To The Moon

Elite Leaderboard: Atriston claimed the No. 1 spot with a 285.33% return—nearly 1.9x the runner-up. Prestige Leaderboard: NicolasSoo took No. 1 with 34.50%, followed by Ja3per at 20.74% and YoMan at 15.98%. Let’s start with a quick recap of last week’s U.S. and Hong Kong markets, then take a closer look at the disclosed trades of Atriston, who topped the Elite leaderboard. I. U.S. Stocks 📉: Oil Shock and an AI Valuation Reset Last week, the S&P 500 fell 0.6%, the Dow slipped 0.4%, and the Nasdaq dropped 2.1%, with tech leading the decline: AI Spending Faces a Reality Check： Higher Alphabet capex and Tesla's earnings miss pushed investors to question whether AI spending is converting into cash flow fast enough, pressuring richly valued tech stocks. Oil and Rates Tightened Valuation Pres

. $SpaceX(SPCX)$ stock story since its June 2026 IPO has been dramatic. On Fri, 12 Jun 2026, SPCX shares debuted at $160.95, then briefly soared past $200, hitting an all-time-high of $225.64 on 16 Jun 2026, and then (without warning) collapsed to nearly $115 by late July 2026, erasing over a trillion dollars in market value, in the process. (see below) As of 27 Jul 2026 endday On Mon, 27 Jul 2026, it continues to slide, pushing closer to the $100 mark that $Morgan Stanley(MS)$ warned. (see above) It showed that market is willing to push closer to the threshold where that “worthless AI” framing becomes more than just a provocative headline. Morgan Stanley Says. MS, MD & Global Auto & Shared Mobility

SKHY vs. STX: Why Record Earnings Sent One Down and the Other Up SKHY's record quarter was broadly in line with Korea Investment & Securities' latest preview, while STX delivered the cleaner beat-and-raise.  The earnings calls reveal why HDD currently has the better tactical setup: longer demand visibility, lighter capital intensity and lower expectation risk. SKHY: Record Results, but Mostly as Expected SK hynix reported Q2 FY2026 revenue of $54.1 billion and operating profit of $41.3 billion, with operating margin reaching 76.3%. The figures look spectacular year over year, but the quarter itself was not a major positive surprise for investors following the latest Korean sell-side previews. Korea Investment & Securities had forecast revenue of KRW80.906 trillion and operatin

Tonight is the most loaded single session of the 2026 earnings season. At 2pm ET the Fed announces. At 2:30pm Warsh speaks. After the close, Microsoft and Meta report. These are not independent events. They form a chain: the Fed sets the discount rate applied to every future dollar of AI spending, and then Microsoft and Meta immediately show whether those future dollars are materialising fast enough to justify the capex. If the Fed holds and sounds balanced, and both MSFT and META beat, the AI trade gets its first clean confirmation in months. If any one of the three goes wrong, the dominoes fall in sequence. Test One — The Fed at 2pm ET The base case is a hold at 3.50 to 3.75%. CME FedWatch currently assigns 64% probability to no change. But this is the second-most uncertain FOMC meeting

Wall Street experienced a notable downturn as macro pressures, geopolitical tension in the Middle East, and a hawkish Federal Reserve rate pause weighed on investor sentiment. Dow Jones Industrial Average: close at 51,594.14 $Dow Jones(.DJI)$ S&P 500: close at 7,316.15 $S&P 500(.SPX)$ Nasdaq Composite: close at 24,442.94 $NASDAQ(.IXIC)$ Russell 2000: close at 2,906.31 How the Market Responded to the Fed Decision The FOMC's 9–3 vote to maintain the federal funds rate at 3.50%–3.75% marked its fifth consecutive hold. However, the market reaction was muted-to-cautious due to two primary underlying factors: Hawkish Dissents: Three FOMC members (Beth Hamma

$Ionis Pharmaceuticals(IONS)$ $Arrowhead Pharmaceuticals(ARWR)$  $Alnylam Pharmaceuticals(ALNY)$  🚨 $IONS Q2 2026: Pipeline Shock Overshadows a Massive Commercial Opportunity ⚠️📉 Ionis delivered one of the most polarising biotech reports of the quarter. Commercial execution remains impressive, with DAWNZERA continuing to gain momentum and TRYNGOLZA now approved for the much larger severe hypertriglyceridaemia (sHTG) market. However, enthusiasm was overshadowed by a major setback after the Phase 3 CARDIO-TTRansform study for eplontersen failed to meet its primary endpoint in the overall ATTR-CM population, removing one of the company’s most ant

Today was a macro-driven selloff, not the end of the AI trade. The Dow fell 2.2%, the S&P 500 lost 1.5%, and the Nasdaq dropped 1.7%. Oil surged back toward $90, the Fed delivered a hawkish hold, and crowded semiconductor positions faced another round of forced selling. But after the close, Microsoft and Meta confirmed something far more important: the AI investment cycle is not slowing down. If anything, it is still accelerating. The Fed Held Rates, but the Message Was Hawkish The Federal Reserve kept rates unchanged at 3.50%–3.75%, but the vote was 9–3, with three policymakers calling for an immediate 25-basis-point hike. That was not a normal pause. The Fed is still worried about inflation, while the market has started pricing in a real possibility of another hike. At the same time,