I think the recent drop in gold is more about liquidity and positioning than a breakdown in its long-term role. In deleveraging phases, investors often sell liquid assets like gold to raise cash, so this feels more like short-term pressure from funding needs, rate expectations, and weak technicals rather than a loss of safe-haven demand. On timing, I’m not rushing in yet. I’d prefer to see some stabilization and a reclaim of the ~4,500 level before adding more meaningfully. For now, I still view this as a staggered accumulation zone rather than trying to pick the exact bottom, especially with macro uncertainty still in play. For exposure, I prefer gold ETFs like SPDR Gold ETF (GLD) for liquidity and simplicity. I also find DBS’s upcoming tokenized gold from DBS Group interesting for Singa
My guess is that SpaceX will open extremely strong. With heavy oversubscription, Musk’s following, and strong demand for anything linked to AI infrastructure, I wouldn’t be surprised to see the stock jump around 50% or more within the first few hours. In the very short term, sentiment and momentum will likely matter far more than valuation. That said, I think the first-day rally may be the easy part. Once the initial excitement fades, traders will likely start taking profits, and the market will shift focus to valuation, capital spending needs, and how fast the AI-related businesses can actually scale into profits. A pullback in the days after listing would not surprise me. Personally, I won’t be chasing it on day one. I expect a strong initial surge followed by a meaningful correction as
I would buy: France 🇫🇷 It is like: Blue-chip stock. Bullish reason: If World Cup teams were stocks, France would be my top pick. They have a proven track record, world-class talent across every position, and the squad depth to handle injuries or unexpected setbacks. Just like a blue-chip company, France consistently performs at the highest level and is almost always among the favorites when a major tournament begins. What I like most is their balance of experience and young talent. They have the quality to win matches in different ways and the mentality to perform under pressure. While other teams may offer more excitement or upside, France provides the combination of stability, resilience, and championship potential that I look for in a long-term investment. If I could only buy one team,
$Palantir Technologies Inc.(PLTR)$ While many investors have become frustrated with Palantir's performance in 2026, I continue to dollar-cost average into my position. The stock has spent much of the year moving sideways, consolidating after its strong run in previous periods. Instead of seeing this as a weakness, I view it as a necessary phase for the market to digest earlier gains and reset expectations. My conviction in Palantir remains tied to its long-term growth story. The company continues to strengthen its position in artificial intelligence, government contracts, and enterprise software adoption. As more organizations seek to deploy AI solutions at scale, Palantir's platforms are becoming increasingly relevant. While the share price
$Direxion Daily MU Bull 2X Shares(MUU)$ This latest pullback in semiconductor stocks has created an opportunity that I have been waiting for, and I decided to average up a small position in MUU, the leveraged Micron product. While the broader market remains volatile, my long-term view on the memory industry has not changed. In fact, the demand outlook for high-bandwidth memory (HBM), DRAM, and advanced memory solutions continues to strengthen as AI infrastructure spending accelerates around the world. What gives me confidence is that memory has become one of the most critical bottlenecks in the AI supply chain. Every new generation of AI models requires more memory capacity and higher bandwidth, driving unprecedented demand for companies like
I don’t really believe in the World Cup curse. Looking at the past tournaments, the market performance was driven much more by macro conditions than football. The dot-com crash, Fed rate hikes, and earnings cycles mattered far more than what was happening on the pitch. Correlation doesn’t always mean causation. What I do think is real is the impact on liquidity. With matches being played during U.S. trading hours this year, I wouldn’t be surprised to see lighter volumes and more short-term volatility. Traders are fans too, and attention is a limited resource. My biggest winner is still the sports betting ecosystem. The World Cup is a massive customer-acquisition event, and companies like DraftKings, Flutter, Sportradar, and Genius Sports could see a surge in engagement. That said, I’m als
I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution. For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely. My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore t
$ARM Holdings(ARM)$ The recent pullback across AI and semiconductor stocks has created a very different market environment from the euphoric rally we saw earlier this year. Rising rate concerns, profit-taking, and the upcoming wave of macro events have pressured many high-growth technology names. While some investors are becoming cautious, I see this correction as a healthy reset rather than the end of the AI investment cycle. One stock I have been gradually accumulating during this pullback is ARM Holdings. Unlike many semiconductor companies that depend heavily on manufacturing capacity, ARM sits at the center of the global chip ecosystem through its licensing and royalty model. Its architecture powers billions of devices worldwide, from sma
I don’t think AI stocks are broadly cheap anymore, but they’re not a bubble either. The market is separating durable winners from cyclical or higher-risk names. $NVIDIA(NVDA)$ remains the key AI infrastructure leader, while $Micron Technology(MU)$ is more cyclical despite strong momentum. $Intel(INTC)$ looks harder to justify given its valuation and execution uncertainty. When I value AI stocks, I focus more on multi-year AI capex trends, demand visibility, and free cash flow quality rather than just P/E ratios. I also separate “picks-and-shovels” like $Taiwan Semiconductor Manufacturing(TSM)$ and