To The Moon

Earnings Calendar (24Feb2025) I am interested in the earnings of the following businesses: Nvidia, Zoom, Berkshire Hathaway, Salesforce, Lowe’s and Snowflake. Let us look at Salesforce. The stock price of Salesforce has grown 6.1% from a year ago. The Technical Analysis has a “Strong Sell” rating. Analysts Sentiment has a “Buy” recommendation with a price target of $395.63. This suggests a potential upside of 27.7%. Observations: 10-year median margins for Gross Profit is a strong 74.2%. 10-year median margins for Free Cashflow (FCF) is 20.5%. The 10-year CAGR of FCF is 32.3%. This is a strong performance over 10 years. The revenue grew from $5.3B (2015) to $34.8B (2024). Operating Profit grew from a loss of $146M (2015) to operating profit $5.9B (2024). Operating profit margin starte

News and my thoughts from last week (24Feb2025) “In a world where Tesla Robotaxi exists, Uber is worthless.” - X user Farzad. This hinges on FSD which is getting better over time. There would be other concerns that need to be addressed including data privacy, data security (so that the robotaxi are difficult to hack), supporting legalities, charging infrastructure and more. Robotaxi would be safer. There can be a new business like new tourism opportunities to be uncovered. This can disrupt industries like train and even air travel. President Trump has officially halted ALL weapon shipments to Ukraine. Do you think this is the right move? - X user TaraBull Image By 2100, Russia and Ukraine will lose 40M people, accelerating Eastern Europe’s population decline. Meanwhile, tiny Monaco is

$BANK OF CHINA(03988)$ Waiting for the right time to get in again. 

$TCH.HK 20250328 510.00 CALL$ . Always good to sell  call option when you stock is over bought. 

On February 21, the U.S. stock market experienced its sharpest decline in two months as economic concerns, disappointing corporate earnings, and policy uncertainties weighed on investor sentiment. - S&P 500 $S&P 500(.SPX)$  fell 1.7% (-104.39 points) to close at 6,013.13. - Dow Jones Industrial Average $DJIA(.DJI)$  dropped 1.7% (-748.63 points) to finish at 43,428.02. - Nasdaq Composite $NASDAQ(.IXIC)$  tumbled 2.2% (-438.36 points) to 19,524.01. Key Reasons Behind the Market Decline 1️⃣ Weak Economic Data Several economic indicators signaled a slowdown in the U.S. economy, raising concerns about future growth: We

Warren Buffett, the CEO of Berkshire Hathaway, has been selling off shares of some of the company's largest holdings, including Apple and Bank of America. Yes, Warren Buffett's investment strategy has shown some recent changes. Shifting from Long-Term to More Active Investing - Increased Trading Activity: Berkshire Hathaway has been more active in buying and selling stocks in recent years, deviating from its traditional long-term holding approach. - Taiwan Semiconductor Example: Berkshire invested heavily in Taiwan Semiconductor in 2022, only to sell off 86% of its stake in the following quarter. This rapid turnaround is unusual for Buffett Reasons for the Shift - Market Conditions: The current market environment, with high valuations and potential for volatility, may be prompting Buffett

Is the Nvidia GB200 (not B200!) ramping up on time? Nvidia’s Blackwell GB200 system, a cornerstone of the company’s next-generation AI infrastructure, has faced a series of challenges that have raised concerns about potential delays in its deployment. These issues encompass design flaws, manufacturing complications, and integration hurdles, all of which could impact Nvidia’s market position and financial performance. Design and Manufacturing Challenges In late 2024, reports surfaced indicating that Nvidia’s Blackwell architecture encountered significant design flaws, particularly related to overheating and excessive power consumption. These issues necessitated a redesign of server racks to accommodate the high power demands, with some configurations requiring up to 140 kW per rack—substant

$Apple(AAPL)$Apple announced a $500 billion U.S. investment over the next four years, including a new AI server factory in Houston, Texas, set to open in 2026. The 250,000-square-foot facility will produce servers for Apple Intelligence, its AI assistant for iPhone, iPad, and Mac. Apple also plans to hire 20,000 employees, focusing on R&D, silicon engineering, software, and AI development. CEO Tim Cook emphasized Apple's commitment to American innovation.Manufacture partners of Apple will surely take on a ride of Apple’s expansion.

$Palantir Technologies Inc.(PLTR)$After CEO Alexander Karp, another insider selling off 30,000 shares equivalent to $2,772,960. More bearish momentum coming in… What’s coming next?

With U.S tax season approaching, retail investors might need to cash out some of their holdings to cover last year’s capital gains taxes. But honestly, the exact reason behind the stock’s movements might not matter all that much. For these overhyped stocks, the only thing driving them up is constant inflows of cash, and the only thing pulling them down is money flowing out. At its core, it’s just a matter of supply and demand. The investors who chased these stocks a couple of weeks ago probably weren’t doing it because of strong fundamentals. When a stock’s valuation hits 100x or even hundreds of times its earnings, talking about fundamental analysis starts to lose meaning. It’s turned into a game of hot potato. At this point, the best we can do is lean on technical analysis to spot key le