To The Moon

One serves up high-yield comfort, the other injects tech-fuelled growth. Together, they’re the investment world’s odd couple—and that’s precisely the point. Let’s be honest: the debate between value and growth investing has dragged on longer than most royal scandals. But instead of picking a side, I find it far more interesting—and profitable—to embrace the balance. Consider this a tale of two tickers: one a dividend juggernaut quietly printing cash, the other a medical marvel redefining disease management with a flick of technological brilliance. Meet Ares Capital Corporation (ARCC) and DexCom Inc. (DXCM)—proof that opposites don’t just attract, they compound. Income meets innovation—two forces, one powerful portfolio strategy Ares Capital: Where Boring Becomes Beautiful There’s something

Defying a gloomy stock market, Chinese bubble tea chain Chagee launched its U.S. initial public offering (IPO) on April 11, 2025, aiming to raise $200 million. Known for its innovative flavors and rapid expansion across Asia, Chagee is betting on the resilience of the beverage sector and growing American demand for bubble tea. The IPO comes amid a 4.3% Nasdaq drop, highlighting the company’s confidence in its brand and niche market appeal. With plans to open 50 U.S. stores by 2026, Chagee targets a $1 billion valuation, outpacing competitors who raised $150-$180 million in recent IPOs. However, analysts caution that the timing—amid tariff fears and a tech sell-off—could dampen investor appetite. Insight: Chagee’s bold IPO reflects faith in consumer discretionary spending, particularly in t

In a move that could shift the tone of the tech sector, the U.S. has agreed to exempt smartphones, computers, semiconductors, and other electronic products from the so-called "reciprocal tariffs" — a set of duties aimed at balancing trade relationships but also threatening to disrupt global supply chains. According to investment bank Wedbush, this exemption is a major relief for U.S. tech giants, particularly Apple, NVIDIA, Microsoft, and others with global manufacturing footprints. The announcement comes at a critical moment, as the tech sector has recently faced increased pressure from tariffs, high interest rates, and slowing global demand. What It Means for Big Tech? Apple (AAPL), which relies heavily on production in China and Southeast Asia, was particularly vulnerable to tariffs on