To The Moon

My first post of Year 2025 and I am a harbinger of “not so good” news. Dear oh dear ! Wall Street lost ground on the last trading day of 2024 - Tues, 31 Dec 2024, closing the book on a remarkable year for equities. Twin factors that have been powered US market to record highs are (a) artificial-intelligence (AI) boom and (b) US Fed's first, interest rate cuts in 3½ years. On Wall Street, major US stock indexes ended Tuesday’s session in the red, after oscillating between small gains and losses early in the session, ending a languid, low-volume session that contrasted with the tumultuous year that preceded it. When 4pm came a knocking: (see above) DJIA: -0.07% (-29.51 to 42,544.22). S&P 500: -0.43% (-25.31 to 5,881.63). Nasdaq: -0.90% (-175.99 to 19,310.79). Treasury yields and Inflatio

Positive sentiment is fragile but building—could this be the turning point? This article is written by Shernice, if you like my article please hit the like button or do a repost. It looks like we might be seeing a bit of a weather whiplash, with thunderstorms turning to sunshine and sunshine turning to thunderstorms—just like how Trump’s tweets on X could shake up the market vibes! The Dow Jones Index took a tiny dip yesterday, while the S&P 500 saw a modest rise. Yesterday, pre-market, the ADP private payroll report came in softer than expected, calming some of the market’s nerves. U.S. December payrolls grew by 122,000—falling short of the expected 140,000 and the previous 146,000. Following the data release, U.S. stock futures perked up slightly. But just as things were

You can tell analysts took the last couple of weeks off with the flood of notes we got this morning -- here’s everything that caught my eye 🧐1. $Palantir Technologies Inc.(PLTR)$ • AI-driven software pioneer trading at 56x EV/NTM Sales, with growth led by its Government segment. Analysts caution that commercial revenue lags expectations, and valuation is pricing in a 30% 10-year CAGR -- resulting in an Underweight rating and a $60 price target.2. $Hims & Hers Health Inc.(HIMS)$ • Emerging leader in digital health, trading at 3x FY25 revenue with multiple growth levers, including personalized products and expanding weight-loss solutions. Analysts highlight a compelling entry point amid FDA-related vola

$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ 💡💹 $PLTR: Swing Trade Potential, But $NVDA is the Investment Powerhouse 💹💡 📈 Palantir ($PLTR) is carving a bullish trajectory, with options dynamic data signalling potential new all-time highs. This is an attractive setup for swing traders eyeing short-term momentum plays. However, when stacking $PLTR against NVIDIA ($NVDA) for long-term investment potential, the narrative pivots sharply. Here’s why: 1. Share Dilution Impact ⚖️ Palantir’s +5.8% year-on-year share dilution, outlined in the free cash flow comparison sheet, is a critical point of concern. This strategy, while funding growth and compensations, undermines existing shareholder value by diluting

MONEY MARKET INFLOWS FOR THIS WEEK ARE OUT FOLKS We added….$42B to Money Market Funds 😂 Last week we added $54B, so around $96B over two weeks were added to MMFs. This kind of explains the volatility we saw in the stock market towards the end of 2024. Most of the money entering MMFs isn’t coming from peoples’ salaries or savings — it’s being reallocated from other assets. This likely means we had about $100B worth of selling in the markets at the end of December & those people decided to put that money into something safer, go risk-off, and get a 4% yield from a MMF while locking in profits for 2024. The bad thing? That money left the markets. The good thing? There are $6.85T on the sidelines when historically MMFs have only had about 4T. Money is on the sidelines and being patient for