To The Moon

$Intuit(INTU)$ reports fiscal fourth-quarter and full-year results after the August 25 close. The company owns highly valuable financial workflows through TurboTax, QuickBooks, Credit Karma and Mailchimp, but generative AI has changed the question investors are asking: does proprietary financial data make Intuit’s products more useful, or can general-purpose assistants make parts of them less necessary? Intuit’s fiscal third quarter, ended April 30 and reported May 20, showed solid operating growth. Revenue increased 10% to $8.6 billion. Consumer revenue rose 8% to $5.3 billion, including 7% growth at TurboTax, while Credit Karma grew 15%. Global Business Solutions revenue advanced 15% to $3.3 billion, with Online Ecosystem growth of 19%. Intuit’s

$CrowdStrike Holdings, Inc.(CRWD)$ reports fiscal second-quarter results after the August 26 close. The shares entered the event after a sharp decline, making the report a test of whether the weakness reflects excessive valuation compression or an emerging slowdown in cybersecurity spending. The first fiscal quarter, ended April 30 and reported June 2, was strong. Revenue increased 26% to $1.39 billion, subscription revenue rose 26% to $1.32 billion and annual recurring revenue reached $5.51 billion, up 24%. Record first-quarter net-new ARR of $255.8 million grew 32%, while non-GAAP operating income increased to $325.7 million from $201.1 million. CrowdStrike’s official first-quarter release provides the results and guidance. The bullish case is p

$Dollar General(DG)$ reports fiscal second-quarter results on August 27. Its first quarter showed that shrink control, inventory discipline and merchandising can restore profit even when sales grow slowly. The next report must show that those improvements can withstand high fuel costs and continuing pressure on low-income households. For the quarter ended May 1 and reported June 2, net sales increased 3.4% to $10.8 billion and same-store sales rose 2.0%, driven by 1.4% higher traffic and a 0.5% increase in average transaction value. Operating profit increased 10.8% to $638.5 million, while EPS advanced 12.4% to $2.00. Gross margin expanded 65 basis points to 31.6% because of higher markups and lower shrink and inventory damage. Dollar General’s offi

$Zoom(ZM)$ reports fiscal second-quarter results after the August 25 close. The company is no longer valued as a pandemic-era video-conferencing disruptor. Its next phase depends on turning Zoom Phone, Contact Center, Workplace and AI Companion into an integrated communications platform that can grow faster than basic meetings. For the first fiscal quarter, ended April 30 and reported May 21, revenue increased 5.5% to $1.239 billion. Enterprise revenue grew faster than the company total, while large customers contributing more than $100,000 of trailing-12-month revenue also increased. Zoom’s official quarterly-results page contains the release, presentation and filing. The bullish thesis is that Zoom already sits inside millions of daily business in

Technical analysis has proven to be a powerful edge for both long-term investors and traders. Over the past weeks, I have provided documented calls with clear references to significant moves in the market, and this week offers a good opportunity to connect precise calls. On July 29th, I called the bullish reversal for $Gold - main 2612(GCmain)$ with specific levels. While many analysts had been constructing the bull case for months, Gold had already dropped roughly 30% from its peak, a drawdown that even the most committed long-term holders struggle to sit through without a technical framework to lean on. The call was documented, $SPDR Gold ETF(GLD)$ is up +13.9% since my note, the levels were clear,

Hey everyone 👋 $BTC is now pushing into a short-term Smart Money sell zone, with the immediate target range around $76K–$80K. I’m still bullish on Bitcoin over the longer term and expect new all-time highs within the next 12–18 months. 📈 But in the short term, this is a level where a rejection could make sense. The key level is $85,000. For Bitcoin’s internal structure to turn bullish, price needs to break above the recent swing high and hold above $85K. Until that happens, the internal structure remains bearish. So if you’re trading shorter-term and looking to lock in some profits, this isn’t a bad area to consider taking some off the table. Long-term bullish. Short-term cautious. $85K is the level that could change the picture. 👀

$VanEck Gold Miners ETF(GDX)$ is still pushing higher, with $Direxion Daily Gold Miners Index Bull 2X Shares(NUGT)$ now at +32R. The pre-market action is adding even more strength to the move. This is shaping up to be a commodities and crypto week, so I’m widening the net beyond equities. 🌎 When one part of the market isn’t working, there’s no reason to keep forcing trades there. I lost nearly -1.4R across three separate attempts in $Dell Technologies Inc.(DELL)$ and $Hewlett Packard Enterprise(HPE)$ — two full stop-outs and one breakeven. The worst thing I could do now would be to become emotionally attached to recov

Short term: $Tesla Motors(TSLA)$ is continuing to fill the gap, with the $370–$400 upside target now within reach. I think $400 is the best-case short-term target before we potentially see another rejection. I remain bullish on Tesla over the next 12–18 months, but I wouldn’t rule out one more sell-off in the near term. 📉 Meanwhile, $Cipher Mining Inc.(CIFR)$ just hit the $18 short-term target — a roughly 20% move in 20 days. 🎯 Well done to everyone who traded it. Now the focus shifts from chasing the move to watching for a potential rejection and a new re-entry zone. Personally, I’d be interested in loading back up below $15.60 if the setup develops. TSLA → $400 target.CIFR → target hit, now waiting for

Two major moves hit the market on August 19: 🔥 $Moderna, Inc.(MRNA)$ surged +177% at the close — an EP-style move. ⚡ $iShares Ethereum Trust ETF(ETHA)$ , traded through $Volatility Shares 2x Ether ETF(ETHU)$ , gained +9.97% on the day, or roughly +19.8% through the leveraged vehicle, in a Range Expansion Swing setup. Now, at T+2, the follow-through is even more interesting: 📈 $MRNA is now around +3R from the M5 ORH. 🚀 $ETHU is now around +30R from the M30 ORH. The bigger lesson isn't simply identifying a strong setup. Execution context matters. Knowing what to trade, when to enter, and which timeframe to execute on can make a huge difference to the outcome. A set

$Palantir Technologies Inc.(PLTR)$ is setting up another bullish flag, potentially creating the structure for a third leg higher. That said, I still think it’s too early to make PLTR the focus name for the month. The stock remains extended — roughly 6× ATR above its 50-day moving average — while the weekly chart has only spent about two weeks consolidating. Current market data also shows PLTR trading well above its 50-day average, reinforcing how extended the move remains. ⏳ The Base Needs Time Ideally, I want to see a base mature for at least six weeks before a major breakout. A longer consolidation gives the stock more time to reset, absorb supply and build the kind of structure that can support a sustained move rather than a quick spike. Think

Good morning, tigers! ☀️ The bullish SMT divergence on $NASDAQ 100(NDX)$ is now gone. That was the last major piece of confluence supporting the immediate bounce scenario. With that signal invalidated, the near-term bias shifts back to the downside. 📉 🎯 First: Lower Prices I’m looking for $NDX to move lower first, with the next focus on the previously identified equality targets. I don’t want to chase the initial selloff, though. The better setup may come after the first leg lower. 🔄 Then: Wait for Wave 2 Once those downside targets are reached, I’ll be watching for a corrective bounce — Wave 2. That rebound is the move I’m most interested in. Lower first → Wave 2 bounce → Look for the short. 🎯 A corrective rally would give the market room to res

Whenever I’m thinking about making a private investment there’s (broadly) a couple main questions I ask myself: What could go right If things go right how big can it get What could go wrong The reality is the first two are kind of the same question, and the third question is completely irrelevant (in my opinion). I bring this up because so often the conversation around venture stage company investing is about the risks. Execution risk. Market risk. Competitive risk. Hiring risk. etc. What if the market isn’t big enough? What if they can’t execute on this vision? The deck is massively stacked against startups. The reality is only a miniscule fraction ever actually turn into big companies! And all the reasons to be hesitant are right! In a vacuum, the reasons to not invest in a startup almos