To The Moon

Never invest in the present, always invest in the future—says Stanley Druckenmiller.This one sentence perhaps best summarizes the nature of investment returns.Everybody likes profitable businesses that are still growing fast. Yet, when it’s obvious that this is the case, the price is generally in the sky already. Most future growth is priced in, and there is not much money left in it to be made.Conversely, those who invest before it’s obvious make insane amounts of money.For most companies, you have plenty of opportunity to invest before the inflection point. If you look right, you can see it coming and invest before the masses.First, unit economics drastically improve; then operating cash flow shifts positive and GAAP profitability follows— when it happens, the stock price skyrockets.Resu

During July 7–11, U.S. stocks oscillated around record highs before ending the week modestly lower: $S&P 500(.SPX)$dipped about 0.3%, $Dow Jones(.DJI)$ lost roughly 0.6%, and $NASDAQ(.IXIC)$ slipped 0.2%, as fresh tariff threats early in the week outweighed mid‑week record closes driven by Nvidia’s $4 trillion milestone and Delta Air Lines’ upbeat forecast.In Hong Kong, $HSI(HSI)$ rallied about 0.5% for the week, buoyed by better‑than‑expected corporate results in healthcare and technology, as well as hopes for renewed policy support from Beijing .Competition Highlights:🔹 Most-traded stock :

Last week (July 14-18), the US stock market rose slightly: $S&P 500(.SPX)$ rose about 0.6%, $NASDAQ(.IXIC)$ rose about 1.5%, and $Dow Jones(.DJI)$ Industrial Average remained largely unchanged. The market benefited from the unexpected retail data in June, signs of falling inflation, and more dovish remarks released by Federal Reserve officials, with the technology and consumer sectors leading the gains.In Hong Kong, $HSI(HSI)$ rose by about 0.7% driven by the continuous southward movement of mainland funds and government support signals for real estate c

Lots of earnings this week = plentiful optionselling plays !!!We're 👀 the following July 25 expiry options-write trades:- $Lockheed Martin(LMT)$ 425 put strike- $Coca-Cola(KO)$ 64 put strike- $Texas Instruments(TXN)$ 175 put strike- $Tesla Motors(TSLA)$ 280 strike, cash-secured put- $Quantumscape Corp.(QS)$ 27 strike, naked callAnd then will take the August 1 expiry on these trades:- $Intel(INTC)$ 19 strike, cash-secured put- $Alphabet(GOOGL)$ strike in the 155-165 range, cash-secured put-