Ivey Zeng @_iveyzeng

Everyone thinks holding is simple, but holding is actually the hardest part. When stocks rally, you see everything else mooning and feel like you missed billions. When markets crash, panic sets in. When sideways, you're watching other stocks run while yours does nothing. Here's…

Compound interest is the eighth wonder of the world. Life is like rolling a snowball—the key is finding wet snow and a long hill.

5 hard-learned trading rules that saved me years of mistakes: 1 Good news at highs = distribution, bad news at lows = more pain coming. 2 Do your homework on fundamentals + technicals before every position. 3 Stay calm when winning, don't panic when losing Follow the trend,…

Global quantum investments are surging. Governments and companies pumped over $42 billion into quantum R&D this year, with China accounting for 35%, a clear sign it’s become a high-stakes global tech race. Even more telling, private funding in 2024 hit $1.9 billion, up 138%…

Bank of America highlights that global government funding into quantum computing has now topped $42 billion, with China accounting for 35 % of the total. While real-world problem-solving remains elusive, volatility in quantum stocks like D‑Wave, IonQ, and Rigetti signals…

Google sealed a $3 billion hydropower deal with Brookfield to secure 3 GW of clean energy and simultaneously pledged $25 billion toward AI-driven data centers in PJM states over two years.

CoreWeave just announced a $6 billion investment in a new AI data center in Pennsylvania, starting at 100 MW and potentially expanding to 300 MW. Its stock jumped ~7% pre-market. Meanwhile, Alphabet is pledging $25 billion into AI infrastructure over two years in the same…

Nuclear ETF NUKZ is up 61% this year while the global nuclear market grew from $38.84B to a projected $44.71B by 2029. Meanwhile, Constellation Energy just secured a $27B deal to become the largest clean energy firm. Data centers are driving this nuclear renaissance.

A big move today: Nvidia just got approval to resume selling its H20 AI chips to China, sending its stock up about 4–5%—and bringing it back within reach of a $5 trillion valuation.

Noticed something intriguing today: Wall Street analysts are increasingly bullish on U.S. stocks, with Goldman Sachs raising its S&P 500 forecast by 11% to 6,900. This optimism persists despite ongoing tariff uncertainties, suggesting confidence in strong corporate earnings and…

Noticed a big shift lately—investors are ditching stablecoins for tokenized Treasury funds, which have soared 80% this year, now holding $7.4 billion. Makes sense: why park money in stablecoins when these blockchain-based funds offer real yield? Crypto and traditional finance…

Something I found interesting: retail investors traded a record $6.6 trillion in stocks in just the first half of 2025, pumping over $137 billion into U.S. equities and ETFs. The market rally is spreading beyond big tech into small caps, energy, and financial sectors—suggesting…

Google just signed a deal to power its data centers with 200 megawatts of electricity from a fusion energy startup. This isn’t just about clean energy. It’s about control. As AI demand surges, energy becomes the limiting factor. Meta knows this too. It secured a 20-year nuclear…

Trump recently gave a direct response to Musk’s political affiliations, and I think this response was quite appropriate. Looking at their past interactions, two key reasons seem to have triggered the fallout: Ending subsidies for electric vehicles. Blocking Musk’s nominee for…

Big Tech is throwing serious cash into AI this year—$320 billion total, up nearly 40% from last year. Amazon alone is spending $100B, with Google close behind at $75B. Feels like they're all betting the future depends on dominating AI infrastructure. Huge stakes.

Bitcoin is making waves in 2025: up 15% YTD, nearing its all-time high of $112K, and outperforming the S&P 500. With 135 public companies now holding BTC as a reserve asset, it's clear that institutional adoption is accelerating. The establishment of a Strategic Bitcoin…

Quantum computing is gaining momentum: D-Wave Quantum's stock is up 66% YTD, and McKinsey projects quantum tech revenues to hit $97B by 2035. Morgan Stanley sees quantum and AI as complementary forces tackling complex problems.

Palantir (PLTR) is on fire in 2025: stock up 73% YTD, Q1 revenue up 39% to $883.9M, and U.S. commercial revenue up 71%. With $170M in retail inflows and an 83% Rule of 40 score, it's a standout in the AI and government tech space.

Data center demand is surging in Europe, driven by AI and cloud computing. In 2025, new facilities will add 937 MW of capacity: a 43% increase from 2024. Frankfurt, London, Amsterdam, Paris, and Dublin will host over half of this expansion, marking a record year for the region.

In 2025, Big Tech is set to invest over $320 billion in AI and data centers, up from $230 billion in 2024. This surge underscores the escalating demand for AI capabilities. Notably, OpenAI has entered a $30 billion annual deal with Oracle to lease 4.5 gigawatts of computing…