To The Moon

Nearly every great long-term investor seems to own at least one of these six companies: $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Moody's(MCO)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $Visa(V)$ There is a clear common thread: high-quality businesses with strong competitive moats, recurring revenue, pricing power, high returns on capital and relatively asset-light business models. And importantly, this is not simply an AI basket. You have AI/cloud exposure through Microsoft and Alphabet,

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ The chart below should be studied carefully by every student of the markets. Here's my 5 thoughts from this chart: 1. Investor Behavior: everyone wants to own stocks at the top (when valuations are high), few want to own them at the bottom (when valuations are low). 2. There -is- An Alternative: the 1970’s-1980’s period saw a structural decline in stockmarket valuations (and allocations to stocks) and

Picture this scenario: You’ve been watching a stock or crypto token test a key resistance level for hours. Suddenly, a massive green candle breaks above the line. You jump in with a Market Buy order out of fear of missing the move (FOMO). Five minutes later, price violently reverses, dumps right back below the level, and hits your stop-loss. Congratulations, you just got caught in a Fakeout. Here is how professional traders avoid this trap using the Breakout & Retest method. The Rookie Mistake: Chasing the Initial Break When a key level breaks, retail traders rush in blindly. Institutional traders and market makers know this, so they often push price just high enough to trigger buy orders before dumping their positions into the buying pressure. $In

The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky

[Miser][Smile]Fellow Tigers, Q2 13F filings are fully disclosed, and this quarter is packed with signals—Buffett's third massive $Alphabet(GOOG)$ purchase, Tepper loading up on Magnificent 7 while dumping memory stocks, and $SpaceX(SPCX)$ getting swarmed by hedge funds post-IPO. 📌 One-Sentence Summary in Adavance Q2 smart-money rebalancing theme: loading AI giants (especially Alphabet), embracing the SpaceX space narrative, taking profits in memory/semis, concentrating China ADRs into AI-core names, and quant giants vs. discretionary managers taking opposite macro views. Buffett's third Google purchase, Tepper dumping memory while buying Magnificent 7, hedge funds swarming SpaceX, Renaissance buying Meta

For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation & steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele