To The Moon

$iShares 20+ Year Treasury Bond ETF(TLT)$ I bought TLT because I believe the US–Iran conflict could increase the risk of a recession, and TLT serves as a potential hedge against that scenario.

$Nike(NKE)$ I added to my position in Nike, Inc. following its latest earnings, although not immediately after the release. Despite weak forward guidance, particularly around expected revenue declines and ongoing challenges in China, I believe the sell-off was disproportionate, creating a more attractive entry point.  

$Nike(NKE)$ I bought NKE because I believe the stock is currently oversold. Its current price is well below its 52-week high, indicating potential for upside. Moreover, Nike is a profitable company with a strong, globally recognized brand.

$Occidental(OXY)$ I sold all my OXY shares today because I feel that oil prices are highly sensitive to rapidly changing global conditions. They can rise sharply, but they can also fall just as quickly, making them difficult to predict. Given the uncertainty surrounding the ongoing US-Iran tensions, it's hard to know how things will unfold. At the same time, I genuinely hope for peace. Beyond the markets, what matters most is that the situation stabilises and the world becomes a more peaceful place.

$Wendy's(WEN)$ I bought WEN because it's an established fast food chain and I think its business model is fundamentally sound

$Arbor(ABR)$ ABR's recent earnings were strong, and the company has announced an ex-dividend date of March 10, with a dividend of $0.30 per share. I continue to believe the stock is undervalued over the long term. However, due to the sharp price increase recently, I decided to sell all my ABR shares and lock in profits. The price was significantly lower just last week, so I took advantage of the rally to realize gains. 

$iShares 20+ Year Treasury Bond ETF(TLT)$ I bought TLH because its dividend payouts are more frequent than most stocks, providing me with a regular stream of dividend income.

When I first bought TLT, I didn’t imagine it would become the largest holding in my portfolio. It didn’t promise overnight riches. It didn’t trend on social media. It was, quite literally, a basket of long-term U.S. government bonds — about as exciting as watching paint dry. And yet, here I am. TLT now sits at the top of my portfolio, quietly occupying the biggest space in both my investments and my thoughts. Not Tesla. Not Nvidia. Not some exciting AI startup. No. Bonds. Long. Slow. Boring. Beautiful. My average price is around $90.76. Today, it trades near $87.93. iShares 20+ Year Treasury Bond ETF (TLT) On paper, that looks like a loss. If you stopped there, this would be a sad story. The Plot Twist: Dividends But portfolios, like life, are rarely that simple. Because despite the lower

I still remember the first time I bought a SanDisk thumb drive. It was about five years ago, and, honestly, I hesitated a bit at the price. It wasn’t cheap. But I needed something reliable—something that wouldn’t die on me after a few months of use. Fast forward to today, and that tiny device is still going strong. Every time I plug it in, I marvel at its durability. For me, it’s been worth every penny. SanDisk, of course, isn’t just about thumb drives. Over the years, I’ve come to appreciate the practicality of their other offerings—SSDs, memory cards, and a range of accessories. These products quietly make life easier, whether I’m backing up photos, transferring files, or expanding storage on my devices. It’s one of those brands where reliability and utility consistently meet. Now, the c

I don’t own any of the Magnificent 7 stocks. Not a single share. And yet, every earnings season, I can’t help but watch them closely. Next week is no exception. Microsoft, Meta Platforms, and Tesla are set to report after the close on January 28, followed by Apple on the 29th. Headlines are already buzzing. Analysts are predicting Apple to post $2.65 EPS on $137.5 billion in revenue, Microsoft $3.88 EPS on $80.2 billion, and Meta faces extra scrutiny after its last post-earnings selloff. Apple (AAPL) Tesla Motors (TSLA) Meta Platforms, Inc. (META) Microsoft (MSFT) Over the past few years, I’ve noticed a pattern with tech-related stocks: even when they dip, the pullbacks usually feel temporary. Hype seems to have a way of creeping back in, driving prices higher. It’s almost hypnotic—the mar