To The Moon

I haven't written an article in a long time, and choosing to pick up the pen today feels rather meaningful—Big Tech's valuations got collectively marked down on this day, because the nature of their business has changed, from asset-light to asset-heavy. Some may remember the HALO (heavy assets, low obsolescence) concept that Goldman Sachs championed in the first half of the year. As it turns out, HALO just means "hard to die"—it doesn't mean "won't fall." When Big Tech collectively goes HALO, the broad market falls, and when the market falls, all stocks get dragged down with it. But on Thursday, semiconductor stocks—especially memory chips—held up remarkably well, because memory is the party being paid: it absorbs the cash flow coming from the HALO names. So when other stocks get marked do

$SoFi Technologies Inc.(SOFI)$ Dear my friends, the 💤 🐉 Sleeping Dragon that I've been keeping is awakening 💥 Are you with me?

$NVIDIA(NVDA)$ $GraniteShares 2x Long NVDA Daily ETF(NVDL)$ $Direxion Daily NVDA Bull 2X Shares(NVDU)$ 🌟 ⏺️🌟 Nvidia is tearing up the record books and rewriting the global tech map at the same time, thanks to world-class silicon and an army of coders spread across every major innovation hub. When capital, talent, and geopolitics converge behind one ticker, the result is compound magic. 🤖🚀🗞️ Nvidia’s Relentless Climb: AI, Geo Deals, and Global Talent Powerhouses 🗞️🚀🤖 27Jun25, 🇳🇿NZ Time From a humble $3.30 in Jan 2019 to a scorching $142 in Jun 2025, Nvidia has delivered a jaw-dropping 4,200% return, registering triple-digit gains in every year except 2022. Even wi

$Circle Internet Corp.(CRCL)$ 📉 Price Action & Demand/Supply Snapshot Current price: $213.63, up ~7.6% today off the intraday low near $194 . Demand zone holding: Buyers stepped in between $200–210, absorbing heavy selling and forming a strong base. Supply ceiling emerges: Sellers reappear near $230–240, where prior gap-fill and ARK reallocate liquidity remain strong. 🧩 Technical & Historical Context High-volume V-shaped recovery signals strong dip-buying pressure at current support. Double-top aligned around $299 still remains structurally relevant . Post-IPO patterns in 2020–21 suggest a 20–30% pullback followed by consolidation—CRCL has retraced ~27% from its peak. RSI reset from >80 to ~55–60 supports a neutral-to-bullish bia

📊 Coinbase ($COIN) Update 🔼 What's Boosting It? 1. Bitcoin Stability – $BTC is comfortably above $100K, bolstering sentiment for crypto equities like $COIN. 2. Rising Volume – Coinbase’s daily volume surged ~22% week-over-week, which suggests stronger fee revenue prospects. 3. Institutional Leverage – As a key custodian for major crypto ETFs (e.g., BlackRock), Coinbase benefits from increased crypto adoption. 4. Bullish Setup – Currently trading above its 50‑day MA (~$340), with a potential cup‑and‑handle pattern forming. A solid break above $360–365 could target $400 next. ⚠️ Risks Ahead Regulatory Pressure – Ongoing SEC scrutiny may keep a lid on upside. Crypto Correlation – A sudden drop in Bitcoin or Ethereum could drag COIN downward. Momentum Fatigue – After the current rebound, a nat

Bank Sector Trend Review: the Cycle Rises Again, Valuation Fixes Drive Collective UpsideSince June 2025, the U.S. banking sector has significantly outperformed the broader market, especially the shares of systemic banks (JPM, BAC, C, WFC) and investment banking duo (GS, MS) have recorded gains of 5%-15%, with $SPDR S&P Bank ETF(KBE)$ and the large bank ETF $Invesco KBW Bank ETF(KBWB)$ rising about 11% and 13% respectively, strongly reflecting the warming market sentiment and the sector's valuation repair. KBWBrose about 11% and 13%, respectively, strongly reflecting the rebound in market sentiment and sector valuation repair.Key driversStrengthened expectations of spread widening:Although the Federal R

SU7 was launched and Xiaomi soared more than 4 times! YU7 is expected to drive the stock up, but will the increase be that significant? After the launch of YU7, 289,000 units were pre-ordered within an hour. The price is indeed quite attractive. It seems that the pressure on other electric vehicle manufacturers has increased.Xiaomi SU7 was officially launched on March 28, 2024. At that time, the stock price of Xiaomi Group-W (01810) was around HK$14, and then it soared straight up to a peak of HK$59, with an increase of over 400% during this period.Xiaomi YU7 was launched on May 22, 2025. The stock price was at HK$53 at that time. After the launch, it fluctuated until it started to break through last week. Following yesterday's launch event, the stock price rose by 4%, reaching a new high.