To The Moon

With the second-quarter earnings season drawing to a close, investors’ attention will swing back from corporate results to the macroeconomic and geopolitical front. That puts monetary policy, trade tensions, and the conflict with Iran back on the front page. Last week’s secondary sanctions on Iran and its economic supporters were an insult to Swiss cheese and another display of the US administration’s preferred foreign-policy doctrine: speak loudly, carry a small stick, and hope nobody notices. China noticed. Beijing threatened to retaliate if the secondary sanctions were applied to Chinese companies, especially its banks. The White House, for now, stopped short of targeting either. With China’s President due to visit the US on September 24, it seems even trade tensions have diaries. Senti

👋 Hi, Tigers! $SanDisk Corp.(SNDK)$ is up more than 3,000% over the past year. $Micron Technology(MU)$ has gained well over 200% YTD. Numbers like that are wild enough to make anyone wonder whether the market has gone too far. But the more interesting story isn't the stock charts — it's what these companies are doing with the cash they're generating. Record memory pricing has turned $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$ and $SK hynix(SKHY)$ into cash machines. And their very different capital-al

Hi, Tigers 🐯 The S&P 500 hit new highs — but whose take really stood out? 👀 Our “What’s Your Take?｜S&P 500 at New Highs: Bull Run or Pullback?” campaign has officially come to an end! Different views are what make a market. And great takes deserve to be seen. After careful evaluation, we’re excited to announce the winners of our first What’s Your Take? campaign! 🎉 🥇 Legendary Take This take really hit the mark. 🔥 Congratulations to: @Lanceljx @Investordude1301 @MHh 🎁 Million-Dollar Reversible Blanket 🪙 5,000 Tiger Coins 🥈 Market Oracle When the market gets interesting, the

The recent Marvell Technology (MRVL) sell-off is actually a useful lesson for beginners: a company can report excellent growth and still see its stock fall. Marvell reported Q2 FY2027 revenue of $2.739 billion, up 37% year over year, while data-center revenue grew 46%. It also raised its FY2027 revenue outlook to about $12 billion and FY2028 to about $18 billion. So, when investing in semiconductor and AI-hardware stocks, don’t simply ask “Are earnings good?” You also need to ask: What is the company selling, who are its customers, how fast is demand growing, what are margins doing, and how much growth is already priced into the stock? ⸻ 🔥 1. First: What Exactly Does Marvell Do? Think of Marvell as a company that provides the infrastructure behind AI data centers. It isn’t primarily sellin

Recently, Apple completed yet another change at the helm, with its third-generation successor officially taking the reins of this trillion-dollar juggernaut. This moment made me reflect: a company that has endured for over fifty years, navigating multiple leadership transitions without losing its course or its innovative edge, does not rely on the irreplaceability of any single genius. Rather, it is sustained by a system of institutions and culture deeply embedded within the organization. From Jobs to Cook, and now to the new generation, each Apple transition has been as smooth as a finely tuned clock. Behind this lies the systematic transmission of values through Apple University, the process-driven operation of supply chains and product roadmaps, and the long-term planning of board gover

Fed Chair - Kevin Warsh. On Fri, 28 Aug 2026 at the US central bank‘s annual economic policy symposium at Jackson Hole, Wyoming, new Fed chair Kevin Warsh spoke on his 100th day as Chairman. This was a much-awaited speech as the new Fed chair has unilaterally decided to adopt a less interactive, significantly scaled-back approach to how the central bank communicates with the public and financial markets. Rather than maintaining the highly talkative, guiding role of his predecessors, Warsh has initiated a "quiet revolution" aimed at restoring mystery and removing the market's over-reliance on the central bank. He has even suggested scaling back the number of FOMC meetings to six from eight. This is still a discussion-in-progress. Jackson Hole, Wyoming Speech. At Jackson Hole, Kevin Warsh us

Thursday, $IREN Ltd(IREN)$ released its Q2 2026 earnings report, and the market clearly didn’t like it, sending the stock down 13%. This was because the company posted a huge ADJ EBITDA and EPS miss, driven by lower Bitcoin revenues, higher operating expenses, and a massive $450M impairment of Bitcoin mining equipment! A reminder that Iren is decommissioning Bitcoin ming mining equipment and replacing it with Nvidia GPUs to serve the growing demand for AI compute. Furthermore, the street was shocked when Iren announced it expects to spend $25-30B on capex in the next 12 months! This is more than double the consensus street estimates of $12.8B. I honestly don’t understand how this could be shocking to anyone who has been following the company. I gu