To The Moon

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

Amazon Earnings Preview: Will AWS Bring a Surprise or a Shock to the Market? Amazon will announce its FY2025 Q2 earnings report after the market closes on July 31. Core Financial Indicators Amazon's revenue is expected to be $162.02B for 2025Q2, up 9.49% YOY; EPS is estimated to be $1.323, up 5.03% YOY. Three Things to Watch: Global Retail Growth U.S. Bureau of Economic Analysis (BEA) data shows that the growth rate of personal outlays for U.S. residents in the second quarter was roughly the same as in the first quarter, maintaining growth between 2% and 3%. According to Digital Commerce 360's analysis of data from the U.S. Department of Commerce, the e-commerce penetration rate in the U.S. reached a record high of 22.7% in 2024. Since the U.S. Department of Commerce began tracking e-comme

The news of Apple and Amazon both achieving 8 straight quarters of EPS beats is impressive, but I am particularly bullish on Apple $Apple(AAPL)$  this time. With Apple exceeding EPS estimates in all 8 quarters and revenue expectations in 7 of those reports, its consistency stands out. The consensus EPS estimate of $1.43 and revenue estimate of $88.96B set a high bar, and I believe Apple will surpass these figures again. I am excited about Apple's potential this quarter, especially with its strong ecosystem and loyal customer base. The company's ability to innovate with products like the iPhone and services like Apple Music gives me confidence in its long-term growth story. After earnings, I expect to be even mor

$SoFi Technologies Inc.(SOFI)$ SoFi’s latest quarterly report has reignited debate on the company’s trajectory. With its stock dancing near the critical $20 level, investors are left wondering: is this a breakout moment or a bull trap? Introduction: Fintech’s Pivotal Moment In a financial environment dominated by uncertainty, interest rate turbulence, and evolving consumer behavior, SoFi Technologies finds itself once again in the spotlight. The neobank and fintech innovator has just reported its latest earnings, a performance that could either catalyze a breakout to new highs — or trigger a disappointing retreat below the psychologically significant $20 level. The market's attention is sharply focused on whether this quarter signals fundamental s

The $ChiNext(399006)$ , operated by the Shenzhen Stock Exchange, is designed to support innovative and fast-growing companies. It focuses on industries such as technology, healthcare, advanced manufacturing, and other innovation-driven sectors, similar to how Nasdaq supports growth enterprises. The index composition highlights this focus: industrials (35.23%), information technology (25.27%), and healthcare (11.76%) form the core of its exposure. As of 7 July 2025, the ChiNext Index trades at a price-to-book (P/B) ratio of 3.86, which is higher than HSTECH (2.57), STI (1.3), and CSI 300 (1.6), reflecting higher growth expectations for its listed companies. The top 10 constituents of the ChiNext Index account for a significant portion of its perf

📌 Stock I'm Watching Today: $SIA(C6L.SI)$ SIA’s Q1 FY2025/26 earnings disappointed, with net profit plunging ~59% YoY to S$186M, far below market expectations. The biggest drag came from its first-time inclusion of Air India’s S$122M loss, post Vistara-Air India merger. Even with record passenger numbers and modest revenue growth, profitability was squeezed by falling yields, rising non-fuel costs, and weaker interest income. Cargo revenue also dropped due to lower freight rates and tariff-related headwinds. While travel demand remains firm, macro and geopolitical risks add pressure. I’m staying cautious. The stock could dip further post-dividend in August, and I’m watching closely to see if it finds support before considering any entries. Sho

$TENCENT(00700)$  especially with its new AI that will allow games to be created faster

$Alphabet(GOOG)$ Alphabet’s aggressive AI integration to defend and deepen its dominance in search and ads. With rivals like OpenAI and Perplexity trying to chip away at Google’s core, Alphabet’s AI Overviews—now reaching 1.5 billion users monthly—and Gemini model expansion offer a powerful moat. Their coup in landing OpenAI as a cloud customer and the rollout of AI-only search mode reinforces the case. AI-enhanced ad targeting could unlock outsized returns, as noted by BofA analysts ahead of this week’s earnings.

$Sarepta Therapeutics(SRPT)$ riding on the bullish news .... faster cash out and not GREEDY!!!!

$BABA1 20251219 100.0 PUT$ Highest sell put option that I had earned from the premium as I am still holding on.

$AMD 20250801 167.5 CALL$ Guess could have push more before I sell off.... Oh well still consider good i think. AMD 💪

$Palantir Technologies Inc.(PLTR)$   Keep up the momentum Pltr!! Bought many shares and have been holding it since. Lemme iron my name in WSB once pltr hits 300 bucks!!