To The Moon

The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$

"QQQ or SPY?" A weaker-than-expected June payroll report accelerated the rotation out of AI and semiconductor stocks, pushing the Nasdaq 100 lower while the Dow rallied to fresh highs. Investors shifted toward defensive sectors such as healthcare, utilities, and financials as expectations for Fed rate cuts increased. 🚦QQQ at a Crossroads For traders, $Invesco QQQ(QQQ)$ remains a key way to track the performance of technology and AI leaders, making it more sensitive to selling pressure in growth stocks. Meanwhile, $SPDR S&P 500 ETF Trust(SPY)$ provides broader exposure to the U.S. market, benefiting from strength in value and defensive sectors when market leadership rotates. 🕯️ Candles Tell the Story Whi

"I’m still computing." Short-term volatility doesn’t change the long-term AI thesis. $Micron Solutions, Inc.(MICR)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Memory stocks have been one of the biggest beneficiaries of the AI infrastructure buildout, so a pullback after strong gains is not surprising. The market often tests conviction when expectations become extremely high. The key question isn’t whether demand has peaked — it’s whether AI adoption is still accelerating. As data centres, advanced computing, and AI models continue to scale, memory remains a critical piece of the foundation. A healthy market doesn’t move in a straight line. Sometimes the strongest companies face the biggest short-term correct

Classic “buy the rumour, sell the news” playing out in real time. $SanDisk Corp.(SNDK)$ A new NAND node launch was never going to override positioning and macro-driven profit-taking after a massive run. What matters more is whether AI-driven storage demand actually keeps tightening supply over the next 2–3 quarters — that’s the real supercycle test, not a single product release. Right now this looks more like de-risking + rotation (especially after hot jobs data) than a thesis breakdown. But if DRAM/NAND pricing weakens alongside capex slowdowns, then the narrative gets stress-tested fast. Volatility like this is usually where the conviction gap shows up.

$Alphabet(GOOG)$ still remains my largest stock holding, reflecting my long-term confidence in the company's innovation and growth potential. 

One stock that's been impossible to ignore is AST SpaceMobile ($ASTS). The company has surged nearly 300% since Alphabet disclosed a major investment during Q1 2025, highlighting growing confidence in AST's long-term vision. $AST SpaceMobile, Inc.(ASTS)$ $Alphabet(GOOG)$ 📈 Why is the market paying attention? 🌍 Direct-to-smartphone satellite connectivity – AST SpaceMobile is developing a satellite network that connects directly to standard 4G and 5G smartphones, with no special hardware or satellite dish required. 🛰️ A differentiated approach – Instead of launching thousands of smaller satellites, AST plans to use a constellation of around 90 large BlueBird satellites to provide near-global mobile coverage

While Bitcoin often dominates the headlines, President Trump's crypto-related ventures have reportedly gained exposure to several established altcoins. Each plays a unique role in the blockchain ecosystem and is worth understanding. 🔹 Ethereum (ETH) – The leading smart contract platform powering DeFi, NFTs, stablecoins, and thousands of decentralised applications. 🔹 Solana (SOL) – A high-speed, low-cost blockchain that's become a hub for DeFi, gaming, payments, and growing institutional interest. 🔹 Chainlink (LINK) – The industry's leading oracle network, enabling smart contracts to securely access real-world data. 🔹 Aave (AAVE) – One of the largest decentralised lending protocols, allowing users to lend, borrow, and earn yield without traditional banks. 🔹 Avalanche (AVAX) – Built for spee

$Apple(AAPL)$ is my H2 pick for its strong long-term track record and continued resilience across market cycles. It appears well positioned to sustain momentum going forward. That said, it is not my primary preference. I currently hold shares in $Alphabet(GOOG)$ , and I tend to favour its ecosystem and long-term growth profile.

Feels more like a positioning shakeout than anything else. Deliveries were fine — the market’s just hung up on what capex means for margins and future growth. If demand holds up and the AI/energy story keeps building, this kind of pullback usually gets bought. All about forward guidance now, not the headline beat. $Tesla Motors(TSLA)$ $SpaceX(SPCX)$

My H1 Missed Opportunity Stock I regret not buying: $NVDA When I first noticed it: AI demand kept accelerating. Why I didn't buy: I thought the valuation was too high and waited for a pullback. What happened after that: NVIDIA continued delivering strong earnings, and the stock kept climbing. It reminded me that great companies can stay expensive for longer than expected. Would I still buy it in H2 2026? Yes, through dollar-cost averaging. My H2 2026 Watchlist Top stock pick: $NVDA Backup ETF: $Vanguard S&P 500 ETF(VOO)$ Sector I'm watching: AI infrastructure and semiconductors. Biggest risk: High valuations and the possibility of earnings not meeting lofty expectations. My strategy: DCA. My biggest lesson from H1 is that waiting for the perf