Damoxi

God bless you

[Damoxi @Damoxk]

Thank you , I get it https://t.co/MP8vKQa7YH

[Damoxi @Damoxk]

It's big news and it's a sure thing for the future. More and more companies and countries will join this field.

[X Freeze @XFreeze]

NASA just officially unveiled their master plan for a permanent Moon Base at the lunar South Pole

This is not just about flags and footprints. NASA is moving to establish an enduring, sustained human presence, and they are heavily relying on commercial innovators to build it

The roadmap is highly aggressive:
• Phase 1: Heavy robotic missions and commercial payload deliveries
• Phase 2: Semi-permanent infrastructure, including fission surface power and lunar drones
• Phase 3: A sustained, permanent human outpost

The most important takeaway is NASA explicitly stated this base is the ultimate proving ground to prepare humanity for missions to Mars

While legacy aerospace companies are still struggling to reliably get a small capsule to the ISS, NASA is setting the stage for massive lunar infrastructure....which is exactly the kind of heavy-lift planetary deployment SpaceX’s Starship was designed for

The multi-planetary economy is officially kicking off

[Damoxi @Damoxk]

Today I made a bullshit options trade. This is a good beginning, but I just wanted to make more money. I waited for the price to rise higher and sold it too late, so it became less money. This is an experience that told me don’t expect more, just fine is okay.

[Damoxi @Damoxk]

Today’s stock market really dropped, just like I said yesterday. I made some money buying put options. I still think the market may continue falling later on, so if you’re planning to invest in stocks, you may want to wait for a better opportunity.

[Damoxi @Damoxk]

Today's stock market was down. I think it will go down tomorrow and thereafter, but Nvidia's stock will still rise because it plays the main role in the AI story.

[DAN KOE @thedankoe]

If you don't have a goal so meaningful it makes other people's opinions irrelevant, you will lose control of your life. You will adopt the goals assigned to you by your parents, peers, or society.

[Damoxi @Damoxk]

如果你只是考虑赚钱，那就直接去做赚钱的事，抓赚钱的机会，所谓的提升自己再去赚钱基本就是浪费时间

[Damoxi @Damoxk]

Do the right thing and keep going. Don’t do the wrong thing.

[Damoxi @Damoxk]

Today I finished some important things. It feels very good.
Sometimes, just do it. Don’t think too much.
Keep moving, and things will fall into place.

[Damoxi @Damoxk]

If you can send messages 100 times everyday, I think something will change and become more better.

[Damoxi @Damoxk]

想让一件事发生，就为它准备好所有条件，并为之努力💪。我觉得这符合第一性原理！

If you want something to happen, prepare all the conditions for it and work hard toward it💪. I think this aligns with first principles.

[Damoxi @Damoxk]

@xdNiBoR sure

[Damoxi @Damoxk]

如何判断一个国家是不是自由的最简单办法就是你能不能随意发声，如果连说话都害怕还谈什么其他自由呢！

[Damoxi @Damoxk]

1、以后的战争不是人民的战争，是政治家之间的战争，这是文明的战争！还要把人民当钢铁洪流的政体都是邪恶的，还要教导人民该怎么做人民的也是邪恶的。
2、国家是人民的国家不是少数人摄取利益的国家，资源利益少数人享用，教导人民吃苦耐劳，感恩戴德的国家不是人民的国家。
3、文化是导致一个国家先进与落后的最深层次原因。
4、集体主义是违背人性的，是少数人想控制大部分人和所有资源的幌子，鼓励个人发展才能真正的让团体更强大。
5、当你拥有枪支你会更谦卑，因为真正体验到杀器的威力，同时也知道大家都有这玩意，这是每个人的底线。

[Damoxi @Damoxk]

内观、内守，内定！观察下单时的初心是否符合趋势，守住交易纪律，内心安定从容！

[Damoxi @Damoxk]

Investment Journal | Today

The market continued last week’s rally today, but momentum clearly weakened. Most stocks posted only modest gains, especially large-cap tech, suggesting consolidation rather than strong upside follow-through.

Trades today:
• Long crypto-related assets
• Long Oracle (ORCL)
• Short QQQ
• Short Micron (MU)
• Short CRWV

Rationale:
Bitcoin and Ethereum both showed intraday spikes followed by pullbacks. I view this as a short-term pause, with potential for a rebound, which could support selective opportunities in crypto-related names.

Oracle stands out to me as a potential rebound candidate. Despite being part of the AI cycle, it has seen a sharp pullback. If the AI trade continues, Oracle is likely to bounce and may act as a bellwether for the sector.

On the short side, I see signs of weakening momentum at market highs.
QQQ looks extended, while MU and CRWV have rallied aggressively. CRWV, in particular, has been largely unaffected by recent pullbacks and continues to make new highs. After a +20% move following a media interview last Friday, I view the stock as a rebound rather than a true trend reversal — making it a reasonable short candidate.

Overall view:
The rebound is still intact, but the trend is weakening. This feels like a market for selective, structural trades rather than broad-based upside.

That’s today’s journal.

[Damoxi @Damoxk]

据美国能源部介绍，截至本���四签署协议备忘录的合作机构，均已通过信息征询响应向能源部表达合作意向，或正与能源部及国家实验室开展创世计划相关项目。这24家公司包括(以英文首字母排序)：
埃森哲、AMD、Anthropic、Armada、亚马逊AWS、Cerebras、CoreWeave、戴尔、DrivenData、谷歌、Groq、慧与、IBM、英特尔、微软、英伟达、OpenAI、甲骨文、Periodic Labs、Palantir、Project Prometheus、Radical AI、xAI、XPRIZE。

[Damoxi @Damoxk]

Investment Journal | Dec 18 (Thu)

U.S. stocks surged today after the release of last month’s inflation data, nearly erasing yesterday’s losses. Market sentiment improved sharply.

Another key event was the Bank of Japan’s interest rate hike. With the decision now official, yen-related uncertainty has largely been priced in.

Portfolio update:
Long TSLA and GOOGL positions from yesterday performed well today. However, a 3x leveraged short on semiconductors weighed on performance during the rebound. Thanks to options gains on TSLA and GOOGL, the portfolio finished the day net positive.

Market view:
Despite today’s strong rally, I’m leaning bearish short term. With major news already priced in and stocks up sharply, risk appears to be rebuilding.

My expectation for tomorrow is either a gap-up followed by selling, or a push higher that fades into a pullback.

While bulls still hold a slight edge due to today’s momentum, the market looks more like a choppy, range-bound environment with a bearish bias rather than a clear uptrend.

That’s today’s journal.

[Damoxi @Damoxk]

Investment Journal | Dec 17 (Wed)

The market today was clearly dominated by bears, with broad sell-offs across most stocks.

Micron (MU):
After earnings, MU surged in after-hours. The market is pricing in future demand rather than just current results. As a classic “picks-and-shovels” play in the AI cycle, memory demand is front-loaded. Even if some AI projects don’t fully materialize, the chips will still be absorbed elsewhere.
MU still has long-term potential, though much of the upside this year has already been priced in.

Tesla (TSLA):
After hitting an all-time high yesterday, TSLA pulled back ~4% with the broader market. I see this as a solid short-term buying opportunity. Tesla’s leadership in autonomous driving remains unquestioned.
Google’s $100B AI investment is a major catalyst for the entire AI and self-driving ecosystem, which indirectly supports TSLA’s valuation.

Google (GOOGL):
GOOGL’s recent decline looks like a healthy technical pullback after an extended rally. While many stocks were consolidating earlier, Google kept pushing higher. I believe this pullback is close to ending — the next phase for Google may just be beginning.

Trades:
Focused on TSLA and GOOGL options today, with hedging in place.
Reminder: don’t obsess over catching the exact bottom — it’s rarely achievable.

That’s today’s journal

[Damoxi @Damoxk]

短线交易者追高不可取，因为那是低位买入者的福利，你只能选择你能抓住的低位，赚到你把握了的那部分钱！市场交易的过程中机会与风险并存，全场参与看似能把握更多机会，实际上会碰到更多风险。缩短交易时间，放弃多数时间的交易机会，聚焦短时间内的大概率的机会，让自己精益求精！