To The Moon

Figma Freefall!!! Options Launch: Continue to Short? The recent surge in Figma $Figma(FIG)$  , with a reported 270% jump last week, has undeniably turned heads. This dramatic increase highlights the stock's volatility and has sparked widespread interest. However, the market's perspective that its current valuation might be excessively high introduces a note of caution. As someone not deeply versed in financial markets, this fluctuation suggests potential uncertainty on the horizon. Unlike Circle $Circle Internet Corp.(CRCL)$  , which benefits from cryptocurrency backing and appears to maintain momentum for continued speculation, Figma seems to lack these supporting factors. This contrast raises q

I'm watching $Advanced Micro Devices(AMD)$ Q2 earnings closely after a strong 46% YTD rally. While revenue is expected at $7.42B and EPS at $0.49, the key focus is how short-term issues in the data center business and export restrictions may impact results. These factors might weigh on Q2, but I’m more interested in AMD’s longer-term AI prospects. The upcoming MI350 and MI400 chips could be key drivers of future growth. Despite delays in MI300 shipments, AMD’s roadmap shows it’s still competitive in the AI space. Progress on export licenses could also support revenue in the coming quarters, even as gaming and embedded segments remain soft. The company’s ability to execute amid global headwinds will be crucial. I’m targeting $195 USD for AMD, exp

The recent plunge in Novo Nordisk's stock is a complex issue with several contributing factors, and whether it's a good time to "bottom fish" is a question with a nuanced answer that depends heavily on an individual investor's risk tolerance and long-term outlook. Here's a breakdown of the situation: Why the Stock Plunged  * Reduced Guidance and New CEO: The company recently cut its full-year sales and operating profit forecasts for the second time this year. This was coupled with the announcement of a new CEO. The revised outlook reflects a more challenging environment than previously expected.  * Competition and "Copycat" Drugs: Novo Nordisk's blockbuster weight-loss drug, Wegovy, is facing significant competition, particularly from "compounded" or copycat versions of the drug

Hello everyone! In today’s article, we’ll examine the recent performance of Microsoft Corp. ($MSFT) through the lens of Elliott Wave Theory. We’ll review how the rally from the July 23, 2025 low unfolded as a 5-wave impulse followed by a 3-swing correction (ABC) and discuss our forecast for the next move. Let’s dive into the structure and expectations for this stock. 5 Wave Impulse Structure + ABC correction $GOOGL $MSFT 1H Elliott Wave Chart 7.28.2025: $MSFTIn the 1-hour Elliott Wave count from July 28, 2025, we saw that $MSFT completed a 5-wave impulsive cycle at black ((i)). As expected, this initial wave prompted a pullback. We anticipated this pullback to unfold in 3 swings and find buyers in the equal legs area between $511.32 and $508.13 This setup aligns with a typical Elliott Wave

**Palantir and Predictive Policing: Applications and Ethical Debates** Palantir Technologies has been a significant player in predictive policing, leveraging its Gotham platform to assist law enforcement agencies in analyzing data to forecast criminal activity and identify potential offenders. From 2012 to 2018, Palantir partnered with police departments in cities like New Orleans and Los Angeles to deploy data-driven tools aimed at reducing crime. These initiatives, while innovative, have sparked intense ethical debates over privacy, algorithmic bias, transparency, and civil liberties. Below is an analysis of Palantir’s applications in predictive policing and the associated ethical concerns, drawing on its documented use cases and broader implications. ### **Applications of Palantir in Pr

Two profit sources: 1. Underwriting profit – surplus after paying claims and expenses. 2. Investment income on float – premiums held before claims are paid. • The float is like interest‑free, long‑term capital; as long as underwriting is at least break‑even, it’s effectively free money to invest. • Unlike most businesses where capital must be raised from equity or debt, insurance “loans” you the float. ⸻ 2️⃣ The Compounding Machine • If float grows and underwriting stays profitable, you get more investable funds each year without issuing shares or taking loans. • Investing float in high‑quality businesses compounds wealth far faster than relying only on retained earnings. • Berkshire’s float grew from $39M in 1970 to ~$169B in 2023, all available for investment without interest expense. ⸻

$Palantir Technologies Inc.(PLTR)$ 🔥💰 PALANTIR’S $1B EXPLOSION: $200 NOW OR SOONER? DOMINATE WITH ME! 💰🔥 I’m absolutely convinced this was the most defining quarter in Palantir’s history. This wasn’t just a beat; it was a declaration. $PLTR surged past $1.004B in Q2 revenue, confirmed Rule-of-94 execution, and fired both commercial and government engines at full throttle. From Karp’s unfiltered conviction to the chart’s green candle breakout, this is what AI dominance looks like. Whether you’re trading the breakout or holding for the revolution, $200 is no longer a dream. It is a structural inevitability. 📊 Q2 2025: The $1.004B Quarter That Shatters All Records Building on eight straight quarters of revenue acceleration, Palantir posted: • Revenue

The semiconductor industry is at a pivotal moment, and the recent buzz around AMD and SMCI earnings on August 5, 2025, only scratches the surface of a broader bullish trend. Despite short-term profit concerns for individual players, the chip sector is poised for a robust rally, driven by insatiable demand, technological innovation, and strategic positioning. Here’s why investors should bet big on the industry as a whole. Unstoppable Demand Fuels Growth The global appetite for semiconductors has never been stronger. From AI and machine learning to electric vehicles and 5G infrastructure, chips are the backbone of the digital revolution. AMD’s projected 27% revenue growth to $7.43 billion and SMCI’s expected 13% increase to $5.98 billion in Q2 2025 reflect this momentum, even amidst profit c

The Paradox of Weakness: How Economic Slowdown Could Ignite a Semiconductor Supercharge The financial world is abuzz with a counterintuitive narrative: weak U.S. non-farm payroll data signaling an economic slowdown has sparked a “bad news is good news” market rally. With the VIX dropping after a 20% surge last Friday, and expectations of Federal Reserve rate cuts looming, the stage is set for an unexpected twist in the semiconductor industry. Far from a harbinger of doom, this economic softness could be the catalyst that propels chip stocks—and the broader tech sector—into a new growth orbit. Here’s why this paradox could redefine the market landscape. The Hidden Fuel in Economic Weakness Traditionally, economic slowdowns dampen industrial demand, but the current scenario flips the script.

🔍 1. Spotlight on This Week’s Earnings Earnings season is peaking, and high-beta growth names are in the spotlight 🔥. We’ve got $Reddit(RDDT)$  , $APPLIED DIGITAL CORP(APLD)$  , $SoundHound AI Inc(SOUN)$   $Uber(UBER)$  , and $DUOL all reporting in the same window — and many traders expect double-digit moves on results. Why does this matter? These aren’t your mega-cap "safe" stocks — they represent early-stage growth stories, riding the wave of AI, digital infra, consumer platforms, and yes, some post-IPO hype. 📉📈 One beat (or miss) could shift sentiment across entire sectors

$ParkwayLife Reit(C2PU.SI)$    PLIFE REIT REPORTS STURDY 1H 2025 RESULTS WITH HIGHER REVENUE AND DPU, SUPPORTED BY STRATEGIC GEOGRAPHIC EXPANSION  Gross revenue and net property income rose by 8.1% and 8.0% YoY respectively, reflecting income growth from acquisitions  DI grew by 9.5% year-on-year attributed to acquisitions in 2024 and Singapore hospitals with step-up lease arrangements  DPU increased 1.5% year-on-year to 7.65 Singapore cents for 1H 2025  Financial position remains healthy with gearing at 35.4% and no long-term refinancing needs until September 2026 he Group delivered a resilient performance during the period, supported by higher rental contributions from its core Singapore hospitals and incremental income from new

Elon Musk is a twin of Donald Trump. All promise with very little truth. With collapsing fundamentals, his go-to strategy has been to spin "big, beautiful" promises. Except his track tecord in delverying is pretty bad. The latest one tgat fell on it's face Is Cybertruck.  Now he has his fanboys all going gaga about Robotaxi and Optimus robots. “Tesla, Inc.’s robotaxi launch remains underwhelming, with delays, regulatory issues, and only supervised services—not true autonomous robotaxis as promised,” I think the only ones still believing and loyally supporting Tesla's shares are the ones whi have sunked in so much into Tesla they cannot afford to have Tesla collapse. A little but like the foreign SWF who keeps buying US treasuries even as Trump keeps printing US dollars to fund hi

After the massive 27% drop, I think $Figma(FIG)$ is still far from being a bargain. A P/S ratio above 50 is hard to justify, especially when it’s generating less than 5% of Adobe’s revenue but commands nearly a third of Adobe’s market cap. To me, that screams overvaluation. Even if the $70 strike put looks tempting, I’d be more comfortable selling puts only if the valuation comes down to a more reasonable level. Personally, I’d consider selling puts when the stock nears the $50–$55 range, where the P/S ratio drops below 30. That would imply a healthier risk/reward balance and a much more realistic valuation for a company that’s still proving its standalone strength post-Adobe deal cancellation. As for buying the dip, I’m not rushing in yet. The $

Overall Market Overview: Uncertainty Returns on Mixed Signals Global markets reacted cautiously as fresh trade tensions and weak U.S. economic data dampened investor sentiment. While Asian equities rallied on tariff-related optimism, U.S. and European indices showed signs of stress, reflecting growing concerns about the impact of protectionist policies on global growth. US Markets: Growth Doubts Resurface The U.S. markets ended lower as investors processed weaker-than-expected economic data and fresh tariff rhetoric from President Trump. The Dow Jones $DJIA(.DJI)$  dipped 0.1% to 44,111.74, the S&P 500 $S&P 500(.SPX)$  lost 0.