To The Moon

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm still averaging up my position in $SOXL$ despite the recent pullback and correction because I see it as a reset within the broader semiconductor uptrend, rather than a reason to abandon my thesis. The recent weakness has brought down some of the overheated sentiment around AI and semiconductors, but the underlying demand story remains strong. AI infrastructure, data centers, high-performance computing and memory continue to require enormous amounts of semiconductor capacity, and I believe the long-term cycle still has plenty of room to run. The correction is actually one of the reasons I'm more comfortable adding gradually. After the strong rally earlier, valuations and expectations had

$Palantir Technologies Inc.(PLTR)$ I continue to average up my position in $Palantir(PLTR)$ because I'm investing in the long-term AI story, not simply chasing the recent price momentum. Palantir has built a strong position at the intersection of AI, data analytics and enterprise software, with its platforms becoming increasingly important for companies and governments looking to turn AI into real-world applications. For me, the key is that Palantir is not just an AI "story" — it has an established business, recurring customers and a platform that can potentially scale significantly as AI adoption accelerates. Another reason I'm comfortable averaging up is the company's execution. Palantir continues to demonstrate strong demand for its AI cap

I’d pick A — a company I like that’s down 30% from its high. I’d rather take advantage of a meaningful pullback in a company whose fundamentals and long-term story remain intact than chase a stock simply because it’s making new highs. For me, names like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ and $Micron Technology(MU)$ can become especially interesting after a correction. A 30% drawdown doesn’t automatically mean the thesis is broken; sometimes it creates a much better risk/reward entry point,

I’m still constructive on Singapore banks, especially $DBS(D05.SI)$ . The continued hiring in wealth management, AI, data and technology tells me DBS is positioning for long-term growth rather than simply expanding headcount. Singapore’s growing wealth-management ecosystem should continue creating opportunities for the banking sector. I also like the bigger picture: more capital flowing into Singapore → more assets under management → stronger wealth and fee income → greater investment in talent and technology. With net interest margins facing pressure, I think wealth management and non-interest income will become increasingly important for DBS and its peers. Overall, I remain bullish on Singapore’s financial sector, although I wouldn’t chase bl

I see Tuesday’s semiconductor selloff as normal profit-taking and valuation compression rather than a fundamental breakdown. Higher Treasury yields, oil above $90 and crowded AI trades created the perfect setup for a sharp pullback, especially after the strong recent rally in memory and optical stocks. For me, the key point is that AI demand, memory pricing and data-center CapEx remain intact. I’ll be watching the 50-day moving averages, particularly for $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ , to see whether the sector can stabilize and reclaim key levels. Personally, I’m leaning toward A + E: normal profit-taking and an opportunity to accumulate in stages. I wouldn’t rush in after one red day

If I had to pick one of the eight for the next 30 days, I’d go with $Adobe(ADBE)$ . After falling nearly 30% from its 52-week high, the valuation looks much more attractive, with a forward P/E around 10x. The core Creative Cloud business remains strong, while Firefly and its AI tools could become meaningful growth drivers if Adobe executes well. I prefer 📉 Comeback over 🔥 Momentum. $Amylyx Pharmaceuticals(AMLX)$ and

I’m leaning bullish on Alibaba $Alibaba(BABA)$ $Alibaba(09988)$ going into earnings. The headline EPS and net income declines are expected, but I think the bigger story is whether heavy AI investment is finally translating into stronger Cloud growth and improving profitability. Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief. My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market c

$ARM Holdings(ARM)$ I'm continuing to DCA into $Arm Holdings (ARM)$ because I believe the long-term story remains intact despite the stock's strong rally and expensive valuation. ARM is no longer just a smartphone story — its architecture is becoming increasingly important across cloud computing, AI infrastructure, automotive and edge devices. The biggest reason I remain bullish is AI. As AI workloads expand, data centers need more efficient CPUs alongside GPUs, and ARM's performance-per-watt advantage makes it increasingly attractive. ARM is also moving further up the value chain with its own CPU products, giving it the potential to capture more revenue from the growing AI ecosystem. Of course, valuation and volatility are risks, especially a

I’m most bullish on $Micron Technology(MU)$ , $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ over the next 6 months, with MU standing out. HBM remains a critical AI bottleneck, while hyperscaler capex is still extremely strong. I believe memory suppliers can continue capturing a disproportionate share of AI spending as HBM demand stays elevated. NVDA remains a core holding thanks to CUDA, Blackwell and Rubin, while TSM benefits from virtually every leading-edge AI chip and advanced packaging demand. I’m also watching CRDO and ALAB as higher-growth AI connectivity pla

I’m leaning toward A) U.S. Banks & Brokers. The earnings momentum looks more convincing to me than a purely valuation-driven rally, with NII, trading, investment banking and fee income all improving together. Among the group, $Bank of America(BAC)$ stands out to me as the one I’d be most willing to buy at today’s level. I also like $Charles Schwab(SCHW)$ for its strong asset growth, trading activity and expanding revenue base. That said, after such a strong run to fresh highs, I wouldn’t chase aggressively—I’d prefer to build a position gradually on any pullback while the earnings momentum remains intact. For the