To The Moon

Looking at recent reports, there have been some minor dips and mixed analyst sentiment on $NVIDIA(NVDA)$ ahead of its Q1 FY 2026 earnings (28 May 2025). Some analysts have trimmed price targets, citing potential revenue loss from China export restrictions or a slightly more tempered view on gross margins for future products. However, the overall sentiment remains overwhelmingly positive, with a "Strong Buy" consensus from most analysts and very high revenue and EPS growth expectations. Some analysts expect Nvidia to beat Q1 revenue and EPS consensus, driven by strong demand for Hopper and Blackwell GPUs, and conservative Street estimates. As the transition for the costly Hopper-to-Blackwell is nearing completion, this signal that profitabiity shou

Market OverviewU.S. stocks closed sharply lower on Wednesday(May 21) as Treasury yields spiked on worries that U.S. government debt would swell by trillions of dollars if Congress passes President Donald Trump's proposed tax-cut bill. 20-year treasury auction goes badly, yields spike as bonds sell off.Regarding the options market, a total volume of 54,913,623 contracts was traded, up 36% from the previous trading day.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $AAPL(AAPL)$, $PLTR(PLTR)$, $Cboe Volatility Index(VIX)$, $MSTR(MSTR)

$Snowflake(SNOW)$ Q1 2026 earnings demonstrated robust revenue growth (+26% YoY), an EPS beat ($0.24 vs. $0.21 est.), and strong customer expansion (606 high-value clients, RPO +34% YoY). The AI Data Cloud strategy, partnerships with NVIDIA and Anthropic, and operational efficiency gains underpin long-term growth. However, revenue growth deceleration, declining NRR, and high stock-based compensation remain points of caution.Valuation Re-Rating Triggers:Accelerated AI Revenue Contribution: Significant growth in AI-driven workloads (e.g., Cortex AI-powered queries and app development) could prompt a valuation re-rating.Sustained NRR and RPO Growth: NRR recovering to higher levels (e.g., 130%) or continued RPO growth would bolster confidence in futur

💡 Why I Sold a $105 PLTR Cash-Secured Put Instead of Buying Near the High 🚫 Avoiding FOMO at the Top As Palantir (PLTR) climbed toward its all-time high of $125, many investors rushed to buy in, driven by the fear of missing out (FOMO). But I’ve learned from past experience that buying at euphoric highs often leads to regret when momentum fades. Rather than chasing the price like a gambler at the table, I took a disciplined approach. I refused to pay a premium at the peak, choosing instead to position myself for a better entry or a premium income—both win-win scenarios. 🎯 $PLTR 20251017 105.0 PUT$  💰 Selling the $105 Put for Income I sold a cash-secured put at a strike price of $105, expiring in December, for a juicy prem

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