To The Moon

After a brutal stretch in the market’s penalty box, $Roblox Corporation(RBLX)$ has pulled off a surprising comeback. Shares are up a blistering 115% year to date, easily outpacing the S&P 500’s modest 8%. The platform once written off as a pandemic fad is staging a credible revival, with a viral hit and improved monetisation mechanics breathing new life into the investment case. Still, this isn’t a metaverse free-for-all—underneath the euphoria lies a company that’s growing fast, burning cash, and battling for its place in an AI-driven entertainment landscape. Where user dreams plant seeds, platforms scale skyward Game on: the return of platform power Let’s start with the game-changing catalyst that’s ignited Roblox’s recent momentum: Grow a G

$GE Vernova Inc.(GEV)$ General Electric Vernova (NYSE: GEV) stunned Wall Street this earnings season with results that sent its shares soaring to new highs. In just one trading session, the stock jumped more than 14% following its quarterly report — a dramatic move that reflects surging investor optimism around the company’s prospects in the global energy transition. But as with any stock that makes a sharp upward move, the key question for long-term investors is: has GE Vernova become too expensive, or is it still a compelling buy? In this article, we’ll take a closer look at the company’s fundamentals, growth catalysts, valuation, and risks to help you assess whether GEV deserves a place in your portfolio at current levels. From Conglomerate to C

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ On Wednesday, I wasn’t feeling well and didn’t get to review the options data for new positions, but I had a hunch that Google’s earnings would be decent.Out of curiosity, I checked my phone, and to my surprise, someone opened a massive position the day before the earnings report: 60,000 contracts of the $GOOGL 20250919 210.0 CALL$ , with a total transaction value of over $23 million—executed as an on-exchange trade.Theoretically, this signals extremely bullish sentiment. However, I held back from going all in. While the earnings were unlikely to disappoint, I wasn’t convinced there would be a massiv

3.8% Dividend Yield.DAC has 15 new methanol-fueled container ships under construction, all pre-contracted upon delivery, representing 27.2% capacity expansion set to fuel growth.DAC operates an 84-ship fleet with 471,500 Twenty Foot Equivalent (TEUs) of containerized capacity and 1,760,861 DWT of dry-bulk capacity.Excluding new ship construction capex, DAC generated $572.4 million in trailing twelve-month free cash flow.The company has 99% of operating days contracted through 2025 and 85% through 2026 giving the company great visibility.Investment Thesis $Danaos(DAC)$ is a tonnage-provider and non-operating owner of container ships and dry-bulk ships. Across its 84-ship fleet it has 471,500 TEUs of containerized capacity and 1,760,861 DWT (dry weig

1.S&P 500 Soars Past 6,300, Another All-Time PeakThe $S&P 500(.SPX)$ hit its 11th all-time high of the year on Wednesday trading, continuing its remarkable turnaround from just a few months ago.The S&P 500 Index has crossed above 6,300 for the first time in this week, its 3rd 100-point milestone of 2025 and 7th in the past year. Fears overs tariffs impacting the global economy have completely disappeared.The S&P 500 Index is not only one of the most influential stock indices in the world, but also a "barometer" of the US economy.2. Investings based on $S&P 500(.SPX)$ is a good choice because many funds cannot outperform the Index.The godfather of value investing, Warren Buffett, bet wi

“Tariff Limbo, Profit Palooza: 112 S&P 500 Reports Set to Define H2 2025”It is not easy to summarise the big market movements since the launch of President Trump v2 on 20 January, but with a half-year of data available we can now start to pick out some patterns. According to Forbes, Trump has flip-flopped on tariffs 28 times since Liberation Day. Wall Street has given him the derisive nickname of “Taco Trump” – standing for “Trump always chickens out” – and it may be that the sheer amount of to-ing and fro-ing has given companies and markets time to price in the effects of tariffs and dulled the shock somewhat. The latest promised date of tariff imposition is Friday 1 August, the same day the likes of $Chevron(CVX)$ and