To The Moon

Tesla sits at the intersection of two very different valuation stories. If you believe the company will become a leader in autonomous driving, Optimus robots and AI infrastructure, today's weakness could look like a temporary mispricing. Those businesses, if they scale, would justify a valuation well beyond that of a traditional carmaker. The bearish case is that those future opportunities remain largely unproven, while the current business faces softer EV demand, pricing pressure, compressed margins and heavy capital spending that weighs on free cash flow. If the core automotive business continues to weaken faster than new businesses mature, the stock could remain under pressure. At current levels, Tesla looks more like a high-risk, long-duration growth investment than a conventional valu

Palantir's rally appears to be early positioning rather than proof that earnings will exceed expectations. Investors are buying into three catalysts: continued U.S. government demand, expanding commercial AI adoption, and optimism that its Artificial Intelligence Platform (AIP) will drive faster revenue growth and margins. However, expectations are rising quickly. With valuation already rich by traditional metrics, even a strong quarter may not be enough if guidance merely matches consensus. The stock likely needs to deliver another "beat and raise" report, plus evidence that AI contracts are translating into sustained, recurring revenue. The bull case is that Palantir remains one of the few software companies monetising enterprise AI at scale, supporting premium valuations. The bear case

The selloff looks more like a cycle reset than a confirmed cycle peak. CXMT's DRAM expansion raises legitimate oversupply concerns, especially for commodity memory, but AI demand remains concentrated in high-bandwidth memory (HBM), where SK Hynix and Micron still hold technology advantages. The key question is whether new Chinese capacity can meaningfully pressure premium AI products or mainly lower-end DRAM. With SK Hynix reporting this week and SanDisk next week, guidance will matter more than headline earnings. If management confirms robust AI demand, HBM pricing and healthy customer commitments, this pullback could prove a mispricing. If they instead signal weakening pricing power and slowing orders, the market may conclude the memory upcycle has peaked. This earnings season should pro

Today, Warren Buffett is one of the richest people in the world - a $149 billion net worth. He built that fortune by compounding Berkshire Hathaway at a 19.9% rate a year for the last 60 years. That’s nearly double the return of the S&P 500 Index.Warren Buffett was doing what most people aren’t doing today: Value investing. And Buffett's secret to achieving such enormous gains was to pick companies that could greatly grow their earnings without spending much additional capital. For most of his career, he had a mentor, a coach and a close friend, Charlie Munger whom he could bounce ideas off of (yes, having a mentor and partners are important). Together, they looked for wonderful stock ideas to accumulate. Think about the big entrepreneurs on Forbes who sold software, ran furniture comp

In our previous Elliott Wave update on First Trust Natural Gas ETF ($FCG), we highlighted the blue box area at 26.20–22.77 as the next important support zone where the ongoing correction from the April 2025 cycle could end. Since then, price has reached that area, and as expected, buyers have entered and triggered a reaction higher. This price action confirms that the blue box once again worked as a high-frequency reaction zone. As a result, the correction appears to have found support in the expected area, and the ETF is now starting to recover from that low. Blue Box Area Was Reached as Expected In the prior outlook, $FCG was viewed as pulling back in a 7-swing correction against the la

I’m backing Microsoft $Microsoft(MSFT)$ to deliver the strongest post-earnings performance. Azure demand has stayed resilient, and I believe Copilot is gradually becoming a meaningful revenue driver. If Microsoft reports strong cloud growth while proving AI investments are generating returns, it could further strengthen the AI bull case. Meta $Meta Platforms, Inc.(META)$ is my second choice, with AI continuing to improve its advertising business, although expectations are already high. Apple needs to show Apple Intelligence can drive a new upgrade cycle, while Amazon’s AWS could surprise if AI cloud demand accelerates. Overall, I think this earnings season is about proving AI spending can translate in

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. $Apple(AAPL)$   All these big tech names just cannot catch a break. A law suit coming AAPL way again. Coupled with its earnings call this week on 30 July, expect a big swing in its stock price and volatility. However, I strive on volatility as it reflects in higher option premium for me as an options seller. So LETS GO! @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

$Corning(GLW)$ $Amphenol(APH)$  $TE Connectivity(TEL)$  🚨 Corning $GLW Just Posted Strong Earnings. So Why Is the Stock Getting Crushed? 📉👀 Today’s move has caught many traders off guard. 🔻 Pacing for its worst single-session decline since March 2020 📊 RSI has fallen to 28, entering oversold territory 📈 Options volume surged to roughly 3x normal levels within the first hour, with traders aggressively buying both downside puts and upside August calls. Despite the sell-off: 🟢 EPS: $0.78 vs $0.75 expected 🟢 Revenue: $4.74B vs $4.63B expected CEO Wendell Weeks remained highly confident: “We continue to deepen our long-term customer partnerships with

🌟🌟🌟The massive selloff in $SK hynix(SKHY)$ $Micron Technology(MU)$ & $SanDisk Corp.(SNDK)$ was directly triggered by a dramatic competitive shock from China's CXMT. Changxin Memory Technologies or CXMT is China's premier, state backed DRAM manufacturer.  Its blockbuster IPO on Shanghai's STAR market saw its share price skyrocketed 460% on Day 1. Analysts expect CXMT to capture 18% of the global DRAM market within 2 years, up from its current 8%. Why investors should not panic:  The HBM market remains heavily dominated by the Big 3 - SK Hynix, Samsung and Micron.  CXMT is currently estimated to be 2 to 3 years behind the global leaders in adva