To The Moon

At the $Tesla Motors(TSLA)$ All-Hands 2025 quarterly meeting, Elon Musk concluded with an insightful reflection: "You wouldn’t want to watch a show where everything goes smoothly, that would be too boring. People prefer stories with ups and downs, where you can never predict what’s going to happen next. That doesn’t mean the ending is always good, what we need to do is keep the ratings high and avoid having the show cancelled." During the meeting, Elon appeared relaxed, clear-headed, confident, and resilient. He answered 14 questions from employees, addressing a wide range of topics:On Production and Giga Casting: Tesla aims to further automate its production lines, with the goal of making vehicle production as fast as 5 seconds per car, and is ex

A Retail Relic or a Digital Phoenix? I've kept an eye on GameStop for years, and what a spectacle it's been! Once a mall-dwelling dinosaur facing extinction, it's now a battleground for retail investors, Wall Street short sellers, and digital disruption. The company's evolution from brick-and-mortar to e-commerce has been dramatic. Not long ago, its business model was crumbling like a soggy biscuit in tea, but management has made some aggressive moves to keep it afloat. E-commerce sales have skyrocketed by 175%, now comprising over a third of total revenue. That’s not just survival—it’s reinvention. The company is also making daring bets on blockchain gaming and NFTs, despite those markets being as predictable as the British summer. High-risk? Certainly. High-reward? Potentially. If GameSt

A slight miscalculation.The original idea last week was for the market to decline this week, then rebound next week after tariffs were finalized. It seemed like a solid plan. But if everyone expects a shakeout, why not just rally right away? That’s also a form of shakeout.Of course, Monday's rally could still mimic last week’s pattern, where the market climbed early in the week but then fell back in subsequent days. That’s a common strategy. However, if there’s a pullback, it will likely only last for about a week. With earnings season fast approaching, what else can happen?Chinese stocks might experience a sideways consolidation, followed by a sudden drop and then a rebound. This scenario warrants continued observation. $NVIDIA(NVDA)$ The sudden