To The Moon

As of mid-January 2026, $Alphabet(GOOG)$ has cemented its position as a dominant force in the global technology landscape. It’s series of strategic AI breakthroughs and partnerships, prove to critics that the company is still innovative and remains the undisputed "King of Search" while pivoting toward an "AI-First" future. Let’s start with its latest victory. AAPL Partnership: On 12 Jan 2026, $Apple(AAPL)$ officially announced that it has selected GOOG’s Gemini as the primary foundation for the next generation of Siri. (see below) This piece of ‘good’ news has fundamentally shifted the competitive landscape of consumer AI, This multi-year collaboration follows what APPL described as a "careful evaluation"

When AI Hits the Storage Wall For the past two years, AI investing has felt like a talent show judged exclusively on compute. Faster chips, bigger clusters, louder earnings calls. Storage, meanwhile, was expected to sit quietly in the background and do its job. SanDisk’s recent surge suggests that assumption has finally collapsed. When a stock climbs more than seventy percent in the first eleven trading days of the year, crossing $400 in the process, something more structural than enthusiasm is at work. AI’s speed meets storage’s choke point—SanDisk holds the gate My view is that SanDisk’s real edge is not AI excitement, but control over a narrow and suddenly irreplaceable choke point in the data-centre buildout. Intelligence without memory is not just useless; in AI training environments,

$Procter & Gamble(PG)$ is scheduled to report its fiscal second-quarter 2026 earnings on Thursday, January 22, 2026, before the market opens. The company is entering this report at a pivotal moment. While it has historically been a "safe haven" for investors, the stock has recently underperformed the broader market due to concerns over high tariffs and a softening global consumer environment. Earnings Expectations: Key Figures Analysts are generally bracing for a "soft" quarter, primarily due to difficult year-over-year comparisons and rising input costs. Procter & Gamble’s (PG) fiscal Q1 2026 earnings, reported on October 24, 2025, painted a picture of a company leaning heavily on its "superiority" strategy to navigate a decelerating consum

$Johnson & Johnson(JNJ)$ is scheduled to report its fiscal fourth-quarter and full-year 2025 results on Wednesday, January 21, 2026, before the market opens. Following its separation from the Kenvue consumer health business, JNJ has transitioned into a "pure-play" healthcare leader focused on high-margin pharmaceuticals (Innovative Medicine) and medical technology (MedTech). Here is an analysis of the upcoming earnings and the factors that could drive short-term price movement. Key Earnings Expectations Wall Street expectations for Q4 are generally optimistic, though recent estimate revisions have been slightly mixed. Consensus EPS: $2.50 (estimated range: $2.41 – $2.56) Revenue Estimate: ~$24.14 billion (representing ~7% YoY growth) 2026 Guida

🌟🌟🌟Fasten your seat belts!   There are  2 major events : Davis and PCE reports this week which could rattle the markets. Trump will be delivering his speech on Wednesday in Davos that could trigger a  market whiplash especially his proposed tariffs on members of EU on Greenland. The VIX is our anxiety meter.  My strategy: Watch the headlines, hedge with $iShares Gold Trust(IAU)$ and maybe grab some popcorn to ease my anxiety. On Thursday we will get a rare double report on Q3 GDP and more importantly the Fed's North Star: the combined October and November PCE inflation data. If the core inflation goes above 2.8%, prepare for higher for longer interest rates. The Hope Factor : If PCE is below 2.7%, a green light for possib

CAT. nice yield, strong company in industrial

NFLX looks good. when it goes down further, can buy

Buckle up, folks—President Trump's classic trade tactics are unleashing chaos on markets once again, this time over his bold push to snag Greenland! 🇬🇱💥 With fresh tariffs slapping eight European powerhouses, we're diving into a rollercoaster of volatility that's got investors sweating and diplomats scrambling. But hey, history shows this drama often ends with deals, not disasters. Let's break it down step by step with the latest twists as of today. 📈😎 First off, the bombshell dropped on January 17: Trump hit Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland with a 10% tariff starting February 1, ramping up to a whopping 25% by June 1 unless a full Greenland acquisition seals the deal. Why Greenland? Trump calls it a national security must-have, eyeing its Arct

Tech Giant in One Chart: Who Are the Key Suppliers of TSMC? $Taiwan Semiconductor Manufacturing(TSM)$   , the leader in semiconductor foundry, recently revealed plans to increase capital expenditure during its earnings call. This will broadly benefit the previously overlooked semiconductor equipment industry. Additionally, some material companies will benefit from the capacity shortage in the chip manufacturing supply chain. Based on TSMC's capital expenditure allocation, the relevant equipment companies are ranked as follows: Detailed Semiconductor Manufacturing Process and Related Companies Photolithography: Drawing Circuit Diagrams on Wafers Photolithography is the most complex and expensive step in chip

Cathie Wood Bets on Chinese Self-Driving Stocks, Trims SaaS and Defense Holdings Amid Trump's proposal to impose new tariffs on eight European countries over the Greenland issue, risk-off sentiment intensified across global markets, driving gold and precious metals higher while U.S. stock futures declined. Looking back at Cathie Wood's trades last Friday, she not only bought into TSMC and AMD, but the more significant signal was her full-scale bet on autonomous driving, particularly her strong conviction in Chinese autonomous driving companies. Betting on Chinese autonomous driving startups: $WeRide Inc.(WRD)$  : ARK Investment buys 152.0K shares of WeRide last Friday, this purchase follows a consistent pattern o

Wall Street's holiday hangover clears just in time for a packed short week that could flip year-end sentiment from festive cheer to frantic trades. With MLK Day shutting US markets Monday, the action crunches into Tuesday-Friday, where macro data clusters and Davos headlines collide to test tariff risks and Fed easing odds. Emerging markets like India's Nifty up 0.5% on dollar dips to 94 are glowing resilient, but Trump's potential Europe tariff push adds spice – could this spark 5% EM inflows or crimp global glow 2% if yields spike to 4%? Crypto clings to $85K support amid the drama, but cool PCE could rocket Bitcoin to $90K on risk-on flows. Gold's $4,503 record break shines as a haven, with silver's $66 highs riding industrial waves for diversification punch. Let's dive into the week's

1. Last week, my four options trading review (January 12-16, 2026)Hello tigers, last week I executed a total of 4 options trades, 3 transactions are locked in profits, and 1 transaction continues to be observed.Overall to short Chinese concept stocks are the main line, the core is still Short cycle, vertical spread, high winning rate structure, but due to Alibaba's violent fluctuations, higher requirements have been put forward for trading experience and risk control cognition.1. Short $Alibaba(BABA)$ Strategy: Sell $165-170 Call SpreadDue Date: 20260116Breakeven point: approximately $166-167Result: Intraday earnings hit FridayFeatures: Low margin, but extreme fluctuations in the middle, causing strong psychological impact2. Short Baidu (BIDU)Stra

From Call Centres to Cognitive Infrastructure: Why IBEX Is Quietly Becoming an AI Cash-Flow Compounder Most AI investment narratives still orbit the same celestial bodies: chips, clouds, and code. I find $IBEX Ltd.(IBEX)$ interesting because it lives somewhere far less glamorous and far more accountable. It operates at the execution layer of customer experience, where AI is no longer judged on promise or demos but on whether it actually lowers costs, improves outcomes, and shows up in margins. In today’s environment, that distinction is everything. AI quietly replacing call centres, one customer interaction at a time IBEX is not selling AI as a concept. It is selling operational results. Enterprises have largely moved past the experimentation phas

Hi Tigers~The following are the top 20 stocks with the most Insider Sells in the past week.Data source: Bloomberg, data cutoff date: Jan 19th, 2026.Insider selling stocks does not necessarily mean that there is a problem with the company, but large-scale selling may need to be paid attention to.Firstly, the top 10 insider stock sales, ranked by amount, were $DALATA HOTEL GP(DAL.UK)$ $JPMorgan Chase(JPM)$ $NVIDIA(NVDA)$ $Airbnb, Inc.(ABNB)$ $Williams-Sonoma(WSM)$ $Oracle(ORCL)$ $Deere(DE)$

Navigating the Range: Elite UK REIT Strategic Analysis and Key Catalysts The chart for $EliteUKREIT GBP(MXNU.SI)$ shows a classic "rounding bottom" or "U-shaped" recovery pattern after a protracted downtrend that bottomed out in late 2023. Currently, the price is consolidating in a tight range, suggesting a "wait-and-see" approach from the market.‌ Technical Analysis (As of Jan 19, 2026) 1. Price Action & Trend The Bottoming Process: After hitting a low near £0.210 in late 2023, the stock has established a series of "higher lows," a bullish signal that the long-term downtrend has ended. Consolidation Range: For the past few months (late 2025 to Jan 2026), the price has been oscillating between £0.340 (Support) and £0.365 (Resistance). It is

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from January 19 to January 23.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with E

1.Which High Ex-dividend Stock (on 19 January ~ 23 January) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Toro Corp(TORO)$ and $PNC Financial Services Group Inc(PNC)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they wil

The trading week of January 12–16, 2026, was characterized by a "wait-and-see" pullback as major indices retreated from record highs. After the S&P 500 briefly touched the historic 7,000 mark, profit-taking and cautious inflation data led to a mild weekly decline. Market Summary: Jan 12–16, 2026 S&P 500: Closed the week at 6,939.58, down approximately 0.38%. It faced resistance near 7,000. NASDAQ Composite: Underperformed the broader market, falling roughly 0.66% to close near 21,150, weighed down by a rotation out of high-flying tech. Sector Highlights: Defensive sectors like Consumer Defensives (+3.7%) and Real Estate (+3.6%) led the way, while Financials (-2.1%) and Communication Services (-1.9%) lagged. Macro Drivers: Core CPI arrived at 0.2% (lower than the 0.3% expected), whi

$Elixir Energy Ltd(EXR.AU)$ I have never shared this trade... if you look at the chart below, it was terrible from the moment I bought. Had bought a starting position at 17 cents and the share price quickly collapsed.  The collapse in share price was due to a drilling result announcement, as I recalled. However, I was not deterred or disappointed. The drilling result was actually neutral however market was expecting something else. You can trace that to the rally prior to my initial investment.  The company in question is drilling for gas in Queensland Australia. The region that the exploration is taking place is a hotbed area, with the likes of $SHELL PLC(SHEL.UK)$  as its neighb

wait for index to go up and close my puts. wait for index to go down and buy some good stocks.

As of mid-January 2026, $Alphabet(GOOG)$ has cemented its position as a dominant force in the global technology landscape. It’s series of strategic AI breakthroughs and partnerships, prove to critics that the company is still innovative and remains the undisputed "King of Search" while pivoting toward an "AI-First" future. Let’s start with its latest victory. AAPL Partnership: On 12 Jan 2026, $Apple(AAPL)$ officially announced that it has selected GOOG’s Gemini as the primary foundation for the next generation of Siri. (see below) This piece of ‘good’ news has fundamentally shifted the competitive landscape of consumer AI, This multi-year collaboration follows what APPL described as a "careful evaluation"

When AI Hits the Storage Wall For the past two years, AI investing has felt like a talent show judged exclusively on compute. Faster chips, bigger clusters, louder earnings calls. Storage, meanwhile, was expected to sit quietly in the background and do its job. SanDisk’s recent surge suggests that assumption has finally collapsed. When a stock climbs more than seventy percent in the first eleven trading days of the year, crossing $400 in the process, something more structural than enthusiasm is at work. AI’s speed meets storage’s choke point—SanDisk holds the gate My view is that SanDisk’s real edge is not AI excitement, but control over a narrow and suddenly irreplaceable choke point in the data-centre buildout. Intelligence without memory is not just useless; in AI training environments,

$Procter & Gamble(PG)$ is scheduled to report its fiscal second-quarter 2026 earnings on Thursday, January 22, 2026, before the market opens. The company is entering this report at a pivotal moment. While it has historically been a "safe haven" for investors, the stock has recently underperformed the broader market due to concerns over high tariffs and a softening global consumer environment. Earnings Expectations: Key Figures Analysts are generally bracing for a "soft" quarter, primarily due to difficult year-over-year comparisons and rising input costs. Procter & Gamble’s (PG) fiscal Q1 2026 earnings, reported on October 24, 2025, painted a picture of a company leaning heavily on its "superiority" strategy to navigate a decelerating consum

$Johnson & Johnson(JNJ)$ is scheduled to report its fiscal fourth-quarter and full-year 2025 results on Wednesday, January 21, 2026, before the market opens. Following its separation from the Kenvue consumer health business, JNJ has transitioned into a "pure-play" healthcare leader focused on high-margin pharmaceuticals (Innovative Medicine) and medical technology (MedTech). Here is an analysis of the upcoming earnings and the factors that could drive short-term price movement. Key Earnings Expectations Wall Street expectations for Q4 are generally optimistic, though recent estimate revisions have been slightly mixed. Consensus EPS: $2.50 (estimated range: $2.41 – $2.56) Revenue Estimate: ~$24.14 billion (representing ~7% YoY growth) 2026 Guida

Wall Street's holiday hangover clears just in time for a packed short week that could flip year-end sentiment from festive cheer to frantic trades. With MLK Day shutting US markets Monday, the action crunches into Tuesday-Friday, where macro data clusters and Davos headlines collide to test tariff risks and Fed easing odds. Emerging markets like India's Nifty up 0.5% on dollar dips to 94 are glowing resilient, but Trump's potential Europe tariff push adds spice – could this spark 5% EM inflows or crimp global glow 2% if yields spike to 4%? Crypto clings to $85K support amid the drama, but cool PCE could rocket Bitcoin to $90K on risk-on flows. Gold's $4,503 record break shines as a haven, with silver's $66 highs riding industrial waves for diversification punch. Let's dive into the week's

Tech Giant in One Chart: Who Are the Key Suppliers of TSMC? $Taiwan Semiconductor Manufacturing(TSM)$   , the leader in semiconductor foundry, recently revealed plans to increase capital expenditure during its earnings call. This will broadly benefit the previously overlooked semiconductor equipment industry. Additionally, some material companies will benefit from the capacity shortage in the chip manufacturing supply chain. Based on TSMC's capital expenditure allocation, the relevant equipment companies are ranked as follows: Detailed Semiconductor Manufacturing Process and Related Companies Photolithography: Drawing Circuit Diagrams on Wafers Photolithography is the most complex and expensive step in chip

1. Last week, my four options trading review (January 12-16, 2026)Hello tigers, last week I executed a total of 4 options trades, 3 transactions are locked in profits, and 1 transaction continues to be observed.Overall to short Chinese concept stocks are the main line, the core is still Short cycle, vertical spread, high winning rate structure, but due to Alibaba's violent fluctuations, higher requirements have been put forward for trading experience and risk control cognition.1. Short $Alibaba(BABA)$ Strategy: Sell $165-170 Call SpreadDue Date: 20260116Breakeven point: approximately $166-167Result: Intraday earnings hit FridayFeatures: Low margin, but extreme fluctuations in the middle, causing strong psychological impact2. Short Baidu (BIDU)Stra

From Call Centres to Cognitive Infrastructure: Why IBEX Is Quietly Becoming an AI Cash-Flow Compounder Most AI investment narratives still orbit the same celestial bodies: chips, clouds, and code. I find $IBEX Ltd.(IBEX)$ interesting because it lives somewhere far less glamorous and far more accountable. It operates at the execution layer of customer experience, where AI is no longer judged on promise or demos but on whether it actually lowers costs, improves outcomes, and shows up in margins. In today’s environment, that distinction is everything. AI quietly replacing call centres, one customer interaction at a time IBEX is not selling AI as a concept. It is selling operational results. Enterprises have largely moved past the experimentation phas

Hi Tigers~The following are the top 20 stocks with the most Insider Sells in the past week.Data source: Bloomberg, data cutoff date: Jan 19th, 2026.Insider selling stocks does not necessarily mean that there is a problem with the company, but large-scale selling may need to be paid attention to.Firstly, the top 10 insider stock sales, ranked by amount, were $DALATA HOTEL GP(DAL.UK)$ $JPMorgan Chase(JPM)$ $NVIDIA(NVDA)$ $Airbnb, Inc.(ABNB)$ $Williams-Sonoma(WSM)$ $Oracle(ORCL)$ $Deere(DE)$

Buckle up, folks—President Trump's classic trade tactics are unleashing chaos on markets once again, this time over his bold push to snag Greenland! 🇬🇱💥 With fresh tariffs slapping eight European powerhouses, we're diving into a rollercoaster of volatility that's got investors sweating and diplomats scrambling. But hey, history shows this drama often ends with deals, not disasters. Let's break it down step by step with the latest twists as of today. 📈😎 First off, the bombshell dropped on January 17: Trump hit Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland with a 10% tariff starting February 1, ramping up to a whopping 25% by June 1 unless a full Greenland acquisition seals the deal. Why Greenland? Trump calls it a national security must-have, eyeing its Arct

The trading week of January 12–16, 2026, was characterized by a "wait-and-see" pullback as major indices retreated from record highs. After the S&P 500 briefly touched the historic 7,000 mark, profit-taking and cautious inflation data led to a mild weekly decline. Market Summary: Jan 12–16, 2026 S&P 500: Closed the week at 6,939.58, down approximately 0.38%. It faced resistance near 7,000. NASDAQ Composite: Underperformed the broader market, falling roughly 0.66% to close near 21,150, weighed down by a rotation out of high-flying tech. Sector Highlights: Defensive sectors like Consumer Defensives (+3.7%) and Real Estate (+3.6%) led the way, while Financials (-2.1%) and Communication Services (-1.9%) lagged. Macro Drivers: Core CPI arrived at 0.2% (lower than the 0.3% expected), whi

🌟🌟🌟Fasten your seat belts!   There are  2 major events : Davis and PCE reports this week which could rattle the markets. Trump will be delivering his speech on Wednesday in Davos that could trigger a  market whiplash especially his proposed tariffs on members of EU on Greenland. The VIX is our anxiety meter.  My strategy: Watch the headlines, hedge with $iShares Gold Trust(IAU)$ and maybe grab some popcorn to ease my anxiety. On Thursday we will get a rare double report on Q3 GDP and more importantly the Fed's North Star: the combined October and November PCE inflation data. If the core inflation goes above 2.8%, prepare for higher for longer interest rates. The Hope Factor : If PCE is below 2.7%, a green light for possib

Navigating the Range: Elite UK REIT Strategic Analysis and Key Catalysts The chart for $EliteUKREIT GBP(MXNU.SI)$ shows a classic "rounding bottom" or "U-shaped" recovery pattern after a protracted downtrend that bottomed out in late 2023. Currently, the price is consolidating in a tight range, suggesting a "wait-and-see" approach from the market.‌ Technical Analysis (As of Jan 19, 2026) 1. Price Action & Trend The Bottoming Process: After hitting a low near £0.210 in late 2023, the stock has established a series of "higher lows," a bullish signal that the long-term downtrend has ended. Consolidation Range: For the past few months (late 2025 to Jan 2026), the price has been oscillating between £0.340 (Support) and £0.365 (Resistance). It is

Cathie Wood Bets on Chinese Self-Driving Stocks, Trims SaaS and Defense Holdings Amid Trump's proposal to impose new tariffs on eight European countries over the Greenland issue, risk-off sentiment intensified across global markets, driving gold and precious metals higher while U.S. stock futures declined. Looking back at Cathie Wood's trades last Friday, she not only bought into TSMC and AMD, but the more significant signal was her full-scale bet on autonomous driving, particularly her strong conviction in Chinese autonomous driving companies. Betting on Chinese autonomous driving startups: $WeRide Inc.(WRD)$  : ARK Investment buys 152.0K shares of WeRide last Friday, this purchase follows a consistent pattern o

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from January 19 to January 23.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with E

1.Which High Ex-dividend Stock (on 19 January ~ 23 January) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Toro Corp(TORO)$ and $PNC Financial Services Group Inc(PNC)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they wil

$Netflix(NFLX)$ $Micron Technology(MU)$  $S&P 500(.SPX)$  🇺🇸🇺🇸 Key Events This Week | 19Jan26 ET 🇺🇸 | 20Jan26 NZT 🇳🇿 I’m heading into this week with one eye on earnings and the other on geopolitics, because both are now feeding directly into market structure rather than sitting in separate silos. 🗓️ Market Calendar and Macro Setup Monday is MLK Day with US equities closed, but volatility risk does not take the day off. Davos opens and narratives will be set before cash markets reopen. Wednesday brings Trump’s Davos speech, which markets are not positioned to treat as ceremonial. Thursday is dense and dangerous. Core PCE, Q4 GDP, and Jobless

$Elixir Energy Ltd(EXR.AU)$ I have never shared this trade... if you look at the chart below, it was terrible from the moment I bought. Had bought a starting position at 17 cents and the share price quickly collapsed.  The collapse in share price was due to a drilling result announcement, as I recalled. However, I was not deterred or disappointed. The drilling result was actually neutral however market was expecting something else. You can trace that to the rally prior to my initial investment.  The company in question is drilling for gas in Queensland Australia. The region that the exploration is taking place is a hotbed area, with the likes of $SHELL PLC(SHEL.UK)$  as its neighb

$Oscar Health, Inc.(OSCR)$ $Root, Inc.(ROOT)$  $UnitedHealth(UNH)$  I’m approaching this as a capital allocator, not a screen jockey. Sub-1x sales does not automatically mean cheap. It usually means the market is early, fearful, or unwilling to underwrite a transition. When I see businesses trading below 1x sales while margins are durably improving, segment economics strengthening, and cash-flow durability rising amid valuation resets, I pay attention regardless of narrative noise. Every name below is grounded in the revenue, segment, adjusted EBITDA, and inflection data provided. This is valuation reset plus mechanism. 🩺🚀 1) Oscar Health $OSCR

With $3M(MMM)$ scheduled to report its Fiscal Q4 2025 earnings this Tuesday, January 20, 2026, before the market opens, volatility is elevated. The stock has had a significant run-up (~72% rally since mid-2024), pushing it near 52-week highs. Here is the pre-earnings analysis and trading outlook for Q4 2025. The Consensus Expectations Investors have priced in a "good" quarter, but the bar is high given the stock's recent performance. Earnings Release Date: Tuesday, Jan 20, 2026 (Pre-Market) Consensus EPS Estimate: $1.82 (vs. $1.68 in Q4 2024) Revenue Estimate: ~$6.08 Billion (approx. +4.6% YoY) Implied Move: The options market is pricing in a larger-than-usual move (IV Rank is ~87%), suggesting traders expect significant volatility. Here is the sum