To The Moon

What deserves the most attention in the U.S. equity market this week is not the movement of the S&P 500 Index itself, but rather the structural changes taking place within the index. From a valuation perspective, the S&P 500’s overall price-to-earnings ratio remains at a relatively elevated level. Valuations in information technology, real estate, industrials, health care, and other sectors are all materially above the broader market, indicating that U.S. equities as a whole still lack a clear valuation cushion. From a fund-flow perspective, SPY has recorded cumulative net inflows of approximately USD 21.6 billion since July, but fund-flow divergence across sectors has become increasingly pronounced. Capital is not simply leaving the equity market; rather, it is being reallocated a

📱 Col Global (300364) – Can This ReelShort Company Turn Views Into Profits? When I look at Col Global Co., Ltd. (SZSE: 300364), I see one of the more interesting speculative stories in China’s entertainment and digital-media space. The company has attracted attention because of its connection to the booming short-drama / ReelShort-style industry, where viewers watch vertical episodes on mobile phones and often pay for additional episodes through micro-transactions. The stock is currently trading around RMB 24.46 with a market capitalization of roughly RMB 17.8 billion, yet the financial statements show a company that is still losing money. That contrast—high market value versus negative earnings—is exactly why investors are debating whether this is the next big media platform or simply a h

Defense stocks have already rallied on higher budgets, Europe rearmament, drones and missile defense.$RTX Corp(RTX)$$Lockheed Martin(LMT)$$Northrop Grumman(NOC)$$Boeing(BA)$ The next theme may be simpler: the US needs to rebuild missile inventories. Recent conflicts have turned a long-known production gap into an urgent supply problem. Citrini Research notes that US missile and interceptor use over a five-month period exceeded any full year since the Gulf War. Air defense is the clearest case. CSIS estimates the Iran conflict consumed about 65% of pre-war US Patr

🎬🐶 Beginner Guide: Why Netflix Rose After Replacing Its Homegrown Titus Solutions with Kueue When I first read that Netflix stock jumped about 3% after announcing changes to its internal technology systems, I wondered: Why would a backend software change make investors excited? 🤔 As a beginner investor, it is easy to think stock prices move only when subscriber numbers increase. But technology companies like Netflix are different. Investors also watch cost savings, efficiency, scalability, and future profit margins. This Netflix story is a good example of that. ⸻ 🍿 What happened? Netflix has long used its own internal container platform called Titus to run many backend workloads. Over the years, Netflix also built several homegrown tools around Titus to manage batch jobs and scheduling. Re

In this want I want to calculate $NEBIUS(NBIS)$ price at which the stock could be trading in 2030. After this quarter, I realised that I need to update my assumptions as the company gave more details about pricing and its new asset-light AI segments. I am not gonna make you wait too long: I see 530-690% upside to Nebius stock by 2030! This is who I get there: First, Nebius' 2026 contracted power target is 5GW, which means that Nebius expects to have agreements with utilities to supply them with 5GW of electricity on 31 December 2026. Yet, to bring all this capacity online as active IT power, Nebius will need years, as they have to construct the building and install all the electrical, GPUs, cooling, networking, and other equipment. Thus, I am mode