To The Moon

$GitLab, Inc.(GTLB)$   Guggenheim Reiterates Buy Rating on $GTLB, PT $70; Ahead of earnings Analyst comments: "Key Message: We expect GitLab to easily exceed F3Q26 consensus top- and bottom-line estimates, due in part to what we believe is de-risked second-half fiscal 2026 guidance set by former CFO Brian Robins. Despite mixed checks, we see upside flowing through to full-year FY26 and expect F4Q26 guidance to come in line. In our plausible scenario, we model total revenue growth of 26% versus consensus at +22% (or over 3% potential upside, slightly less than the 4% in F2Q), including subscription growth of 27% (vs. consensus +23%) and SaaS growth of +35% (vs. consensus +28% and +39% in F2Q). On the F2Q26 earni

$TransMedics Group, Inc.(TMDX)$  Needham Upgrades $TMDX to Buy from Hold, Sets PT at $148 Analyst comments: "Our transplant tracker now indicates that TMDX’s U.S. sales are likely to beat consensus in 3Q25 based on the latest SRTR data. Additionally, we expect TMDX’s new heart and lung clinical trials and its international expansion to become increasing growth drivers during 2026. TMDX’s margins are also increasing rapidly, and we expect meaningful EPS upside. Competition remains a potential risk, but we believe TMDX holds a significant lead in a still largely underpenetrated market." Analyst: Mike Matson

$GE Vernova Inc.(GEV)$   $GEV | GE Vernova Q3’25 Earnings Highlights 🔹 Revenue: $9.83B (Est. $9.17B) 🟢 🔹 EPS: $1.64 (Est. $1.62) 🟢 🔹 Orders: $14.6B Reaffirmed FY25 guidance 🔹 FY Revenue: Trending toward high end of $36–$37B range (Est. $37.15B) 🟡 🔹 Tariff Impact: Expected toward lower end of ~$300M–$400M range 🔹 Expects sustained demand strength across segments, with modest tariff-related cost pressures

$CME Group Inc(CME)$  $CME Group Q3’25 Earnings Highlights 🔹 Revenue: $1.50B (Est. $1.53B) 🔴 🔹 EPS (Adj.): $2.68 (Est. $2.64) 🟢 Other key Metrics 🔹 Operating Income: $973M 🔹 Clearing & Transaction Fees: $1.20B 🔹 Market Data Revenue: $203M (record) 🔹 Avg. Rate per Contract: $0.702 Cash, Debt & Capital Returns 🔹 Cash & Equivalents: $2.6B; Debt: $3.4B 🔹 Dividends Paid (9M’25): ~$3.5B 🔹 Total Returned to Shareholders since 2012: $29.5B+ (dividends) Volume Snapshot 🔹 Second-highest Q3 ADV; broad participation across asset classes (company disclosure) Commentary 🔸 “Global clients continued relying on CME Group across all asset classes amid uncertainty. We delivered adjusted EPS on par with last year and are expanding access with our FanD

$Tesla Motors(TSLA)$  We should keep going up.  500 by eoy

PE is backward looking. Not that useful. Better to look at the business itself and management actions

Tesla FSD is ready to roll out in all regions and all road systems  The only barrier is regulatory approval Thus bigger markets will be prioritised US ✔️  China ✔️  EU is next Then Australia  FSD collects and validates data, which trains the system for local nuances. This allows robotaxi roll out seamlessly.  Small improvements slowly, then suddenly all at once. Be ready.

$Tesla Motors(TSLA)$   I think we see Tesla swing up and down pretty much sideways for the next 1 year.  it will be a news and headline driven stock until we get material contributions from robotaxi. Or if optimus is commercially available. Buy the dips, sell the rips

$Tesla Motors(TSLA)$   Street doesnt care about vehicle sales and margins anymore.  Watch elon pump fsd - robotaxi, and gush about optimus. He may even tease about cross investments with SpaceX and xAI.  His performance will determine the share price. 

$DBS(D05.SI)$  $PropNex(OYY.SI)$   Mortgage rates coming down Hdb resale index and private property prices look poised to spike Banks will do good business with more new loans Property agents will huat the most Recession? Dont bet on it.  Bears sound smart but bulls make money