To The Moon

Tech was getting hammered. Amazon fell. Intel collapsed. AI names were under pressure. And then a shoe company suddenly exploded almost 25% higher. Crocs. The easy conclusion is: “Money is rotating from tech into consumer stocks.” I don't think that is what happened. In fact, Crocs management gave us an important warning: The low-end consumer is still weak. So why did CROX explode? Because I think the market is beginning to reward something very different: SELF-HELP. Crocs did not need the economy to suddenly become wonderful. It fixed the part of its own business investors had almost given up on. And that creates a much more interesting investment lesson than simply: Consumer stocks are back. 🔵 THE HEADLINE NUMBERS WERE GOOD Crocs delivered Q3 revenue of: $1.04B, +4.6% Adjusted EPS: $3.69

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$BABA-W(09988)$ $Alibaba(BABA)$ $BABA-W(09988)$ BABA seems to hold up pretty well last week. It closed slightly Lower than the previous week but compare to the overall market it outperformed it. The overall market seems will continue the downward trend this week but BABA should be fine.