To The Moon

$Geo Energy Res(RE4.SI)$ can go higher?

$CrowdStrike Holdings, Inc.(CRWD)$ is scheduled to report its fiscal fourth-quarter and full-year 2026 results on Tuesday, March 3, 2026, after the market close. Coming off the massive July 2024 global outage, this report is a critical "litmus test" for the company’s recovery. While the stock has largely rebounded, investors are looking for proof that the "Falcon Flex" model and AI-driven platform consolidation are enough to offset any lingering reputational or legal headwinds. CrowdStrike (CRWD) reported its Fiscal Q3 2026 results on December 2, 2025. The quarter was a major turning point, as it was the first full reporting period following the July 2024 global IT outage. The results were widely viewed as a "victory lap," effectively silencing th

$Sea Ltd(SE)$ is scheduled to report its fiscal Q4 and full-year 2025 results on Tuesday, March 3, 2026, before the U.S. market opens. After a volatile 2025, the stock is entering this print with significant expectations. Analysts are projecting a year-over-year surge in both revenue and profitability, but recent downward revisions suggest a "show me" story for investors. Key Estimates & Consensus Revenue: ~$6.45B to $6.78B (Est. +36% YoY) Earnings Per Share (EPS): ~$0.90 (Est. +45% YoY) Recent Momentum: The consensus EPS estimate has been revised down by roughly 9% over the last 30 days, creating a lower bar for a potential beat but also signaling caution. Sea Limited's (SE) fiscal Q3 2025 results, reported in November 2025, were a classic "mix

$MARA Holdings(MARA)$ is currently undergoing a massive structural pivot. As of February 2026, the company has officially rebranded and repositioned itself from a "pure-play Bitcoin miner" to an energy and digital infrastructure company. This shift is a direct response to the "hashprice" squeeze—where the cost to mine Bitcoin has risen while rewards have stayed flat—and the exploding demand for AI data center capacity. The Strategy: From Mining to "Power Arbitrage" The core of MARA's new valuation rests on its 1 gigawatt (GW) of near-term IT capacity (with a pathway to 2.5 GW). In the AI world, "power is the new oil," and MARA controls several of the few remaining sites in the U.S. that can actually plug in thousands of H100 GPUs today. The Starwo

$MongoDB Inc.(MDB)$ is scheduled to report its fiscal Q4 2026 results on Monday, March 2, 2026, after the market closes. The stock has been a high-performer in fiscal 2026, recently benefiting from a re-acceleration in cloud adoption and AI-driven workloads. However, with a high valuation (roughly 12x sales) and a track record of massive price swings, this earnings print is a high-stakes event for both investors and short-term traders. Q4 2026 Consensus Expectations MongoDB (MDB) reported its fiscal Q3 2026 results on December 1, 2025, delivering what many analysts called a "blockbuster" quarter. The report effectively erased lingering concerns about a slowdown in cloud consumption and sent the stock surging over 15% in after-hours trading. Q3 2026

$NVIDIA(NVDA)$’s Q4 2026 earnings (reported Feb 25, 2026) served as a critical "clearing event" for the market. By comfortably beating expectations and raising guidance, Nvidia didn’t just prove its own dominance — it essentially underwrote the massive CAPEX plans of the world's largest tech companies. Here is an analysis of the post-earnings landscape and what it means for the broader semiconductor and tech sectors. Nvidia Q4 Analysis: The "Token Revolution" Nvidia's results were an emphatic answer to the "AI fatigue" narrative. The Numbers: Revenue of $68.1 billion (up 73% YoY) and an outlook for $78.0 billion next quarter blew past analyst estimates. The Catalyst: CEO Jensen Huang shifted the narrative from "selling chips" to "powering a new in

It looks like we are seeing a significant pulse of life in the crypto markets today, February 26, 2026. After a rocky start to the year that saw Bitcoin dip from its 2025 highs, the current move past $68,000 is being driven by a mix of stellar corporate earnings and a shift in the macro narrative. Relief Rally or Long-Term Run? The consensus among analysts for early 2026 leans toward a selective recovery rather than a guaranteed "to the moon" moonshot for everyone. Here is the breakdown: The Bull Case (Higher Rally): Fresh institutional inflows into spot ETFs have finally stabilized after a brutal five-week stretch of outflows. With the "tax-loss harvesting" season of late 2025 behind us, new annual capital allocations are entering the space. Furthermore, the

$Rocket Lab USA, Inc.(RKLB)$ is scheduled to report its fiscal Q4 and full-year 2025 earnings after the market close on Thursday, February 26, 2026. The stock has had a massive run over the past year (up ~245%), and as a result, the "bar" for this earnings report is exceptionally high. Investors are no longer looking for just "growth"; they are looking for evidence of a path to profitability and a clear timeline for the Neutron rocket. Analysis: The "Show Me" Quarter Rocket Lab is transition from a "growth-at-all-costs" space startup to a mature aerospace and defense player. The Bull Case: They are effectively the only viable Western alternative to SpaceX for small-to-mid launches right now. Their HASTE (hypersonic) program is winning rapid-fire d

$CoreWeave, Inc.(CRWV)$ is currently one of the most watched names in the AI infrastructure space. Since its IPO in March 2025, it has transitioned from a private "GPU disruptor" to a public "AI Hyperscaler." The upcoming fiscal Q4 2025 earnings report is scheduled for Thursday, February 26, 2026, after market close. Key Estimates & Expectations Revenue Consensus: ~$1.5 billion for Q4 (Full-year 2025 target: ~$5 billion). EPS Consensus: Expected loss of -$0.45 per share. Context: While the company is still reporting net losses due to massive capital expenditures (CapEx), the market is currently prioritizing revenue growth and backlog expansion over immediate profitability. CoreWeave's fiscal Q3 2025 earnings report was a classic "good news, ba

$Block, Inc.(XYZ)$ is scheduled to report its Q4 2025 earnings on Thursday, February 26, 2026, after the market closes. This is a pivotal moment for the company. After missing EPS estimates in Q3 2025, management raised full-year guidance, putting significant pressure on this Q4 report to prove they can deliver on "Rule of 40" profitability targets. Analyst Expectations vs. Sentiment The Sentiment Gap: While management is bullish, analysts have been cautious. The consensus EPS was recently revised downward, and the stock carries a "Neutral" technical rating. This creates a "low bar" scenario—if Block simply meets its own raised guidance, it could trigger a relief rally. Block’s fiscal Q3 2025 earnings (reported in November 2025) were a classic case