To The Moon

Don’t give Trump too much credit… there’s methods in madness, there’s arrogance in thinking too… he’s bully by nature, and I don’t think he cares two hoots if the market is going down… while it is true that if people runs to bonds, bonds yield falls, this doesn’t necessarily translate into low inflation. If consumer’s price continues to raise since imports are a lot more expensive due to tariffs, inflation will hardly come down… it is not so straightforward. On the other hand, by cutting labour in government services by big number in a short time could contribute to significant increase in short term unemployment rate. This might have a deflationary effect. Time will tell… I am not optimistic with US mid to long term future… the problem with today’s world is that neither Europe nor China i

$Fortinet(FTNT)$  Fantastic feeling to see this rubbish cybersecurity company stock price falling like a rock. Hope to see it break below 100 and further down to 40-50 a share in the next few weeks, which will be wonderful. More panic sellers and paper hands please.

$NVIDIA(NVDA)$ Total manipulation. They're trying to shake out the retail investors. Once the room is clear, the institutions will pile back in and proclaim "The AI trade is back." Just like flipping a switch. They'll own a magnificent company, probably the best in the world, for a fire-sale price. So buy and hold. For no one knows when the day will come.

Would you invest into Crowdstrike after the recent saga? Summary of earnings is provided by X user EconomyApp CrowdStrike Q4 FY25: 📊 ARR +23% Y/Y to $4.24B. 📈 Net new ARR $224M (+6% Q/Q). • Revenue +25% to $1.1B ($20M beat). • Non-GAAP EPS $1.03 ($0.17 beat). • FY26 revenue guide ~$4.78B (+21% Y/Y). $CrowdStrike Holdings, Inc.(CRWD)$

$PLTR is down 10% today. Will it go lower? I have no idea. Yet this is what I know for sure: 1.⁠ ⁠The business momentum is unprecedented. AIP has perfect market fit with AIP 2.⁠ ⁠The AI agents cycle has only started. That's the most critical S curve. 3. Palantir has been deploying AI agents for years in any industry and use cases. Who else? 4.⁠ ⁠Big tech still haven't released a serious challenger to AIP. 5.⁠ ⁠Still no IPO of comparable companies (Anduril, Databricks). They need high PLTR valuation... 6.⁠ ⁠The current administration (DOGE included) perfectly aligns with PLTR. Elon loves Karp... 7.⁠ ⁠Palantir's product velocity is increasing. 8.⁠ ⁠Palantir's brand is exploding. 9.⁠ ⁠Karp's brand is exploding. 10.⁠ ⁠Warp Speed has the potential to reshape the American deindustrialization. Un

$NASDAQ(.IXIC)$  Trump has dealt a heavy blow to the bulls, sending them reeling. However, this setback won't last. The bulls are resilient and poised for a comeback. Given their strength and persistence, it's only a matter of time before they regroup and regain control of the market, ready to push forward once again. This is just my personal opinion and should not be taken as trading advice.[Victory]  

The crypto summit is good news in general for crypto. However, I expect the the price to surge only if the government buys more coins to fuel demand. Investors’ confidence will boost especially if the government offers regulation like any other currency. In view of the news, there should be sufficient momentum for bitcoin to revisit $100k but I think that higher prices can only be achieved if the government starts buying to add to the reserves. $Strategy(MSTR)$ might be a good trade swing to ride on this momentum. However, I would consider further potential before investing in the longer term as it is too volatile and very dependent on news. @Universe宇宙

The relationship between Price-to-Earnings (P/E) ratio and growth is a fundamental concept in valuation and investment analysis. Here’s a structured breakdown based on financial research: 1. Theoretical Relationship Between P/E and Growth • The P/E ratio reflects how much investors are willing to pay per dollar of earnings. • Growth (often measured as earnings growth) impacts P/E because higher growth expectations typically lead to higher valuations. A widely used formula to approximate this relationship is derived from the Gordon Growth Model (Dividend Discount Model for a firm with constant growth):  where: •  = retention ratio (1 - dividend payout ratio), •  = required rate of return (cost of equity), •  = expected growth rate in earnings. This equation suggests that as earnings gro

last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth, acceleration . Remember Blackwell is in full Production Ramp now.