To The Moon

🌟🌟🌟 Masayoshi Son has consolidated SoftBank into a singular aggressive USD 1 trillion bet on Artificial Superintelligence or ASI. Son outlined a unified strategy built on 4 core pillars: AI models, AI chips, Infrastructure and Physical Robotics. SoftBank holds a 13% equity stake in OpenAI. Its AI chips investment is anchored in $ARM Holdings(ARM)$ . SoftBank plans to initiate an IPO for Roze in 2H 2026. Roze is a consolidation of automation, energy & robotics. Exciting times are ahead for SoftBank. @Tiger_comments @Tiger_SG @TigerStars

$ServiceNow(NOW)$ I have been steadily dollar-cost averaging into ServiceNow (NOW) during its recent pullback because I believe the market has overreacted. While short-term sentiment has turned cautious, I see the correction as an opportunity rather than a warning sign. Great companies often experience temporary valuation resets, and I believe NOW is one of those high-quality businesses trading below its long-term potential. ServiceNow remains one of the leading enterprise software companies, helping businesses automate workflows across IT, HR, customer service, security and AI. As enterprises continue their digital transformation, demand for workflow automation and AI-powered productivity tools should continue growing. The company's recurring

In February 2023, I said buy $NVIDIA(NVDA)$ at $18 before AI explosion. Then I called out: $Micron Technology(MU)$ at $80 → $1150 $AST SpaceMobile, Inc.(ASTS)$ at $2 → $130 $IONQ Inc.(IONQ)$ at $7 → $72 $Roundhill Memory ETF(DRAM)$ at $25 →$76 (safest play so far) Right now, these are still super cheap: $ServiceNow(NOW)$ at $95 $NEBIUS(NBIS)$ at $287 $Applied Optoelectronics(AAOI)$ at $162 $Broadcom(AVGO)$ at $41

In February 2023, I said buy $NVIDIA(NVDA)$ at $18 before AI explosion. Then I called out: $Micron Technology(MU)$ at $80 → $1150 $AST SpaceMobile, Inc.(ASTS)$ at $2 → $130 $IONQ Inc.(IONQ)$ at $7 → $72 $Roundhill Memory ETF(DRAM)$ at $25 →$76 (safest play so far) Right now, these are still super cheap: $ServiceNow(NOW)$ at $95 $NEBIUS(NBIS)$ at $287 $Applied Optoelectronics(AAOI)$ at $162 $Broadcom(AVGO)$ at $41

ARKK Investment Tracker position change: Decreased position in Pacific Biosciences of California by 172,116 shares, the number of shares held decreased 1.2% compared to the previous period and now represents 0.31% of the total position.

Relative strength data continues to highlight a broadening market advance, with leadership extending well beyond the AI and semiconductor complex. Over the past month, capital has rotated into a diverse group of industries spanning consumer discretionary, financials, healthcare, industrials, and technology. Among the strongest-performing groups are Leisure & Travel ( $INVESCO LEISURE AND ENTERTAINMENT ETF(PEJ)$ ), Homebuilders ( $iShares U.S. Home Construction ETF(ITB)$ $SPDR S&P Homebuilders ETF(XHB)$), Retail ( $SPDR S&P Retail ETF(XRT)$ ), Transportation ( $iShares U.S. Tr

Today’s post is taking a break from the usual all-serious, all-business posts that I have been sharing. Let’s hope it finds traction with you as it did with me. Let’s Go ! FAANG > Mag 7 > MANGOS ? Wall Street has never met an acronym it didn't like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors - trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, 50% marketing slogan and 50% investment thesis, goes by the name MANGOS. The constituents are: (Six members in total) $Meta Platforms, Inc.(META)$. Anthropic. $NVIDIA(NVDA)$ $Alphabet(GOOG)$. OpenAI.

$Micron Technology(MU)$ I have to laugh. The shorts are still around? We exploded to near $1090 yesterday. How long do they really think they can hold this down? One day, two days, three days? Get ready for $1100 after that, and then a slew of analyst price targets will need to be rerated again. Enjoy that glimmer of hope in the meantime.

$Advanced Micro Devices(AMD)$ see the price now! It's flying again! Nothing can stop it! $NVIDIA(NVDA)$ another sure flying share here! I'm sure it will fly again soon! Let's buy it now!