To The Moon

I’m mainly watching $Tesla Motors(TSLA)$ and $Lam Research(LRCX)$ this week. Tesla is still very sentiment-driven, so EPS reactions can be sharp, especially with AI and autonomy expectations in play. Lam feels more grounded in the AI capex cycle, which gives me more confidence in its earnings quality. I lean slightly toward LRCX for stability, while TSLA offers more trading opportunities. I also like $GE Aerospace(GE)$ and $

I’m leaning bullish into this earnings. Even if near-term numbers are mixed, I think a lot is already priced in for $Tesla Motors(TSLA)$ . For me, the focus isn’t just deliveries anymore—it’s whether Tesla can keep investors engaged with its AI story, especially FSD and Robotaxi progress. Inventory and margin pressure are real risks, but the market is increasingly valuing Tesla as more than just an EV company. If management provides clearer updates or timelines, that could outweigh a weaker quarter. At this stage, guidance and narrative matter more than the headline numbers. I’ll also be watching how capex and free cash flow are framed, since that could influen

Here's a comprehensive, bullish counter-article based on the title "Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong". It directly counters Michael Burry's ongoing 2026 bearish thesis on Palantir (PLTR)—including his repeated claims that the stock is worth "well under $50" (as low as $46 in some scenarios), his critiques of the platform as consultant-heavy and vulnerable to "Anthropic Displacement" or agile generative AI competitors, and his view of PLTR as wildly overvalued amid AI hype—while highlighting the Artificial Intelligence Platform (AIP)'s unique ontology-driven edge, accelerating enterprise adoption, sticky high-margin economics, and measurable breakthrough in operationalizing AI at scale as of mid-April 2026.Burry Sees Bubble, Bulls See Brea

Is Palantir a Buy? 🌟🌟🌟There is an excitement that follows $Palantir Technologies Inc.(PLTR)$  - a company that doesn't just process data but seeks to define the very fabric of modern decision making. In a world increasingly dictated by algorithmic precision and geopolitical shifts, Palantir stands at the volatile intersection of national security and the next industrial revolution: AI. Why is Palantir Up Recently? Palantir recently saw a 2.54% jump on April 17.  This momentum is fueled by several powerful catalysts: Palantir's Artificial Intelligence Platform (AIP) has moved from a concept to an essential utility, with US commercial revenue recently exploding by 137% year on year. Unrivalled Growth: Managem

From One Leader to Many: AI Chips Enter a Multi-Core Era The AI chip sector showed clear divergence on Monday: $Marvell Technology(MRVL)$   rose against the trend, closing up about 6% and gaining nearly another 3% after hours; $NVIDIA(NVDA)$   recovered its intraday losses to finish slightly higher; while $Broadcom(AVGO)$   fell around 1.7%. This kind of split performance feels like a signal—the AI value chain is shifting from a"single dominant narrative" to a new phase of "multiple core drivers." Over the past two years, the investment thesi

UnitedHealth Earnings Preview: Can Cost Discipline Restore Confidence? $UnitedHealth(UNH)$   is scheduled to report first-quarter 2026 results before the market opens on April 21 and will host its earnings call at 8:00 a.m. ET. On the surface, this is a routine quarterly report. In reality, it looks much more like the market’s first full test of whether UnitedHealth’s 2026 recovery framework is actually holding. Investors are no longer asking whether the company can still grow. The real question now is whether medical costs are finally moving back under control, whether Optum can stop weighing on earnings quality, and whether full-year guidance still looks credible. Public earnings previews currently point t

Intel Earnings Preview: Can AI CPU Momentum Offset Margin Pressure? $Intel(INTC)$   will report first quarter 2026 results after the market closes on Thursday, April 23. For investors, this quarter matters less because of absolute revenue scale and more because it should show whether Intel’s turnaround is finally translating into cleaner execution across CPUs, manufacturing, and margins.  Core Financial Indicators Revenue is expected to come in slightly above the midpoint of Intel's own guidance. In January, the company guided for first quarter revenue of $11.7 billion to $12.7 billion. The current analyst consensus of about $12.4 billion therefore assumes Intel can land modestly above the midpoint, he

I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers

D) None I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect

A King Meets His Reflection I’ve always found the market becomes most revealing when a company stops being judged on what it does and starts being judged on what it represents. $NVIDIA(NVDA)$ has reached that point. At nearly $5 trillion in market capitalisation, it now functions as a proxy for artificial intelligence and, by extension, the market’s confidence in future growth itself. That shift sounds subtle, but it changes how the stock behaves. Nvidia is no longer just analysed—it is interpreted. Nvidia has shifted from asset to narrative anchor And that’s where things become interesting. Because when a company turns symbolic, expectations tend to drift away from operational reality. Nvidia’s challenge in this second act is not proving it is ex

Wall Street closed slightly lower today, but the action was anything but quiet — Tesla declined 2%, Intel dropped 4%, Apple jumped 1% after naming insider John Ternus as new CEO (with Cook moving to executive chairman), Marvell surged 6% on report of deal talks with Google to develop two AI chips, and USAR soared 13%. 😤 This selective rotation highlights the market’s focus on AI infrastructure and leadership transitions amid ongoing macro uncertainty. Amazon’s announcement of up to $25 billion investment in Anthropic as part of a $100 billion cloud deal added further AI cloud momentum, while Snap named Doug Hott as new CFO and Alaska Air pulled its 2026 profit forecast amid fuel cost uncertainty. The Tiger Daily highlights these moves as the key stories shaping sentiment, with the broader

Wall Street rallied on Tuesday with the $NASDAQ 100(NDX)$ and $S&P 500(.SPX)$ both gaining over 1% to re-approach their record highs. Risk sentiment improved amid easing geopolitical concerns, while market attention increasingly shifted toward the upcoming earnings season. The Nasdaq-100 advanced 1.8% to mark its longest winning streak since 2021. Amplifying the return, the Nasdaq 7x Long DLC surged more than 12%, with the corresponding Nasdaq 7x Short DLC falling a similar magnitude. Among the biggest movers in the US market covered by the DLCs included $Micron Technology(MU)$ , which rose 9%, sending the Micron 3x Long DLC up 27% on a US market close-to-close

US equities extended their rally on Wednesday (15 April), with the tech-heavy $NASDAQ 100(NDX)$ benchmark rising 1.4% to fresh intraday and closing highs, while the $S&P 500(.SPX)$ gained 0.8% to close above 7,000 for the first time. The Nasdaq-100’s move marked an 11-session winning streak, highlighting the persistence of the latest tech-led rebound. Reflecting the move, the Nasdaq 7x Long DLC rose close to 10%, while the Nasdaq 7x Short DLC fell by a similar magnitude. Over the 11-session run, the NDX benchmark has advanced more than 14%, with the Nasdaq 7x Long DLC up 131% over the same stretch. The S&P 500 also broke above the psychologically important 7,000 threshold, gaining 0.8% to lift the

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