To The Moon

**Palantir’s Commercial Sector Growth: Expansion into Healthcare, Finance, and Manufacturing** Palantir Technologies has significantly expanded its commercial sector presence, diversifying from its government contract roots to become a key player in industries like healthcare, finance, and manufacturing. Its flagship platforms, Foundry and the Artificial Intelligence Platform (AIP), leverage advanced data analytics and AI to drive operational efficiency and decision-making. In Q2 2024, Palantir’s U.S. commercial revenue surged 55% year-over-year to $159 million, reflecting robust growth, with commercial revenue accounting for roughly 45% of total revenue in recent quarters. Below is an overview of Palantir’s expansion in these sectors, including recent contracts and partnerships.[](https:/

$WeRide Inc.(WRD)$   📊 WeRide (WRD) Stock Re-Analysis – July 2025 🟢 Key Strengths & Positive Developments 1. Uber Partnership = Real-World Revenue WeRide is already generating profits, which is rare in the autonomous driving sector. Its partnership with Uber in the UAE is live and growing fast, proving its business model has real traction. 2. First Profitable Quarter Achieved net income of $15.4M on revenue of $45M in Q1 2025. Gross margins at 35%, showing strong cost control even while scaling. 3. Aggressive Buyback Program Company approved a $50 million share repurchase plan – this reflects confidence by management in the long-term value. 4. IPO Float Still Low As a recent IPO, only a portion of shares are

Whether it's with stocks, money, or anything else in life, I’ve made a conscious effort to avoid greed. Why? Because I’ve come to believe that greed quietly erodes peace of mind. It pushes us to chase more, even when we already have enough. And in that endless chase, we lose sight of what truly matters—contentment and gratitude. In the Stock Market: Small Profits, Big Perspective When I invest in stocks, I always try to remind myself: a profit is a profit even if it's small. Yes, there are times when I look back and think, "I sold too early." I’ve seen stocks climb higher after I exited. I've calculated what I could have made if I had held on just a bit longer. That kind of thinking is natural, especially in a market that often rewards risk-takers. But then I pause and remind myself: “Woul

Replying to @Daily_Discussion:Hi, Daily_Discussion - one more question.  When you stated "any multiple entries within the same period" - the same period refers to "a post's submission date" OR the date Tiger assessed the submitted post. Example, my 2 posts were submitted on 27 Jul 2025.  It was left unassessed by Tiger until Mon, 28 Jul 2025 as picked posts. If I want to stick, submitting only 2 post for Tiger's (Pick or Ideal) assessment, am I permitted to submit 2 posts on Mon, 28 Jul 2025 for Tiger's assessment tagging (of Picked or Ideal).  Thanks.//@Daily_Discussion:Yes, that's what it means.[流泪]//@JC888</

$Coinbase Global, Inc.(COIN)$ $CME Bitcoin - main 2508(BTCmain)$ 🧠📉⚖️ Coinbase Pullback Before Earnings: Smart Profit-Taking or Setup for the Next Surge? ⚖️📉🧠 I’m intrigued by the divergence unfolding in $COIN. After rallying from the April breakout low of $142.58 to a high of $444.64, it’s now pulled back to $375.25 ahead of Q2 earnings on 31Jul. That six-day losing streak, now totaling a 9.5% drawdown, feels less like panic and more like controlled distribution. Data always shows the path before price confirms it. I’m staying adaptive. COIN is now back under T3 on the weekly, re-testing supportive zones while recalibrating RSI (67.03) and MACD strength. On the daily, the 20EMA is finally being touc

$SoFi Technologies Inc.(SOFI)$ 🧠📈🚀 SoFi’s Inflection Point: Is $25 Just the Beginning for $SOFI? 🚀📈🧠 🎯 Executive Summary I’m fully convinced that SoFi’s Q1 earnings marked a structural pivot from potential to performance. Despite a staggering +177% rally from April lows ($8 to $22), I see this current pullback as more recalibration than rejection. $SOFI posted a Q1 beat across the board: $772M revenue (+33% YoY, +4% beat), adjusted EPS of $0.06 (+200% YoY), and record user growth (10.92M members, +34% YoY). But momentum alone isn’t enough; investors want acceleration. That puts Q2 earnings front and center. With estimates at $805M revenue and $0.06 EPS, and Q3 guidance already telegraphed at $844.5M, the question now is whether SoFi can reignite t

Riding the Earnings Wave: Tech and Crypto Poised to Drive Market Gains The investment world is buzzing with anticipation for what promises to be the busiest earnings week of the season. Spanning Big Tech, crypto, chipmakers, financial services, and oil giants, this week could inject fresh momentum into the markets. Despite a lingering shadow of gloom, the robust performance expected from key sectors—particularly technology and cryptocurrency—may well propel the market to new heights. Here’s a data-driven look at why optimism is warranted. Tech Titans Set to Lead the Charge This week, Meta, Microsoft, Apple, and Amazon will report earnings after the bell on Wednesday and Thursday, setting the pace for the tech sector. Meta’s stock edged up 0.04% to $717.90 in post-market trading, reflecting

Nvidia and AMD: Powering Past $200 in a Tech-Driven Surge The race between Nvidia and AMD to breach the $200 mark is heating up, fueled by robust momentum and a thriving tech landscape. Both semiconductor giants are riding a wave of optimism, with AMD’s recent 2% jump to $166 on Friday and Nvidia’s strong fundamentals bolstered by bullish market signals. As big tech earnings roll out this week, the stage is set for these industry leaders to soar past $200, driving a broader market rally. Here’s why the outlook is overwhelmingly positive. AMD’s Momentum Fuels the Charge AMD closed at $166 on Friday, marking a 2% gain, and its post-market price climbed 0.61% to $174.72. This upward trajectory reflects growing investor confidence in AMD’s AI and gaming chip innovations, particularly its Ryzen

🤖 Meta vs Microsoft Earnings: Still AI Growth Machines — or Overhyped? The AI boom has lifted both $META and $MSFT$ to new heights in 2024. Meta is up +45% YTD, Microsoft nearly +25% — both driven by a mix of real business momentum and AI-fueled optimism. But with Q2 earnings this week, retail investors are asking: 👉 Is the AI story still translating into real earnings — or are these stocks now priced for perfection? Let’s break down what to watch — and which name might offer better value this quarter. 📘 Microsoft: Steady Compounder or AI Titan? Microsoft remains the market’s AI bellwether — but expectations are sky-high. 📈 Consensus for Q2: EPS: $3.38 Revenue: $73.81B (up ~15% YoY) 💡 Key Watch Points: Azure growth will be scrutinized — last quarter came in at 31%, just above the street Co

⚡️8 Straight EPS Beats: Can Apple 🍎 & Amazon 🛒 Keep the Streak Alive? Two tech giants. Eight consecutive quarters of EPS outperformance. And now — two very different stories heading into earnings. 📈 $AAPL$ and $AMZN$ have both crushed Wall Street expectations quarter after quarter. But with rising rates, AI competition, and shifting consumer behavior, the question is clear: 👉 Can the streak continue — or are cracks starting to form beneath the surface? Let’s break down what’s priced in, what’s at risk, and who’s better positioned post-earnings. 🍎 Apple: Services Boom or Hardware Plateau? $AAPL$ heads into Q3 earnings with strong tailwinds from Services, but growing questions about iPhone growth and China exposure. 📊 Consensus estimates: EPS: $1.43 Revenue: $88.96B ✅ 7 out of the last 8

This week marks the busiest earnings week of the season, and I am excited to see what unfolds. With major companies across various sectors reporting, it feels like a critical moment to gauge the market's direction. I am particularly focused on the financial payments sector, especially SOFI. Seeing SOFI report on Tuesday and Thursday alongside PayPal, Visa, and Mastercard gives me a chance to assess how these companies are performing in the evolving digital finance landscape. The chip stocks, ARM $ARM Holdings(ARM)$  and Qualcomm $Qualcomm(QCOM)$  , scheduled to report after the bell on Wednesday, also catch my attention. The semiconduc

$Adobe(ADBE)$ 🚀 Why Adobe (ADBE) Is a Strong Buy for the Long Term Adobe has quietly been laying the groundwork for a massive AI-powered transformation — and while its stock may have dipped recently, the company is far from out. In fact, it’s just getting started. 🔐 1. Leading the Future of Video Image AI for Security & Hardware Adobe is developing advanced Video and Image AI Intelligence — with capabilities to understand, enhance, and secure visual content in real time. These technologies are now being integrated into edge hardware systems in collaboration with device manufacturers, enabling AI-powered surveillance, security, and live video analytics at the device level. This opens a completely new vertical for

The news about Singapore Airlines' $SIA(C6L.SI)$  profit tumbling in the first quarter came as a real negative surprise to me. With net income dropping 59% to S$186 million due to losses from Air India Ltd. and lower interest income, it paints a challenging picture. The slight revenue increase of 1.5% to S$4.79 billion, driven by record travel volumes and strong cargo demand, offers some relief, but the overall financial strain is concerning. This week, with Keppel, Seatrium, First REIT, and OCBC set to release their earnings, I am particularly optimistic about Keppel $Keppel(BN4.SI)$  . I believe Keppel will continue to deliver g