To The Moon

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Apple(AAPL)$ 🌐 Markets Pause, Alpha Accelerates 🚀 🤖🚨🎯 Holiday Hustle, Golf Greens, and the Productivity Mirage 🎯🚨🤖🧨🎇🎆 🗞️ Context in One Sip ☕️ Donald Trump marked Juneteenth by calling out “too many non working holidays” and claiming they cost “$BILLIONS OF DOLLARS” while insisting workers “don’t want it either.” This from a man who’s reportedly spent one out of every three days of his presidency on the golf course. In 2020, he pledged to make Juneteenth a federal holiday. In 2025, he refused to even name it. The White House worked through the holiday. The Pentagon was told to keep its messaging “passive.” Trump also vowed to

There’s an unmistakable air of anticipation hovering around Take-Two Interactive’s stock. At just over $240 per share and up more than 56% in the past year, the valuation has gone full throttle—surging ahead of earnings, fundamentals, and even market logic. The crowd, it seems, is already queuing outside the digital GameStop for Grand Theft Auto VI, but the real question is: has Take-Two overpromised before delivering the goods? The future’s loaded—just waiting to pull the trigger Valuation in Overdrive, Profits in Reverse Let’s start with the hard truth—this is not a profitable company. At least, not by any conventional GAAP metric. Last year’s bottom line was painted red with a net loss of $4.48 billion. Strip out impairment charges and the figure improves, but we’re still dealing with a

Wall Street extended its record rally, buoyed by strong employment data, while Asian markets were mixed amid rising trade tensions. 🇺🇸 S&P 500: +0.85% 📈 🇺🇸 NASDAQ: +1.03% 📈 🇪🇺 STOXX 600: +0.47% 📈 🇯🇵 Nikkei 225: +0.06% 📈 🇭🇰 Hang Seng Index: -0.47% 📉 🇨🇳 CSI 300: +0.63% 📈 🇸🇬 Straits Times Index: +0.22% 📈 US markets hit new highs, with the S&P 500 and Nasdaq gaining 0.9% and 1.0% respectively, led by tech giants such as Nvidia $NVIDIA Corp(NVDA)$   and Amazon $Amazon.com(AMZN)$  . Strong job data boosted investor confidence, even as expectations for a July rate cut weakened. The US added 147,000 nonfarm jobs in June, surpassi

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Cloud computing trailblazer CRWV $CoreWeave, Inc.(CRWV)$ , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t

Nvidia (NVDA) has cemented its place in history, hitting a record high of $160.98 and pushing its market capitalization to a staggering $3.92 trillion, surpassing Apple’s previous peak of $3.915 trillion. This meteoric rise, with a 171% year-to-date (YTD) gain, reflects Nvidia’s dominance in the AI chip market, fueled by its H200 GPU and upcoming Blackwell architecture. With a $4 trillion valuation tantalizingly close—requiring just a ~2% stock price increase to ~$164—investors are buzzing: can Nvidia reach this milestone in days, or is a pullback looming? This report explores Nvidia’s growth drivers, the feasibility of hitting $4 trillion, potential risks, and strategic investment approaches to navigate this high-stakes moment. Nvidia’s Historic Surge: The AI Revolution Nvidia’s ascent to

The stock market in July 2025 is a high-stakes arena, with risky stocks like Coinbase ( $Coinbase Global, Inc.(COIN)$ ), Palantir ( $Palantir Technologies Inc.(PLTR)$ ), and Tesla ( $Tesla Motors(TSLA)$ ) stealing the spotlight amid groundbreaking developments and volatile market conditions. Bitcoin’s surge past $110,000, AI-driven growth, and electric vehicle (EV) innovations are fueling these stocks, but high valuations, regulatory uncertainties, and geopolitical tensions create a minefield for investors. The S&P 500’s recent dip to 6,135 and potential 5-10% pullback to 5,800-6,000 underscore the need for caution. This report explores the latest market-movi

$CRCL 20260116 200.0 CALL$ 

$QAF(Q01.SI)$    5th July 2025: 1st Half of 2025 expect to report a significant fall in Net profit. Chart wise, the classical way for being pumped and dumped scenario. The price collapsed from 91.5 cents to close at 86 cents. It went down to touch 84 cents before bargain hunters coming in to support. Few days before the releasing of this profit guidance saw company director bought some share. Is this a way to push up the price to cushion the impact of the price falling. I think SGX should investigate! If 84 cents cannot hold, Next, she may go down to test 82 than 80 cents. PLS DYODD. Q8 August 2024: QAF - 1st Half Results is out! NET Profit is up 150 percent 12.4m versus 4.9m last year! Gross Revenue is up 3 percent to 309m versus 301m

$Circle Internet Corp.(CRCL)$ 

🚀 $NVIDIA(NVDA)$  at $3.98 Trillion: Bubble Brewing or Backbone of the AI Economy? In just over a year, Nvidia has added more to its market cap than most tech giants have ever been worth. With its share price now sitting at US$129 and market value approaching a jaw-dropping US$3.98 trillion, investors are split: is this AI-fueled rally overheating, or is Nvidia just getting started? 🤖 Let’s break it down — fundamentals, risks, and strategy — to help make sense of the momentum behind the world’s most important chipmaker. 💡 Investment Thesis I’m cautiously optimistic on Nvidia. The numbers are phenomenal — no question — but the valuation premium leaves little room for error. This post argues that while Nvidia is still structurally strong a

📌 My Top 3 Watchlist Stocks for 2H 2025 — Quality, Growth, and One Dark Horse As Q3 kicks off, volatility is back — but so are opportunities hiding in plain sight. The AI wave has matured, energy themes are rotating, and tech isn’t the only game in town anymore. In this environment, I’m leaning into fundamentals, macro-aligned sectors, and one surprisingly overlooked player. Here are the three stocks I’m watching closest this July — a blend of scale, momentum, and strategic inflection. Let’s dive in. 1. $NVIDIA(NVDA)$  – Still the AI Infrastructure Backbone 🤖 Yes, it's already up massively — but Nvidia remains a stock I can’t afford to ignore. Despite a forward P/E near 74, its Q1 FY25 revenue of US$26 billion and 86% share from the data