To The Moon

Nvidia Current Headwinds. $NVIDIA(NVDA)$ has long been the undisputed leader in the AI accelerator market, commanding roughly 86% of share. This dominance, however, is increasingly being challenged as its partners and rivals begin to encroach on its territory. $Alphabet(GOOG)$, $Amazon.com(AMZN)$ and other major technology companies are no longer content to rely solely on NVDA’s GPUs. Instead, they are investing heavily in their own chip architectures: GOOG’s TPU program, for instance, has secured a massive 5-year, $200 billion commitment from Anthropic. AMZN’s Trainium chips meanwhile have attracted $225 billion in commitments, with

$Alibaba(BABA)$ $Tencent Holding Ltd.(TCEHY)$ $JD.com(JD)$ 🇨🇳🤖📉 $BABA Just Reported One Of Its Most Important AI Transition Quarters In Years, And The Market Hated It 📉🤖🇨🇳 Alibaba is now attempting something incredibly difficult simultaneously: • Funding an AI infrastructure supercycle • Defending e-commerce market share • Rebuilding investor confidence amid collapsing margins The result was a quarter where strategic positioning strengthened dramatically, while earnings quality deteriorated almost everywhere else. $BABA slipped in electronic trading after missing revenue expectations despite a profit beat headline. Investors immediately focus

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Micron Technology(MU)$ 💥🧠🚀 Mega-cap AI momentum is evolving into a full-scale options arms race 🚀🧠💥 NVIDIA Corporation ($NVDA) pushed into fresh all-time high territory today with more than $61.9M in single-leg call buying slicing through the tape. This is no longer passive hedging or short-term speculation. Institutional capital is aggressively bidding for upside exposure as accelerated compute demand, sovereign AI initiatives, and hyperscaler capex continue compounding at industrial scale. The market is increasingly pricing in a future where AI infrastructure becomes as mission-critical as cloud computing

$Hims & Hers Health Inc.(HIMS)$ $Novo-Nordisk A/S(NVO)$ $Eli Lilly(LLY)$ 💊📉🔥 $HIMS Just Lost Its Highest-Margin Growth Engine 🔥📉💊 $HIMS is getting punished after its GLP-1 cash cow hit a wall. The company’s pivot away from compounded Wegovy copycats toward branded $NVO and $LLY therapies just detonated profitability, crushed margins, and exposed how dependent the growth story had become on one exceptionally lucrative category. The market reaction says it all. 🔴 EPS: -$0.40 vs Est. $0.03 🔴 Revenue: $608.1M vs Est. $616.9M 🔴 First quarterly loss in 3 years 🔴 Gross Margin: 65% vs 73% YoY 🔴 U.S. Revenue: -8% YoY 🔴 Stock slammed double digits p

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Micron Technology(MU)$ 💥🧠🚀 Mega-cap AI momentum is evolving into a full-scale options arms race 🚀🧠💥 NVIDIA Corporation ($NVDA) pushed into fresh all-time high territory today with more than $61.9M in single-leg call buying slicing through the tape. This is no longer passive hedging or short-term speculation. Institutional capital is aggressively bidding for upside exposure as accelerated compute demand, sovereign AI initiatives, and hyperscaler capex continue compounding at industrial scale. The market is increasingly pricing in a future where AI infrastructure becomes as mission-critical as cloud computing

$Intel(INTC)$ $Micron Technology(MU)$ $Rocket Lab USA, Inc.(RKLB)$ 📈🧠🔥 Unusual Options Activity Signals a Potential Rotation Into AI Infrastructure, Semis & Strategic Manufacturing 🔥🧠📈 The options market delivered one of the most fascinating positioning sessions of 8May26, with institutional flows aggressively clustering around semiconductors, AI infrastructure, hyperscaler supply chains, memory, aerospace, cloud networking, and tactical macro hedges. What stands out is not simply the volume explosion itself, but the quality of the names attracting the activity. This increasingly looks like capital repositioning for the next phase of the A

$Fortuna Silver Mines(FSM)$ $Pan American Silver(PAAS)$ $Gold.com(GOLD)$ ⛏️🔥💰 $FSM Is Printing Cash, But Operational Cracks Are Emerging 💰🔥⛏️ 📈 Fortuna Silver Mines delivered a financially explosive Q1 2026, but I believe the underlying story is far more nuanced than the headline numbers suggest. The company benefited enormously from one of the strongest precious metals pricing environments in modern mining history, with realized gold prices surging to an astonishing $4,884/oz versus $2,884/oz a year earlier. That pricing expansion alone transformed the quarter into a cash generation machine. Revenue climbed +76% YoY to $342.5M, attributable

$Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ 💻🚀📈 $DELL Technical Breakout Is Starting To Look Extremely Serious 📈🚀💻 $DELL just delivered exactly what the bulls needed to see. After the recent pullback, price came down into the gold support zone near $227, absorbed selling pressure aggressively, then exploded higher with urgency. That type of reaction usually tells me institutions were already sitting there with meaningful bids ready to defend the structure. This was not a casual bounce. The technical structure has now shifted materially: • $227.07 was defended aggressively and remains the key line in the san

It is coming up to 2½ months since US unilaterally decided to launch an assault on Iran with its partners-in-crime Israel. The relative ease with which Trump’s order to capture Venezuela’s President Nicolás Maduro and his wife by force on 03 Jan 2026 has embolden the ‘foolish’ into thinking that the feat could be repeated with the same relative ease. Trump’s history of avoiding military service (in September 1968 for the Vietnam war) suggests a fundamental detachment from the life & death stakes of the very operations he so casually orders. What about his Defense minister ? Surely, he would know better, many had assumed. After all, Hegseth served in the Army National Guard from 2002 to 2021 and had been deployed overseas 3 times. On closer examination, his tours & experiences were

Last week, the pendulum oscillating between Jobs and Inflation reports have swung back to Jobs. Did the reports manage to exert any influence on US market sentiments, let’s find out. Jobs & other US reports out this week include: Tue, 05 May 2026 - US Trade balance for March 2026. Tue, 05 May 2026 - S&P final US services PMI for April 2026. Tue, 05 May 2026 - Jobs opening & Labour turnover surveys (JOLTs) for March 2026. Tue, 05 May 2026 - ISM services for April 2026. Wed, 06 May 2026 - ADP Non-farm payroll report for April 2026. Thu, 07 May 2026 - Jobless claims - weekly & continuing. Fri, 08 May 2026 - US Consumer sentiments (Prelim) for May 2026. Fri, 08 May 2026 - US Non-farm payroll for April 2026.. US Trade Balance. The US trade balance report for March 2026, showed t