To The Moon

Today's Market Watch — September 9, 2026 The market setup has changed meaningfully since our last valuation discussion. The immediate threat to tech isn't weak AI demand; it's the combination of $100 oil + ~4.8% Treasury yields + renewed inflation risk. What's happening today Brent crude has broken above $100/barrel as the U.S.–Iran conflict and disruption around the Strait of Hormuz intensify. The U.S. 10-year Treasury yield is around 4.8%, near a three-year high. U.S. equities opened weaker, with the S&P 500 down roughly 0.3%, Dow about 0.8%, and Nasdaq about 0.4% early in the session.  Friday's U.S. CPI release is therefore becoming extremely important. Markets are now assigning roughly a 60% probability of a Fed rate increase next week, after strong employment data and renewed

This week's under-the-radar stock watchlist focuses on companies benefiting from the next layer of AI infrastructure rather than crowded mega-cap names such as NVIDIA. Credo Technology (CRDO) and Astera Labs (ALAB) are the strongest AI connectivity candidates. Both benefit from rapidly increasing bandwidth requirements inside AI data centers, including 800G/1.6T networking and high-speed server connectivity. They offer significant growth potential, although valuations and volatility remain elevated. The second opportunity is power infrastructure. AI data centers require enormous electricity capacity, creating structural demand for grid upgrades. Quanta Services (PWR) benefits from transmission and grid construction, while Powell Industries (POWL) supplies critical electrical equipment. The

methinks good time to DCA in. you leh?

$SLV STRADDLE 260306 PUT 76.0/CALL 76.0$  Slv straddle at 76. Gogogo

Whether  bears or bulls come out to play

$SLV 20260306 76.0 PUT$  

Time to go shopping ❣️

Inflation is precisely what is going to cause the stocks to go higher... What goes up...