To The Moon

1. Stocks Slump as White House Confirms Tariffs Markets were poised for a strong Friday and a third consecutive week of gains—until the White House reaffirmed its tariff plans. At 1:15 p.m. ET, officials dismissed reports of a delay and confirmed a 25% tariff on goods from Mexico and Canada, along with a 10% tariff on Chinese imports, effective . Tariffs The major indexes reversed course, closing lower: Dow Jones Industrial Average: -0.75% (-337 points) $.SPX(.SPX)$ : -0.5%, Despite Friday’s dip, January ended on a high note: S&P 500: +2.7% $NASDAQ(.IXIC)$ : -0.3% , $NVIDIA(NVDA)$ Week perf However, the tariff implementation on Feb. 1 int

I think $GRAB is up next. Going to highlight all of the DD I've been compiling on this name over the past month so it'll be a long post. Would love to hear counter perspectives, people who think the thesis makes sense & where folks see the issues/opportunity on this ticker. I have a heavy position of around $80K+ that could be used in many other names (like buying the $NVDA dip which probably would be much safer) so to me, there is a level of asymmetry that I think can play out over the coming years. Alright, I've spent a minimum of 100 hours over the past month going deep on this one...let's get into it. So, what's $GRAB? In short, Grab is a super-app in Southeast Asia. Think PayPal, Shopify, Uber and Doordash combined. The super-app concept has not worked well in America, maybe Elon

Green hydrogen, touted as the "fuel of the future," is gaining momentum as the world shifts toward sustainable energy solutions. With governments and companies investing billions in green hydrogen technology, could this sector become a game-changer for energy markets and investors? Key Updates Massive Investments Global investments in green hydrogen are set to exceed $500 billion by 2030, driven by Europe, the U.S., and Asia-Pacific nations. Companies like Plug Power, Bloom Energy, and Siemens Energy are leading innovation in hydrogen electrolyzers and storage. Government Policies The Inflation Reduction Act (IRA) in the U.S. provides tax credits for green hydrogen production, accelerating its adoption. Europe’s REPowerEU plan targets 10 million tonnes of green hydrogen production annually

Generative AI is at the center of global attention in 2025, with companies like OpenAI, NVIDIA, and Microsoft leading innovation. As enterprises embrace AI for productivity, personalized content, and automation, the market size for generative AI is expected to reach $110 billion this year, growing at a CAGR of 35%. However, the sector faces headwinds from regulatory scrutiny, data privacy concerns, and competition. Key Updates Generative AI Adoption Over 70% of Fortune 500 companies have implemented generative AI for operations like code generation, content creation, and customer support.ChatGPT-6, MidJourney v8, and new AI models from Google DeepMind dominate the market. Challenges EU and U.S. regulators have proposed stricter guidelines on AI deployment, impacting global adoption. Traini

Will AI model take into communites stock ? This is where OpenAI and Microsoft have raised concerns, alleging that DeepSeek might have used ChatGPT to train its model. OpenAI has spent billions scraping the internet to train its model, despite facing ongoing copyright disputes. For DeepSeek, replicating this approach would be both inefficient and constrained by limited GPU availability and financial resources. Instead, it leveraged distillation to train its model. If distillation becomes widespread, building AI models will become significantly easier. Developers can now train new models using multiple existing AIs, each excelling in different areas. This is precisely what DeepSeek did—it distilled knowledge from Meta’s open-source Llama model and Alibaba’s Qianwen. Furthermore, it incorpora

As of February 2, 2025, the artificial intelligence (AI) landscape is witnessing a significant transformation with the emergence of DeepSeek, a Chinese AI company that has rapidly ascended to prominence. This development has profound implications for global technology dynamics, investment strategies, and the future trajectory of AI innovation. 1. DeepSeek's Breakthrough in AI Development ✅ 1️⃣ Innovative Approach Efficient Development: DeepSeek has developed an advanced AI model comparable to leading platforms like ChatGPT, achieving this with a fraction of the typical development costs. This efficiency challenges the prevailing notion that substantial financial resources are requisite for significant AI advancements. nypost.com Open-Source Strategy: By adopting an open-source approach, De