To The Moon

$Philadelphia Semiconductor Index(SOX)$ hit ~80% above its 200 day MA in early June. A number surpassed only once in history. At the peak of the Dot Com Bubble in early 2000. On that note, SOX has moved +/- 3% in 15 of the last 30 trading days. Last happened in 2000. "Short term volatility is greatest at turning points and diminishes as a trend becomes established." - George Soros

BlackRock just ranked the 30 most important AI companies in the world. 👀 Surprisingly, $Micron Technology(MU)$ takes the #1 spot, ahead of $NVIDIA(NVDA)$ . Here's the full ranking: 🥇 Top 10 $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ $Oracle(ORC

We are about to enter the best seasonal period of the year for US stocks. Historically, the 1H of July is the best 2-week stretch on the calendar. The $NASDAQ 100(NDX)$has finished positive in 17 of the last 18 July’s.

Goldman $Goldman Sachs(GS)$ just dropped a map of the entire humanoid robot supply chain. Here are the publicly traded tickers they named 👇 Humanoid Robot Makers $Tesla Motors(TSLA)$ $XPeng Inc.(XPEV)$ $BYD Co., Ltd.(BYDDY)$ $Xiaomi Corp.(XIACY)$ $UBTECH ROBOTICS CORP LTD(UBTRF)$ $GAC HOLDCO INC.(GACWF)$ $ESTUN(02715)$ $TSLA Foundation Models $NVIDIA(NVDA)$ $Alphabet(

We are witnessing 1 of the strongest earnings upgrade cycles EVER. $S&P 500(.SPX)$ forward estimates are being revised higher at the fastest rate in the last 16+ years. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2606(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2606(NQmain)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ Many people seem to think a market top is imminent. But history says things c

On a forward earnings basis, the $SPX $S&P 500(.SPX)$ is currently ~4% CHEAPER than it was at the start of 2026. This rally has been entirely driven by earnings growth. Multiples haven’t even started expanding yet. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off

Despite the Macro volatility this year, the earnings picture keeps getting stronger. EPS estimates for 2026 and 2027 are both +5% higher today than they were before the Iran War even started. If you were wondering why the indices are back at highs already, this is your answer. 👇

$S&P 500(.SPX)$ EPS estimates are being revised UP at a pace we have not seen in the last decade. Typically at this point in the year, consensus EPS estimates are being revised downward. Not this year. Now that the Macro headwinds are clearing, the earnings picture underneath is super strong. Software vs. Semis just posted its biggest 1-day move lower on record. The rotation out of Software is truly historic. $iShares Expanded Tech-Software Sector ETF(IGV)$ $Palantir Technologies Inc.(PLTR)$ $ServiceNow(NOW)$ $Salesforce.com(CRM)$ $Cloudfla

Hedge funds dumped stocks at the fastest pace in 13 years in March. Faster than COVID. Faster than the 2022 Bear Market. Only March 2013 was worse. Only 11% of $S&P 500(.SPX)$ stocks are oversold right now. Still nowhere close to the levels we saw during Liberation Day, the 2022 Bear Market, COVID, or the Dec 2018 meltdown. No real washout yet. $E-mini S&P 500 - main 2606(ESmain)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2606(NQmain)$

Role Reversal. Software just had its best day vs. Semis since DeepSeek. $iShares Expanded Tech-Software Sector ETF(IGV)$ $VanEck Semiconductor ETF(SMH)$ Hedge funds are shorting Software stocks at a record pace. Short exposure to US Software is now at its HIGHEST level on record. Hedge funds are still increasing tech short exposure $Palantir Technologies Inc.(PLTR)$ $Oracle(ORCL)$ $Salesforce.com(CRM)$ $ServiceNow(NOW)$ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trad