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C. H20 cut off, Huawei 910C ramping — China rev goes to zero. Sure, $78B clears. But if Q2 guide comes in below $85B, the bulls will be the first ones hitting the exits.

$GLD SG(GSD.SG)  down 8.30% to $545.59 today after Trump announced suspension of Greenland tariffs . Volume picked up to 42.9 thousand shares as panic sellers exited. But look at the 52-week range - $354 to $648 . This is just noise in a long term uptrend. Buying the dip. 🪙

SpaceX is pushing for Starship V3's first flight.Each version gets meaningfully larger payload capacity. V3 is the one that makes Starlink Gen 3 mass deployment and lunar logistics actually economical.The cadence here is what matters. SpaceX iterates faster than any space programme in history.If V3 flies clean, the gap between SpaceX and every other launch provider gets wider. Not incremental — structural.

Missed the entire quantum computing move. Still sitting on my STI ETF collecting distributions. Zero regrets. (okay maybe 10% regrets.) 💤