To The Moon

$Broadcom(AVGO)$ The demand for AI chips, especially in networking, remains vastly underestimated. As a key enabler, Broadcom's revenue potential isn't fully priced in yet. I firmly believe in my thesis – its growth trajectory will smash expectations in the coming years. Still bullish!

Which name is the best risk-reward opportunity?- $PayPal(PYPL)$ at $68- $Adobe(ADBE)$ at $340- $DLocal Limited(DLO)$ at $15- $Opendoor Technologies Inc(OPEN)$ at $7- $Tesla Motors(TSLA)$ at $448- $Oscar Health, Inc.(OSCR)$ at $20- $IREN Ltd(IREN)$ at $61 - $Hims & Hers Health Inc.(HIMS)$ at $52- $NEBIUS(NBIS)$ at $112- $Grab Holdings(GRAB)$ at $5.7-

AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARSBattery storage led by $Tesla Motors(TSLA)$ $Eos Energy Enterprises Inc.(EOSE)$ will stabilize the grid by storing excess generation and discharging during peak inference cycles.Nuclear will anchor the baseload with $Oklo Inc.(OKLO)$ $NuScale Power(SMR)$ $BWX Technologies Inc(BWXT)$ $Constellation Energy Corp(CEG)$ developing modular reactors that deliver nonstop clean power straight to AI campuses.Transmission & cooling will close the loop with

$JPMorgan Chase(JPM)$ just announced a $1.5T plan to finance U.S. national security industries across defense, energy, AI & quantum.Here’s how to align with JPMorgan’s national security push:• Space infra powering defense networks with $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ • Clean on demand power for AI factories with $Bloom Energy Corp(BE)$ $Vistra Energy Corp.(VST)$ $Constellation Energy Corp(CEG)$ $NextEra(NEE)$ $Talen(TLN)$ • Next

Wolfspeed $Wolfspeed Inc.(WOLF)$ ’s shares closed at $31.10, down sharply after a recent sell-off. Despite this drop, the stock is still up over 40% year-to-date, showing how volatile trading has been.Earlier this year, Wolfspeed’s stock surged more than 1,100% when a court approved its bankruptcy reorganization plan, marking a dramatic turnaround from financial distress. However, the company also needed to complete a reverse split to maintain its public listing, signaling that challenges remain.Investors are now reassessing whether the latest weakness signals a buying opportunity or a sign of deeper challenges.Valuation Looks LowWolfspeed is currently trading at a price-to-sales ratio of 1.1x, well below the peer average of 3.1x and the U.S. semi

$IREN Ltd(IREN)$ If you bought when it was cheap- I am super happy for you. I have written about this stock since 2024 when it was at $6.But buying up here is not only dangerous but irresponsible.Big difference in buying a company you like on a dip VS buying it when everything is HOT as an Oven.

$SoundHound AI Inc(SOUN)$ This main force is aggressive—pre-market already testing the $15.5 resistance! Since buying SOUN, every morning brings a pleasant surprise. It’s safe to say: SOUN is back!

$VanEck Semiconductor ETF(SMH)$ trade secured a small profit with disciplined entry. Chip sector recovery and AI demand drove gains—staying patient amid volatility. Will scale out gradually to lock in tech rebound gains.

$Direxion Daily S&P Biotech Bull 3x Shares(LABU)$ 's performance is truly impressive! As a 3x leveraged biotech ETF, it perfectly captured the dual catalysts of accelerated drug approvals and breakthroughs in gene therapy - when this sector moves, it really takes off. Of course, with leveraged products' volatility, my strategy remains disciplined position sizing + long-term tracking. Steady and strategic!

$ZA ONLINE(06060)$ After consolidating for a while, it’s about time to break past the previous high. As one of the early beneficiaries of the stablecoin narrative, the logic still holds and the price is still low. Doubters are out, believers are locked in. Let’s go, this might be the move!