In 2040, I think $Zillow(Z)$$Zillow(ZG)$ will have a $1 trillion+ market cap.That would be a 32% CAGR from today and a 64x return for investors.Let me explain👇Zillow is becoming the "housing platform" where we do everything from search for homes and rentals to find a mortgage. Over time, that position will allow Zillow to be the main "discovery" location for rentals, homes, insurance, moving services, title search, etc.Napkin math time:~9 million existing homes sold/yr in 2040 (conservative)~1 million new homes sold/yrZillow revenue of $5k/home for $50 billion in rev 50 million renters $1,000 in rev/yr per renterTotal: $100 billion in revenue0x sales = $1 trillion valuationThese are all guesstimates, but why
5 $SPDR S&P 500 ETF Trust(SPY)$ support and resistance levels to focus on 🧵1. Massive supply area (selling pressure zone) above $610-$6122. $600 level is a big demand zone and 50SMA on daily chart3. Common gap at from $585-$590 (most likely will get filled quickly)4. Recent bounce at $575-$578 area5. $568 area is the 200SMA on daily chart and massive area of support. If we test this area under $570 even a little bit. I'd go long 9/10 times here.You can choose options for SPY $600 for June 2025 or for a quick swing $580 for March 2025.Image
2025 Is ENVX’s Inflection Point With First Commercial Production
First to market 100% silicon anode lithium-ion battery, with 30% better energy density and faster charging than graphite anode batteries.Fab2 Production ramp in Malaysia, expecting first customer samples by mid-2025 and full serialized production by the end of September 2025.OEM agreements secured with 2 of the top 8 global smartphone manufacturers, a major IoT company, and 2 wearables customers.Automotive potential with a non-binding agreement to co-develop larger-scale battery cells for EV (Electric Vehicle) applications.Raised $100M in 2024, has enough funding to operate until at least September 2025.Investment Thesis $Enovix Corporation(ENVX)$ is a Silicon Valley based battery design and manufacturing firm, specializing in the first 100% silic
$Fair Isaac(FICO)$ Business model: Fair lsaac, commonly known as FICO, specialises in providing credit scores. The FICO scoreis an industry benchmark for establishing creditworthiness and is a widely used by fnancial institutions. The offer a range of products and services to help businesses make data-driven decisions, manage risk, prevent fraud,and optimise operations.Diversification: Approximately 82% of their revenue comes from the Americas, 11% from EMEA and 7% from Asia Pacifc.Growth: FICO's drivers for growth over the next decade include increasing demand for analytics and expansioninto new markets. FICO is well positioned to utilise big data and Al to leverage its expertise in predictive modelling to meet growing demand. FICO traditionally
Falling US Stocks & Surging China Assets: Will You Join the Hong Kong IPO?
After two consecutive years of a bull market in U.S. stocks, many analysts are warning that valuations are now too high. This year, any news could trigger a major market correction driven by mean reversion.U.S. stocks plunged Friday as inflation fears rose. According to the University of Michigan, consumer inflation expectations for the next 5-10 years surged to 3.5%—the highest since 1995.Fed minutes flagged concerns over tariffs fueling inflation, while $Wal-Mart(WMT)$ soft outlook shook investor confidence. Technically, the Nasdaq and S&P 500 formed a double top, with further gains hinging on next week’s Nvidia earnings.While the recent volatility in U.S. stocks is concerning, the surge in Chinese stocks is even more so. Most investors are s
For the 3rd successive day, US market continued to consolidate. From a bird’s eye view, it’s the economic reports that turned investors’ nervous, driving them to sell. The “responsible” reports were: S&P flash US services PMI. US Consumer sentiments (final). US weekly jobless claims. S&P Flash US Services PMI. The preliminary US Services PMI for February 2025 was released on Fri, 21 Feb 2025. It came in at 49.7, falling below: Market expectations of “53”. January 2025's reading of 52.9. The unexpected decline pushed the services sector into contraction territory: Marking the first contraction in 25 months. Signaling a significant cooling in US service sector conditions. The final US Consumer sentiments report was released on Fri, 21 Feb 2025, reporting a significant decline to 64.7
Solar Energy Stocks: Harnessing the Sun for Profit in 2025
As the world accelerates its shift toward renewable energy, solar energy stocks are emerging as a critical investment theme in 2025. Advances in photovoltaic technology, declining costs, and supportive government policies are fueling a surge in solar power generation worldwide. This post delves into the fundamentals of solar energy stocks, explores key market drivers, highlights real-world applications, discusses investment opportunities and risks, and presents market projections—all supported by detailed data and a visual graph. 1. Overview of Solar Energy Stocks Definition & Significance: Solar energy stocks represent companies involved in the production, installation, and maintenance of solar panels and related technologies. These companies include manufacturers of photovoltaic (PV)
1. $Alibaba(BABA)$ VS $NIO Inc.(NIO)$ BABA up 72% since the January callout.I’ve officially taken all profits off the table and turned off all my trading bots—textbook play. 👀 NIO could be setting up for the next breakout. 2. $Advanced Micro Devices(AMD)$ AMD closed the week strong with BX making higher lows.We've been waiting a long time for this breakout, and next week is going to be crucial. If buyers step in where we expect, this could be the confirmation we need to finally send AMD higher.3. $CAVA Group Inc.(CAVA)$ CAVA short setup was on point 🎯Image
$Tesla Motors(TSLA)$ just had a brutal sell-off, but I’m still bullish under the right conditions.Price just pulled back into the smart money zone, the same area institutions have defended before. BX Trender is still showing buying pressure, and as long as we hold this level, I’m expecting a push back to $370-$380.I added more calls today, targeting a breakout, but if we lose $322.50, this thing could flush to $280, where I’ll look to reload.TSLA is setting up a lower high on the daily, and if we close like this, it’s not looking too hot.I’ll watch the 1-hour chart on Monday to see if I can average down into my calls—but I need to see higher lows on market bias first.Worst case? We stop out and let price fill the gap & test $260 (smart money z
I've been sitting on the sidelines since November because $NVIDIA(NVDA)$ has been compressing without any real buying pressure on the higher time frames. We got the bounce to $140 as expected, but unfortunately, I think the rug is about to get pulled.NVDA Breakdown Incoming?I almost never trade puts—especially on a stock trending up—but NVDA looks like a textbook short setup.The weekly trend is still bullish, but every bounce keeps making lower highs & lower lows.We’ve been watching $140 as the bearish smart money zone, and I wouldn’t be surprised if this is a trap.Earnings are in a few days, so I’m staying out, but a retest of $110 wouldn’t shock me.Watch your risk.Image
Still bullish on $Invesco QQQ(QQQ)$ , but short-term weakness showing—here’s what I’m watching.📈 Weekly BX still making higher lows = long-term trend intact📉 Daily BX closed with lower highs + 1hr chart broke market bias = short-term weakness⚠️ Expecting a rejection tomorrow—worst case, we sell off to $530That’s where I’ll be looking to buy at a discount.ImageImageQQQ is down 2% 🩸 since last nights postNow we are pulling back to test institutional buy / SMZIf bullish structure wants to hold, we must bounce within this range.If you are hunting an entry, I would wait for 1hr BX to confirm HL 🦅ImageI expected this dip, but not in a single day. 👀The daily BX was showing lower highs, a clear sign that buying pressure was fading, and price dumped straigh
$Tesla Motors(TSLA)$ down 1.5%, but daily BX still making higher highs—$370-$380 still in play.📊 Key levels:🔵 $350 liquidity zone = holding strong, next leg up to $370-$380 if support holds👀Break below $350? Expect a pullback to $332 smart money zone—where I’ll look to add to my 2026 $350 calls🩸Stop loss: Close below $322.50I’m actually hoping for a pullback to average down—still looking good, just needs time.ImageImageTesting institutional buy / SMZ range.If last week’s low is going to hold, we MUST see a bounce here.I’ll look to average down if the 1hr BX prints a higher low.If the bulls are coming to the rescue, it's right hereImage
$Invesco QQQ(QQQ)$ : The combination of indecisive price action at the upper Bollinger Band, bearish Stochastic crossover, a high-volume, ultra-bearish candle points to bearish continuation. Will the 50DMA [purple] hold? or is this heading to the Bollinger low? [green line].Image $Cboe Volatility Index(VIX)$ - Anticipated last Wednesday, the pullback is not a surprise. Subscribing through the link in profile is a no brainer.ImagePS:When a stock price falls below the 20 DMA, it might indicate a potential trend reversal or weakening momentum. Traders often interpret this move as a sign that selling pressure is increasing, which could suggest further declines ahead. LOWER LOWS.
$S&P 500(.SPX)$ : As cautioned in recent days, the touch of the upper Bollinger Band has indeed pulled the price down to the 20DMA [blue line]. It now appears the price is aiming for the lower Bollinger Band, and the bearish MACD crossover reinforces this bearish outlook. The move has just started.ImageIn the end the move was correct, because the first half of the month rally will retrace forming a very bearish long term setup. For March at the maximum.Price action + technicals are primal.
1. $Rivian Automotive, Inc.(RIVN)$ So, no growth in deliveries again this year? Definitely not a demand problem though. No problems with demand at all...Image2. $Hims & Hers Health Inc.(HIMS)$ The semaglutide shortage is over and the shorts were right…eventually. Hims & Hers stock is down 25% today on the news. Lesson: Shorting is hard.3. $Tesla Motors(TSLA)$ Tesla not only has to solve autonomy (which it hasn't) it has to build a ride-sharing network. This is going to fail.ImagePS:The best trade is not to trade at all.Compounding takes time...and patience.
1.Passive ProfusionMost of the money in the market these days is passive — i.e. invested in funds which allocate to stocks based on an index, which in most cases will be market cap weighted. Or in other words, most investors these days are running an investment strategy that basically says “just buy the biggest stocks” 🤔 $S&P 500(.SPX)$$SPDR S&P 500 ETF Trust(SPY)$$NASDAQ 100(NDX)$$Invesco QQQ(QQQ)$$DJIA(.DJI)$ Image2.Credit Spreads at a 17-Year Low!What me worry...The Good, the Bad, and the Thing to think about on this: Image3.The Gold Nuggets Digest-gold vs uncertaint