To The Moon

In January and February 2025, copper prices both domestically and internationally have shown signs of strengthening. This trend is driven by two key factors: expectations of copper supply shortages and a recovery in copper demand, both domestically and abroad. Reflecting on the surge in copper prices from February to May 2024, it was primarily fueled by market optimism about increased copper consumption due to advancements in artificial intelligence (AI). However, weaker-than-expected domestic copper consumption subsequently limited the price rally.Looking ahead, we anticipate a renewed upward trend in copper prices. The primary drivers include a tightening copper supply worldwide, which has led to negative spot market treatment and refining charges (TC/RC) for copper concentrates. Additio

$Akamai(AKAM)$ Today, we'll be analyzing AAMI Technology stock, which dropped over 21% on Friday. I've covered this stock in the past—most recently last summer, likely after a similar decline. Given the significant drop, I figured people would be curious for an update. Additionally, some key financial metrics have changed since my last analysis. While the stock hasn't quite reached the buy prices I had previously identified—especially not the deep-value recession buy price—I want to evaluate it from a recession-based perspective. Even if we’re not in a full recession, the company's industry may be behaving similarly to past downturns, making that analysis relevant. Stock Price vs. Earnings Performance Looking at AI’s overall earnings, we see stead

$Alphabet(GOOG)$ Welcome back! After a strong year and reaching new all-time highs, Alphabet's stock has recently dipped for several reasons. Despite exceeding expectations, the stock fell on earnings release day, primarily due to concerns over capital expenditures (CapEx). Alphabet Investment The company has been investing heavily, and with projects like DeepMind and other AI initiatives, the market is questioning whether these investments will pay off. Additionally, Alphabet’s cloud revenue grew by only 30%, falling short of market expectations and raising concerns about its growth potential. That said, increased investment is often a positive sign, especially for a company with Alphabet’s track record. Their substantial CapEx is directed toward

$Snowflake(SNOW)$ Came to a stage of margin expansion for large SaaS companies and bumped up against the rapid expansion of AI offerings, which ushered in further favorable results.Earnings and market feedbackQ4 FY2025 results were announced after the bell on the 26th, continuing to show strong growth + beating market expectations across the board.Q4 overall Top line and Bottom line both exceeded expectations, with Top line Surprise ranging around 3%; product revenue of $943.3M + 28% YoY, beat consensus $918.8M;Guidance for FY26 is very clear and strong, with product revenue expected to be $4.28bn (> consensus $4.23bn), of which $955-$960m (YoY +21-22%) in Q1; Adjusted operating margin target upgraded to 8% (vs. 5% in FY25), with the earnings p