To The Moon

While many retailers across the country are seeing their sales take a dip as consumers tighten their spending, $Wal-Mart(WMT)$, the largest US retailer managed to keep its sales afloat. (see below) Walmart Q1 2026 - Earnings per share In its first-quarter earnings report for fiscal year 2026, Walmart revealed that its US comparable sales increased by +4.5% YoY, and (i) average number of transactions and (ii) amount of money shoppers spent per purchase - spiked. Walmart Q1 2026 - Revenue This increases contributed to Walmart’s $5.7 billion sales in its US operating income, that is +7% YoY gain. On 15 May 2025 during its earnings call, CEO, Doug McMillon said: Increased sales were not driven by inflation but higher transactions. Despite increased sal

$NVIDIA(NVDA)$ On May 19, during the opening of the Taipei International Computer Expo, NVIDIA CEO Jensen Huang delivered a keynote speech. The speech did not reveal any major surprises: it mainly reiterated the company’s focus on AI communication infrastructure (e.g., NVLink Fusion) and long-term projects (e.g., robotics and Omniverse). Although the U.S. Department of Commerce's restrictions may have short-term impacts, the bearish factors are clear, and the company is expected to accelerate growth again in the second half of the year.As for next week’s earnings report, the bearish factors are also clear. Morgan Stanley analysts noted that they expect investors to anticipate a slight beat in Q2 earnings, with guidance remaining flat or slightly i

$UnitedHealth(UNH)$ is the largest health insurance provider in the United States, holding a dominant position in the industry with a 15% market share. The U.S. healthcare market is vast and characterized by high demand rigidity. The company's business spans multiple areas, including insurance, outpatient services, health data, and health care.Recent Insider Buying ActivityInstitutions, insiders, and significant investors have loaded over 200M+worthofUNH shares within the past few days.Specifically:New CEO purchases $25M on 5/16CFO purchases $5M on 5/16Director purchases $1.5M on 5/15Stock Performance and Market Sentiment $UnitedHealth(UNH)$ has seen a cumulative increase of nearly 30% over the past three t

In its keynote speech at Computex 2025, $NVIDIA(NVDA)$ focused on releasing several heavyweight technologies and products, clearly demonstrating its full-chain layout in the AI ecosystem , from chip design, system platforms, enterprise applications to national-level infrastructure.Summarized in one sentence: Towards the era of AI ubiquity1. New product/platform announcements (seven in total)NVLink Fusion: For the first time, the proprietary interconnect protocol is open to non-NVIDIA CPU/ASIC design companies, supporting third-party companies (e.g., $Media Tek Inc.(MDTTF)$ $ALCHIP TECHNOLOGIES LIMITED(ALCPF)$ $Marvell Tech

The recent agreement reached in the U.S.-China tariff negotiations has significantly alleviated the market anxiety that had prevailed since April. Meanwhile, although the Russia-Ukraine talks have resumed, a swift resolution remains unlikely; however, signs of progress have also helped ease risk aversion. Has the worst already passed? Hopefully so, though former President Trump’s unpredictable remarks remain a potential source of volatility. For now, the short-term market climate appears relatively calm. With the 90-day tariff suspension period not ending until late July, there is still time for developments—investors can be cautiously optimistic, but should avoid reckless moves.1. Key Support for U.S. Stock IndicesMay is a critical period for U.S. stock indices, which often experience tur

1.The Future Path of the Market: Bullish Run or Correction?Will the market continue its bullish run, or is a correction on the horizon? This is the million-dollar question for investors. Technically, the overbought conditions of the S&P 500 and InvescoQQQ suggest the possibility of a short-term pullback. However, the massive buying by retail and institutional investors, combined with the extreme levels of the Fear and Greed Index, indicates a strong upward momentum.Below are some charts observation.The current market landscape is a complex tapestry of signals and emotions. Both the $S&P 500(.SPX)$ and the $Invesco QQQ(QQQ)$ have reached their most overbought levels s

Market OverviewRetail traders went on a record dip buying spree Monday(May 19), reversing a 1% decline in the S&P 500 Index triggered by the US credit downgrade from Moody’s Ratings late last week.Regarding the options market, a total volume of 40,783,578 contracts was traded.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $UNH(UNH)$, $PLTR(PLTR)$, $AMZN(AMZN)$, $MSTR(MSTR)$, $SMCI(SMCI)$,

$PDD Holdings Inc(PDD)$ is expected to release its fiscal Q1 2025 earnings report on 23 May 2025. Revenue Growth: Analysts anticipate revenue to be around RMB 103.368 billion. Earnings Per Share (EPS): The consensus EPS forecast is around USD 2.25 (or RMB equivalent). Tipranks is expecting the EPS to come in at $2.60 PDD Holdings (PDD) Last Neutral Earnings Call Saw Share Price Declined By 6.60% PDD Holdings had a neutral earnings on 20 March 2025 which saw its share price declined by 6.60% since. PDD Holdings demonstrated strong revenue growth and successful merchant support initiatives, despite facing challenges such as rising costs, intense competition, and fluctuating profit margins. The company's commitment to agriculture and global business s

$NVIDIA(NVDA)$ Buckle up, tech fans—NVIDIA’s CEO Jensen Huang is about to kick off Computex in Taiwan with a keynote that’s got everyone talking. With NVIDIA’s earnings dropping on May 28 and Mizuho hiking its stock price target to $168, the stakes couldn’t be higher. Huang’s speech is expected to spotlight breakthroughs in artificial intelligence server systems, cloud computing products, and robotics. But there’s a wildcard: how will the H20 series export restrictions shake up NVIDIA’s massive China business? Here’s the full scoop on what’s coming and what it means for the green team. 🌟 What’s Cooking in Jensen’s Computex Keynote? Computex is where tech titans flex their muscles, and Huang’s Monday opener is the main event. With NVIDIA riding the