To The Moon

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.

$NYSE(NYSE)$ $Figma(FIG)$ Figma’s (NYSE:FIG) IPO on July 31, 2025, was a showstopper, with shares surging 270% from a $33 IPO price to a $115.50 close, valuing the design software giant at $47 billion. But the euphoria has faded, with the stock dropping 15% to $98, trading near its $85 opening price. Investors are now grappling with a critical question: is Figma’s valuation too lofty, warranting a short via options to a $50 target, or is this a prime opportunity to buy the dip? Unlike Circle’s crypto-fueled 600% IPO surge, Figma lacks speculative momentum, but its AI-driven growth and market leadership suggest a collapse to $50 is unlikely without major catalysts. This deep dive explores Figma’s fundamenta

Palantir Technologies ( $Palantir Technologies Inc.(PLTR)$ ) has cemented its status as a market darling, soaring 110% year-to-date in 2025 to $157, and its Q2 2025 earnings report on August 4, 2025, has only fueled the fire. The company delivered a resounding beat on revenue and EPS, surpassing Wall Street expectations, with its Artificial Intelligence Platform (AIP) driving explosive growth in both government and commercial sectors. The stock surged 4% at the close and jumped another 5% in after-hours trading, reflecting robust investor confidence. Citi’s bullish pre-earnings call for a 2-3 point revenue beat proved prescient, but with a forward P/E of 252x and tougher comparisons looming in H2 2025, can Palantir sustain this momentum? Is it tru

$Advanced Micro Devices(AMD)$ looks like I am on the wrong end after earnings but I watched the earning report only in crease my conviction to dca more