To The Moon

2025 wasn’t too bad for me overall. I managed to catch the AI rally, which did most of the heavy lifting for my portfolio and helped me stay ahead of the broader market. Looking back, the biggest lesson wasn’t about picking themes, but about execution. My main mistake was greed. I didn’t lock in enough profits when I should have, and during major pullbacks I ended up giving back a meaningful portion of what were once very solid gains. It was a good reminder that managing exits and risk matters just as much as being right on the trend. For 2026, my goal is simple: catch a major trend and ride it with more discipline. I’m especially hoping one of my core holdings, Tesla $Tesla Motors(TSLA)$

As CES opens, my focus is less on flashy demos and more on how Nvidia $NVIDIA(NVDA)$  and AMD $Advanced Micro Devices(AMD)$  frame the next engine of AI growth. Data centers remain the earnings backbone, but the conversation is clearly shifting toward what comes after large-model training. CES has increasingly become the venue where chipmakers test investor appetite for new AI narratives, and this year the spotlight feels firmly on physical AI, robotics, and edge computing. From my perspective, robotics is no longer a distant concept story—it's becoming a capital allocation question. Advances in sensors, inference chips, and real-time

My stock in focus today is $Meta Platforms, Inc.(META)$ , following news of its USD 2+ billion acquisition of AI startup Manus. While not a headline-grabbing deal by size, it signals a meaningful strategic shift as Meta moves beyond consumer advertising and steps more directly into the enterprise AI space. Manus adds a crucial missing piece to Meta’s AI stack: an execution-layer AI agent capable of turning intent into action across complex workflows. This strengthens Meta’s ability to commercialize AI, bridging the gap between powerful models and real-world business use cases. From an investor’s perspective, the deal points to longer-term revenue diversification. Rather than challenging cloud giants head-on, Meta appears to be using AI agents as

From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change. Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  stands out to me because of execution, not hype. Completing 21 flawless launches in 2025 proves operational reliability, which is the true currency in this industry. The $816 million Space Development Agency contract is especially important—not just for revenue, but for credibility. It

From my perspective, Baidu’s $BIDU-SW(09888)$ 9% surge reflects growing recognition of its AI direction. The “Cloud + AI” launch is meaningful because it’s full-stack—from chips and frameworks to AI Infra and Agent Infra—built for mass deployment. This frames Baidu as an AI infrastructure player, not just an application or search company. The robotaxi angle strengthens the story. Partnerships with Uber and Lyft for UK pilots show Apollo’s global potential. Autonomous driving creates a powerful AI loop: real-world data improves models, better models accelerate deployment, and scale reduces costs. Comparing $Alibaba(0998

As a Tiger $Tiger Brokers(TIGR)$ community member, I’d say I’m more aggressive overall, but not purely WSB-style risk-taking. I’m willing to accept volatility when there’s a clear long-term thesis, especially in AI-driven names, while still keeping risk management in mind to avoid large drawdowns. My overlap with the lists is mainly $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ and $NVIDIA(NVDA)$ which sit in both WSB and Tiger users’

Micron's $Micron Technology(MU)$  rally doesn't surprise me, especially given how selectively the market is rewarding names with real AI-linked pricing power. A 3% move against a weak broader tape tells me flows are rotating toward parts of the AI value chain that are still under-owned. Memory has lagged compute for a long time, so when expectations start to shift, the re-rating can happen faster than people expect. I don't think it's "too late," but I also don't see this as a chase. If Nomura is right about the memory supercycle extending into 2027, then this is more about staying power than perfect entry timing. The key point for me is supply discipline: with no meaningful capacity additions before 2028, even mo

From my perspective, a "disappointing" Q4 delivery print is already largely in the market's line of sight. With consensus clustered around ~420k vehicles and expectations for a second consecutive year of lower deliveries, this is not a shock scenario. Tesla itself guiding investors to these numbers suggests the bar has been clearly set—and when expectations are well-anchored, the downside impact of a mild miss is often more muted than headlines imply. What matters more to me is why deliveries are weak and whether that weakness is cyclical or structural. In this case, I see it as largely transitional: product refresh gaps, pricing normalization after aggressive cuts, and buyers waiting for next-gen models. These are real issues, but they're not the same as demand permanently breaking. Tesla

My focus today will be on silver $FUT:Silver - main 2603(SImain)$ , especially after this sharp pullback. The recent move feels more like a liquidity-driven shakeout than a breakdown in fundamentals, but that doesn’t mean prices can’t stay volatile in the near term. After such a crowded trade unwinds, the market needs time to rebuild confidence & depth. At this stage, I’m firmly in the “steady first, act later” camp. The long-term logic for precious metals remains intact, yet short-term liquidity is clearly thin and sentiment fragile. I’d rather anchor my portfolio with gold ETFs as a core holding, while watching silver patiently for signs that

I see the recent pullback in the S&P 500 $S&P 500(.SPX)$   less as a reason to panic and more as a stress test for a very crowded bullish consensus. When every major strategist is on the same side of the boat, I become cautious—not because the trend is broken, but because expectations are already high. A market that has delivered three strong years in a row doesn't need bad news to correct; it only needs reality to come in slightly below perfection. That said, I don't view this pullback as an outright warning signal either. The macro backdrop going into 2026 still looks constructive: easing financial conditions, resilient corporate earnings, and productivity gains driven by AI investment. The fact t