To The Moon

I’m not bearish on SpaceX long term, but I’m also not rushing to buy the dip yet. The stock had a strong IPO run, and a pullback after such a surge is not surprising. Even after the recent decline, I think there could still be more volatility as the market digests valuation and upcoming share unlock concerns. What keeps me interested is the long-term story. SpaceX remains one of the most unique companies in the world, with leadership in launch services, Starlink, AI ambitions, and future space-based opportunities. Expected inclusion in major indexes could also bring meaningful demand over the coming months, which may help support the stock. For now, my strategy is to stay patient and wait for a better entry point. I would prefer a deeper pullback or a period of consolidation before build

$ServiceNow(NOW)$ I've started to gradually DCA into ServiceNow during this pullback because I believe the market is becoming overly focused on short-term concerns while overlooking the company's long-term growth potential. ServiceNow remains one of the most important enterprise software platforms in the world, helping organizations automate workflows, improve productivity, and accelerate digital transformation. These are mission-critical functions that businesses are unlikely to cut even during periods of economic uncertainty. Another reason I'm accumulating shares is the company's strong competitive position. ServiceNow has built a powerful ecosystem across IT service management, customer service, HR, security operations, and workflow automa

$ARM Holdings(ARM)$ ARM Holdings has been one of the hardest-hit names during the latest semiconductor sector pullback, with investors rotating out of high-growth AI and chip stocks amid concerns over interest rates, valuations, and slowing momentum. While many traders are focusing on short-term volatility, I see the current weakness as an opportunity rather than a reason to panic. Instead of trying to predict the exact bottom, I am using a disciplined Dollar-Cost Averaging (DCA) strategy to gradually build my position in ARM. My investment thesis remains centered on ARM's long-term role in the global semiconductor ecosystem. The company's architecture powers billions of devices worldwide, from smartphones and edge computing systems to the nex

I like $Broadcom(AVGO)$ the most among the stocks on this week's list. The company is benefiting from the rapid growth of AI infrastructure, especially through its custom AI chips and networking products. Its partnerships with major cloud providers give it a strong position in one of the fastest-growing areas of technology. What attracts me is its ability to deliver both growth and dividends. Unlike many technology companies, Broadcom generates strong profits and consistently returns cash to shareholders. This combination makes it easier for me to hold the stock through market volatility. I remain bullish on Broadcom's long-term outlook. As AI spending continues to increase, I believe the company is well positioned to achieve further EPS growth a

$Corning(GLW)$ Corning (GLW) is not usually the first name investors think of when discussing the AI boom, but that is precisely why I started building a position and using a dollar-cost averaging (DCA) strategy on the stock. While the market remains focused on obvious AI winners such as Nvidia, I believe Corning represents a less crowded way to participate in the same long-term trend. Its valuation is far more reasonable, yet its products are increasingly important to the infrastructure supporting AI growth. The key reason behind my investment thesis is Corning's role in optical connectivity. As Nvidia's AI GPUs become more powerful, the amount of data moving between servers, racks, and data centers continues to explode. High-speed optical fi

I think trading has become harder because markets can no longer rely on clear Fed guidance. Warsh’s approach introduces more uncertainty, which means investors will react more aggressively to economic data and policy signals. I’m also not convinced rate hikes are guaranteed. If oil prices continue falling and inflation cools, the market could reverse some of its current hawkish expectations. Energy prices will be one of the key indicators to watch. As for $SpaceX(SPCX)$ , I see this pullback as a healthy correction after a huge post-IPO rally rather than a broken story. I remain bullish on AI and innovation long term, but I would stay selective and manage risk carefully in this more volatile environment. Volatility often creates the best opportun

After reviewing the new Tiger Merch, my top pick is the Trading Power Bank. As someone who follows the market regularly, a reliable power source is the most practical choice. The compact design, built-in cables, and fast charging make it useful for both trading and travel. My second choice is the Night Trading Comfort Collection, especially the memory foam neck pillow. Many investors stay up late to follow U.S. markets, so comfort and better rest can make a real difference. The eye mask is also a nice addition for quick breaks between trading sessions. Together, they match the lifestyle of active traders very well. For future merchandise, I’d love to see a Tiger-themed desk organizer or premium mouse pad. These are items traders use every day and would fit perfectly into a trading setup.

I’m bullish on $SpaceX(SPCX)$ , but I think Elon Musk’s goal of growing revenue from $18.7 billion in 2025 to $1 trillion by 2030 is extremely ambitious. Even $NVIDIA(NVDA)$ AI-driven growth didn’t come close to that pace, so execution will be the biggest challenge. Still, SpaceX is unlike most companies. Starlink, launch services, defense contracts, and the potential of Starship give it multiple growth engines that could support a much higher valuation over time. If Starship reaches commercial scale, it could unlock entirely new markets that barely exist today. For this week, my prediction is that SpaceX’s market cap w

I think the market is entering a tougher phase. Earlier this year, investors focused on AI growth and rate cuts, but now inflation, interest rates, and valuations are back in focus. I don't believe the bull market is over, but future gains may be harder to achieve. A September Fed hike is possible, though not my base case. The labor market remains strong, inflation is still above target, and higher energy prices could keep pressure on policymakers. Unless inflation rises again, I expect the Fed to remain cautious. I remain bullish on AI long term, but valuation concerns are becoming more important. The key question is whether earnings growth can justify today's expectations. Going forward, profits and execution matter more than AI hype alone.

I think Mag 7 still matters because it represents companies with proven earnings and cash flow. However, $SpaceX(SPCX)$ shows the market is increasingly willing to pay for strategic infrastructure, making MANGOS an interesting theme for the next stage of technology growth. Between compute and infrastructure, I would lean toward infrastructure over the next decade. The first AI boom belonged to compute, but future growth will also depend on networks, energy, satellites, and connectivity, where SpaceX has a unique position. That said, infrastructure projects usually require more patience and carry higher execution risk. If I had to choose one long-term winner, I would still pick $