To The Moon

Global Overview: Trade Winds Lift Global Markets Global markets rallied on July 23 as a breakthrough US-Japan trade deal injected fresh optimism into equities. Investors cheered the prospect of broader tariff relief, boosting sentiment across the US, Europe, and Asia. With key tech earnings from Tesla and Alphabet on the horizon, risk appetite remained strong. Wall Street Gains Ground Ahead of Big Tech Earnings The Dow Jones $DJIA(.DJI)$  surged 507.85 points (+1.1%) to 45,010.29, marking a new milestone, while the S&P 500 $S&P 500(.SPX)$  rose 49.29 points (+0.7%) to 6,358.91. Investor sentiment was buoyed by the US-Japan tra

📌 Tech Stocks Pull Back! 📉 Summer Dip or Just a Blip? 🚨 Tech wobble alert! Nasdaq just snapped its streak as semiconductors, cloud, and mega-cap names pulled back from recent highs. $QQQ is slipping, chip names like $NVDA and $AMD are cooling, and volatility is quietly ticking higher. But is this just healthy consolidation — or a signal that hedging season has begun? 🤔 📉 What’s Happening in the Market? After a blistering rally, tech is finally showing signs of fatigue. $QQQ dropped over 2% in the past few sessions, led by weakness in semiconductors, AI names, and cloud platforms. $SOXX — the semiconductor ETF — has pulled back as traders start to question near-term earnings momentum and valuations. It’s also the classic summer drift: July to August historically sees 7–10% pullbacks in high

Judgemental Analysis: Google Q2 2025 Earnings — Is Alphabet the Most Undervalued Tech Titan? Earnings season is here again, and all eyes are on the usual suspects: the “Magnificent Seven” tech giants. But among these, Google — or more accurately, Alphabet Inc. — stands out for reasons both exciting and, frankly, puzzling. As the company prepares to release its Q2 2025 earnings report after the market closes on July 23, the consensus is almost comically bullish. Revenue projections are sky-high at $93.75 billion, and profit margins are expected to expand. The forecast for diluted EPS is a respectable $2.25. From a valuation standpoint, analysts peg Google’s fair value at $185 per share based on an EV/EBITDA multiple of 13.55x for fiscal 2026. Yet, in a market that endlessly rewards hype, Go

📌 Google’s Q2 Earnings: 🚀 Time to Load Up or Already Priced In? $Alphabet(GOOGL)$  heads into earnings with high hopes… but is the stock still a bargain at $185? 💰 Street expects $2.25 EPS on $93.75B revenue — but will that be enough to extend its 40% YTD rally? Or is the AI-fuelled upside already baked in? 📉 💼 Q2 Expectations at a Glance Wall Street is looking for $93.75B in revenue and $2.25 in earnings per share — solid numbers if achieved. Margins are expected to expand slightly YoY, supported by tighter cost controls and improved monetisation of core segments. Search and YouTube remain the cash machines, but all eyes will be on Google Cloud — which has trailed AWS and Azure in growth. If it beats here, exp

Tesla and Elon: A Low Bar, a High Drama, and the Circus Tent Is Up Again. Why Betting Against Musk Is Like Challenging a Goose to a Staring Contest! Let’s not beat around the Cybertruck here: Tesla’s earnings bar has sunk lower than the suspension on a Model S Plaid doing a zero-to-sixty launch. The market has priced in nearly every negative you can imagine — slowing EV sales, falling margins, China drama, wild supply chain whiplash, and the fact that Elon Musk sometimes tweets like he’s competing in a contest to see who can get blocked by the most regulatory agencies before lunch. You know the drill: when sentiment on Tesla gets this grim, it usually means the opening act for another chapter of “Elon Musk vs. Reality,” starring the man who would buy Twitter for the memes and then do it ag

Skeptical Analysis: Stargate Shrinks, Chip Stocks Pull Back — Buy the Dip or Wait for a Crash Landing? There’s something almost cosmic about the recent drama in tech: a project literally called “Stargate”—with a planned $500 billion budget, OpenAI ambition, and SoftBank hype—has suddenly been shrunk to earthbound proportions. The news isn’t just a tabloid spectacle; it’s a mood shift for the entire tech sector. Disagreements over execution control and Elon Musk’s public ridicule have cast doubt not only on the megaproject’s future, but on the whole fever dream around AI infrastructure spending. On the same day, the U.S. chip sector—Nvidia, AMD, TSMC, and the rest—got hammered. For anyone watching, the question is urgent and loaded: is this just another “healthy” correction in a red-hot mar

📌 Chip Meltdown After Stargate Bust — Opportunity or Omen? 💥 Stargate shrinks. Musk fires shots. Semis tank. The $500B AI moonshot backed by OpenAI and SoftBank — dubbed “Stargate” — is officially downsizing. Elon Musk wasted no time slamming it as a “wasteful and misguided” project. Cue the chip wreck: $NVIDIA(NVDA)$   down 4%, $AMD off 5%, $TSMC, $QCOM, $MRVL all red. So… dip to buy, or smoke before the fire? 🤔 🧠 What Just Happened? Stargate was billed as a mega-scale AI supercluster — a “compute fortress” for frontier model training. But over the weekend, insiders confirmed the project is being scaled back sharply amid leadership disagreements and cost overruns. Elon Musk, never one to stay silent, blasted the initiative publicly

Bitcoin. Four months ago, it was climbing out of a bear-market grave. Now, it hovers just below the eye-watering $120,000 mark. The mood is triumphant: institutional capital is pouring in, ETF flows are breaking records, global central banks are quietly accumulating, and the word “crypto winter” feels like ancient history. Yet here we are: after this parabolic ascent, profit-taking is finally spiking, the price is chopping sideways, and crypto Twitter is split between “this is just a healthy consolidation” and “the reversal is here!” As a proud Bitcoin maxi, let’s call it straight: the volatility is the feature, not the bug. But with capital rotating to altcoins, Bitcoin dominance on the slide, and Trump’s latest policy moves stirring the $9 trillion US pension pot, it’s time for a reality

📌 STI Hits Record Winning Streak 🚀 — More Upside Ahead or Time to Cash Out? 📈 $STI.SI$ just logged its 12th straight green day — the longest streak in history! It’s the kind of run that makes even Wall Street jealous — but with H1 earnings season around the corner, can this rally go even further… or are we nearing a reversal? 🤔 🏦 What’s Driving STI? Singapore’s blue-chip benchmark is riding a powerful wave — and the big banks are leading the charge. $D05.SI$ (DBS), $U11.SI$ (UOB), and $O39.SI$ (OCBC) have all climbed steadily on optimism around net interest margins and fee income recovery. Telcos like $Z74.SI$ (Singtel) are attracting yield-hungry investors as global rate cuts edge closer. And industrials — from Keppel to Sembcorp — are riding tailwinds from infrastructure spend, green ene

📌 Gold Breaks $3,400 Again! 💰 Will It Hit $3,500 or Fizzle Out? 🪙 Gold just reclaimed the $3,400 mark — again. That’s three straight years of upside, and safe-haven fever is back in full swing. But with CME launching the new 1oz futures contract (1OZ), is this the start of another leg up — or the last gasp before a pullback? 🤔 📈 Why Is Gold Rallying? Geopolitics are flaring again — from Middle East instability to rising U.S.–China tensions — and investors are rotating into defensive plays. With global inflation still sticky and central banks easing at different paces, gold’s appeal as a long-term store of value is strengthening. Gold is up over 30% from its 2022 lows and showing resilience despite a firm U.S. dollar. While other commodities have been volatile, gold remains one of the few a

Options Market Statistics: Hims Stock Jumps 16% as Investors Bet on Big Earnings $Hims & Hers Health Inc.(HIMS)$   had active options trading, with a total trading volume of 0.53M options for the day, and the put-call ratio is 1.04. Hims stock jumped 16% today and has been doing really well all week. A lot of people are buying in because they're feeling good about the company's future in 2025. Analysts think Hims' profits could grow by almost 178% next year, which is getting investors excited. Even after this jump, the stock still seems pretty affordable, especially compared to other companies in the same industry. That means it might still go higher. Hims is also growing quickly. It just bought another

Alphabet Q2 Earnings Review: Cloud Growth Fuels Strong Beat $Alphabet(GOOG)$  $Alphabet(GOOGL)$   released its Q2 2025 earnings after market close on July 23 (ET), beating expectations with strong revenue growth driven by Google Cloud and advertising. After-hours stock rose over 1%. Key Financial Highlights ~Revenue rose 14% year over year to $96.43 billion, exceeding the market estimate of $93.94 billion. Growth was fueled by resilient ad demand, rapid cloud expansion, and favorable currency impact. ~EPS reached $2.31, up 22% Y/Y, driven by operating leverage from declining cost ratios. ~Google Ads revenue climbed 10% to $71.34

$NIO Inc.(NIO)$ Investor enthusiasm surrounding NIO stock has surged in recent months, driven largely by the company’s impressive top-line growth. Revenue increased more than 20% year-over-year, boosted by the introduction of new models and steady improvements in profit margins. This combination has created significant excitement among investors, particularly given NIO’s comparatively low share price, which makes the stock more accessible to a broader range of buyers. In this analysis, we take a closer look at the factors fueling this optimism — and the risks that prudent investors should still keep in mind before committing capital to this Chinese EV maker. Top-Line Growth Is Impressive, but Not Without Nuance As noted, NIO reported revenues of ro

📢 Tesla Q2 2025 Earnings Report Released‼️ Tesla Robotaxi Service Launched — A Historic Transformation Milestone ✨ Tesla is now truly entering its new phase as an AI × Robotics company 🚀 Tesla Q2 2025 🔸 Q2 2025 Earnings Summary ✅ Earnings Per Share (EPS): $0.40 (in line with expectations) ✅ Revenue: $22.496 billion (vs. $22.13 billion expected) 📉 YoY Revenue Decline: -12% 🔸 Financial Highlights 📉 GAAP Gross Margin: 17.2% (vs. 18.0% YoY) 📉 Operating Margin: 4.1% (vs. 6.3% YoY) 📉 GAAP Net Income: $1.172 billion (YoY -16%) 📉 Non-GAAP Net Income: $1.393 billion (YoY -23%) 🔸 Cash Flow 📉 Operating Cash Flow: $2.54 billion (YoY -30%) 📉 Free Cash Flow: $146 million (YoY -89%) 💰 Cash & Investments: $36.782 billion (YoY +20%) 🔸 Vehicle Deliveries 📉 Total Deliveries: 384,000 units (YoY -13%) 📉 Mo

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ Wealth inequality in the United States has reached levels not seen since the Gilded Age. A growing chorus of economists, policymakers, and investors are sounding alarms about the consequences of this widening divide — not just for the fabric of society, but for the stability of financial markets and the returns investors can expect. The American economy has always been a story of opportunity and reinvention. Yet in recent decades, the distribution of prosperity has become increasingly skewed, with a small segment of the population amassing unprecedented wealth while the middle class struggles and lower-income households fall further behind. This trend, if left uncheck

The recent surge in NVIDIA—surpassing a $4 trillion market cap and rebounding alongside AMD—reflects not just strong sentiment, but also a reinforcement of structural tailwinds in the AI and data infrastructure economy. However, assessing whether this rally is sustainable or due for consolidation requires a closer look at both macro dynamics and company-specific fundamentals. --- 🧠 Key Drivers Behind the Rebound 1. Alphabet’s $10 Billion CapEx: A Bullish Signal Alphabet’s record CapEx is heavily AI- and infrastructure-driven, directly benefiting NVIDIA: Investment in TPUs, data centres, and accelerated computing implies continued demand for NVIDIA’s H100 and B200 GPUs. Other cloud giants (Microsoft, Meta, Amazon) are likely to follow, further reinforcing demand. This CapEx cycle could acce

$Coinbase Global, Inc.(COIN)$ $iShares Russell 2000 ETF(IWM)$ $SOLANA ETF(SOLZ)$ 🪙🔥 Altcoin Additions, ETF Tailwinds, and a Clean Hammer Reversal: Why I’m Riding $COIN With Conviction 🔥🪙 I’m extremely confident in my $COIN long here and I didn’t hesitate to buy the dip on Wednesday. A 1.61% gain from my $396.16 average may not look like much at first glance, but for me, this setup is about asymmetric reward over the next few weeks, not chasing headline spikes. I’m tactically positioned ahead of Coinbase’s strategic expansion of Solana-based tokens. As of 24Jul25 at 9 a.m. PT, Coinbase began supporting Jito Staked SOL (JITOSOL) and Metaplex (MPLX), building on earl