To The Moon

Mid-week Rally. On Wed, 05 Feb 2025, US stocks rallied, pushing the major averages higher for the 2nd day in a row. This as investors looked past the trade turmoil that weighed on the market earlier in the week. The gains came even as tech giants $Alphabet(GOOG)$ and $Advanced Micro Devices(AMD)$ fell by more than -7%, following weak earnings results out after Tues, 04 Feb 2025 market closing. Google’s coming up short on (a) its topline and (b) cloud revenue (see above), even as it earmarked a higher-than-expected $75 billion AI investment buildout (in 2025) - see below, definitely spooked investors who worried that the Megacap company will take longer to capitalize on its AI ambitions. Similarly, AMD’s fe

$Archer-Daniels Midland(ADM)$ Earning Overview Declining Revenue Archer Daniels Midland Company (ADM) reported its fourth-quarter 2024 financial results on February 4, 2025. The company achieved earnings per share (EPS) of $1.14, aligning with Wall Street's expectations. However, revenue for the quarter was $21.5 billion, which fell short of analyst estimates and was a decrease from the previous year's $22.98 billion. Fundamental Analysis The company's Ag Services & Oilseed division experienced a 32% decline in operating profit, totaling $644 million, primarily due to decreased crush margins in North America. Conversely, the Carbohydrate Solutions segment saw a 3% increase in operating profit, reaching $319 million, while the Nutrition segment

$Tesla Motors(TSLA)$ Tesla: A Stock Built on Hopes and Promises? Hello Tiger! In this article, we’re going to discuss what I call the "Tesla Delulu" Is Tesla's stock price driven by solid fundamentals, or is it merely fueled by hopes and promises? That’s the question we’ll explore today. So, without further ado, let’s dive in. To begin, let’s set the stage with some context. On the screen, you can see Tesla’s current market capitalization, which stands at approximately $1.3 trillion—a massive valuation that places it among the world’s largest companies. But the key question is: does this valuation make sense? Is Tesla’s stock price justified by its financial performance? Looking at the latest Q4 earnings, I have serious doubts, and here’s why. Ear

$NVIDIA(NVDA)$ The "ChatGPT moment" for robotics is just around the corner—at least according to NVIDIA's CEO, who recently stated that the robotics industry could become the largest technology sector the world has ever seen. So, what happens when NVIDIA invests in a robotics company? Today, we're diving into a robotics technology company in which NVIDIA holds shares—one that has surged 800% since last summer when news broke of NVIDIA’s investment. If you want to find out which publicly traded stocks NVIDIA holds, you can check their 13-F filings. NVIDIA has invested in Serve Robotics stock As confirmed by their SEC filings. The next filing will be released in February, so for now, we’re working with the most recent one from November. By comparing

$CapLand IntCom T(C38U.SI)$ $Mapletree Ind Tr(ME8U.SI)$ $LION-PHILLIP S-REIT(CLR.SI)$ Hi everyone, welcome back. Let's start with the key updates that have recently impacted REIT share prices. The biggest challenge REITs are facing is the rising long-term borrowing costs. Over the past year, these costs have increased significantly, with the US 10-year yield reaching a high of 4.6% at the time of filming. As long-term borrowing costs rise, REITs have to pay more in interest expenses, which is a headwind for them. If you're thinking about buying some REITs, this article is for you. Inflation Is Gone? However, there might be a small turn of events. The core

During the Spring Festival holiday, although the domestic market was closed, overseas products continued to trade as usual, and some varieties even reached new highs. This means that we need to re-evaluate these new changes, and adjust the incorrect calculations or judgments. Now, let's take a look at which varieties deserve special attention after the holiday.GoldFirst and foremost, gold has hit a new all-time high. Previously, I thought that gold had peaked at around $2,800. But now it seems that this judgment might have been hasty. Although the top area is still very close, there is still room for one last upward push in the current market. Clearly, the previous triangle consolidation has now disproven the top. It also indicates that the secondary low point, which started at around $2,6

$Exxon Mobil(XOM)$ $Archer-Daniels Midland(ADM)$ $Nutrien Ltd.(NTR)$ $Occidental(OXY)$ $.SPX(.SPX)$ US Trade War Backfires Alright, Tiger—just as we discussed yesterday, China isn't going to take this lying down. We've now entered the true beginning of economic decoupling, marking the start of a financial crisis. Here’s the latest update. Trump has slapped an additional 10% tariff on Chinese imports entering the U.S., adding to the already sky-high tariffs from the initial trade war and Biden’s penalties. This brings total tariffs on electronics to a staggering 110%, solar panels to