To The Moon

Recently, the sentiment in the US stock market has experienced significant pullbacks.The $S&P 500(.SPX)$ experienced a rebound over two days but then fell again on Tuesday.Despite this, investors continue to capitalize on lower prices, as evidenced by the third-largest weekly inflow into equities ever recorded by $Bank of America(BAC)$ from its private clients.1. Has the recent pullback in the U.S. stock market come to an end?According to CNN’s Fear and Greed Index, investor sentiment plunged into the “extreme fear” zone in February and early March. However, as the market digests some of the negative factors, some investors are beginning to turn cautiously optimistic.The

$BlackRock(BLK)$ buys 2660 $Bitcoin(BTC.USD.CC)$ , largest inflow in six weeks. Big players like Fidelity and ARK Invest just scooped over $40M in BTC@thomas_fahrer$BTC ETF see inflow of $274,600,000 on Tuesday, adding to a $350M two-day streak—a notable reversal from last week’s weak momentum. @bitwardinvestSeems $Bitcoin(BTC.USD.CC)$ volume has trickled to a virtual halt, and net inflows were positive for the first time in a while.Have Bitcoin ETF outflows finally reversed? After weeks of sustained outflows, totaling over $5b, the largest since the ETFs launched, Bitcoin ETF flows are showing signs of a turnaround. Inflows this week are already over

$LG Display(LPL)$ Earning Overview ​In the fourth quarter of 2024, LG Display reported revenues of approximately KRW 7,832.9 billion, a 15% increase compared to the previous quarter and a 6% year-over-year growth. This rise was primarily driven by a significant expansion in smartphone panel shipments. The company achieved an operating profit of KRW 83.1 billion, marking a notable turnaround from the operating loss of KRW 469 billion in Q1 2024. This improvement is attributed to a strategic focus on OLED-centric business upgrades and rigorous cost-saving measures. For the full year of 2024, LG Display experienced a substantial profit improvement of approximately KRW 2 trillion, despite facing mid-KRW 100 billion one-off expenses in both Q3 and Q4. T

This Thursday at 2:00 AM Beijing time, the Federal Reserve will hold its interest rate setting meeting, which receives significant market attention, especially during quarterly meetings. Previously, there were pessimistic expectations about the Fed cutting rates twice this year. If the post-meeting press conference does not convey a sufficiently hawkish stance, the market might become more optimistic, potentially boosting indices further. Therefore, stock index trends might change around Wednesday this week. If there's a significant rebound on Monday and Tuesday, investors should be cautious about potential peak rebounds on Wednesday, as the market's fear index (VIX) is relatively high, and a double bottom is quite common.Wind Direction: Will the Federal Reserve Remain Cautious This Month,

1. Market Commentary on Wednesday’s FOMCAfter two consecutive days of rebound, the market resumed its decline today. The $S&P 500(.SPX)$ gained a total of 2.78% over Friday and Monday, slightly above the historical average rebound of +2.45% following a 10% correction, making it a relatively normal occurrence (see last Thursday Commentary).The most important macro event this week is Wendesday’s FOMC meeting. Based on interest rate futures pricing, the probability of a rate cut tomorrow is only 1%. We believe this pricing is reasonable—economic weakness is not yet evident enough, and uncertainty surrounding the inflationary impact of tariff policies gives the Fed no reason to cut rates at this moment. Therefore, the market's focus will be on the

$Rubrik Inc.(RBRK)$ Rubrik, Inc. (NYSE: RBRK) is a cybersecurity firm specializing in data security solutions, including enterprise data protection, cloud data protection, and cyber recovery services. Rubrik, based in California, offers data security technologies and serves over 6,100 customers worldwide. Their CEO and co-founder, Bipin Sinha, has been leading the company since 2014. Rubrik's product suite includes data protection, threat analytics, cyber recovery, and more. The company has already secured almost $1 billion in funding from firms like Lightspeed, Greylock Partners, and, of course, Microsoft. As for its finances, Rubrik has $280 million in cash, $1.6 billion in liabilities, and a free cash flow of $16.9 million. The company’s revenu