To The Moon

It is coming up to 2½ months since US unilaterally decided to launch an assault on Iran with its partners-in-crime Israel. The relative ease with which Trump’s order to capture Venezuela’s President Nicolás Maduro and his wife by force on 03 Jan 2026 has embolden the ‘foolish’ into thinking that the feat could be repeated with the same relative ease. Trump’s history of avoiding military service (in September 1968 for the Vietnam war) suggests a fundamental detachment from the life & death stakes of the very operations he so casually orders. What about his Defense minister ? Surely, he would know better, many had assumed. After all, Hegseth served in the Army National Guard from 2002 to 2021 and had been deployed overseas 3 times. On closer examination, his tours & experiences were

It is coming up to 2½ months since US unilaterally decided to launch an assault on Iran with its partners-in-crime Israel. The relative ease with which Trump’s order to capture Venezuela’s President Nicolás Maduro and his wife by force on 03 Jan 2026 has embolden the ‘foolish’ into thinking that the feat could be repeated with the same relative ease. Trump’s history of avoiding military service (in September 1968 for the Vietnam war) suggests a fundamental detachment from the life & death stakes of the very operations he so casually orders. What about his Defense minister ? Surely, he would know better, many had assumed. After all, Hegseth served in the Army National Guard from 2002 to 2021 and had been deployed overseas 3 times. On closer examination, his tours & experiences were

It is coming up to 2½ months since US unilaterally decided to launch an assault on Iran with its partners-in-crime Israel. The relative ease with which Trump’s order to capture Venezuela’s President Nicolás Maduro and his wife by force on 03 Jan 2026 has embolden the ‘foolish’ into thinking that the feat could be repeated with the same relative ease. Trump’s history of avoiding military service (in September 1968 for the Vietnam war) suggests a fundamental detachment from the life & death stakes of the very operations he so casually orders. What about his Defense minister ? Surely, he would know better, many had assumed. After all, Hegseth served in the Army National Guard from 2002 to 2021 and had been deployed overseas 3 times. On closer examination, his tours & experiences were

Memory Lane. I am feeling a little generous today. In fact, I am afire with the need to tell you a story, one of “innocent-ignorance” dating back to 2021. I have casually mentioned on different occasions that when I first started getting interested in US stocks, it was right smack at when SPACs came into prominence. It was a time when the US stock market was on unsustainable high, almost on a daily basis, where a company’s fundamentals took a back seat and was a secondary concern. It was also a time where Youtube gurus were all the rage and each of them were pushing out minimally two or more videos on US stocks. I followed a handful of them and Cathie Woods was featured in heavy rotation by one of the Fin Tubers. On 15 Jan 2021, I invested in $Cohu(CO

Its been one week since the fateful Wed, 29 Apr 2026 when 4 of Mag 7 reported their quarterly earnings on the same evening, after US market has closed. $Meta Platforms, Inc.(META)$ was one of the Mag 7. With the dusts settled, now seems to be the right time for a post mortem, no ? Q1 2026 Earnings. Meta's Q1 2026 earnings report was a masterclass in headline-grabbing numbers that masked underlying capital intensity. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share (adjusted) : was $10.44 vs $6.79 estimated vs Q1 2025’s $6.43; that’s a +62% YoY gain. Note**: The $10.44 EPS has been buffered by a one-time tax benefit of $8.03 billion. Less windfall, the adjusted EPS was $7.31, that represents a mod

Its been one week since the fateful Wed, 29 Apr 2026 when 4 of Mag 7 reported their quarterly earnings on the same evening, after US market has closed. $Meta Platforms, Inc.(META)$ was one of the Mag 7. With the dusts settled, now seems to be the right time for a post mortem, no ? Q1 2026 Earnings. Meta's Q1 2026 earnings report was a masterclass in headline-grabbing numbers that masked underlying capital intensity. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share (adjusted) : was $10.44 vs $6.79 estimated vs Q1 2025’s $6.43; that’s a +62% YoY gain. Note**: The $10.44 EPS has been buffered by a one-time tax benefit of $8.03 billion. Less windfall, the adjusted EPS was $7.31, that represents a mod

Its been one week since the fateful Wed, 29 Apr 2026 when 4 of Mag 7 reported their quarterly earnings on the same evening, after US market has closed. $Meta Platforms, Inc.(META)$ was one of the Mag 7. With the dusts settled, now seems to be the right time for a post mortem, no ? Q1 2026 Earnings. Meta's Q1 2026 earnings report was a masterclass in headline-grabbing numbers that masked underlying capital intensity. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share (adjusted) : was $10.44 vs $6.79 estimated vs Q1 2025’s $6.43; that’s a +62% YoY gain. Note**: The $10.44 EPS has been buffered by a one-time tax benefit of $8.03 billion. Less windfall, the adjusted EPS was $7.31, that represents a mod

Its been one week since the fateful Wed, 29 Apr 2026 when 4 of Mag 7 reported their quarterly earnings on the same evening, after US market has closed. $Meta Platforms, Inc.(META)$ was one of the Mag 7. With the dusts settled, now seems to be the right time for a post mortem, no ? Q1 2026 Earnings. Meta's Q1 2026 earnings report was a masterclass in headline-grabbing numbers that masked underlying capital intensity. Here’s how the company did, compared with estimates from analysts polled by LSEG: Earnings per share (adjusted) : was $10.44 vs $6.79 estimated vs Q1 2025’s $6.43; that’s a +62% YoY gain. Note**: The $10.44 EPS has been buffered by a one-time tax benefit of $8.03 billion. Less windfall, the adjusted EPS was $7.31, that represents a mod