To The Moon

$Texas Instruments(TXN)$ announced Q2 earnings after the plunge, Q2 high growth is actually "tariffs to ripen", Q3 guidance exposure of endogenous demand weakness, valuation from the "recovery premium" to return to the "reality of pricingThe price of valuation has returned from "recovery premium" to "realistic pricing". The short-term focus is on whether industrial demand can offset the auto drag, while the long-term bet is on whether US manufacturing cost reductions can hedge against geopolitical risks.At this juncture, the market needs to digest the dual uncertainties of tariff policy and capital expenditure, and share price volatility will remain high.Performance Overview and Market FeedbackIn terms of core metrics, revenue 4.45B, +16% YoY vs. 4

One of the strongest performing defense stocks so far this year $Philip Morris(PM)$ in the tobacco sector announced Q2 earnings, an unexpected plunge of 8.4%, of which revenue fell slightly short of expectations, but also because of the slowdown in combustible tobacco shipments, gradually mentioned by smokeless products.The company has entered the "smokeless-led" strategy to realize the period, short-term reliance on EPS upgrades + rate cut expectations (Fed rate cut probability of 78% in September) to support the defensive premium, but need to be vigilant about the H2 combustible tobacco weakness and approval delays.Long-term to look at smokeless products 2030 target share of >50% of the path is clear, ZYN U.S. share, IQOS emerging market penetr

It’s not every day a restaurant tech company gets invited to the big table. But Toast’s 2025 playbook has made one thing clear—it’s no longer just serving the local café. With enterprise giants like Applebee’s and Topgolf now on its menu, Toast’s transformation from point-of-sale workhorse to full-stack SaaS heavyweight is finally coming to the boil. For growth-focused investors, the recipe looks increasingly irresistible. Where POS meets AI: this isn’t your average kitchen anymore The Enterprise Leap Is Toast’s Defining Inflection Point Let’s start where the market should be looking—Toast’s quiet revolution into enterprise SaaS. This year, the company signed its largest enterprise deals to date, expanding beyond mom-and-pop eateries to nationally scaled brands. Applebee’s was the headline

CATL (Contemporary Amperex Technology Co.) ( $CATL(03750)$ ) – Technical Analysis CATL is a major EV battery manufacturer, listed on both the Shenzhen Stock Exchange (SZSE) and Hong Kong Stock Exchange (HKEX). The SZSE listing is its primary listing. It was later dual-listed in HKEX, offering global investors more access to the company’s shares. SZSE Chart (Daily Timeframe) Price recently rebounded strongly from a multi-month base. It is now approaching a key resistance zone, marked by past price peaks around CNY288. The rally has been steep, and momentum is strong — but the zone ahead may present technical resistance. HKEX Chart (60-min) On the HKEX 60-min chart above, price has broken above the HKD395 resistance, showing bullish momentum.

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