To The Moon

$SPDR Gold ETF(GLD)$ The speed of this gold rally has been insane. Levels like 5,400 were once just projections — after clearing 4,800, it only took days to get there. This year isn’t just about gold, silver, and base metals; U.S. equities still offer solid opportunities. $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ all have room to run, and $Meta Platforms, Inc.(META)$ still makes sense even after the after-hours surge. My focus now is simple: protect what I’ve earned and steadily build higher without making mistakes.

$CATL(03750)$ gained from expanding overseas battery orders and accelerating energy storage—booked a small profit. My first trade qualified for Contra 688, and the SGD688 voucher arrived instantly. With a deep tech moat, any pullback is a buying opportunity.

$Broadcom(AVGO)$ 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.