My thoughts on trading & investing

Stocks & Market Themes

SpaceX, Gravity, and Starfall Crystals in Space

When it comes to SpaceX, everyone talks about Starlink, satellites, transportation, data centers and Mars. All…
More Micron Musings: My Most Read Post of The Year

About one month ago, I wrote about Micron and its surge. I also commented on Sandisk…
Some Facts About The SpaceX IPO

I must say, the stats coming from the SpaceX IPO are remarkable. But first, as you…
A Few Learnings From Memory Chip Mania: Micron and SanDisk

What Drove the Memory Chip Mania? If you blinked at all over the last year, you…
What’s Next For The Silver Trade?

The owner of Zhongcai Futures in Asia has apparently placed a $300 million short bet on…
From Epic Trade to Epic Crash: Silver Edition

The other day, I was fascinated by the rise of gold and silver. I feel it…
The Epic Metals Trade That Defines The Next Era

I am looking at markets today, following themes and trends, and one stands out: The ticker…
The Great Silver Breakout of 2025

I love looking at charts near the end of the year to see what worked, what…
Nike is Tapping Back Into Its Roots

There are good ads, great ads, and then there are messages that resonate. Every great advertiser…
The Factory Boom is Here

I read a great post on X the other day and I’ll highlight what’s at stake.…