To The Moon

I believe the rally in NAND flash stocks like SanDisk $SanDisk Corp.(SNDK)$ still has room to run. The AI boom is driving structural demand for data storage in servers and data centers, while supply remains tight after years of production cuts. With major manufacturers shifting capacity toward HBM, NAND prices are likely to stay firm, supporting strong earnings momentum. Although valuations have risen, fundamentals remain solid. SanDisk’s multiple price hikes and improving margins reflect real pricing power, and even after a massive rally, its valuation still lags Nvidia’s. That suggests the market hasn’t fully priced in its long-term AI-driven growth potential

$Parsons Corp(PSN)$ $Dave Inc(DAVE)$ $One Stop Systems(OSS)$ 🎯 Executive Summary I’m extremely confident Parsons Corp (NYSE: PSN) is engineering a structural breakout at the intersection of infrastructure and defence. Q3 2025 delivered adjusted EPS of $0.86 versus consensus of $0.76, a 13–15 % beat, on revenue of $1.62 billion (-10 % YoY from $1.81 billion) as the confidential contract wind-down masked resilient core growth. The funded backlog surged to $6.4 billion, representing 72 % of total $8.8 billion, the highest since IPO. This record visibility aligns with rising US federal defence allocations projected above $1 trillion in FY 2026 and the $1.2 trilli

🌟🌟🌟With 297 IPOs, Hong Kong has reclaimed its spot as the top IPO market by proceeds, outpacing New York and Shanghai. Listings were driven by tech, green energy and biotech, aligning with long term growth themes. HKEX is a liquidity magnet as high IPO volumes attract institutions and retail investors. This surge has resulted in the excellent performance of HKEX Q3 25 earnings. I believe that $HKEX(00388)$ is a great stock to buy and hold long term.

Ray Dalio’s Bridgewater Associates is a hedge fund with $136.5 billion in assets. As per 13F filing, in 2025 - Bridgewater loaded up on: $iShares Core S&P 500 ETF(IVV)$. $SPDR S&P 500 ETF Trust(SPY)$. $NVIDIA(NVDA)$. Note: There is no guarantee that following Dalio’s moves can lead to strong results. However, it does not hurt to keep a watch on what Bridgewaters are investing in. Why Them ? (1) iShares Core S&P 500 ETF (IVV). Bridgewater has made several investments in IVV. It accounts for 5.78% of Bridgewater’s portfolio, providing exposure to the top large-cap companies. In Q2 2025, Bridgewater increased its position in IVV by +6.19% by adding 134,544

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ Market Structure Analysis The S&P 500 occupies a precise structural pivot. Tuesday’s downward gap generated an island reversal, isolating price action and exposing trapped positions from the prior session. This configuration often mirrors sentiment fatigue, yet the index respected both the ascending higher-lows trendline and the 50-day simple moving average, establishing a dense compression band from $6,650 to $6,710. Such resilience preserves the primary uptrend, though the equilibrium now favours elevated volatility as opposing forces converge. Island reversals warrant scrutiny beyond

I've been watching $Sea Ltd(SE)$ closely these past few weeks, and I have to admit the recent price action has been a rollercoaster. Last Friday's sharp drop felt like a punch in the gut—watching the stock gap down hard after what looked like a solid setup was frustrating. But seeing it fill that gap almost immediately and climb back gave me some relief. It reminded me why I still hold a decent chunk of my portfolio in Sea Limited: the market tends to overreact to short-term noise, and SEA has a habit of proving the skeptics wrong when earnings roll around. The numbers heading into this report look promising on paper. Analysts are calling for $0.77 EPS and revenue up 30.5% YoY to $5.65B, which would be a nice acceleration from last quarte

Last week, it wasn’t just tech stocks that fell on Wall Street — the restaurant sector also took a major hit amid high inflation and rising job losses. Papa John’s plunged more than 20% after Apollo abandoned its $2.2 billion takeover bid, while Pizza Hut reported its eighth straight quarter of declining sales, prompting parent company Yum! Brands to consider going private. These setbacks reflect a broader slowdown in young Americans’ spending power, squeezed by soaring living costs, layoffs, and mounting debt, leading foreign investors to downgrade popular chains like Cava, Dutch Bros, Shake Shack, and Starbucks. $McDonald's(MCD)$ $Yum(YUM)$ $CAVA Group In

🌟🌟🌟When Bitcoin surged past USD 105,000 last week, it did not just break a psychological barrier, it reignited the fire in crypto stocks and ETFs. But beneath the euphoria lies a question every tactical investor must ask : Is this the beginning of a sustainable rally or trap? Bitcoin's Breakout : Signal or Mirage? After dipping below USD 100k, Bitcoin rebounded sharply to USD 105K, now hovering around USD 101,900. Historical tailwinds favour November with median returns of 11% and strong ETF inflows suggests upside. Yet technicals flash caution and a bearish Head and Shoulders pattern forming. Sentiment remains fragile with Fear & Greed Index still stuck on Extreme Fear. iBIT ETF : Tactical Entry $iShares Bitcoin Trust