To The Moon

I’m leaning toward A) $Taiwan Semiconductor Manufacturing(TSM)$ as my “Beat & Pop” pick. The AI demand from $NVIDIA(NVDA)$ and $Apple(AAPL)$ still looks strong, and this feels more structural than cyclical. As long as guidance stays solid without major supply issues, I think the market rewards that visibility. For banks like $JPMorgan Chase(JPM)$ and $Goldman Sachs(GS)$ , I see more of a gradual re-ratin

Current Situation: Trailing the S&P by Over 6 Percentage Points Year-to-date 2026, $Berkshire Hathaway(BRK.B)$ have declined 5%, while the $S&P 500(.SPX)$ has gained approximately 1.78%—a gap of over 6 percentage points. This is Greg Abel's first "report card" since officially taking the CEO reins—and the market seems to be voting with its feet, questioning whether the "Oracle of Omaha" can still deliver the magic. But as Buffett himself once said: "We will underperform in bull markets because we hold a lot of non-public subsidiaries and cash." This current headwind is precisely the crucible testing whether Berkshire's "institutional transformation" can maintain its luster. I. Four Structural Rea

As of April 14 close, $Amazon.com(AMZN)$ surged +3.81% to $249.02 on heavy volume of 72.68M shares (1.49x average), bringing it within 3.7% of the 52-week high at $258.60. The breakout is fueled by dual catalysts: the $11.6B Globalstar acquisition closing the satellite gap with Starlink, and AWS AI revenue surpassing a $15B annual run rate. 🚀 1. The Satellite Play: Amazon Declares War on Musk Deal Summary Target: Globalstar (U.S. mobile satellite operator with 24 satellites in orbit) Value: ~$11.57B (mix of $90/share cash or 0.321 AMZN shares) Strategic Value: Rare spectrum licenses and Direct-to-Device (D2D) tech; AMZN targets 2028 for satellite-to-smartphone service launch Competitive Landscape Metric Amazon Leo (+Globalstar) SpaceX Starlink Sat

Lately, one of the hottest trades in the market hasn’t just been GPUs or AI chips — it’s memory. A lot of investors first looked at this move and thought it was just another AI sympathy trade. But the story is actually bigger than that. As AI evolves from simple chatbots into always-on agents that can remember context, call tools, read files, and keep working in the background, the market is starting to realize something important: AI doesn’t just need compute. It also needs storage. And a lot of it. Some Tigers were already in position: 👏 @pigskin — $Micron Technology(MU)$ +16,112 👏 @Leonerd — $Micron Te

On Tuesday, $S&P 500(.SPX)$ rose another 1.18%, and the Nasdaq surged 1.95%. $NASDAQ(.IXIC)$ has now logged 10 consecutive gains, marking its longest winning streak since November 2021!A Historic Rally — Is This Time Really Different?As of Tuesday’s close, the S&P 500 stood at 6,967.38, less than 0.2% away from its record closing high of 6,978 on January 27. The Nasdaq has risen for 10 straight sessions, matching its longest streak since November 2021.Looking only at the index may underestimate the quality of this rally — what matters more is the breadth of the advance:NYSE advancers vs decliners reached 2.62:1, with 363 stocks hitting 52-week highsBoth tech and financial sectors rose over 1.7% o

$NVIDIA(NVDA)$ Looking at the weekly SPY chart, we are still in the uptrend. The blues lines are the support and the volatility of the stock market are still ranging well above that, barring any unforeseen circumstances. With that the NVDA daily chart has also cleared the resistance of rainbow lines with small institutional investors accumulation (red bottom bars) and no retail investors (green bars). This is a good sign and the next few weeks are important to see if the trend can sustain for the next breakout. The past few months of sideway trend are good consolidation period to pave the way for a strong support. It will continue to hold despite the market and companies boosting their own AI chips to r

$SanDisk Corp.(SNDK)$ SanDisk just delivered a scorching 9.05% surge to $851.57, smashing through an intraday high of $855 and etching a brand-new all-time record as the AI storage narrative gains unstoppable momentum from both media buzz and institutional buying pressure. 😤 Tight NAND flash supply combined with exploding edge-inference demand from AI smartphones and data centers has triggered steady upward revisions in full-year free cash flow estimates, turning what was once a cyclical sector into a structural growth powerhouse. Micron joined the party with a solid 3.63% gain to $421.51, marking its third consecutive session higher and pushing its cumulative three-day advance past 14% — proof that the memory complex is firing on all cylinders. W

The whole world now believes Trump won't keep fighting, so stocks keep rallying. There's a big difference between actually wanting war and pretending to fight while wanting a deal. As a result, some well-placed insider short positions that were heavily positioned for a crash this week are getting crushed — like the 31.3k contracts of the SMH 405 put for this week $SMH 20260417 405.0 PUT$ . Of course, something else could still happen this week. But looking at the lifecycle of these weekly options, this large order is likely headed to zero — unless Trump drops another "obliteration" tweet. Even then, I think the market would keep rallying. At today's open, a large bullish order hit: the software ETF IGV 90 call

The key level is $E-mini S&P 500 - main 2606(ESmain)$ 6733 / $S&P 500(.SPX)$ 6700. Here's why. In EW 2.0, it's all about proportions. The W2 (or B-wave) correction in this rally pulled back 2.25%. The rule: in a valid 5-wave trend, W4 must be equal to or smaller than W2 in PERCENT and/or TIME. Any decline greater than 2.25% breaks the proportion — and with it, the bullish count. That level also sits on the midpoint of the massive FVG. Support STACKED on support. Hold above it, this is a bullish W4 → W5 continuation. Break below... this wasn't a rally. It's the beginning of something much lower. Sixty-seven-three-three.