To The Moon

1. $Alphabet(GOOG)$ is now the cheapest mega-cap stock.It has the fastest growing cloud unit, the most efficient AI and a cash-cow advertising business.The market grossly underestimates its potential at 18 times forward earnings.Here is why GOOG is a great opportunity now: 🧵Image2. $Alphabet(GOOG)$ is still growing at a rapid pace despite its sheer size. It's been growing revenue at 17% and net income at a staggering 25% CAGR in the last five years. It's now discounted because the market believes the search will die. This is not the case. Let me explain:Image3.GOOG search volume is still growing...Despite the worries about AI's taking over the search, Google's annual search volume passed 5 trillion for th

1.Silver lining to the Darkest of cloudsDuring one of the worst Bear Markets ever, there were several opportunities to earn solid double-digit returns for those nimble enough to navigate the BMRs$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Dow Jones(.DJI)$Image2.Relative-value Reminder-Global vs USA-Small vs Large-Value vs GrowthWorth revisiting this as it looks to be coming into play:Image3.n.b. historically Stocks have tended to peak about 6-months prior to the start of an Official RecessionImage

$Tesla Motors(TSLA)$ is down 54% in 2 months. Is a bounce coming? (A thread) 🧵TSLA has been selling off hard… but the signs of a short-term bounce are here.Here’s what I see & how I’m trading it. 👇ImageTSLA is trading below the weekly market bias✅ Structure & trend indicate bearish pressure🟢 BUT—the bias is still greenTranslation:Short-term buyers are stepping in, but long-term confirmation isn’t there yet.Image🔹 Daily BX Trender: Higher lows + turned green → Bullish accumulation🔹 Weekly BX Trender: Still making lower lows → No full confirmation TSLAWhat this tells me:Buyers are trying to step in, but we don’t have a true bottom yet.Image📊 Upside potential: $280-$300📉 Downside risk: ~11% from hereBest case → Weekly BX confirms higher lows

Hello everyone! Today i want to share some trading analysis with you!1.Munger wisdom: $Berkshire Hathaway(BRK.A)$ Image2.The best time to buy stocks in usually in corrections and recessions:Image3.Fast growing quality:Image4.Evolution 2020 📈Rev: $561MEPS: $1.5FCF: $292.8MShare Price: $95.67 (Peak) Evolution 2025 📉Rev: 2.063M (+267%)EPS: $5.9 (+293%)FCF: $1.235M (+321%)Share Price: $77.59 (-18.9%)Is Evolution attractive at the current price?5.Factors needed to make money in the stock market:Image

Hello everyone! Today i want to share some trading ideas with you!1. $Palantir Technologies Inc.(PLTR)$ Beautiful volume shelf setup on the weekly candle chart. Image2. $Amazon.com(AMZN)$ This could easily be one of the biggest gainers next week for mega caps. Watching for an easy 5% day at some point Monday or Tuesday.Image3. $NVIDIA(NVDA)$ Another perfect bounce at the December 2023 pivot VWAP zone. Image4. $Shopify(SHOP)$ At an interesting spot into next week.Image5. $Tesla Motors(TSLA)$ Third time's a charm?ImageFollow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you!1.Lots of are starting to point towards $Alibaba(BABA)$ breaking out towards 175. Over a year ago this exact target was marked with wonderful entry opportunity. 175 and 75 for Alibaba and $TENCENT(00700)$ will be the time to conclude the trade— …. just when everyone is looking at them.2.I’ve caught the Longevity bug— courtesy of people like Bryan Johnson, Dr. Huberman & Gary Brecka. James Clear’s Atomic Habits helped stitch it all together. Feeling my absolute best in 2025. Mental clarity is incredible when the foundation is set in consistency.ImageImageImageImage

Hello everyone! Today i want to share some technical analysis with you!1. $S&P 500(.SPX)$ This pullback has mirrored the August 2024 Yen Carry Trade fiasco very closely—peak to trough.Even daily RSI is turning up at the same spot. Image2. $Strategy(MSTR)$ Saylor's Revenge. Image3. $JPMorgan Chase(JPM)$ $Goldman Sachs(GS)$ Two of the biggest financial names testing their 200-day SMA for the first time in over a year…Big week ahead. Image4. $SPDR Gold Shares(GLD)$ Have you ever seen a more perfect cup & handle pattern? ☕️GLD on pace for its best Q1 performance since 2016.Image

$Lowe's(LOW)$ 32% reduction in shares outstanding since FY17 ~$53 B in buybacks~$11 B current buyback authorization~$127 B current market capThese buybacks have materially improved FCF/share (next tweets)ImageLOW DebtFirst the caveatBuybacks have largely been financed by debtNet debt increased from $6B at the end of FY17 to $33 B at the end of FY24ImageLOW Cash flow pictureCash flow from operations (OCF) peaked in FY20 FY24 saw the reversal of a downtrend in OCFAlthough FY24 OCF is still 13% lower than FY20FCF/share has improved 10% vs FY20 (see previous tweet)Effect of shares outstanding reduction from buybacksImageLOW FCF/shareFY24 saw record FCF/share+10% FCF/share vs previous record in FY20 ImageLOW DividendsA side benefit of shares outstanding

$Fair Isaac(FICO)$ operates a consumer credit scoring system that's widely used in consumer loans and banking. They also have a software business that provides solutions for fraud detection, loan origination and customer relationship management. The company's revenue is typically split evenly between scores and software, though scores contribute 75% of operating income due to higher marginsFICO Scores:The industry-standard credit score, used in over 90% of U.S. lending decisionsGenerates high-margin revenue.Used in mortgages, auto loans, credit cards and loan securitisation.Scores are inexpensive (often under $1), but essential to financial institutions.Software Business:Provides analytics for fraud detection, credit origination, and customer mana