To The Moon

Today, pre market at present, I'm watching $Pan American Silver(PAAS)$  very closely. I opened a very small position last week at record highs. Was that stupid? Was it FOMO? I mean in retrospect if I'd just waited a few days I'd now get it for $10 less per share.  But an important rule of emotional investing... would've, could've, should've is a mugs game. You cannot time the market. Yet everyone tries to, and very occasionally they get it right, but normally they don't.  So to combat all this. I deploy a strategy that minimises the issue. Every week when I get paid, $50 goes into my trading account. And most weeks I deploy that into a stock in my portfolio thats is the Best Buy. This week it will likely be pan American.&n

Is this the beginning of the end of luxury ? $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ released its Q4 2025 earnings on Tue, 27 Jan 2026. It was not a fairy tale ending. Quarterly Financial overview. Revenue: came in at EUR$ 22.7 billion (US$ 27.1 billion); beating LSEG estimates of EUR$ 22.2 billion. It is a +1.0% YoY gain vs market consensus of a -0.3% decline. QoQ, the numbers remain status quo. Net Profit: was €10.9 billion, that’s a -13% YoY decline. Operating Margin: Remained solid at 22%, despite being squeezed by unfavorable currency exchange rates. Free Cash Flow: Grew by +8% to €11.3 billion, clearly showing strong cash generation. Dividend: Proposed a stable dividend of €13 per share. Earnings Perf. by Business Group Based on the luxur

$Micron Technology(MU)$ Micron Technology, Inc.(MU) Soared +5.52%: Memory Giant Retests Highs, Eyes $455 Breakout Latest Close Data: MU closed at $437.80 on 2026-02-02, surging +5.52% for the day. The stock is now within 3.9% of its 52-week high of $455.50. Core Market Drivers: The rally was driven by strong buying interest, with a net inflow of $2.22 billion. The lack of specific news suggests the move was fueled by positive sector rotation and anticipation of strong quarterly results. Technical Analysis: Volume was solid at 37.77M shares (Vol Ratio 0.94). The RSI(6) at 73.01 indicates strong momentum but is nearing overbought territory. The MACD remains bullish with a positive histogram of 7.36, though momentum has slightly slowed from prior days.

Market meltdowns are a lot like a crowded theater: once one person smells smoke (Silver), everyone rushes for the exit at once, tripping over the seats (Crypto and Tech). ​Here is a breakdown of why the screen is red and how to spot the winners in the wreckage. $BitMine Immersion Technologies Inc.(BMNR)$   $Rocket Lab USA, Inc.(RKLB)$   $SanDisk Corp.(SNDK)$   ​🌪️ The "Silver Slide" Domino Effect ​The chaos started with a technical glitch in the matrix: CME margin calls on Silver. When Silver tanked 33% in a single day, big institutions didn't just lose money on metal; they were forced to sell their "cool kids" stocks (Crypto and High-Beta) ju

🌟🌟🌟Every time tensions flare in the Middle East, especially when Iran steps into the spotlight, the markets react like a living organism.  Oil spikes.  Tankers reroute.  Traders grip their screens a little tighter.  Right in the centre of that global heartbeat sits $Energy Select Sector SPDR Fund(XLE)$ . XLE doesn't tiptoe.  It moves with the weight of $Exxon Mobil(XOM)$  $Chevron(CVX)$  $ConocoPhillips(COP)$ $Occidental(OXY)$  and many of the

Palantir Q4 Earnings Preview: High Stakes for a High Valuation $Palantir Technologies Inc.(PLTR)$   is scheduled to report Q4 results after market close on February 2nd, Eastern Time. The company's stock price surged 340% in 2024 and 135% in 2025, but has fallen 17.53% year-to-date. Maintaining Palantir's current high valuation critically depends on its ability to sustain its rapid growth rate. Core Financial Indicators – Palantir's revenue is expected to be $1.34B for 2025 Q4, up 62.09% YOY; – Consensus diluted EPS is estimated to be 0.182, up 505.67% YOY. – PLTR's free cash flow has consistently exceeded its reported net income, suggesting that its actual earning power may be underestimated. In Q3 2025, c

AMD Earnings Preview: High Stakes for the Data Center and the Bridge to MI455 Global semiconductor giant $Advanced Micro Devices(AMD)$   is set to release its Q4 earnings after the closing bell on February 3, Eastern Time. Previously, the market narrative surrounding a shortage of server CPUs drove a rally for both $Advanced Micro Devices(AMD)$   and $Intel(INTC)$   , but this momentum was briefly interrupted by Intel's disappointing financial results.  Recently, market sentiment has been tested by rumors suggesting a delay in the mass pro

Korean shares plunged 5% today, triggering a circuit breaker. Around midday, the Korea Exchange stepped in with a temporary trading halt, restricting sell orders to prevent panic selling from snowballing into even greater volatility. The sell-off was largely driven by profit-taking after a strong rally.  The recent slide in memory stocks isn’t just about chips—it’s a "perfect storm" of outside factors: ​📉 Silver Crash: Silver's wild drop triggered massive margin calls. Traders are selling their "winners" (like Micron/SanDisk) just to cover their losses. ​🪙 Crypto Drag: Bitcoin’s dip below $78k is pulling down high-growth tech. The algorithms see them as the same "risky" basket. ​💰 Profit Taking: After a 2025 where memory prices jumped 170%+, investors are finally hitting the "sell" bu

$Palantir Technologies Inc.(PLTR)$   1. Why Palantir is down despite strong recent gains Palantir’s share price is weaker in early 2026 with a ~18% drawdown from recent highs and pressure on high-beta tech names at the start of the year. Softness reflects risk-off behaviour in the broader market rather than a fundamental collapse. Palantir has delivered strong performance over the past few years, mirroring classic momentum and AI-driven positioning in software.  Market psychology has been volatile as AI-linked stocks rotate, and some longer-term holders take profits after outsized moves. Price action does not necessarily imply deterioration in Palantir’s core growth trends. 2. Fundamental expectations for Q4 2025 (reported 2 Feb 202

Would I sell or add at $4,600? I would add selectively, not sell, assuming this is not a forced-liquidity event. A dip of this magnitude after a parabolic move is consistent with position cleansing, not trend failure. The key is position sizing, not conviction. Is the bull market still intact? Yes, structurally. The correction looks like a volatility reset rather than a regime change. Why the bull case still holds Macro floor remains firm: real yields are capped, fiscal deficits persist, and central-bank gold accumulation remains strong. Geopolitical and policy risk premiums have not unwound meaningfully. Demand is diversifying: central banks, long-term allocators, and retail hedgers are all present, not just fast money. What this move likely was A crowded positioning shake-out after extre

Is this short-term deleveraging or a deeper trend shift? Near term: deleveraging. Medium term: narrative stress. The current move has all the hallmarks of a forced unwind rather than a fundamental collapse. ETF outflows, reduced risk appetite, and tighter liquidity conditions are pressuring leveraged positioning. That said, the divergence versus gold is real and matters. Crypto is behaving like a high-beta liquidity asset, not a defensive store of value, which weakens the “digital gold” framing in this phase of the cycle. This does not kill the long-term thesis, but it re-anchors crypto firmly to global liquidity, not safe-haven demand. Are you buying the dip or staying on the sidelines? I would not aggressively buy this first leg down. Historically, sharp crypto drawdowns linked to macro

My focus today is on $Palantir Technologies Inc.(PLTR)$ ahead of its Q4 2025 earnings release after the U.S. market close. Consensus expects revenue of about $1.34B, EPS of $0.23, already slightly above management’s prior guidance, meaning expectations are not low going into the print. Growth continues to be driven by strong AI demand across both government & commercial segments. Government revenue is supported by rising defense spending & contracts like the $448M Navy deal, while commercial revenue momentum remains key, following last quarter’s triple-digit U.S. growth. Ongoing adoption of AIP & tools like AI Hivemind further reinforces Palantir’s position in large-scale data integration. With the stock up roughly 78% in 2025 & o

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q2 2026 earnings on February 3, 2026, after the market close. This report is arguably one of the most critical "stress tests" in the company's recent history, coming on the heels of significant 2025 volatility and operational hurdles. Key Metrics & Earnings Expectations Wall Street is looking for a massive sequential rebound after a disappointing Q1. The company itself has set a high bar for this quarter: Revenue: The company guided between $10 billion and $11 billion, representing a nearly 100% sequential increase from Q1 ($5.02B). Missing this midpoint would likely trigger severe concerns about demand fulfillment. Non-GAAP EPS: Analysts are targeting roughly $0.49 (with guida

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ $SPDR Gold ETF(GLD)$ January 2026 is officially in the rearview, and what a rollercoaster it was! 🎢 The S&P 500, Dow, and Nasdaq all closed green for the month, yet precious metals got absolutely hammered, Bitcoin bled out, and a shock Fed leadership transition threw another curveball into the mix. Tech giants lagged, earnings surprised in both directions, and now everyone’s asking: buy this dip or bail before it gets worse? Let’s dive straight into the numbers that mattered. January 2026 Performance Snapshot 📊 The “Precious Metals Massacre” was real 😵 — gold pos

Crypto crew, buckle up – the king took a serious punch today! 😱 Bitcoin plunged as low as $74,600, marking its weakest level since early April 2025. Ethereum followed the bleed, touching $2,165 – a zone not seen since mid-2025. Ouch! 💥 What’s fueling this brutal sell-off? 🔴 Massive ETF outflows: Spot Bitcoin ETFs saw hundreds of millions fleeing in recent days, with January alone clocking $1.6B+ in net redemptions 🩸 🔴 Macro storm clouds: Rising uncertainty, profit-taking across risk assets, and a stronger dollar crushing sentiment ⚡ 🔴 Safe-haven rotation: Investors piling into gold (still holding strong near $4,900 despite today’s pullback) while crypto gets dumped 🏅 The “digital gold” narrative? It’s getting absolutely tested right now. Bitcoin and precious metals are diverging hard – gol

$Palantir Technologies Inc.(PLTR)$ $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  I see this earnings window as a critical positioning pivot across AI, software, and semiconductors, with both $PLTR and $AMD sitting at levels where expectations, liquidity, and options flow can rapidly reprice direction across markets. All eyes are now on $PLTR reporting after the bell, with $AMD following immediately after as momentum builds into its own print. 🔎 Why $PLTR matters right now • $PLTR trades below its 200DMA for the first time since Aug 2024 • Lowest close since July, signalling optimism has cooled • Positioning has materi

$McDonald's(MCD)$ $Paramount Global(PARAP)$  $Top Wealth Group Holding Limited(TWG)$  🚨🚨🚨 Wild collab: McDonald's $MCD x Paramount Caviar are launching a “McNugget Caviar Kit” featuring caviar, crème fraîche, spoon, and a $25 Arch Card for the nuggets. Giveaway-only drop on Feb. 10. I’m seeing a clear sentiment shift in $MCD after BTIG upgraded the stock to Buy with a $360 price target, pointing to roughly +14% upside as traffic momentum rebuilds across the system. 🍟 Value strategy is working again Franchise checks show the value reset is pulling customers back. Extra Value Meals combined with the $5 and $8 meal platforms are driving stronger g

🌟🌟🌟Gold & Silver: A Deep Dive or a Golden Pit?  When precious metals fall, they don't fall politely.  They swan dive.  But here is the thing : Gold and Silver rarely crash because their fundamentals break.  They crash because humans panic , algorithms overreact and liquidity dries up at the worst possible moment. That is why deep dives in Gold and Silver often feel like a Golden Pit - terrifying on the way down but historically rewarding for anyone brave enough to climb in with a shovel and a long term view. If you believe in Gold and Silver as insurance against human overreaction , then January's drop looks less like danger and more like a big sale. I am ready to climb in with my shovel and start digging in to find my Golden Pit.  My future self will thank me

PayPal Sees Bullish Options Support, Circle Capped Ahead of Earnings Ahead of earnings, $PayPal(PYPL)$   and $Circle Internet Corp.(CRCL)$   saw large-scale new-position options activity. Based on the trade structures, options flows are bullish on PayPal and bearish on Circle. Specifically, PayPal traders are expressing a bullish view by selling puts to bet that the stock will hold key support, while CRCL traders are selling calls to cap upside, signaling limited confidence in a rebound. PayPal: Selling puts to bet on a “no-blowup” earnings outcome PayPal is scheduled to report earnings before the market opens on February 3. In the run-up to the release,