To The Moon

I’m bullish on $SpaceX(SPCX)$ because I see it as much more than a rocket company. Starlink, satellite internet, launch services, and the broader space economy give it multiple long-term growth drivers that few companies can match. At the same time, the risks are real. SpaceX is still reporting GAAP losses, and a $1.75 trillion valuation already reflects very high expectations. The lack of immediate S&P 500 $S&P 500(.SPX)$ inclusion could also reduce near-term buying pressure from passive funds. My view is that if Starlink keeps growing and SpaceX maintains its technological lead, the company could become a k

I’m bullish on SpaceX’s long-term potential, especially Starlink scaling, launch dominance, and its role in future AI infrastructure. However, at a $1.77T valuation, I think the market is already pricing in very aggressive multi-year growth expectations, so this feels more like a forward narrative than current fundamentals. The main concern for me is heavy cash burn and uncertain monetization timing, especially around xAI and AI expansion. Even if the total addressable market is huge, competition from OpenAI, Anthropic, and Google makes execution uncertain. With free cash flow still negative, the risk-reward at IPO pricing feels stretched. Personally, I would not chase the IPO on listing day. I’d prefer to wait for post-IPO volatility or clearer evidence of sustainable profitability. I’m

I think $NVIDIA(NVDA)$ RTX Spark is more than just another AI PC launch. For the first time, the Windows ecosystem has a real Arm-based challenger with tight CPU-GPU integration. If adoption scales, it could slowly erode Intel-AMD dominance and trigger a new upgrade cycle across the PC supply chain. I’m most bullish on the memory layer. AI workloads on-device need much higher capacity and bandwidth, and that shift looks structural rather than cyclical. That’s why I still like $Micron Technology(MU)$ , SK Hynix, and Samsung. Even after the rally, I don’t think AI PC demand is fully priced in if 32GB–64GB becomes mainstream. Between certainty and elasticity, I lean toward certainty. TSMC remains my highest-c

I’m leaning toward $ARM Holdings(ARM)$ in this CPU war. Its business model is the most attractive because it benefits no matter who wins. Whether it’s $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , or hyperscalers building Arm-based CPUs, ARM collects royalties without having to fight for market share directly. That certainty helps explain the stock’s strong reaction. NVIDIA is still the biggest wildcard. Vera may not replace x86 overnight, but within NVIDIA’s AI ecosystem it doesn’t need to. If customers are already buying NVL racks, adopting Vera becomes a natural extension. The market may also be underestimating how much CPU revenue is embedded inside those

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ Over the past few trading sessions, I decided to average up my position in NVDL rather than take profits. While averaging up is often viewed as a more aggressive strategy, I believe the current setup justifies the move. NVDL recently rebounded strongly from its EMA50 trendline support, a level that has historically acted as an important technical floor during bullish phases. The successful defense of this support level suggests that the uptrend remains intact. Another reason behind my decision is the relative performance of Nvidia itself. While many AI-related stocks have already staged impressive rallies in recent weeks, Nvidia has not participated to the same extent. Several AI infrastructure, so

I would follow the Trump Trade, but selectively. History has shown that sectors like AI infrastructure, semiconductors, energy, defense, and domestic manufacturing often attract strong capital inflows when investors expect pro-growth and pro-industry policies. The theme has repeatedly delivered solid short-term momentum. I already hold positions related to AI and semiconductor infrastructure. Companies tied to data centers, memory, chips, and critical technology supply chains remain my preferred way to benefit from this trend, as the AI investment cycle is likely bigger than any single administration. That said, I would not chase every Trump-related stock. Some names look crowded after sharp rallies. My strategy is to focus on quality companies and add during pullbacks. As long as money k

My top pick from this list is $Broadcom(AVGO)$ . I have been accumulating Broadcom because it sits at the center of the AI infrastructure boom. While $NVIDIA(NVDA)$ gets most of the attention, Broadcom benefits from custom AI chips, networking, and data center connectivity, making it a key “picks and shovels” play in the AI ecosystem. What makes me bullish ahead of earnings is that AI demand keeps accelerating across hyperscalers. Broadcom’s custom ASIC business and networking solutions are becoming more critical as AI clusters scale. If management delivers another strong quarter and raises guidance, I think the stock can continue to re-rate higher. Among the ex-dividend names, I still like AVGO the most

The stock that surprised me the most in 2026 is definitely $Nokia Oyj(NOK)$ . When investors talk about AI winners, most people immediately think of $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , or memory stocks. Nokia is probably one of the last names many would associate with the AI boom. What changed my view is realizing that AI is not only about chips and GPUs. AI data centers need to move huge amounts of data, creating strong demand for optical networks, fiber infrastructure, and communi

May was a great month for the market, but the rally looks increasingly concentrated. While the $NASDAQ(.IXIC)$ gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum. The retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x)

$ServiceNow(NOW)$ ServiceNow (NOW) has recently moved onto my accumulation list as the company continues to prove that it is becoming one of the biggest beneficiaries of enterprise AI adoption. While many investors focus on AI infrastructure names, I believe the next phase of the AI cycle will be driven by software companies that can successfully monetize AI at scale. ServiceNow appears to be executing that strategy exceptionally well. One of the key reasons I started collecting NOW is the company's decision to raise its full-year Now Assist AI revenue target by 50%, from $1 billion to $1.5 billion. Management highlighted that customer demand for AI Agent solutions has significantly exceeded expectations, with larger deal sizes and stronger re