To The Moon

How true it is about the fickleness or over-expectations from retail traders. Palantir reported exactly, or higher, than professional analyst's projections, but the retailers were hoping for the moon. So how do we then reconcile this with Tesla where they are continuing to report dismay sales and falling margins, but yet retailers are believeing Elon Musk and hoping for, not just the moon, but the stars even. I think Palantie will recover, but Tesla is up for a big reckoning pretty soon.

$TSLA investors need to remember that EV fundamentals still drive TSLA’s stock price (-2.4% today vs NDX -0.7%). April Europe sales have so far been terrible and the Model Y changeover can no longer be used as an excuse. With nearly all European countries now reporting April sales, @troyteslike is predicting that April 2025 Europe sales will be -47% YoY vs April 2024. We predict that FY’25 TSLA delivs will be -6% YoY vs FY’24, vs FY’25 WS est decline of -3% YoY. The clear message is that FY’25-FY’26 consensus non-GAAP EPS ests are likely to come down further (FY’25 $2.09 today, -21% vs pre-1Q earnings release; FY’26 $3.03 today, -17% vs pre-1Q earnings release), which could further pressure TSLA’s stock. Two consecutive years of declining deliveries aren’t consistent with a stock trading a

$SPDR S&P 500 ETF Trust(SPY)$  let's see if S&P can rise up to 5700 and defending this range.

$NIO Inc.(NIO)$   NIO’s outlook for 2025 is marked by ambitious growth targets and global expansion plans. While the company faces challenges such as international tariffs and financial volatility, its strategic initiatives in product diversification, technological innovation, and market expansion position it as a resilient player in the evolving EV landscape. In April 2025, NIO achieved a notable milestone by delivering 23,900 vehicles, marking a 53% year-over-year increase. This includes 19,269 units from its premium NIO brand, 4,400 from the family-oriented ONVO brand, and initial deliveries from the new Firefly subcompact line. Year-to-date, NIO has delivered 65,994 vehicles, up 44.5% compared to the same per

$Intel(INTC)$  Institutional investors and hedge funds have recently made changes to their positions in the company. As of May 2025 while some institutions have reduced their holdings, others have increased theirs, reflecting a more optimistic approach amid Intel’s ongoing strategic shifts and market performance. Norges Bank increased in shares of Intel in the fourth quarter worth about $1,246,569,000. Two Sigma Advisers increased their shares of Intel during the 4th quarter worth approximately $289,752,000. Two Sigma Investments LP bought a new position in Intel in the fourth quarter valued at approximately $237,457,000. Assenagon Asset Management S.A. raised its holdings in Intel by 264.0% during the 4th quarter.

Quality is a very high cost expense. Firefly sales target number is very low for such high quality. Just afraid the profit margins might be low and cannot sustain production cost. Delaying sales numbers is considered as a loss of income. Management must really sell more cars if they really want to stay above water. Stay safe. Stay focus and don't buy without your eyes open. 🍉 🍉 🍉

MicroStrategy’s strategy of increasing its Bitcoin holdings, now at 553,555 BTC as of April 28, 2025, valued at approximately $33.14 billion, has been both polarizing and transformative. Under Michael Saylor’s leadership, the company has pivoted from a traditional business intelligence firm to a Bitcoin-centric treasury operation, leveraging debt and equity to amass over 2.5% of Bitcoin’s total supply. This move has propelled its stock price, with a 500% surge in 2024 and a 92% increase over the past year, outperforming even Bitcoin itself. But is this strategy a masterstroke or a high-stakes gamble? And should MicroStrategy diversify into other cryptocurrencies like Ether? Let’s break it down. Is MicroStrategy’s Bitcoin Strategy Risky or Brilliant? The Case for Brilliance Capitalizing on

$Palantir Technologies Inc.(PLTR)$  Palantir Technologies Inc. (NYSE: PLTR) is scheduled to report its Q1 2025 earnings on Monday, May 5, after market close. Analysts anticipate earnings per share (EPS) of $0.13, reflecting a 62% year-over-year increase, and revenue of approximately $862 million, marking a 36% growth compared to the same period last year . --- Can Palantir's Earnings Justify Its Current Valuation? Palantir's stock has experienced significant appreciation, currently trading around $124.28, with a year-to-date increase of approximately 54% and a 12-month surge of about 450% . This growth is attributed to its strategic positioning in artificial intelligence (AI) and defense sectors.  Despite robust

$Apple(AAPL)$   Dow Jones 08:30 Apple stock dropped on Friday after the company put a number on its financial hit from President Donald Trump’s tariffs. While a plan to build more iPhones in India should help it escape the worst of the levies, Wall Street is still nervous about what comes next.  CEO Tim Cook told analysts that shipping devices sold in the U.S. from India and Vietnam, rather than China, would add about $900 million to the company’s costs for the June quarter in the company’s earnings call on Thursday.  Apple shares closed lower 3.7% at $205.35. That might seem like something of an overreaction for the added costs. But there is no guarantee yet that India and Vietnam won’t also face tari

Warren Buffett's announcement to step down as CEO of Berkshire Hathaway by the end of 2025 indeed signifies the conclusion of a remarkable era in global finance. Having led the conglomerate since 1970, Buffett transformed it from a struggling textile company into a diversified powerhouse with significant holdings across various industries, including insurance, energy, transportation, and technology . Confidence in Greg Abel's Leadership Greg Abel, currently Vice Chairman overseeing non-insurance operations, has been designated as Buffett's successor. Abel has managed key Berkshire businesses such as BNSF Railway, See’s Candies, and Dairy Queen over the past seven years, demonstrating strategic acumen and a commitment to Berkshire's decentralized management philosophy . His low-profile deme

$Tiger Brokers(TIGR)$ too quick or just about right timing. ??

$Palantir Technologies Inc.(PLTR)$ is set to release its Q1 2025 earnings on May 5, with shares trading near all-time highs at $124.28 (up 6.95% on May 2). Here’s a breakdown of key factors to determine if PLTR is a buy ahead of earnings: 1. Recent Performance & Market Sentiment Price Surge: PLTR has rallied 38% in the past two weeks , nearing its 52-week high of $125.41. The stock is up ~400% over the past year , driven by AI optimism and defense contracts. Options Activity: High volatility priced in (IV ~140-145% for near-term options). Calls at the $125 strike show heavy open interest, signaling bullish bets. However, the probability of profit for these calls is just 34% , reflecting uncertainty. Short Interes

$KERRY PPT(00683)$ best HK stock I own.

The earnings reports for Singapore’s three major banks—DBS, OCBC, and UOB—are set to reveal the impact of moderating net interest margins (NIMs) and other macroeconomic factors. Based on analysts' expectations: 1. Projected Earnings Trends DBS: Anticipated 4.4% y-o-y decline in net income to $2.95 billion for 1QFY2025. This reflects challenges in maintaining NIMs amidst rate cuts and a potential slowdown in loan growth. OCBC: Expected to post a 5.7% y-o-y decrease in net income to $1.98 billion. A similar narrative of narrowing NIMs and weaker growth drivers applies here. UOB: Forecast to achieve a 1.1% y-o-y growth in net income, marking the slowest pace since 2QFY2024. This modest growth suggests some resilience but highlights the industry-wide pressure on profitability. 2. Impact of Dec

$STMicroelectronics NV(STM)$ have to wait for long long time to make profit off this one [Facepalm]  [Facepalm]  [Facepalm]  

$POET Technologies Inc(POET)$  POET Technologies: A Strategic Investment Opportunity in the AI Infrastructure Boom As of May 5, 2025, POET Technologies Inc. (NASDAQ: POET) is trading at $4.44, reflecting a 2.2% increase from the previous close. With a 52-week range between $1.60 and $7.79, the stock has demonstrated significant volatility, presenting both risks and opportunities for investors.  Capitalizing on the AI Infrastructure Surge POET Technologies specializes in photonic integrated circuits and optical interposer technology, positioning itself at the forefront of the AI infrastructure expansion. The company’s recent demonstration of its POET Teralight™ 1.6T optical engines at the 2025 OFC Conference garnered increased customer engage