To The Moon

Jim Rogers’ decision to exit U.S. equities entirely—and Ray Dalio’s increasingly loud warnings—shouldn’t be dismissed as just another round of doomsday punditry. These aren’t TikTok day traders, but two of the most battle-tested macro investors of the last half-century. When they say America’s debt crisis is a ticking time bomb, it’s worth paying attention—even if you don’t agree with every part of their thesis. Dalio’s call to have at least 15% in gold and crypto is a blunt reminder that diversification isn’t just about chasing the next hot sector, but preparing for the tail risk that the U.S. dollar, Treasury market, and American economic dominance may not be eternal. As U.S. debt breaks record after record, interest payments eat a growing chunk of the federal budget, and political dysfu

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q4 2025 earnings after the market closes on August 5, 2025. As a leading provider of high-performance servers, especially for AI and data center applications, SMCI's report is highly anticipated and will be closely watched for insights into the health of the AI infrastructure market. Revenue: The consensus for Q4 2025 revenue is around $5.9 billion, representing a year-over-year growth of about 11%. EPS (Earnings Per Share): Despite this strong top-line growth, analysts are forecasting a decline in earnings per share (EPS) to approximately $0.44, down from the same quarter last year. This is largely attributed to anticipated margin compression. Based on the current market landscape

$Tiger Brokers(TIGR)$ This is one of the oldest dilemmas in investing—“too strong to buy, too scary to dip.” When a stock has great fundamentals and keeps making new highs, every pullback looks like a trap, and every new high looks like you’re paying too much. So, how do you find the sweet spot and avoid paralysis? 1. Wait for a Technical Pause, Not a Collapse Don’t obsess over catching the “big dip.” Instead, look for a sideways consolidation or a “bull flag” pattern—periods where the stock pauses, digests gains, and lets moving averages catch up. These “breathers” often offer lower-risk entries compared to chasing after huge run-ups or blindly buying a sharp sell-off. 2. Buy Near Key Moving Averages Many strong stocks respect the 21-day, 50-day,

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ A Crisis Few Want to Face, But One That May Be Inevitable Jim Rogers, the legendary investor and co-founder of the Quantum Fund, has long been known for his contrarian wisdom and big-picture thinking. In recent interviews and public appearances, Rogers has turned his focus toward a growing danger he believes American markets are dangerously underestimating: the relentless explosion of U.S. government debt. As policymakers in Washington double down on short-term stimulus and ignore long-term obligations, Rogers warns that the United States is setting itself up for a financial reckoning—one that could shake the foundations of the global financial system and leave U.S. e

$Eli Lilly(LLY)$ 🧠📈🚀 Unveiling Q2 2025’s EPS Titans: Can Eli Lilly Soar Above the Pack? 🚀📈🧠 🎯 Executive Summary: I’m convinced that Eli Lilly (LLY) emerges as the standout contender among the top 20 stocks poised for higher Q2 2025 EPS, with earnings slated for August 7. Analysts forecast an EPS of $3.25, a staggering 28% year-over-year (YoY) surge, driven by blockbuster sales of Mounjaro and Zepbound amid a global obesity treatment boom. This performance aligns with a broader pharmaceutical renaissance, fueled by innovative pipelines and institutional inflows, with LLY seeing a 7% uptick in hedge fund ownership in Q2. This isn’t just an earnings beat, it’s a structural shift in healthcare profitability. 💰 Financial Performance Breakdown: Eli Lil

$Amazon.com(AMZN)$   Is Amazon Losing the Ketchup in the AI Race? While Google and Microsoft are racing ahead in AI, Amazon seems to be stuck at the starting line. Microsoft is fully integrating AI into its ecosystem — from Azure to Microsoft 365 to Copilot, creating tools that businesses actually use daily. Google is doing the same. Firebase, for example, is tightly integrated with Google Cloud and now enhanced with AI tools that automatically suggest improvements, generate code, and scale applications — making it a no-brainer for developers. Even Meta (Facebook) is pouring massive resources into AI, open-sourcing models, and exploring edge capabilities. They’re not just talking about AI — they’re deploying it

I am intrigued by the upcoming earnings release from AMD $Advanced Micro Devices(AMD)$  , scheduled for tomorrow, August 05, 2025, especially with the question of whether NVIDIA  $NVIDIA Corp(NVDA)$  and AMD are stalling or if AMD's earnings can reignite the rally. The anticipation is high, and I feel a sense of excitement about what this could mean for the tech sector. I believe AMD's results will be outstanding, given the company's strong momentum as highlighted in the text. I see this as a reflection of AMD's robust product pipeline, particularly in the semiconductor space, where innovations in CPUs and GPUs have positioned it

Wednesday brings the Federal Reserve’s Beige Book, its fifth 2023 report aggregating economic anecdotes from 12 U.S. regions. Covering employment, consumer spending, manufacturing, and more, it’s a crystal ball for Fed policy—will it hint at rate hikes or a pause? The last edition (May) noted “modest” growth, with retail sales up 2% but manufacturing down 1.5% due to supply chain snarls. Labor shortages bit harder, with 60% of firms reporting hiring struggles, and input costs rose 3.8% year-over-year. This time, watch for inflation signals: are businesses passing costs to consumers? Regional data offers clues—Chicago’s industrial slowdown contrasts with Dallas’s energy boom. GDP context: Q2 2023 |██████████ 3.1% (Est.) Q1 2023 |████████ 2.8% Q4 2022 |███████ 2.5% Q3 2022 |██████ 2.1% Fed

Wave ((2)) Correction Likely Complete – Long-Term Elliott Wave Rally May Be Underway Toward $100+ Dominion Energy (D) has shown a strong bullish structure on the monthly chart, suggesting a significant Elliott Wave progression. According to the latest analysis, the stock may have completed the corrective wave ((2)). If confirmed, this sets the stage for the beginning of a powerful bullish wave ((3)) to the upside. The wave count shows a clear five-wave impulse from the 1980s into the 2007 peak, followed by a WXY double three correction that likely completed in the recent low near $45. This pullback was deep but remains above the key invalidation level at $2.28. Since then, prices have rebounded, and bullish momentum is building. The preferred Elliott Wave count favors the right side higher

$Palantir Technologies Inc.(PLTR)$  As Palantir Technologies gears up to report earnings, investor excitement is heating up — especially after Citi upgraded the stock with a bullish outlook. But will the actual results live up to the optimism? Palantir has become a symbol of AI-driven transformation across government and enterprise. Its platforms — Gotham, Foundry, and AIP (Artificial Intelligence Platform) — are increasingly seen as strategic tools in defense, cybersecurity, and corporate data intelligence. That’s why Wall Street is watching this quarter closely: will the numbers justify the hype? Citi’s recent upgrade hinges on Palantir’s growing commercial traction. While government contracts have long anchored its revenue, the narrative i

$UnitedHealth(UNH)$  Few would have expected UnitedHealth Group (UNH), a long-time Wall Street darling and a symbol of stability, to be among the worst-performing large-cap stocks this year. Yet here we are in 2025, and the stock has collapsed by over 52% year-to-date — a shocking reversal for what was once considered a defensive powerhouse. The big question now? Has UNH hit bottom, or is more pain to come? What's Driving the Meltdown? The selloff didn’t happen in a vacuum. Investors have been spooked by a combination of real business headwinds and shifting macro trends. Among the most pressing concerns: Rising Medical Costs: Post-pandemic, there's been a surge in elective procedures, hospital visits, and utilization

$Figma(FIG)$ Figma just took a brutal 18% nosedive after its long-anticipated public debut. What was supposed to be a moment of triumph quickly turned into a sharp correction. Investors who had been riding the IPO hype now face a sobering reality: high valuation + zero profits = high volatility. The drop is catching attention, not only because of the size, but also the timing. Figma’s option market is now live, and with it comes an entirely new playbook. The ability to short, hedge, or speculate on volatility is no longer limited to just stock sales — traders are now armed with puts and calls. And guess what? Some are clearly betting on more downside. Let’s break this down. 1. IPO Hangover? Figma came to market with strong design community support

Big tech chips are back in the spotlight! Both $AMD and $SMCI are set to report earnings on August 5, but expectations couldn't be more different. 🔸 $AMD is forecasted to post Q2 revenue of $7.43B, up 27% YoY — impressive growth! But net income may slide to $796.6M (from $1.26B last year), reflecting margin compression despite topline expansion. 🔸 $SMCI faces a 29% plunge in EPS to $0.45, but revenue is expected to grow 13% YoY to $5.98B — possibly driven by AI server demand. 💡 Investors now face a dilemma: ➡️ High growth, falling profit (AMD) or ➡️ Shrinking margins, solid revenue momentum (SMCI)? Chip stocks have been riding the AI wave, but will earnings disappoint and trigger a short-term pullback? 📉 Strategy Tip: Consider selling premium via iron condors or vertical spreads to hedge v

$Walt Disney(DIS)$ is scheduled to report its fiscal Q3 2025 earnings before the market opens on Wednesday, August 6, 2025. This report is a critical update on the company's progress under CEO Bob Iger's turnaround plan, which focuses on profitability in streaming, growth in its Parks segment, and a strong content slate. Revenue: The consensus among analysts is that Disney will report revenues of approximately $23.76 billion, a modest year-over-year increase. EPS (Earnings Per Share): The forecast for adjusted earnings per share (EPS) is around $1.47. This represents an increase from the same quarter last year, a positive sign of the company's path to profitability. Summary of The Walt Disney Co. (DIS) Fiscal Q2 2025 Earnings The Walt Disney Co. de

Overall Market Overview Markets across the globe rallied on August 4, 2025, as investors shrugged off prior session losses sparked by fresh US tariffs and economic worries. Confidence returned as rate-cut expectations gained traction and sectors like banking led recoveries. The Dow surged 585 points, while Europe and Asia also saw broad gains. US Markets: Reclaiming Ground After Panic Sell-Off Wall Street rebounded strongly, led by renewed optimism after a sharp pullback. The Dow Jones $DJIA(.DJI)$  rose 1.3% to 44,173.64, the S&P 500 $S&P 500(.SPX)$  gained 1.4% to 6,329.94, and the Nasdaq