To The Moon

$Palantir Technologies Inc.(PLTR)$ 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

Here is your Q2 2025 earnings digest for Singapore’s big‑three banks: --- 📊 Q2 2025 Performance Summary DBS Group (D05.SI) Net profit climbed 1% YoY to S$2.82 billion, beating the S$2.77 billion consensus estimate . Driven by higher total income, particularly robust fee & commission income, while net interest income dipped ~4% due to margin compression . Dividend: 60¢ ordinary + 15¢ capital return (up 11% from a year ago for the ordinary component) . Profitability eased: ROE down to 16.7% (from 18.2%); NIM fell to 2.05% (from 2.14%) . Maintained full-year 2025 outlook: NII expected to be slightly above 2024 levels; net profit anticipated below 2024 levels . OCBC (O39.SI) Net profit declined 7% YoY to S$1.82 billion, in line with market expectations . Decline driven by lower net interes

1. AMD: Revenue Beat, Profit Miss Q2 2025 revenue came in at $7.69 billion, above consensus (~$7.42B) — growth was anchored by strong client, gaming, and data-centre sales . Adjusted EPS was $0.48, slightly missing expectations (~$0.49), primarily due to ~$800 million in inventory charges tied to U.S. export controls on MI308 AI chips to China . Outlook: Q3 revenue guided to ~$8.7B, ahead of street estimates, driven by demand for MI350/MI400 AI accelerators . Despite the beat, shares dipped ~4–6% as investors weighed margin pressure and China export uncertainty . Outlook on AMD’s near-term trajectory: With Q3 guidance strong and AI momentum building, top-line strength is evident—but margins remain under pressure due to regulatory-related charges. Unless export restrictions ease, profits ma

$Apple(AAPL)$ $NVIDIA(NVDA)$ 🍏🟢🚀 $AAPL Surges in Overnight market❣️$AAPL TO $250 🚀 $AAPL is up ANOTHER $5 / or 2.78% after-hours following Tim Cook’s announcement of a massive $100B investment into the United States! 🇺🇸📢🍏 Apple has just announced that it will manufacture 100% of all Apple iPhone and Apple Watch screens in Kentucky. First time that 100% of iPhone and Watch screens will be made in AMERICA! 🇺🇸 🚨President Trump says $AAPL & $NVDA will dodge tariffs due to U.S. investments! 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that cru

$Shopify(SHOP)$   📈 What’s Fueling the Rally? Strong Q2 performance & upbeat Q3 guidance — Shopify reported Q2 revenue of $2.68 billion, a 31% year‑on‑year increase that exceeded analyst expectations (~$2.55B) . For Q3, management projects revenue growth in the mid‑to‑high‑twenties range, above the average analyst estimate of ~21.5% . AI and platform upgrades driving merchant adoption — New AI features and platform improvements (e.g. Sidekick assistant, store-building automation) are supporting seller onboarding and boosting demand despite wider retail uncertainty tied to trade tariffs . Resilient e‑commerce demand — Shopify’s CFO noted no signs of weakening demand from U.S. retailers, even amid rising tarif

Nike’s chart is reading like a well-worn playbook — but with a twist that could make or break the next move. The position cost distribution tells a story of dominance: a staggering 91.52% of holders are in profit, with the average cost sitting comfortably at $70.65 against the current $79 handle. Support is stacked deep at $74.25, giving bulls a sturdy floor. But the purple “pressure” band at $76.35 hints that, while profit-takers haven’t shown their hand yet, the temptation grows with each uptick. Valuation, though, is where the plot thickens. Nike’s P/E multiples have steadily compressed over the past year — the top end of the band collapsing from the 30s into the high teens. Price, meanwhile, has clawed back from its spring lows, wedged between the mid-range and the next valuation ceili

🚨 Coinbase Just Dropped a $2.3B Convertible Bombshell — Bullish or Risky? 🚨 So Coinbase (COIN) is hitting the market with a $2.3 billion convertible senior notes offering. At first glance, you might think: “Dilution incoming, sell-off alert!” But wait, it's not that simple. Let’s break this down like a real trader, not some AI blur. 🔍 Why This Matters: Convertible notes = Debt that can be converted into shares later. They’re 5-year notes, so COIN is locking in today’s low rates, betting the stock will be much higher in the future. They’re raising cheap capital without immediate dilution, unlike a straight equity offering. But here’s the chess move: Coinbase is likely preparing for massive future expansion — think M&A, infrastructure scaling, or maybe a buffer for the next crypto winter

$DBS(D05.SI)$  up up up to the moon 🌙 [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]  [Miser]