To The Moon

The US dollar experienced a rebound last week, prompting us to temporarily exit our previous long positions in the Euro. However, the fundamental factors underlying the dollar have not undergone any substantial changes. Therefore, we expect the magnitude and momentum of this rebound to be limited. We will closely monitor developments this week; if price action is favorable, we may once again seek suitable non-US currencies to go long. Analyzing the weekly chart of the dollar over the past few weeks reveals signs of a pause in its downward trend. Furthermore, last week's weekly closing price returned above a crucial new long-term trendline, indicating that range-bound consolidation and volatility are likely to unfold in the near term. As long as there is no bearish engulfing pattern this we

Solid Quality, Even if the Headline Wasn’t Spectacular $NVIDIA(NVDA)$ reported FY26 Q4 revenue of $68.1 billion, modestly ahead of consensus, with adjusted EPS of $1.62, also slightly above expectations. Revenue grew 73% year over year and 19.5% sequentially. Sustaining this growth rate at a $4.8 trillion market capitalization is, in itself, exceptional. Data Center revenue reached $62.3 billion, accounting for 91% of total revenue and remaining the core growth engine. Within the segment, Compute (GPU and Grace CPU) came in slightly below expectations, while Networking significantly outperformed, exceeding estimates by roughly 13–27% and showing stronger sequential and year-over-year growth. This suggests AI infrastructure buildout is progressing