technologies Inc(POET)$   $Marvell Technology(MRVL)$   ​The market loves a scandal. It’s easy to digest. When the news broke that Marvell Technology severed ties with POET Technologies, the narrative was served on a silver platter: "CFO’s big mouth violates NDA; partnership terminated." ​It’s a neat story. It’s also a convenient smokescreen. ​If you understand how Big Tech operates, you know that billion-dollar roadmaps don’t get scrapped because of a slip of the tongue. You don't burn a bridge you're still walking on. You only burn it when you’ve already finished building the tunnel. ​The "Smoking Gun" Timeline ​To see the truth, you have to ignore the words

Replying to @1PC:Which one is you?//@1PC:👍 Nice Sharing & Meeting up 😁. Congratulations to the Winners 🏆🎊 @koolgal @DiAngel @JC888 @Barcode @Aqa @Shyon @Shernice軒嬣 2000

$POET Technologies Inc(POET)$   stock crashed over 40% today — after already getting cut in half from last week’s peak. This is the kind of market whiplash that leaves retail stunned: 🚀 Why it pumped (hard) Around April 22, CFO Thomas Mika went public saying: They had secured a purchase order tied to Marvell Technology (via Celestial AI) Product: 800G optical engines for AI data centers Shipments expected in Q3 Deal size already above $5M Add in potential deals with Foxconn and Luxshare Precision Industry Plus the hottest theme in markets right now: AI + photonics 👉 Result: Stock doubled in a week, hit an 11-year high, volume went insane. 💥 Why it crashed (even harder) Today, the company dropped a bomb: All prior orders from Celestial AI

Everyone is chasing AXTI… but almost no one is looking at the tiny companies quietly powering it. Let me show you one that’s hiding in plain sight 👇 $M7U (Nynomic AG) isn’t some flashy AI name. It’s a German micro-cap, deep in the photonics supply chain — the kind of company most investors never even hear about. But here’s where it gets interesting. AI datacenters run on fiber optics — that’s how data moves between chips at insane speeds. And those fiber components? They’re made using ultra-specialized machines from AIXTRON, which controls ~90% of this niche. Now here’s the kicker: Nynomic owns LayTec — the company that makes the sensors inside those machines. These sensors monitor production in real time. Without them, yields collapse. No sensors = no efficiency. No efficiency = no scalin

$ServiceNow(NOW)$   Take a second and look at this chart. IPO’d June 2012 → $2B market cap. 5 years later → 10x at $20B. Jan 2025 peak → $220B (100x from IPO). Then… April 23, 2026 Q1 earnings → -18% in ONE day (biggest drop in history). As of Friday’s close: $93B market cap. Down 43% YTD. Down 57% from peak. $125B+ of market value evaporated. But here’s what actually happened: ✅ 22% subscription revenue growth ✅ Beat + raised full-year guidance ✅ $4B cash pile ✅ 97% renewal rate (5 straight quarters) ✅ Fastest enterprise software company EVER to hit $15B revenue ✅ $1.5B annual run-rate pure AI revenue just 19 months into their AI strategy The market didn’t read the wrong earnings release. It read the right numbe

Watchlist Alert: The Stocks Rebuilding America’s Energy Backbone. The White House just officially designated grid infrastructure as essential to national defense under the Defense Production Act. 🇺🇸⚡ ​This is a massive signal for the industrial and energy sectors. The focus is on domestic production for transformers, substations, and high-voltage circuit breakers to reduce foreign supply dependence. ​If you’re tracking the "Picks and Shovels" of this build-out, here is the updated watchlist: ​🏗️ Grid Equipment & Infrastructure: ​$Eaton Corp PLC(ETN)$  (Eaton) ​$GE Vernova Inc.(GEV)$   (GE Vernova) ​$Hubbell(HUBB)$ &

The rapid ascent of AI has sparked a growing sense of disillusionment and genuine anxiety. While the fear of displacement is palpable, there is little consensus on how to prepare before the labor market fundamentally shifts. As global populations rise alongside leaps in efficiency, both white-collar and blue-collar roles are being squeezed by robotics and automation, intensifying the competition for a shrinking pool of traditional jobs. ​This technological shift is colliding with a mounting financial crisis. In markets like Singapore, the pursuit of high-priced real estate—with HDB flats increasingly hitting the million-dollar mark—is draining savings meant for long-term security.  Should retrenchment become the new norm, many households will find themselves precariously overleveraged

$WTI Crude Oil - main 2606(CLmain)$   $Brent Last Day Financial - main 2605(BZmain)$   $Venture Global, Inc.(VG)$   $Direxion Daily Energy Bull 2x Shares(ERX)$   ​While the headlines focus on FM Araghchi’s dash back to Islamabad and the collapse of the Trump-negotiated peace talks, a silent, irreversible catastrophe is unfolding beneath the Iranian soil. ​The clock expires this Monday. Here is the viral breakdown of why Iran’s oil industry is about to hit a "Point of No Return" without a single US bomb being dropped. ​📉 The Storage Wall: 48 Hours to Zero ​The US Naval Blockade (active s