To The Moon

$Upstart Holdings, Inc.(UPST)$  

$(AAOI)$  Strong buy with potential to becoming the largest contributor to the data centre segment 

$Sea Ltd(SE)$  

$(GLD)$  Good time to buy Gold. Core logic for owning gold stems around DE dollarization. Central banks outside of the US (especially China) are aggressively diversifying away from USD reserves due to geopolitical risks given that the Trump regime has introduced significant uncertainty for USD assets (recall how Russia's USD reserves were freezed in 2022). Note that central banks are conviction buyers of gold, they do not care about how high gold prices go because their primary objective is to reduce USD exposure in order to manage geopolitical risks. Emerging market central banks are currently still underexposed to gold and are buying aggressively. Apart from buying from central banks, another core driver for gold co

$(TSM)$   Largest semiconductor in the world, and currently the only one capable at manufacturing advanced logic seniconductor chips for mobile, AI and CPU applications. Worthy investment with good potential.

$(GLD)$  Bullish in the long term.

$Tesla Motors(TSLA)$time to buy more [Cool] 

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$GameStop(GME)$[Cool] [Cool] [Cool] [Cool] 

$UBS Group AG(UBS)$keep going!