To The Moon

$PanUnited(P52.SI)$ 2 Target Price     PanUnited (P52.SI) is a fundamentally sound Singapore-based company with robust revenue growth, expanding margins, and strong returns on equity. 1. Strong Financial Data (FY2025, Annual Report): Revenue Growth: Total revenues grew 10.6% YoY to SGD 899.0M, driven by a 10.6% increase in core revenues. Profitability & Margins: Gross profit rose 21.4% to SGD 214.1M, with gross margin expanding from 19.8% to 23.8%. Net income attributable to shareholders increased 24.1% to SGD 50.7M, resulting in a net profit margin of 5.6%. Capital Efficiency: Return on Equity (ROE) was a strong 18.1%, and Return on Assets (ROA) was 8.8% PanUnited's (P52.SI) growth catalysts are centered on its resi

I. Fundamentals: Two Engines Determine Valuation The core focus of this earnings report is whether the two main threads — Server CPU and Foundry — can deliver a turning point. 1. Server CPU: The Core Engine for Earnings Growth Although declining PC sales pose a headwind, Intel is offsetting this with stronger CPU pricing power and AI demand. More critically, Agentic AI is expected to significantly boost server CPU demand, with the GPU/CPU ratio projected to drop from 2× to 1.1–1.4×. Leveraging the strong stickiness of x86 in the enterprise sector, Intel is well-positioned to become a key beneficiary of enterprise-grade Agentic AI. Server CPU revenue is projected to grow at a 28% compound annual growth rate (CAGR) through 2030. 2. Foundry Business: A Turning Point Has Emerged Front-end manu

Not every stock is moving the same way. Some are building bullish continuation patterns, others are testing critical support, while a handful of momentum trades continue to outperform. Here are the key setups worth watching right now. 1. $Palantir Technologies Inc.(PLTR)$ Coiling in a Mini Bull Flag Ahead of a Potential 9-Month Trend Channel Breakout One of the strongest 1-month RS mega liquid name in the list. Mini bull flag with 10 sessions of declining volume. Has been pushing higher low prints for the week. 2. $Datadog(DDOG)$ didn't see it fail so fast. could still bounce and rebuild from 50-MA 3. $Seagate Technology PLC(STX)$

I'm all for concentration and against over diversification. I'm the biggest voucher out there that owning individual stocks is the way forward vs ETFs. We're in a stock pickers market more than any time in history: $Applied Optoelectronics(AAOI)$ YTD 220% $Ouster Inc.(OUST)$ YTD 82% $Micron Technology(MU)$ YTD 238% etc etc vs $SPDR S&P 500 ETF Trust(SPY)$ at 9.7% BUT It's sad to see this whole "all-in" investing with one or two stocks becoming 100% of people's net worth become a norm. Yes there are success stories. But there are FAR MORE disaster stories. I

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google Cloud results are incredible, but the rest of the revenue was pretty ho-hum. Alphabet going negative FCF seems like a turning point in this buildout. I don't know if it's good or bad, but if they're willing to go into debt to win... I wouldn't want to be a competitor. 82% growth for Google Cloud is crazy, but we have crossed the critical FCF going negative. Seems like something. PS: What are your weaknesses as an investor? Create constraints around them. I am terrible at timing the market when I buy and my biggest mistake is selling a great company early. Solution: 1. Buy once per month 2. Default to "never sell" Keep it simple. Sentiment is correlated with a sto

TRADE PLAN for Thursday 📈 $S&P 500(.SPX)$ tried to breakout above 7500 again today but failed. SPX Needs a daily candle close above 7500 to set up for 7600+ after FOMC next week. SPX July 23 7520C is best above 7500 $SanDisk Corp.(SNDK)$ winding up for a move back to 1800. For tomorrow wait for SNDK to back test 1600 then look at calls for a push back up to 1670-1700 SNDK July 24 1800C is best above 1600 $NVIDIA(NVDA)$ reclaimed the key support level at 212 today. NVDA to 220 in play as long as 212 holds over the next 2 days. NVDA July 31st 220C can work above 215 Good luck tmrw everyone!! 🫡

Stop thinking about the 480,126 deliveries. The market has had three weeks to process that number. TSLA is still trading below its pre-delivery report levels at $376 to $379. That one fact tells you everything about what tonight's print actually needs to deliver: not more evidence that Tesla can sell cars, but evidence that selling 480,000 cars at $25 billion in capex does not permanently destroy the margin structure that justifies trading at 175 to 180 times forward earnings. Tonight's call is entirely about three numbers. Automotive gross margin. Free cash flow. Cybercab production rate. The first two tell you whether the car business is being sacrificed to fund the future. The third tells you whether the future is arriving on any recognisable timeline. What the Estimates Actually Say Th