To The Moon

As Labubu 3.0 ignites global frenzy, is the magic priced in? The tiny yet mischievous Labubu has done it again. On April 25, Pop Mart’s app rocketed to the top of the US App Store’s Shopping category for the first time ever—an extraordinary feat for a Chinese designer toy company still expanding globally. That same evening, its LABUBU 3.0 series sold out instantly across China. The market's reaction? A 12% surge in Pop Mart’s share price, vaulting it to a new all-time high of HK$199. I won’t deny it—seeing a company with roots in Beijing’s toy aisles now command such global attention is exhilarating. But with shares up over 475% in the past year and the valuation nearing nosebleed territory (a trailing P/E of 77.5 and price-to-sales ratio over 18), the question feels inevitable: have we mi

$Cloudflare, Inc.(NET)$ is scheduled to report its Q1 2025 financial results on Thursday, 08 May 2025, after the U.S. market closes. They will also host an investor conference call that day at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time. Revenue: Expected to be between $468.0 million and $469.4 million. This represents approximately 24% year-over-year growth. Non-GAAP EPS: Expected to be around $0.16 per share. This would be flat compared to the $0.16 reported in Q1 2024. GAAP EPS: Consensus estimates are around $-0.05 per share, compared to $-0.03 in Q1 2024. Non-GAAP Income from Operations: Cloudflare's guidance was for $54.0 million to $55.0 million. Cloudflare (NET) Last Positive Earnings Call Saw Share Price Decline By 13.36% NET had a pos

Stagflation, a challenging economic environment characterized by stagnant economic growth, high inflation, and typically high unemployment, generally poses significant headwinds for the stock market. Why Recent Economic Data Suggest Potential Stagflation? The combination of the unexpected economic contraction (negative GDP growth) in Q1 alongside inflation metrics that accelerated on a quarterly basis and remain well above the Fed's target is the core reason for rising stagflation concerns. Weakening manufacturing activity with simultaneously rising price pressures, coupled with early signs of a cooling labor market, adds to the picture. Analysts are specifically using the term "stagflation warning shot" in response to this recent mix of data. Below is a summary of the most recent U.S. eco

$MARA Holdings(MARA)$ is scheduled to report its Q1 2025 financial results and host a conference call on Thursday, 08 May 2025, after the market closes (5:00 p.m. Eastern Time / 2:00 p.m. Pacific Time). Revenue: Expected to be around $221.2 million to $221.7 million. This would represent a significant year-over-year increase of roughly 34%. Earnings Per Share (EPS): Estimates vary somewhat. Different sources report consensus forecasts ranging from approximately $-0.01 per share to $-0.68 per share. For comparison, MARA reported an EPS of $-0.06 in Q1 2024. Most estimates suggest a larger loss per share compared to the same quarter last year, despite the expected rise in revenue. Estimate Revisions: Some sources note that consensus EPS estimates ha

Lately, there are many news article speculating that US will slip into Stagflation anytime from Q2 2025 onwards. (see below) After reading one post too many about it, it seems to take on a life of its own. What is Stagflation ? It is an economic term used to describe a combination of (a) rising inflation, (b) slower economic growth and (c) high unemployment. Objectively speaking, item #a does not seemed to be happening, at least not based on CPI’s March 2025 data. There will be another take on US inflation when US’s personal consumption expenditure (PCE) is released on Wed, 30 Apr 2025. On US economic growth, when the GDP report is out on Wednesday, we will know. Rounding off, Fri’s US Non-farm payroll will shed light on Jobs/ Labour & Unemployment. Market Consensus. Like it or not, ma

Imagine this: You have one golden ticket to dine with either Donald Trump or Warren Buffett. No media, no handlers – just you, your burning investment questions, and a legendary figure who's shaped modern finance. Who would you choose? This isn't just about food preferences – it's about fundamentally different approaches to wealth creation that could reshape your portfolio strategy. The Trump Experience: Deal-Making Over Dessert A dinner with the 45th President would be anything but ordinary. Here's what you'd likely take away: 1. The Art of the Deal (and the Rebrand) Trump's business empire thrived on licensing and branding (Trump Tower, hotels, golf courses) Key lesson: Creating perceived value can be as important as intrinsic value Modern parallel: Meme stocks and celebrity crypto endor

$S&P 500(.SPX)$ The S&P 500 limped through April with a -0.76% close, a softer blow than March’s gut-punching -5.75% drop. After four months of turbulence, investors are eyeing the “Sell in May and go away” playbook—but is it a golden ticket this year, or a relic to ignore? With the market showing flickers of a rebound, the big question is: Do you cash out now or hold on for a potential May surge? Let’s dive into the numbers, trends, and what’s at stake. The S&P 500’s Rough Patch: Context Matters April’s -0.76% slip caps a volatile stretch for the S&P 500, which has weathered declines over the past four months. March’s -5.75% rout was a wake-up call, driven by sticky inflation and geopolitical jitters. Yet, April’s milder retreat h

The S&P 500's 0.76% decline in April has investors whispering the old adage: "Sell in May and go away." But before you liquidate your portfolio and head for the sidelines, let’s examine whether this seasonal strategy still holds water—or if staying put (or even buying the dip) might be the smarter play. The "Sell in May" Myth: Does It Still Work? The "Sell in May" strategy stems from historical data showing that stocks tend to underperform between May and October. Since 1950, the S&P 500 has averaged a +1.7% return from November-April versus just +0.8% from May-October. But here’s the catch: markets don’t always follow the script. 2023 Example: The S&P 500 gained 8% from May-October, defying the seasonal slump. 2022 Exception: The index plunged 15% in the same period amid Fed r