To The Moon

Hello everyone! Today i want to share some trading ideas with you! Right... $TransMedics Group, Inc.(TMDX)$ is undervalued at $86. -> CEO says Europe is ~50% of the entire global transplant opportunity (currently only generating ~$20M of revenue in Europe). -> CEO forecasts 30,000 transplants by 2032 generating $2 billion in revenue (18% CAGR for 6 years). -> Director buying $110k worth of shares. -> CEO regularly bought in the +$100 range. -> 2H 2027 is the year revenue starts to get generated from kidneys and Europe. I forecast we hit $2B in revenue in 2032 (18% CAGR from here) which is in line with management commentary if some of the above goes right. At 40% EBITDA margins that's $800M in EBITDA (or 31% CAGR from

Key Scenario: The Fed’s Decision Will Determine Gold’s Fate The crux of the matter regarding the decision does not lie in whether or not interest rates will be raised, but rather in the updated economic forecast dot plot and the Fed Chair’s remarks on the future interest rate path during the press conference. A: Dovish reassurance (e.g., implying that current inflation is under control and the tightening cycle is nearing its end) Market Outlook: This would immediately trigger a “gold bull run” as bearish expectations are realized. Technical Development: 4-hour bulls will ignore resistance from moving averages above, breaking through the middle Bollinger Band at $4,436.41 with a large bullish candle, rapidly recouping lost ground in a short time, and making a frantic push toward the 4-hour

I like companies that can turn revenue growth into even faster FCF growth — and then turn that FCF growth into even stronger FCF per share. That’s where the real compounding starts. 🔥 Three things can make the engine work even harder: 📈 Margin expansion means more cash from every dollar of revenue. 💵 Share buybacks spread that growing cash flow across fewer shares. 🚀 Multiple expansion can add another layer of upside when the market starts paying more for that growth. The result is powerful: Revenue ↑ → FCF ↑↑ → FCF/share ↑↑↑ The companies in this list are showing exactly that kind of progression over the next decade. A few standouts from the screen: Comfort Systems USA 21% revenue CAGR → 41% FCF CAGR → 42% FCF/share CAGR e.l.f. Beauty 24% revenue CAGR → 30% FCF CAGR → 30% FCF/share CAGR I

The post FOMC pop didn’t have much follow through. $S&P 500(.SPX)$ managed only a shallow rebound before sellers stepped back in and pushed price sharply lower. That keeps the short term structure leaning toward another leg down rather than a clean bullish reversal. For now, I’m treating the current rebound as W4. If that count holds, the bounce should remain below today’s high before W5 brings another move lower. 🔻 The key levels are pretty clear: ⚠️ Above 7632: the immediate W4/W5 setup is invalidated. 🚦 Daily close above 7637: that would shift the setup into a more bullish posture. Until either level is reclaimed, I’m treating rallies as opportunities to sell rather than chasing strength. The next move matters more than the noise around the

The Fed decision is the big event this afternoon, with another 25 bps hike to 3.75%–4% widely expected. A lot of that risk may already be baked into $SPDR S&P 500 ETF Trust(SPY)$ . Still, the market has plenty of reasons to stay volatile. 🇺🇸⚔️🇮🇷 Higher rates, inflation, the Japanese yen unwind and the uncertainty around the midterms are all adding pressure to the tape. That leaves room for another pullback. I’m watching $748–$750 as a possible downside zone into next month if volatility picks up. 📉 But there’s another side to the trade. $SPY is ultimately tied closely to the earnings power of the companies inside it, and corporate earnings remain extremely strong. That’s why I still see room for a move toward $780+ in Q3 and potentially $820 by

Last week, we studied how to read the Setups Blueprint posted every weekend, covering momentum conditions, target prices, risk-to-reward ratios, and invalidation levels. We also reviewed how to manage support and resistance levels. Today, we will revisit them to reinforce the core concepts and examine the high-probability setups posted last Saturday, which accurately anticipated the decline in the indices and their targets 🎯. As anticipated last Saturday in the Weekly Compass, the market structure in the indices pointed toward bearish moves. Declines in the $S&P 500(.SPX)$ $Dow Jones(.DJI)$, and Russell 2000 were mapped as high-probability setups: $SPDR Dow Jones

$Ambarella(AMBA)$ $Ambarella (AMBA) +0.55% Rebound Off Oversold Base, $73.48 Resistance Looms for Edge AI Play 📊 Latest Close Data: AMBA closed at $64.33 (+0.55%) on Sep 16, 2026, with intraday range $64.04–$67.62. The pre-market was $65.11, after-hours $64.60. Price sits ~33% below the 52-week high of $96.69, but well above the $48.30 low. 🚀 Core Market Drivers: Edge AI chip sentiment remains mixed after recent volatility saw AMBA spike to $83.12 in early August before fading. The semiconductor sector is grappling with rotation between AI infrastructure and edge deployments; no company-specific catalyst today, but lingering tailwind from the Hanwha multi-year deal and the broader "model-to-deployment" AI narrative keeps dip-buyers engaged at lowe

$AT&T Inc(T)$ $AT&T(T) +0.79% Technical Rebound: Dividend Yield 4.15% Anchors Support, $28 Resistance Caps Upside Latest Close Data: T closed at $26.72 (+0.79%) on Sep 16, 2026, with a session range of $26.30–$26.93. Price sits 10.3% below its 52-week high of $29.79 and 34.3% above its 52-week low of $19.89. Core Market Drivers: Telecom sector faced broad selling pressure last week on SpaceX satellite competition fears, but T stabilized near $26.30 support. AT&T's 4.15% dividend yield and $183.8B market cap continue to attract defensive income investors amid elevated sector volatility. Technical Analysis: Volume came in at 37.34M shares with a Volume Ratio of 0.90, indicating slightly below-average participation. RSI(6) at 73.5 and RSI(12

$NXP Semiconductors NV(NXPI)$ $NXP Semiconductors NV (NXPI) +0.95% Close $226.35: Chipmaker Bounces Off Key Support, Risk-Reward Setup Emerges Latest Close Data: NXPI closed at $226.35 (+0.95%), recovering from an intraday low of $224.30. The stock remains 33.4% below its 52-week high of $339.95, but 23.7% above its 52-week low of $183.00. Core Market Drivers: Sentiment remains fragile as semiconductor peers sold off earlier this week. However, NXPI's Malaysia fab expansion financing and automotive UWB design wins with BMW provide company-specific support. Analysts remain broadly constructive despite macro volatility. Technical Analysis: Volume of 2.37M shares is light (Volume Ratio 0.59), suggesting limited conviction. MACD histogram is positive

$Honeywell(HON)$ $Honeywell International Inc.(HON) +1.02%: Industrial Giant Rebounds from Oversold, $205 Breakout Pivot in Focus 🛡️ 📊 Latest Close Data HON closed at $203.44 (+1.02%) on Sep 16, 2026, with intraday range $199.91–$205.22. The stock now sits -19.3% below its 52-week high of $252.00, but +8.9% above its 52-week low of $186.76. 🔥 Core Market Drivers Morgan Stanley upgraded Honeywell Aerospace to Overweight with a $205 price target, fueling the recent rebound. BMO cut its aerospace PT to $209, while RBC trimmed to $250—mixed analyst actions creating a tug-of-war. Institutional flow turned positive: 5-day capital flow shows +$683M net inflow on Sep 14 after three consecutive outflow days. 📈 Technical Analysis Volume: 3.687M shares, Volum