To The Moon

📡 The Pulse The meme-squeeze machine is back in full force, and three names are dominating the tape right now — **BYND∗∗,∗∗BYND**, ** BYND∗∗,∗∗NVTS**, and **$CAR**. Short-covering is doing the heavy lifting, retail momentum is piling on, and the forced-buy cascade is in motion. But here's what separates the traders who *print* from the traders who *get printed on*: knowing exactly when the squeeze fuel runs dry. With RSI readings screaming overbought and fundamentals that won't survive a headlines slowdown, this tape rewards discipline over FOMO. Let's break it down with surgical precision. 📰 Key News — The Data Behind the Move 🔴 $BYND revenue clocked in at $61.6M, down a brutal 19.7% YoY — the business is structurally shrinking 🔴 Gross margin on $BYND cratered to just 2.3% this quarter, c

$Apple(AAPL)$ Apple just named John Ternus as its next CEO, set to take the helm in September while Tim Cook moves to executive chairman. Ternus, the 50-year-old hardware chief known for being likeable, unflappable, and a company man through and through, inherits a colossus that has quadrupled sales to $416 billion and seen the stock massively outperform the S&P 500 under Cook (see the long-term chart showing Apple’s explosive run since the 2011 transition). Yet in the midst of the biggest technological upheaval since the smartphone era — the AI revolution — many wonder if Ternus can channel not just Cook’s operational excellence but also the revolutionary spark of Steve Jobs. The transition looks picture-perfect on paper: record iPhone sales,

$Alphabet(GOOG)$ just punched a fresh all-time high, fueled by the blockbuster reveal of its eighth-generation Tensor Processing Unit at Google Cloud Next. This isn’t just incremental hardware — it’s Google aggressively asserting itself as a true frontrunner in the AI infrastructure arms race, with TPUs now positioned as a credible, power-efficient alternative to NVIDIA’s dominance. The market is clearly pricing in a stronger cloud story and deeper vertical integration. But with the stock already at record territory, the big question looms: will this week’s earnings keep the fireworks going, or will we see classic sell-the-news profit-taking? 😱 What’s Driving the TPU-Fueled Breakout Eighth-Gen TPU Launch: Major leap in performance and efficiency,

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ bought when it dipped last few months...

$MSFT 20260508 380.0 PUT$ rolled for few months.... now finally in favourable position

$Salesforce.com(CRM)$  Don't be fooled by  the Market which tends to overreact both  ways. Crm is a fundamental sound company  with Consistent profits & revenue. It is also  buyIng back their own shares which are way  underValued. The narrative can shift suddenly like what happened to Google a year ago.

$MSFT 20260522 385.0 PUT$ short the market 

$Advanced Micro Devices(AMD)$ onwards and upwards, next stop 1 trillion 

AMD clearing $300 is symbolically powerful, but the more important question is whether fundamentals are still expanding faster than expectations. Right now, the market is no longer pricing AMD as a “catch-up AI play” but as a credible second pillar behind Nvidia. That re-rating is largely driven by MI300 traction and ecosystem validation. The issue is that expectations have moved just as quickly as the narrative. Why risk/reward is tightening: Valuation expansion first, earnings later: A large part of the move reflects multiple expansion rather than realised AI revenue scale. Execution gap vs Nvidia: CUDA moat, software maturity, and hyperscaler lock-in still favour Nvidia meaningfully. Supply chain cyclicality: Strength in Micron Technology and memory names signals a broader AI capex wave

$Intel(INTC)$  A move to $100 for Intel would require more than a single strong quarter. The results are encouraging, but the driver you highlighted, CPU scarcity, is typically cyclical, not structural. Can momentum sustain? Short term, yes: tight CPU supply + enterprise refresh cycles can support pricing and margins for a few quarters. Medium term, uncertain: once supply normalises, pricing power fades unless backed by clear performance leadership versus Advanced Micro Devices. AI gap remains: Intel’s data centre narrative still lags Nvidia in accelerators, which caps multiple expansion. So, $100 is possible only if execution + AI credibility + foundry progress all improve simultaneously. That is a high bar. Who benefits if CPUs are “back”?

GOOD NEWS 🚨 Piper Sandler (led by analyst Alexander Potter) reiterated its Overweight rating and $500 price target on $TSLA 🔥 The firm's latest thesis shifts focus away from traditional automotive metrics and heavily anchors on Tesla's progress in artificial intelligence and infrastructure. Here are the primary drivers behind their decision: 🤖 The firm highlighted a strong quarter-over-quarter increase in FSD software subscriptions as the most encouraging development of Q1, proving that Tesla's aggressive AI investments are now producing tangible financial results and monetization. 🚗 Rebounding consumer demand for Tesla's vehicles throughout the quarter provided a strong, positive foundation for the core automotive business. 🏗️ Tesla's massive infrastructure spending is viewed as a strateg

GOOD NEWS 🚨 Piper Sandler (led by analyst Alexander Potter) reiterated its Overweight rating and $500 price target on $TSLA 🔥 The firm's latest thesis shifts focus away from traditional automotive metrics and heavily anchors on Tesla's progress in artificial intelligence and infrastructure. Here are the primary drivers behind their decision: 🤖 The firm highlighted a strong quarter-over-quarter increase in FSD software subscriptions as the most encouraging development of Q1, proving that Tesla's aggressive AI investments are now producing tangible financial results and monetization. 🚗 Rebounding consumer demand for Tesla's vehicles throughout the quarter provided a strong, positive foundation for the core automotive business. 🏗️ Tesla's massive infrastructure spending is viewed as a strateg

I’m leaning toward C — Semiconductors / AI infrastructure this earnings season. The strength in the $Philadelphia Semiconductor Index(SOX)$ and aggressive capex from $Taiwan Semiconductor Manufacturing(TSM)$ suggest this is more than a short-term rally—it’s a multi-year buildout. The real story is expanding beyond chips into power, cooling, and data centers, which gives this theme stronger durability. I’m more cautious on $Microsoft(MSFT)$ & $Alphabet

Will AMD Be The Next Nvidia? 🌟🌟🌟 AMD $Advanced Micro Devices(AMD)$  hasn't just broken USD 300, it has skyrocketed to an all time high of USD 347.80, marking one of the most explosive rallies in semiconductor history! Will AMD Be The Next Nvidia? While the "next Nvidia" tag is often used, the reality in 2026 is that AMD is carving out its own unique path as the primary structural alternative to Nvidia's dominance. Closing the Gap:  AMD's Data Center revenue reached a record USD 16.6 billion in 2025.  While $NVIDIA(NVDA)$  data center revenue is still over 11 times larger, AMD is gaining ground rapidly with its Instinct MI Ser

The Art of the Short Squeeze 🌟🌟🌟 In April 2026, a perfect storm of low liquidity, high short interest and concentrated retail and institutional buying, has reignited the meme stock frenzy.  To understand why $Navitas Semiconductor Corp(NVTS)$  $Avis Budget(CAR)$ and $Beyond Meat, Inc.(BYND)$  are moving this way, you have to first understand the mechanics of the Short Squeeze. What is a Short Squeeze? A short squeeze is a high stakes feedback loop where the very act of betting against a stock actually drives its price higher. The Set Up:  Short sellers "borrow" shares they do not own and sell them, hopi

AMD above $300 is a psychological and technical breakout, but risk/reward does look tighter here. Advanced Micro Devices has strong tailwinds, namely improving MI-series adoption, broader ecosystem partnerships, and a market willing to price in a credible No. 2 AI accelerator player behind NVIDIA. That said, much optimism is now embedded in valuation. To move materially higher, AMD likely needs clear proof of accelerating AI revenue, stronger margins, and sustained share gains versus rivals. Any execution slip could trigger a sharp pullback after such a strong run. Meanwhile, names like Micron Technology may still offer cleaner upside if memory pricing and HBM demand remain strong, while select AI infrastructure/software plays could provide better asymmetry. My view: • Long-term bullish, t