To The Moon

4.35% Dividend YieldSFD maintains strong financial health with a 0.7x debt-to-EBITDA ratio, $928 million cash on hand, and no major debt payments until 2027.The company plans $400-500 million in capex for 2025, split between maintenance and operational improvements focused on automation.The company has already cut 20% of its herd size since December 2024, with the goal of internally producing only 30% of needed hogs to stabilize margins across commodity cycles.Despite export challenges, the USDA only expects a 2% drop in overall pork trade, and low storage levels may limit pricing pressures from oversupply in the domestic market.Investment Thesis $Smithfield Foods Inc.(SFD)$ is a producer and processor of pork, and is the largest producer of pork b

$S&P 500(.SPX)$ - The shooting star printed on Thursday was followed by a red candle, but the price continues above the 5 and 10DMA, so no bearish confirmation yet. Since the price is overbought relative to fast oscillators and still below the 200 DMA, the bearish setup has to be confirmed losing the 5DMA, for a visit to $5,551.6.ImageThe futures are building on the launchpad thesis. Let’s see how the day ends. $S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $Dow Jones(.DJI)$ ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Tr

Warren Buffett: His journey wasn't a sprint but a marathon, meticulously built on core principles, patience, and a profound understanding of intrinsic value. Let's delve into the key milestones and philosophies that shaped his investment career.ImageEarly Seeds (1930s-1950s): Born in Omaha, Nebraska, Buffett's early fascination with finance was evident. He bought his first stock at just 11! Heavily influenced by Benjamin Graham's work, "The Intelligent Investor," he embraced the bedrock of value investing: acquiring undervalued companies with robust fundamentals.ImageThe Graham Years (1950s): Buffett's academic pursuit led him to study under Graham at Columbia Business School. Graham's core tenets – the margin of safety and viewing stocks as ownership stakes in a business – became foundati

It’s hard to overstate how well $Hims & Hers Health Inc.(HIMS)$ is performing. The company reported 111% growth in the first quarter and is now profitable and generating consistent free cash flow.Management also expects margins to continue expanding 1-3% per year, so in time, this could be a 10-20% operating margin business.Growth in the quarter was certainly driven by GLP-1s, which were still in shortage in the first quarter, allowing Hims & Hers to compound the product and sell it to subscribers at a low price.That shortage ended early in Q2, so growth will slow in the final three quarters of the year, but management is still expecting 56% to 63% revenue growth in 2025, despite the loss of the compounded GLP-1 exemption.A recent partners

GoldNuggets Digest: ETF holdings of gold $Gold - main 2506(GCmain)$ , gold price valuation indicator, gold vs bonds, family office asset allocations, gold price forecasts...Retail ArrivedTurns out the Gold price peaked just as retail started piling in. ImageExtreme ExpensiveWhile there are strong monetary tailwinds behind gold and an entrenched bull trend, the expensive valuation signal in the chart below —alongside overbought technicals, consensus bullishness, and extended flows/positioning— make for an uncertain outlook, and a period of consolidation and correction is probably a healthy thing for the gold price at this point. ImageGold vs BondsGold has done an outstanding job as a bond alternative — and has not only outperformed as a diversi

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Snowflake(SNOW)$ $Rubrik Inc.(RBRK)$ $ServiceTitan(TTAN)$ $Palo Alto Networks(PANW)$ ImageThis week on Clouded Judgement: The M&am

$Tesla Motors(TSLA)$ A rare bullish order for Tesla appeared: a short-term bullish option, 300 call $TSLA 20250606 300.0 CALL$ , with 38,000 contracts opened, likely indicating buying activity.At the same time, the top bearish open interest was the 280 put $TSLA 20250509 280.0 PUT$ , with 8,250 contracts opened, primarily sold.Additionally, a significant number of new positions were opened for July-expiry 400–415 calls, such as $TSLA 20250718 400.0 CALL$ . This is worth monitoring.From a trend perspective, 280 has become a new support level,

$TSLA 20250516 250.0 PUT$ Entered my cash secured put position (at price level $2.93) when TSLA retrace back to $275 level, entered too early thus I didnt manage to get a good price point. But I held on anyway. Currently TSLA is trading within a channel between $270-$294. If TSLA is able to break and hold $282, we should be able to see $294 as the next resistance. If TSLA is able to break $294, more upside is to come. Happy with the 67% profit from this swing position, thus I exited my cash secured put position at $0.93. Trade safe Tigers!

$Trade Desk Inc.(TTD)$ “Ad winter”? Not here. I've been holding TTD and the more I watch it, the more I feel like it’s a sleeping giant. Their AI-driven edge，especially in CTV，is quietly taking over more and more of the pie. I won’t be surprised if it hits $90 this year. There might even be some upside surprise in the next earnings. The ad industry isn’t slowing down anytime soon，and neither is TTD.