To The Moon

$CoreWeave, Inc.(CRWV)$  CRWV is the kind of name you stay bullish on because it's not just a trade, it's a conviction story. The company has locked in a $99–104B backlog of take-or-pay contracts, guaranteeing demand for years to come, while revenue is doubling year-over-year with guidance raised to $12–13B for 2026. NVIDIA's strategic stake cements CoreWeave's role as the backbone of AI compute infrastructure, and institutions are heavily positioned, showing smart money conviction. Yes, the debt load makes it hypersensitive to rates, but that leverage is fueling expansion at scale — and the tape is proving resilient, with the 92–93 shelf holding firm and buyers attempting to protect the 92-93 support level. Thi

$SUPER MICRO COMPUTER INC(SMCI)$ The valuation gap here is getting hard to ignore. Looking at the P/E comparison: SMCI: 11.85x trailing | 8.89x forward HPE: 54.78x trailing | 15.13x forward DELL: 39.23x trailing | 25.92x forward CRWV: No meaningful P/E — unprofitable NBIS: ~1,637x trailing And then SMCI's fundamentals: - $11.1B Q4 revenue - ~93% YoY growth - $1.70 adjusted EPS - $65B–$72B FY27 revenue guidance - ~$39B trailing revenue Even with all that, the market is pricing SMCI at less than 9x forward earnings. DELL's forward multiple is nearly 3x SMCI's. HPE's is roughly 70% higher. That's the setup. SMCI doesn't need a CRWV/NBIS-style valuation to work. A rerating toward even HPE's forward multiple would represent roughly 70% multiple ex

$CoreWeave, Inc.(CRWV)$ Frustrating one. I did a quick trade and made $1.5K in 2 minutes, but with a bit more patience that would have been $12K. Oh well. I still think this is a $200 stock by Christmas. If another dip shows up, I plan to buy it hard.

$CoreWeave, Inc.(CRWV)$  A friend of mine said he would buy $NEBIUS(NBIS)$  on any pullback, but it looks like he still hasn't gotten the chance.

$Coinbase Global, Inc.(COIN)$ Circle is going public, which is definitely good news for Coin. After Circle goes public, USDC stablecoin can better absorb US dollar funds and directly help Coin's revenue growth. This trend also represents the future development direction of finance. I think you can buy more. It has great potential in the long run!

$IONQ Inc.(IONQ)$ just landed a $22M deal with EPB to launch the first U.S. quantum computing + networking center in Tennessee. This isn’t just a win，it’s a major strategic foothold. Think of it like buying early-stage $NVIDIA(NVDA)$ when no one was paying attention. Tiny market cap now, but the upside? Massive. Quietly building my position and letting the future compound.

$TENCENT(00700)$ is focused on creating high-quality content and services for the Greater China region, while externally investing billions every year to reward shareholders and stabilize the stock price，indirectly supporting the $HSI(HSI)$ . This kind of company is built for long-term stability and growth. With strong fundamentals and significant potential for future development, it’s definitely worth keeping an eye on and holding for the long haul.

$ProShares Ultra Silver(AGQ)$ Just bought silver, and it's already paying off today! Buying the dips on silver $Silver - main 2505(SImain)$ looks promising, while keeping the rest short. Timing the market right for maximum gains!

$DONGFENG GROUP(00489)$ I recently made some profit on Dongfeng Motor Group! The stock has had its ups and downs lately, but if you hold on patiently, there’s definitely an opportunity for a solid return! Dongfeng Group is also working on some restructuring, which might affect the shareholder structure in the future, but the actual control remains unchanged. So even though the stock has had some fluctuations, the future potential is huge!

A small win, but every step reinforces my confidence in my strategy.😀😀🎇I've been keeping an eye on $IONQ Inc.(IONQ)$ lately, and I have to say, I'm really intrigued by its potential. The company uses trapped-ion technology, which seems to offer real advantages in stability and error correction—things that could make a big difference in the future of quantum computing. IONQ is also building strong partnerships with companies like $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Airbus SE(EADSY)$, and offering quantum services via AWS and Azure, which feels like it’s positioning itself well. That said, I’m aware that the competition