To The Moon

Amazon Earnings Review: AWS's Blowout Results Perfectly Showcase the Business Value of AI Cloud $Amazon.com(AMZN)$   released its FY26-Q2 (quarter ended June 2026) earnings after market close on July 30, 2026. This quarter saw AWS grow at its fastest pace in five years, significant overall margin expansion, and both EPS and revenue beating expectations — a comprehensive, high-quality earnings blowout. Key metrics are as follows: Core Financial Indicators – Revenue: $200.6B, up +19.6% YoY and +10.5% QoQ, beating the market consensus of $197B. – Net Income: $62.6B, surging +244.9% YoY, with net margin reaching a record high of 31.2%. – EPS: $5.75, up +242.3% YoY The significant increase in net profit was prim

Hello everyone! Today i want to share some technical analysis with you! 1 🚨 Nvidia is back at the 200, I repeat, Nvidia is back at the 200 $NVIDIA(NVDA)$ 2 MACD bull cross is in 👀 $First Solar(FSLR)$ 3 $Apple(AAPL)$ extends drop to more than -8% in after-hours after lowering forward revenue guidance 🩸 Apple's CFO stated the company expects supply constraint to increase significantly in the coming months. 4 $Amazon.com(AMZN)$ has now added +$20 billion in market cap in the last 20 minutes 5 $Microsoft(MSF

This week's market offered another reminder that price structure, sector rotation, and market positioning often matter more than headline results. From Intel's post-earnings weakness to RingCentral's technical breakout and Best Buy's disciplined trend-following setup, these trades highlight one key principle: the market rewards context, not just numbers. 1. $Intel(INTC)$ Price structure always takes precedence over earnings in trading. Despite posting +520% EPS growth (+93% beat) and +25% revenue growth (+12% beat), the chart remains the primary source of truth. $INTC basically already have a loosening structure prior for over 2 months. 2. $RingCentral(RNG)$ My 2 cents on $RNG: $RNG belonged to 2 baskets:

Tech Selloff Deepens On Tue, 28 Jul 2026, selloff in US technology stocks gathered pace. It took the sector’s market value loss to about $1.6 trillion in just over 5 trading sessions. It comes at a time when investors continued to question (a) heavy AI spending, (b) disappointing earnings and (c) rising capex commitments by the industry's largest companies. This latest wave of selling pushed the Nasdaq-100 into correction territory during the session, marking a decline of more than -10% from its most recent record high. The tech index, which tracks the 100 largest non-financial companies listed on the Nasdaq exchange, finished the day -1.0% lower. As pointed out in my previous post (click here ! to savour),

No investor has epitomized 2026 like Leopold Aschenbrenner. Through June, his $48 billion (at the time) hedge fund, Situational Awareness, was up 439% after fees, an incredible run by any measure. This morning, Situational Awareness blew up. What happened and what can we learn about leverage, buying dips, and investing today? That’s what I’m going to dig through today. Blowing Up In 2009, I was in MBA school and interned for a hedge fund in the Minneapolis area that did a little bit of everything. There was market making, high-frequency trading, options positions, and even leveraged bets on commodities. It was a whirlwind of a learning experience, and at the end, I sat down with the owner, who had been in hedge funds for ~30 years. We talked for over an hour, but one thing stuck out to me: