To The Moon

The Nasdaq-100 rebalance has already put $SpaceX(SPCX)$  in the spotlight. Now comes the part I’m watching more closely: Starship. 🚀 SpaceX is targeting September 22 for its next Starship test flight, pending regulatory approval. This mission is expected to attempt an orbital flight and carry Starlink V3 satellites.  Why does this matter? Because Starship isn’t just another rocket. It sits at the centre of SpaceX’s longer-term ambitions: 🛰️ Expand Starlink 🚀 Increase launch capacity 💰 Potentially reduce launch costs through reusability 🌎 Put more satellites into orbit 📈 Create a much larger commercial launch platform And there’s an interesting setup for $SPCX. SpaceX’s Nasdaq-100 weighting has just increased from roughly 1.28% to 2.82%,

$Eos Energy Enterprises Inc.(EOSE)$ EOSE showing a little green 💚 I’ll take it. Still holding and watching for the bigger move—one step at a time. 📈🔋

Everyone knows the big names in space. But I’m increasingly interested in the smaller companies trying to build the infrastructure behind the next phase of the space economy. That’s where $SIDU — $Sidus Space Inc.(SIDU)$   — caught my attention. The story is interesting because it combines: 🛰️ Satellite manufacturing 🌍 Space-based data & technology 🤖 AI applications 🚀 Growing commercial and government space activity But this is definitely not a low-risk investment. With small-cap space stocks, I’m watching the things that can make or break the thesis: 💰 Cash position & funding needs 📈 Revenue growth 🛰️ Contract wins and execution 📊 Share dilution 🚀 Whether the company can turn its technology into sustainable revenue For me,

A stock drops 20%. The headlines turn negative. Analysts cut targets. Investors start asking, “What went wrong?” But a falling share price doesn’t automatically mean the business got worse. Sometimes the market is repricing expectations. Sometimes the fundamentals are changing. And sometimes… the market simply gets it wrong. That’s why I’m trying to separate price action from business performance. Before selling a stock after a big drop, I ask: 📉 Did the thesis actually break? 💰 Is cash flow getting worse? 🏦 Has the balance sheet changed? 📊 Are earnings expectations falling? 🚀 Or is sentiment simply weaker? A red day is information. It isn’t always a reason to sell. The real question: is the stock cheaper — or is the business actually worse? What’s one stock you think the market may be mis

Everyone is hunting for the next 10× AI winner. But I’m watching something much less exciting: POWER. ⚡ AI data centres don’t run on hype. They run on electricity — and demand is exploding. That creates a second-order opportunity investors may be overlooking: 🏭 More data centres ⚡ More electricity demand 🔌 More grid investment 💰 More spending on power infrastructure The interesting question isn’t simply: “Who will build the next AI model?” It’s: 👉 “Who gets paid when AI needs dramatically more electricity?” That’s the part of the AI boom I think deserves more attention. 💬 Would you invest in the companies supplying the AI infrastructure rather than the AI itself? YES ⚡ / NO 🤔

$Micron Technology(MU)$ has become one of the most talked-about semiconductor stocks again, with memory demand increasingly tied to AI infrastructure. And the interesting part? This isn’t just an NVIDIA story anymore. AI servers need enormous amounts of high-performance memory, while supply remains a key part of the equation. 📈 $Micron Technology(MU)$   📈 $SanDisk Corp.(SNDK)$   📈 $SK hynix(SKHY)$   The whole memory complex is suddenly back in focus. But here’s the question I’m watching: Are we seeing the beginning of another memory super-cycle — or are investors already pric

One thing I’m trying to change in my portfolio: Stop chasing whatever is already moving. A stock up 20% this week can feel like the one you need to own. But I’m asking a different question: 👉 What could still look attractive if the hype cools down? My checklist is becoming: 📈 Revenue/cash-flow growth 💰 Balance sheet strength 🚀 A clear catalyst 🏷️ Valuation I can actually justify ⏳ A reason to hold for 2–3 years, not 2–3 days I’m happy to miss the first part of a rally if it means I understand what I’m buying and why. The hardest part of investing isn’t finding stocks that can go up. It’s knowing which ones are worth holding when they stop going up. 💬 What’s one stock you’re holding for the next 2–3 years — regardless of short-term volatility?

Everyone loves a portfolio when stocks are going up. But imagine waking up tomorrow and your portfolio is down 30%. What would you actually do? 📉 Sell the weakest conviction? 💰 Add to your best ideas? 🧊 Do absolutely nothing? 🔄 Rotate into something stronger? For me, the biggest question isn’t “Can this stock go up 2×?” It’s “Would I still believe in this company if the share price was 30% lower?” That’s the test I’m trying to apply to my portfolio now. Because a falling price can create an opportunity — but sometimes it’s also the market telling you your original thesis needs another look. 💬 Be honest: if your portfolio dropped 30% tomorrow, what would be your first move?

$Plug Power(PLUG)$ Still holding $PLUG, and while the share price has been frustrating, the latest numbers are starting to look more encouraging. 📈 Q2 revenue ~$178M 💰 Gross margin improved to roughly breakeven vs -31% YoY 📉 Operating expenses down ~50% 🚀 2026 revenue-growth guidance raised to 15–16% 🎯 Positive EBITDAS targeted for Q4 The big test is whether Plug can turn improving margins into sustainable positive cash flow. Still plenty of risk, but the operational trend is worth watching. 👀 Could $PLUG finally be entering its turnaround phase? Not financial advice.

Bitcoin reclaimed $80K on Friday. $COIN jumped roughly 12%. $HOOD gained about 8%. $MSTR surged more than 13%. But the most interesting development wasn’t the Bitcoin price. It was what happened in Washington. On September 17, the SEC granted a temporary five-year “Innovation Exemption” allowing qualifying Tokenized Securities Venues to facilitate trading of certain tokenized U.S. stocks onchain, subject to strict conditions.  That could be more important than another Bitcoin rally. Why? Because the next phase of crypto may not be about replacing traditional finance. It could be about putting traditional financial assets on blockchain infrastructure. Think about the potential chain: 🏦 Stocks → tokenized 🔄 Trading → onchain 💵 Settlement → potentially faster 🔗 Stablecoins → financial rails