To The Moon

If you only looked at the indices today, you probably came away with one conclusion: $纳指100ETF(QQQ)$ $标普500ETF(SPY)$ $闪迪(SNDK)$ $美光科技(MU)$ The market is getting weaker. I think that's the wrong takeaway. Today's price action wasn't driven by collapsing fundamentals. It was driven by how institutional capital is forced to move. Over the past few sessions, one question has dominated the conversation: Is the AI trade finally running out of steam? I don't think that's what today was about. A better question is: Who was selling—and were they actually making a bearish call? In many cases, the answer is no. Three powerful flows col

Retail investors appear to be rotating out of gold and Bitcoin into semiconductor stocks: Since April, US gold and Bitcoin ETFs have posted -$12 billion in cumulative outflows. Over the same period, US semiconductor ETFs have attracted +$20 billion in cumulative inflows. This trend accelerated in mid-May, with outflows from gold and Bitcoin funds more than tripling. At the same time, inflows into semiconductor ETFs have doubled. Meanwhile, the largest US gold-backed ETF, $GLD, is down -13% since the start of April, while the largest Bitcoin ETF, $IBIT, is down -12%. Over the same period, the semiconductor ETFs, $SOXX and $SMH, are up +81% and +60%, respectively. Retail is driving markets like never before.

Retail investors appear to be rotating out of gold and Bitcoin into semiconductor stocks: Since April, US gold and Bitcoin ETFs have posted -$12 billion in cumulative outflows. Over the same period, US semiconductor ETFs have attracted +$20 billion in cumulative inflows. This trend accelerated in mid-May, with outflows from gold and Bitcoin funds more than tripling. At the same time, inflows into semiconductor ETFs have doubled. Meanwhile, the largest US gold-backed ETF, $GLD, is down -13% since the start of April, while the largest Bitcoin ETF, $IBIT, is down -12%. Over the same period, the semiconductor ETFs, $SOXX and $SMH, are up +81% and +60%, respectively. Retail is driving markets like never before.

The USD depreciated and gold prices rose. Combined with growing investor awareness of US indebtedness, people caught the fever and started buying gold, which in turn drove up demand. Higher prices begot more buying, and the cycle fed on itself With the pace of cuts decelerating for 2026, and because markets are forward-looking, the previously aggressive easing path was priced out and the USD strengthened. Gold, which had risen on the expectation of rate cuts and a weaker dollar, suddenly became vulnerable. Add in unwinding speculative demand, and gold struggled to defend its levels and began to fall. And that was all before the Iran war. The outbreak of conflict worsened the outlook for gold. Higher energy prices mean more dollars are needed to transact, boosting demand for the USD and lif

Stretching out the chart for $S&P 500(.SPX)$  $VanEck Semiconductor ETF(SMH)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , the current dip is a minor pull-back and shaking out those who are panicking after the 3 months of all time highs. The sell-in-may event this year got postponed till mid June because of the Iran war and the world cup. Big boys traders are taking a delayed summer break now thus the money flow is mainly algorithmic by the market makers.  I expect to see more catalysts coming in late July onwards and hopefully we will re

Ayy, hello boss! Muthu boy here with you.  Come, come, sit down. You want one Egg Prata or Onion Prata?  While I flip the dough, let me tell you about this Corning thing you talking about.  $Corning(GLW)$   Wah, you bring me this one text and Pic very technical, but aiyah, simple only!  Think of it like making the perfect Murtabak, can? Listen ah, people think Corning only make the glass for your iPhone screen. No lah! This one is a whole "AI Glass Platform." It’s like they are not just selling you the egg; they are giving you the whole supplier network for the restaurant!  But today, we look at the main star first: the Glass Bridge. Why Do We Need This Glass Bridge? You see, last time, inside the computer CPU, th

📊 Weekly Recap (June 22–26): Micron's Earnings Confirm the Memory Supercycle, Optics Pull Back, NOK Keeps Sliding 1️⃣ Overview This was the week Micron's earnings completely rewrote the narrative. The memory sector took off mid-week, then sentiment flipped hard by Friday — euphoria turned into profit-taking in a single session. NOK kept grinding lower, closing down for a second straight week, and LITE extended its pullback too. Overall, the AI hardware trade showed a clear split this week: strong fundamentals, weak price action. 2️⃣ Key Stock Performance $诺基亚(NOK)$ NOK fell roughly 4% on the week (6/22–6/26), closing down for the second consecutive week at $13.01 on Friday — a near two-month low. Measured from its early-June high near $16.85, the s

$MARA Holdings(MARA)$ $CME Bitcoin - main 2607(BTCmain)$  $Riot Platforms(RIOT)$  🚨📉🔍 Options Market Sends Warning Signals as Bitcoin Sentiment Shifts 🔍📉🚨 Friday’s unusual options activity revealed a clear defensive positioning theme, with traders aggressively targeting downside protection across several high-interest names. The heaviest put flows included: • $IGV: 421K puts • $WEN: 196K puts • $BE: 176K puts • $T: 122K puts • $MARA: 81K puts • $LYFT: 75K puts I’m watching $MARA closely because the options activity arrives at a critical moment for both Bitcoin sentiment and the company’s evolving artificial intelligence infrastructure str

Economic Preview: Key Data Releases (week of 29Jun2026) China and Global Manufacturing Signals China’s manufacturing PMI for June is expected at 50.2, indicating a modest expansion. Beyond China’s domestic manufacturing outlook, this release will also be watched as a signal for broader global demand and market sentiment. US Manufacturing and Inflation Indicators · Chicago PMI for June is forecast at 60.0, pointing to strong expansion. · S&P Global Manufacturing PMI for June is expected at 55.7, also suggesting continued growth. · ISM Manufacturing PMI for June is forecast at 53.7, reinforcing the growth outlook for the sector. · ISM Manufacturing Prices for June are expected at 79.0, highlighting persistent inflationary pressure that could be passed on to consumers through product pric

Fear is building beneath the market’s surface: The Fear & Greed Index is now down to 24.8, the lowest since early April. This metric is now below the 30-point threshold, signaling "Extreme Fear" among investors. The reading comes despite the S&P 500 sitting just -3.7% below its all-time high. By comparison, the index bottomed at 5.8 points on March 30th and 5.2 points in November 2024. This comes as the 5-day average put-to-call ratio is up to 0.84, the highest since the 2nd week of April and above the levels seen between July 2025 and January 2026. Keep watching sentiment.

$ComfortDelGro(C52.SI)$    ComfortDelGro - She is slowing climbing up higher looks rather positive. She may rise up to test 1.34. It looks like she has more or less hit the bottom and nicely rebounded. A nice breakout smoothly with ease we may see her rising up further towards 1.41 and above. Half year results should be out in July/Aug, dividend is coming, nice. Pls dyodd. 

$Advanced Micro Devices(AMD)$ yeah otw to 4 digits 

$T-REX 2X Long DRAM Daily Target ETF(RAM)$ Selling Covered Calls on RAM, 6 months plan. 112% upside trade, with only 65% downside risk. This is almost 1:1.7 Risk to Reward Options for furthest DTE/Strike is at 35% premium, highly mispriced in my opinion. Granted, RAM may well 2X by EOY. I will take the risk on opportunity cost. When market opens, I will sell Covered Calls.

$ZIM Integrated Shipping Services Ltd.(ZIM)$  Waiting for the dividend payout?