To The Moon

The move above US$400 is technically important, but I would be cautious about calling it a full restart of the autonomy story. The bullish case is that Robotaxi has progressed from concept to real-world deployment. Markets tend to assign much higher valuations once autonomous driving demonstrates commercial execution rather than promises. If Tesla expands safely into more cities while showing improving utilisation and economics, investors may increasingly value it as an AI and mobility platform instead of only an EV maker. The cautious case is that one launch does not prove scalability. The market will want evidence that Tesla can expand geographically, satisfy regulators, maintain a strong safety record, and generate meaningful revenue. Meanwhile, EV competition, vehicle margins, and earn

🌟🌟🌟 The darkest moment for the major sports consumer brands is expected to persist through to the end of 2026.  Most major sports brands are stuck in a multi year turnaround phase.  Brands overproduced clothes and shoes, forcing them to use massive discounts to clear shelves. This has hurt profit margins.  Nonetheless a turnaround is expected in early 2027 to mid 2027 once the backlog clears. Wall Street Analysts are currently cautious about $Nike(NKE)$ with a Hold rating. While it recently beat earnings expectations due to a massive one time USD 986 million tariff refund, its overall sales are dropping especially in China where revenue just fell 12%. However Nike's massive USD 9 billion cash reserve gives it plenty of financial mu

$Alphabet(GOOGL)$  This is everyone's darling. It's diversified businesses are firing at all cylinders! YouTube, advertising biz, AI,  search, cloud are being monetized. Google  also Has ard 8% share in space X. buy the  dip.Tp 450.

$Tesla Motors(TSLA)$  has been consolidating for months, a breakout will be explosive weather to the upside or downside. Earnings will be reported next week, will that be a catalyst for a breakout? I doubt so, the past few reports did not move the stock much. I will be selling covered call during earnings to earn premium on my tsla stock 

$NVIDIA(NVDA)$ Nvida go go go to the moon!!!

$JPMorgan Chase(JPM)$ $Citigroup(C)$  $Financial Select Sector SPDR Fund(XLF)$  🏦💥 JPMorgan Earnings: Can the Banking Giant Break Its Four-Quarter Earnings Curse? 📊🚀 Earnings season officially begins on July 14, and all eyes are on $JPM as Wall Street’s biggest bank sets the tone for financials. The options market is expecting fireworks, pricing in a ±4.7% move after earnings. That’s almost double the average 2.4% post-earnings move over the past eight quarters. Expectations are clearly elevated. Here’s what the market expects: 💰 EPS: $5.49 💵 Revenue: $48.7B Despite trading just below record highs, one fascinating statistic stands out. $JPM has fin

$Delta Air Lines(DAL)$ $United Airlines(UAL)$  $Southwest Airlines(LUV)$  ✈️📊 $DAL Q2 2026: Record Revenue, Historic Fuel Shock. Is Delta About to Take Off Again? Delta Air Lines just proved that strong demand can overcome almost anything, except a 75% surge in jet fuel prices. Revenue climbed to a record $17.7 billion, yet soaring fuel costs and persistent inflation clipped earnings, creating one of the biggest disconnects between revenue growth and profit growth we’ve seen from the airline this cycle. Markets now face one key question. Was this simply a temporary fuel headwind, or the start of a tougher profitability environment? Key Highlights

$Ouster Inc.(OUST)$   $OUST: Building the Perception Layer for Physical AI • Ouster ($OUST) recently raised $191.9M through a 3.62 million share offering at $55.22/share. While the dilution may create short-term volatility, the funds strengthen its balance sheet to accelerate R&D and expansion. • Its REV8 OS digital lidar is now Build America, Buy America (BABA) compliant, opening access to federally funded U.S. smart infrastructure projects. • Ouster signed a deal with AIM Intelligent Machines to supply lidar for AI-powered heavy equipment and expanded its manufacturing partnership with Benchmark Electronics, strengthening its position in industrial automation. • The company is evolving beyond a lidar maker, combining digital lidar

PCT: Should You Invest In SNDK v1.0 : PCT = Pandas Coffee Talk. Investing in SanDisk (NASDAQ: SNDK) carries significant risk due to its extreme valuation after surging over 600%. While it benefits from strong AI-driven NAND demand, valuation models like Morningstar and Simply Wall St flag the stock as overvalued, making it highly susceptible to sector volatility. Consider these key factors before buying:Sky-High Valuation: SNDK trades at a massive premium, with discounted cash flow (DCF) models suggesting intrinsic value estimates well below its current trading price. AI Tailwinds: SanDisk is a major beneficiary of the structural shortage in NAND flash memory, which has driven massive sequential revenue growth from enterprise SSDs and AI data centers. Analyst Disagreement: Wall Street pric

GoPro has had a challenging few years, but recent developments have put the company back on investors' watchlists. 📰 What's Happening? 💰 CEO Steps In: Founder and CEO Nicholas Woodman has committed $20 million in financing to strengthen the company's liquidity and support its turnaround efforts. 🤝 Strategic Review Underway: GoPro is exploring strategic alternatives, including the possibility of a sale, merger, or partnership. While nothing has been confirmed, this could become a major catalyst for the stock. 📊 Latest Financials • Revenue: $99 million (-26% YoY) • Subscription revenue remains relatively stable • The company continues to operate at a net loss as it restructures. 📷 New Product Pipeline: GoPro is betting on its next generation of cameras, featuring improved image quality, bett

Michael Saylor is calling it straight: MicroStrategy is on track to be the fastest-growing, most profitable company in America right now. The driver? Pure Bitcoin exposure.On strong days, the company books paper gains north of $500 million. Not from operations or product sales — just the daily mark-to-market swing on its hoard of more than 721,000 BTC. When Bitcoin climbs 1%, hundreds of millions flow straight to the bottom line. When it drops 1%, the losses mirror that figure in the opposite direction.This is corporate leverage on a scale never seen before. MicroStrategy has engineered one of the most aggressive treasury strategies in history, essentially turning the company into a high-beta Bitcoin proxy. And on green days, it works exactly as planned.Saylor himself has been upfront abou

Inside $Summit Therapeutics PLC(SMMT)$ $15 Billion Leap of Faith Every bull market eventually produces a stock that stops behaving like a company and starts behaving like a referendum. Right now, that stock may be Summit Therapeutics. On one side sit investors convinced ivonescimab is the most important oncology breakthrough in years. On the other are sceptics who see a company worth billions despite having virtually no commercial revenue and a single regulatory hurdle capable of changing everything overnight. The truth is that both camps have a point. And that is precisely why Summit has become one of Wall Street's most fascinating battlegrounds. Wall Street is pricing probabilities, not profits The Drug That Started the Argument Summit's investm

GOOD NEWS 🚨 Bank of America Securities analyst Alexander Perry reiterated a BUY rating and a $460 price target on $TSLA 🔥 Perry's thesis pivots away from traditional EV sales volume, focusing squarely on Tesla’s evolution into an AI and robotics powerhouse: ✅ Perry views Tesla as the clear future leader in autonomous ridesharing, estimating that the Robotaxi segment alone now accounts for approximately 52% of Tesla's overall valuation. He argues that Tesla’s "vision-only" point-to-point software is the most advanced, scalable, and cost-effective solution on the market compared to competitors relying on expensive LiDAR systems. ✅ Tesla’s autonomous mode averages just one reportable crash every 101,000 miles—a crash rate roughly 90% lower than human drivers. This safety record is a massive c

Over the five sessions, We saw 23 primary-listed companies conduct buybacks with a total consideration of S$39 million, a similar pace to the previous week.   1. $CNMC Goldmine(5TP.SI)$ CNMC Goldmine Holdings CEO Chris Lim's deemed interest in the company increased from 26.405% to 26.535% following on-market purchases of 536,400 shares by executive chairman Professor Lin Xiang Xiong on 11 and 12 June at S$1.1277 and S$1.15 per share respectively. Lim's deemed interest stems from his family's controlling stake in the gold producer, with his parents, Professor Lin and Tan Swee Ngin, owning Innovation (China) Limited, which holds 106.99 million CNMC shares. 2. $Goodwill(GEH.SI)$ GEHL Vice Chairman a

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $UOB(U11.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $Keppel(BN4.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $SGX(S68.SI)$ $SIA(C6L.SI)$ $Sembcorp Ind(U96.SI)$ $CapLand IntCom T(C38U.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $DBS(D05.SI)$

Option watchlist. $Meta Platforms, Inc.(META)$  - The company recently announced Muse Spark 1.1 and plans to start manufacturing an AI chip, "Iris," in September. The stock is breaking above a weekly trendline resistance. Calls above $670 could be interesting for a potential move toward $700 and higher. There's significant call flow. $NVIDIA(NVDA)$  - The stock is breaking out of its channel on the daily chart. There's significant call flow. Calls could be viable as long as $210 holds, for a potential move toward $215 and $220. $Apple(AAPL)$  - The stock is close to all-time highs and making strong moves. The $317.40 level is being watched for a po