To The Moon

🌟🌟🌟The official launch of Project Vault in the US, a USD 12 billion strategic critical mineral reserve, has triggered significant bullish sentiments for US rare earth and critical mineral stocks. Domestic mining & processing companies are the primary beneficiaries, as the program establishes a massive government backed buyer to provide price floors & demand stability. $USA Rare Earth Inc.(USAR)$ surged 17% on Tuesday trading. Other US peers saw immediate gains too. $MP Materials Corp.(MP)$ rose 4%. $Energy Fuels(UUUU)$ skyrocketed 15.6% as the project w

🌟🌟🌟 Alphabet $Alphabet(GOOG)$ vs Amazon $Amazon.com(AMZN)$ Who will win? The competition between the 2 "A"s in Mag 7 is one focused on margins & monetisation. Alphabet has a tactical advantage as an "AI first" company.  It has a 32% net profit margins and a large cash reserve, allowing it to innovate. Amazon is the leader in infrastructure but its more than USD 400 billion capex for AWS & logistics is affecting its free cash flow, which dropped 69% recently. Alphabet can turn Gemini AI into advertising revenue.  Amazon must show that its spending won't reduce profits. The Verdict Alphabet has superior margins while Amazon is building a large logistics & cloud empire that is expen

Can AMD, SMCI, QCOM & ARM strike back to outrun their Memory peers? AMD: The Measured Retreat:DROP Despite a beat & raise performance from Lisa Su, AMD faces the classic perfection problem.  After a massive runup, the bar was set so high it requires a miracle to clear it. Expect a slight pullback as AMD catches its breath. SMCI: The Volatile Rebound: JUMP After a brutal year of margin anxiety, SMCI is finally showing that Volume is King.  With AI server demand still insatiable, any sign of fiscal discipline will send SMCI back toward the stratosphere. QCOM: The Gravity Check: DROP Qualcomm is currently fighting a 2 front war: stagnating mobile phone  sales & a transition to AI PCs.  Unless QCOM reveal a surprise strategy, gravity may win this round. ARM: T

🌟🌟🌟I believe that $Advanced Micro Devices(AMD)$ will have an increase not exceeding 5% tomorrow.  AMD's 4.03% gain to close at USD 246.27 on February 2, shows that the market is positioning it for a strong earnings report. The current price action reflects strong institutional confidence in AMD's Data Centre and AI accelerator segments. Investors are effectively "buying the rumour" of a data centre surge but the 5% threshold remains a psychological and technical ceiling until the official Q4 results provide the catalyst required to justify a more aggressive rally. I would be keen to find out what CEO Lisa Su has to say on AMD's road map for 2026 and its lofty target of capturing double digit AI market share.

🌟🌟🌟 Congratulations @Aaron_Hy for achieving the million dollar landmark which much of us can only dream of.  Thank you for sharing your investing journey and your strategies to make winning trades.  Congratulations on winning big on $SanDisk Corp.(SNDK)$ and $Advanced Micro Devices(AMD)$ this year.🌈🌈🌈💰💰💰 The lesson I learnt is to be disciplined and continuous learning and research. May 2026 be another phenomenal year for @Aaron_Hy 🚀🚀🚀🌛🌛🌛💰💰💰

🌟🌟🌟January Barometer : Bullish Finish or Q1 Deja Vu?  The January Barometer says: As goes January , so goes the year.  But markets don't care about folklore.  They care about earnings, liquidity and macro headlines. Last year's Q1 pullback was a reminder that early year optimism can evaporate faster than a New Year 's resolution.  Could 2026 repeat that pattern? Absolutely.  Could it also rebound into a bullish finish? Also absolutely. January didn't give us a prophecy.  It gave us a warning - the kind that says "Handle with emotional discipline". But here is the truth: One month in a time capsule means nothing.  Not when investing is about compounding, patience and refusing to let short term drama interrupt our long term destiny.

🌟🌟🌟Gold & Silver: A Deep Dive or a Golden Pit?  When precious metals fall, they don't fall politely.  They swan dive.  But here is the thing : Gold and Silver rarely crash because their fundamentals break.  They crash because humans panic , algorithms overreact and liquidity dries up at the worst possible moment. That is why deep dives in Gold and Silver often feel like a Golden Pit - terrifying on the way down but historically rewarding for anyone brave enough to climb in with a shovel and a long term view. If you believe in Gold and Silver as insurance against human overreaction , then January's drop looks less like danger and more like a big sale. I am ready to climb in with my shovel and start digging in to find my Golden Pit.  My future self will thank me

🌟🌟🌟Every time tensions flare in the Middle East, especially when Iran steps into the spotlight, the markets react like a living organism.  Oil spikes.  Tankers reroute.  Traders grip their screens a little tighter.  Right in the centre of that global heartbeat sits $Energy Select Sector SPDR Fund(XLE)$ . XLE doesn't tiptoe.  It moves with the weight of $Exxon Mobil(XOM)$  $Chevron(CVX)$  $ConocoPhillips(COP)$ $Occidental(OXY)$  and many of the

🌟🌟🌟Trump wants Kevin Warsh as the next Fed Chair and the markets are already sweating.  Warsh is the unpredictable wild card and markets do not like uncertainty. Whether Kevin Warsh is a hawk or a dove, nobody knows for sure.  But I know that Gold and Silver don't care about nomination or noise. Gold and Silver care about trust and when trust wobbles, they shine.  Gold is the safe haven while Silver has real world uses and demand has far exceeded supply. My strategy stays the same : calm hands, steady accumulation by dollar cost averaging $Gold Trust Ishares(IAU)$ and $iShares Silver Trust(SLV)$ Gold and Silver are my insurance against inflation and a diversification in my portfolio. Whil

🌟🌟🌟Bitcoin has slipped below USD 80,000, a brutal 30% drawdown from its October peak - the kind of fall that shakes even the strongest hand.  This time, the fear isn't retail panic.  It is institutional hesitation. 3 straight months of USD 4.8 billion in net outflows from US listed Bitcoin ETFs - the longest streak since launch.  This has drained confidence and liquidity.  While Bitcoin bleeds, Gold is surging, pulling capital toward the oldest safe haven away from the newest. This is not a quiet correction.  This is a sentiment reset.  Is This A Deeper Shift In Institutional Appetite? Maybe.  Institutions do not panic, they reposition.  ETFs outflows tell a story :  Risk appetite is cooling.  Macro uncertainty is rising.  Gold is recl