To The Moon

🇺🇸 The Fed is quietly preparing to SELL U.S. dollars and BUY Japanese yen. Yes. Read that again. The New York Fed has already conducted rate checks — the exact move that always comes right before real currency intervention. This isn’t theory anymore. This is coordination prep. And historically? 👇👇👇 When this happens, markets don’t dip — they RIP. 🇯🇵 Why Japan is the trigger Yen crushed for years Japanese bond yields at multi-decade highs BOJ still hawkish This combo is breaking things — not just in Japan, but globally. Japan has already tried to save the yen alone: ❌ 2022 — failed ❌ 2024 — failed ❌ July 2024 — brief bounce, then collapse History is crystal clear: When Japan acts alone → it fails When the U.S. joins → it WORKS 📜 Proof from history 🔹 1998 Asian Financial Crisis Japan solo? F

🌟🌟🌟Rare Earths have shifted from obscure elements to the beating heart of America's industrial sovereignty. The Trump Administration's USD 1.6 billion debt and equity package for $USA Rare Earth Inc.(USAR)$ marks its largest investment yet in critical minerals. Overnight USAR surged almost 20% while its peers like MP Materials, Critical Metals and Energy Fuels rallied in tandem. This isn't just market noise. It is policy reshaping the supply chain. USAR Fundamentals USAR is no longer just a speculative miner. It is a strategic national project. Government Backing: USD 1.3 billion in loans and USD 277 million in grants plus equity stakes and warrants. Private Capital: USD 1.5 billion in fresh investme

On 23 Jan 2026, the American business landscape finds itself at a volatile crossroads. Fresh off the TACO boat on Greenland saga, news arrived that Trump has filed a $5 billion lawsuit against $JPMorgan Chase(JPM)$ and its CEO, Jamie Dimon. (see below) This marks a significant escalation in the administration’s war against what it terms "woke capitalism" and the practice of "debanking". Does this action by Trump indicate a wider strategy against US financial sector? Let’s see. The JPMorgan Lawsuit. The “shot across the bow” lawsuit, filed alleges that US #1 bank - JPMorgan Chase closed Trump’s personal and business accounts in early 2021, purely for political reasons, effectively "blacklisting" Trump from the global financial system. Just

Micron’s $Micron Technology(MU)$ increased investment in Singapore looks like a strong long-term move to me. Singapore offers stability, supply-chain security, and execution certainty, and memory is now essential AI infrastructure rather than a purely cyclical play. This level of capex signals confidence in sustained demand and improving pricing power. Between Micron and SanDisk $SanDisk Corp.(SNDK)$ , I see stability versus momentum. SanDisk’s AI-driven re-rating has been explosive, but after a near-1,000% rally, expectations are stretched. Micron feels more balanced and diversified, making it a name I’d rather accumul

Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast! Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. But it’s not just retail investors who missed it, even smart money got it wrong. The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure. Elliott believed the combined

🚨Pelosi is back in action!🚨 Hey Tigers🐯, let’s take a look and see whether your portfolio is aligned with hers… 🎁 Warmly reminders: At the bottom of the content, we arranged rewarding interactives for you to gain Tiger Coins. 💰 Join us to have fun. 📈 Bought 🧠 $AllianceBernstein Holding LP(AB)$ — 25,000 shares A brand-new position in major asset management 🔍 $Alphabet(GOOGL)$ — 5,000 shares (via exercised call options) 50 call options exercised at a $150 strike. 🔍 $Alphabet(GOOGL)$ — exposure to 2,000 shares (via new call options) 20 call options purchased, same $150 strike. 📦 $Amazon.com(AMZN)$ — exposure to 2,000 sh

SanDisk has officially cracked the $500 level, trading around $503–$509 and printing fresh all-time highs. This is not a random spike. It is the result of a structural squeeze where AI demand meets tight memory supply, and something has to give. Since its 2025 spin-off from Western Digital, SanDisk is up over 1,000%, with 2026 YTD gains above 100%. Hyperscalers are racing to lock in NAND and high-performance storage capacity, while supply remains disciplined after years of under-investment. The result: pricing power has snapped back hard. 📈 The price action is being backed by data. TrendForce now projects Q1 2026 DRAM contract prices to surge 55–60% QoQ, with server DRAM exceeding 60% as AI servers take priority. This already dwarfs prior cycle peaks, where quarterly increases typically ca

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ 💼 Earnings concentration, volatility expansion, and dispersion risk Next week sets up as a high-dispersion, flow-led market environment where mega-cap earnings, macro catalysts, and options positioning converge. This is not a single-stock tape. It is a cross-sector liquidity event where correlations can fracture, leadership can rotate, gamma can flip intraday, and volatility becomes a strategic edge. In regimes like this, capital flow, positioning, liquidity pockets, and factor rotation matte

🌟🌟🌟Some listings whisper. BitGo$BitGo Holdings, Inc.(BTGO)$ IPO roared. Priced at USD 18, above its marketed range, Bitgo's shares opened almost 25% higher on its NYSE debut, valuing the firm at over USD 2 billion. What Does Bitgo Do? Bitgo was launched in 2013 by Silicon Valley entrepreneur Mike Belshe, who helped pioneer the multi signature wallet or the digital version of a joint bank account, where multiple passwords are required to move funds. Over the years, Bitgo has grown to include services in custody, prime brokerage and institutional trading. Bitgo currently safeguards the reserves backing USD1, the stablecoin launched last year by President Trump and his family's flagship crypto venture, World Liberty Financial.

While browsing through the list of ‘suggested’ posts, a title caught my eye (see below), and I thought I might learn something new while reading. After reading, I feel that it’s worth the while to share what I have read, with a twist though. Here goes something or nothing, depends on how one interprets the post. Intro. On 14 Jan 2026, Macro Risk Advisors’ John Kolovos appeared on CNBC’s ‘Closing Bell’ to talk about the base case for equity markets. His base case for the S&P 500 in 2026, is around the 7600 or so level. According to him, this year is more about getting the rotations and the risk management right. He also expressed worry associated with (a) mid-term elections, and (b) volatility they tend to bring with them. At the same time, he half expected some kind of downside chop we