To The Moon

$Harley-Davidson(HOG)$ Harley-Davidson is often regarded as the most iconic motorcycle brand in the world. However, its stock has underperformed since the 2000s, leading to significant losses for investors. While its low price-to-earnings (PE) ratio may attract some interest, the company’s revenue has remained stagnant and has even declined in recent years. Earning Overview Q4 2024 Financial Highlights: Revenue: Total revenue declined by 35% year-over-year to $688 million. Net Loss: The company reported a net loss of $117 million, or $0.93 per share, compared to a net income of $26 million, or $0.18 per share, in the previous year. Motorcycle Segment: Harley-Davidson Motor Company (HDMC) experienced a 47% revenue decline to $420 million, with globa

We saw how the bulls was getting a small bounce in the early afternoon after the FOMC meeting when Fed Chair Powell used the infamous T-word the “transitory” word which he has not used in a few years since 2021. The last time the word was used is when Transitory inflation is a term that was widely used in 2021 by Federal Reserve and Biden administration officials to describe higher-than-normal prices. But this time Fed Chair used it when mentioning that the impact of potential tariffs and economic uncertainty as a result of those tariffs may just be transitory. In this article, I would like to look at how rotation have moved, also a recap of what exactly was said during the FOMC meeting, what was Fed Chair Powell trying to say to us, and most importantly, want to understand why traders wer

$TENCENT(00700)$ -HK, BUY) - Solid 4Q Results Driven by Robust Games and Ads; Momentum Set to Continue in 2025; Maintain BUY and Increase PT to HK$590We maintain our BUY rating and increase our price target to HK$590 (previously HK$450) after Tencent reported largely in-line 4Q24 results, with revenue and profitability slightly ahead consensus. Total revenue grew 11% y/y to RMB172.4B, exceeding consensus by 3%, primarily driven by stronger-than-expected VAS and ad segments.Domestic game revenue accelerated to +23% y/y in 4Q24 (vs. +14% y/y in 3Q24), driven by robust performance from key evergreen titles including Honour of Kings, Peacekeeper Elite, and VALORANT, along with solid contributions from new launches like DnF Mobile and Delta Force. Int

$The Kraft Heinz Company(KHC)$ Earning Overview Kraft Heinz (KHC) released its fourth-quarter and full-year 2024 financial results on February 12, 2025. The company reported a 4.1% decrease in fourth-quarter net sales, amounting to $6.58 billion, which was below analyst expectations. Adjusted earnings per share (EPS) for the quarter were 84 cents, surpassing the anticipated 78 cents. For the full year, net sales declined by 3% to $25.85 billion, slightly missing forecasts. Looking ahead, Kraft Heinz projected 2025 adjusted EPS between $2.63 and $2.74, below the consensus estimate of $3.04. The company also anticipated that annual organic sales would be flat or decrease by up to 2.5%. While I appreciate some of Kraft Heinz's iconic products, the com

Wednesday's FOMC meeting largely aligned with our expectations from yesterday. Wednesday Focus: FOMC Would be Neutral But Equity Remain ExpensiveThe dot plot essentially built upon the December projections while incorporating recent macroeconomic trends, and Powell’s key message was to "continue monitoring policy developments." With this risk event now settled, the $Cboe Volatility Index(VIX)$ retreated to 20, helping to lift the market.Let’s see the Wallstreet’s views on Fed’s Dovish Message first:$JPMorgan Chase(JPM)$ : Rate unchanged, future moves depend on next three months.$Goldman Sachs(GS)$

1. Understanding the Concept of Selling Call OptionsFor those unfamiliar with options, selling options might seem confusing. Common questions include: "How can I sell an option if I don’t own any?" or "What’s the point of selling an option?" To help clarify this concept, let's use a real-life example of selling a used car.Used Car Sale AnalogyImagine you own a used car currently valued at 20,000 yuan. You believe its price won’t significantly increase in the next few months. So, you decide to sell a call option on the car.Buyer (Friend B): Your friend B wants to buy your car but doesn’t have enough money right now. He wants the option to buy it at 20,000 yuan within the next three months.Seller (You): You agree to grant Friend B this right by selling a call option. In return, you collect 1