To The Moon

As I read about Shopify's upcoming second-quarter 2025 results, scheduled for today, August 6, I feel a mix of anticipation and curiosity. The company expects revenues to grow at a mid-twenties percentage rate on a year-over-year basis, which sounds promising. With the consensus estimate for revenues set at 2.54 billion dollars, suggesting a growth of 24.25% from the year-ago quarter's reported figure, I am intrigued by the potential upside. I am impressed that Shopify joined the Nasdaq 100 and the Nasdaq-100 Equal Weighted Index on May 19, 2025. This milestone reflects its growing influence in the e-commerce space, and it boosts my confidence in the company. Being part of such prestigious indices often signals strong performance and stability, which I value when considering investment opp

Novo is expected to release earnings on August 6th. The stock has lost 42% year-to-date. I find it concerning that the stock has experienced such a significant decline, and the attractive valuation after the sell-off does not fully reassure me. While the post suggests that near-term recovery requires patience and labels it a buy for long-term investors comfortable with volatility, I am not convinced at this stage. My bearish stance reflects my caution regarding the uncertainty surrounding the upcoming earnings. This is not the first time that Novo Nordisk $Novo-Nordisk A/S(NVO)$   has been through a phase of slowing growth followed by a chief executive officer transition. The company may be able to navigate

Oklo Inc (NYSE: OKLO) is rewriting the rules of the energy sector. While traditional utilities struggle with aging infrastructure, this nuclear innovator has delivered 300%+ gains since April 2025 – turning skeptics into believers. The sector hasn’t seen this level of disruptive potential since the early days of solar. Today, we break down OKLO’s Elliott Wave structure, key targets, and why bulls remain in control. Elliott Wave Analysis OKLO’s explosive rally since April has decisively breached February’s $59.14 peak (Wave I), confirming a strong 3-wave advance in motion. The current impulse shows Wave ((1)) peaking at $73.55, Wave ((2)) bottoming at $50.08, and Wave ((3)) now extends higher. This incomplete bullish sequence forms part of a larger nesting structure within Wave III – typica

Stay invested! The only red month is tariff month. Investors are getting used to tariff. Stop reacting to tariff and put in your money!  Risk adverse stops people from investing. Keeping excess money in bank depreciate it. Just keep your 3 to 6 month of expenses and invest the rest.  Start today and you can be rewarded for the time you are in the market. Make our money work for us instead of working for money until old.  $Palantir Technologies Inc.(PLTR)$  $Amazon.com(AMZN)$  $Broadcom(AVGO)$  $Meta

🟩 🌟 **DBS Bank Beats Expectations: Dividend Up 39%!** 🌟 Get ready, Singaporean investors! Today’s market scoop is packed with insights to supercharge your SGX portfolio. Join Iggy as we dive into DBS Bank’s stellar Q2 performance, where they crushed analyst expectations and rewarded shareholders with a jaw-dropping 39% dividend hike! With shares rising 1.3% and a $48.80 close, DBS is showcasing smart balance sheet management, improved nonperforming loan ratios, and proactive strategies in a challenging rate environment. 📈 But that’s not all! We’re shedding light on UOB’s margin struggles, Yangzijiang Shipbuilding’s record-breaking profits, and how they’re leading the green vessel revolution with a massive $23.2B order book. Whether you're refining your investment decisions or exploring the

$ON Semiconductor(ON)$  Onsemi (NASDAQ: ON) reported mixed FQ2 results, but the long-term outlook remains positive. While revenue declined 15.5% year-over-year (YOY) to $1.47 billion, it still beat expectations slightly and marked sequential growth, signaling that the worst of the downturn may be over. Key business segments showed improvement: • Power Solutions Group (PSG) grew 2% YOY, returning to growth. • Analog and Mixed-Signal Group (AMG) declined only 2% YOY, showing improvement. • Intelligent Sensing Group (ISG) contracted 8% YOY, but that’s about half the rate of previous quarters. Margins declined due to business deleveraging, but Onsemi still generated solid free cash flow (FCF) of $106.1 million and adjusted EPS of $0.53, in line wit

Overview: Markets Climb Despite Global Trade Tensions Global markets ended mixed on August 6, 2025, with the U.S. leading gains on the back of strong tech performance and corporate earnings, while geopolitical and trade uncertainties capped enthusiasm in Europe and Asia. Investors weighed the positive momentum in stocks against the backdrop of looming tariffs and restrained central bank expectations. Wall Street: Apple Sparks Rally Amid Tariff Deadline U.S. equities posted solid gains, driven by a rally in Apple $Apple(AAPL)$  and robust earnings reports. The Dow Jones $DJIA(.DJI)$  edged up 81.38 points to 44,193.12 (+0.1%), while th

I’m ready to ride the earnings wave this week, and I’m placing my bets on $Duolingo, Inc.(DUOL)$ $Vistra Energy Corp.(VST)$ $SoundHound AI Inc(SOUN)$ . Each of these growth names has a history of strong post-earnings moves & I believe we could see some serious action. The recent swings in names like Shopify and Axon have on

I'm really excited to see how $WhiteFiber, Inc.(WYFI)$ performs on its debut. With the company being dubbed a “smaller-scale CoreWeave” and the AI infrastructure trend still going strong, I think there’s room for a strong upside move. Its focus on HPC data centers and GPU cloud services taps directly into the AI and machine learning boom — and that narrative has been very well received by the market recently. Given that WhiteFiber has already deployed thousands of NVIDIA GPUs and has more under contract, it's clear they’re not just a concept — they’re executing. I’m keeping ex

$Palantir Technologies Inc.(PLTR)$ Q2 results confirm why I remain bullish on the stock. It beat expectations across the board, with revenue topping $1B. The $10B Army contract and growing adoption of its AIP platform show it's not just part of the AI story — it’s leading it. With strong execution in both government and commercial sectors, I see Palantir as a long-term winner in AI infrastructure. Of course, the valuation is rich, and expectations are high. But Palantir continues to deliver profitable growth and expanding margins, which helps justify the premium. I treat it as a high-conviction, long-term hold while actively trading short-term swings around earnings and headlines to manage risk and lock in gains when possible. I’ll keep monitor

Shopify has lifted its guidance and hit a 52-week high, which is exciting news. I am impressed by the company's forecast of third-quarter revenue exceeding market estimates, especially given the boost from its AI features and platform upgrades. This demonstrates Shopify's strong position in the e-commerce space, and I see it as a positive sign for its future growth. The fact that demand for Shopify's e-commerce services remains robust despite tariff-related uncertainty pressuring retail businesses is noteworthy. This resilience speaks to the company's adaptability and the value it provides to its users. I believe this strength will help sustain its momentum in the market. The stock's 16% jump in premarket trading is a clear indicator of investor confidence following the earnings report. I

Palantir's $Palantir Technologies Inc.(PLTR)$  new high is certainly catching my attention, especially with the headline questioning if it is the one AI stock to hold forever. I am impressed by the financial results for Q2 of fiscal year 2025, which not only beat market expectations across the board but also showcased strong growth momentum and impressive forward guidance. The positive earnings news has clearly had an impact, with Palantir's stock price rising over 4% at the close and surging more than 5% in after-hours trading. I find this reaction encouraging, as it reflects the market's confidence in the company's performance. It suggests that investors see real value in what Palantir is delivering. I am intr

$Hims & Hers Health Inc.(HIMS)$ Shares of Hims & Hers Health (NYSE: HIMS) fell sharply—dropping over 12% in the latest trading session—following the release of the company’s quarterly earnings report, which failed to meet investor expectations despite robust underlying metrics. Hims & Hers has been one of the standout performers this year, with the stock rising more than 129% year-to-date. I’ve maintained a Buy rating on the stock throughout 2025, and while the market reacted negatively to the latest results, it's important to examine the full picture before drawing conclusions. In this breakdown, I’ll walk through the company’s recent quarterly performance, highlight key operating metrics, update my proprietary DCF valuation model, an