To The Moon

1.Returns and Rankings: There are clear winners and losers across the years. Most notably, winners rarely stay winners for long, losers rarely lose for long, and they often switch places! Sectors matter. $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Image2.This chart shows some major generational shifts in investor behavior over time, who's to say we won't see some big changes in the decades ahead?Image3.Hours of Work to buy 1 oz of Gold approaching a record high!Are wages too low? or is gold too high?(or should we be asking to be paid in gold!) $Gold - main 2504(GCmain)$ Image4. let's be real here: this chart is probably going to be Wrong.But there may still

1.Investors are increasingly all-in on stocks(just as valuations reach new highs 🥴 )Image2.Tech innovation or Financial innovation?US Profit Margin expansion over the past couple of decades has been driven much more by financial innovation (lower taxes and interest expense) than any kind of technological innovation.Problem is, while AI might help, it will be hard to repeat this... and if anything some of this might reverse. $.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ Image3.Like most, I did not see DeepSeek coming, but what I did see coming (as outlined in the link below) is the huge potential for a big Shock to consensus that expects nothing from China and everything from America.Image

Hello everyone! Today i want to share some trading ideas with you!1.Buffett's Geico investment write up: $SPDR S&P 500 ETF Trust(SPY)$ Image2.How to get rich without getting lucky:Image3.Study great business models:Image4.Baron Capital's multi-bagger list:Image5.A simple screener for reasonably priced quality companies: • ROIC +15%• Growth +10%• Cash conversion +75%• Interest coverage +10x• Operating margin +10%• FCF yield > Risk-Free RateFollow me to learn more about analysis!!

Earnings Calendar (03Feb2025) Some interesting earnings include Palantir, Tyson, Amazon, Disney, Alphabet and Affirm. Let us look at Affirm - one of the Buy Now Pay Later (BNPL) companies The Technical Analysis is recommending a “Strong Buy”. The Analysts’ Sentiment has a “Buy” rating with a price target of $66.06. This implies an upside of 8.17% from the current price of $61.07. Observations for Affirm: The revenue grew from $264M in 2019 to $2,323M in 2024. The gross profit grew from $156M in 2019 to $1,478M in 2024. The operating profit remained at a loss since 2019. The business has yet to break even since 2019. But the operating loss has been improving. The forecast of EPS and revenue for Affirm is -0.162 and $805.62M respectively. I would monitor the stock till it can break even.

Market Outlook of S&P500 - 03Feb2025 Observations: The MACD indicator is showing an uptrend. Moving Averages (MA). Both the MA50 line and the MA200 line are on an uptrend. The last candle is above both the MA50 line and the MA200 line. This implies a bullish outlook for both the mid-and long-term. The 3 Exponential Moving Averages (EMA) lines are showing an uptrend. Chaikin’s Monetary flow (CMF) shows an uptrend. Using 1D intervals, the technical analysis shows a “Strong Buy” rating for the S&P 500. 19 indicators show a “Buy” rating. 3 indicators show a “Sell” rating. The latest candlestick patterns are showing a mixture of bullish and bearish signals. From the above, the S&P500 should go up in the coming week. (The tariff war started by the USA with Mexico, Canada and China is

News and my thoughts from last week (03Feb2025) US private sector full-time jobs have DROPPED by nearly 2 MILLION over the past year. Such a drop has never happened outside of recessions. The only gain in jobs has been in the government sector. - X user Global Markets Investor 16.2% of total pending home sales in December fell out of contract, the highest December rate on record. This also marks the third-largest percentage since data began in 2017. Nominally, a whopping ~40,000 home-purchase agreements were canceled last month. Home purchase cancellations have surged since 2022 as mortgage rates remain historically high. The weekly average 30-year-fixed mortgage rate reached 7.04% last week, the highest since May. Homebuyers have lost confidence in the market. - X user The Kobeissi Letter

$SPDR S&P 500 ETF Trust(SPY)$  $Meta Platforms, Inc.(META)$  $Invesco QQQ(QQQ)$  feeling bearish for the market after Trump Presidency. Only meme stocks might pump for short term. Use option to be safe and wait for discount price for stocks.

My mistake last year was to invest in  $ProShares UltraPro Short QQQ(SQQQ)$ and tried to DCA as it falls. In the end, I had to sell to prevent further loss. This year, plan to invest on good quality companies mainly those with big caps and also try luck to invest in some crypto related investments.

Hello everyone! Today i want to share some technical analysis with you!1. $Alphabet(GOOG)$ Zero fear from GOOG buyers heading into earnings week with the stock making fresh ATHs on Friday:~EPS estimate: $2.13~REV estimate: $96.67BImage2.If your bullish $Tesla Motors(TSLA)$ here, you want them to follow the $Hims & Hers Health Inc.(HIMS)$ blueprint.2021 highs retest and continue higher. ✅Image3. $Bitcoin(BTC.USD.HKCC)$ Bitcoin back below $100K—but is this a BTD opportunity?Over the last decade, BTC has been red just once in February, boasting an average return of +15.60% 💚ImageFollow me to learn more about ana

Waymo Charges ForwardWe can debate the launch timing of $Tesla Motors(TSLA)$ Mobileye, and a dozen other autonomous companies. But $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Waymo is here and expanding.Waymo has been operational in Los Angeles for a while and is now adding freeways, initially for employees, and if history is any indication this will launch to the broader audience in a few months. Ironically, Waymo has kept to the higher-risk city centers and kept off the highway, so this will be a key expansion around the country to make longer haul trips more viable and increase the addressable market.Waymo also announced that it will be going on a “road trip” to Las V

I have not used deepseek yet despite all the rave. Been too busy but will definitely find time to try it out. The fear of competitor for Nvidia is real. AI will evolve at a crazy speed and no one can remain the top forever. I think there will be a sell off by investors to manage risk before the earnings report. Don’t think trump can save Nvidia unless he imposes policies to encourage Nvidia and push deepseek out of the US but that can backfire on the US if it never has the latest technology. So, I do expect Trump to pressure Huang to engage in an AI/ chips race with China just like its arms and space race.

Top U.S. Stocks to Watch in 2025: Growth, Value, and Innovation As we step into 2025, investors are closely monitoring key U.S. stocks that have the potential to outperform the market. With the global economy navigating uncertainties, technological advancements, and shifts in consumer behavior, several sectors—especially technology, healthcare, and undervalued blue-chip stocks—are drawing attention. The Dominance of the ‘Magnificent Seven’ One of the biggest market trends of recent years has been the continued strength of the ‘Magnificent Seven’—a group of tech giants that have significantly influenced the U.S. stock market. This group includes: • Apple (AAPL) – Despite concerns over declining iPhone sales, Apple remains a powerhouse in consumer electronics and services. • Microsoft (MSFT)