To The Moon

$Amazon.com(AMZN)$   Is Amazon Losing the Ketchup in the AI Race? While Google and Microsoft are racing ahead in AI, Amazon seems to be stuck at the starting line. Microsoft is fully integrating AI into its ecosystem — from Azure to Microsoft 365 to Copilot, creating tools that businesses actually use daily. Google is doing the same. Firebase, for example, is tightly integrated with Google Cloud and now enhanced with AI tools that automatically suggest improvements, generate code, and scale applications — making it a no-brainer for developers. Even Meta (Facebook) is pouring massive resources into AI, open-sourcing models, and exploring edge capabilities. They’re not just talking about AI — they’re deploying it

I am intrigued by the upcoming earnings release from AMD $Advanced Micro Devices(AMD)$  , scheduled for tomorrow, August 05, 2025, especially with the question of whether NVIDIA  $NVIDIA Corp(NVDA)$  and AMD are stalling or if AMD's earnings can reignite the rally. The anticipation is high, and I feel a sense of excitement about what this could mean for the tech sector. I believe AMD's results will be outstanding, given the company's strong momentum as highlighted in the text. I see this as a reflection of AMD's robust product pipeline, particularly in the semiconductor space, where innovations in CPUs and GPUs have positioned it

Wednesday brings the Federal Reserve’s Beige Book, its fifth 2023 report aggregating economic anecdotes from 12 U.S. regions. Covering employment, consumer spending, manufacturing, and more, it’s a crystal ball for Fed policy—will it hint at rate hikes or a pause? The last edition (May) noted “modest” growth, with retail sales up 2% but manufacturing down 1.5% due to supply chain snarls. Labor shortages bit harder, with 60% of firms reporting hiring struggles, and input costs rose 3.8% year-over-year. This time, watch for inflation signals: are businesses passing costs to consumers? Regional data offers clues—Chicago’s industrial slowdown contrasts with Dallas’s energy boom. GDP context: Q2 2023 |██████████ 3.1% (Est.) Q1 2023 |████████ 2.8% Q4 2022 |███████ 2.5% Q3 2022 |██████ 2.1% Fed

Wave ((2)) Correction Likely Complete – Long-Term Elliott Wave Rally May Be Underway Toward $100+ Dominion Energy (D) has shown a strong bullish structure on the monthly chart, suggesting a significant Elliott Wave progression. According to the latest analysis, the stock may have completed the corrective wave ((2)). If confirmed, this sets the stage for the beginning of a powerful bullish wave ((3)) to the upside. The wave count shows a clear five-wave impulse from the 1980s into the 2007 peak, followed by a WXY double three correction that likely completed in the recent low near $45. This pullback was deep but remains above the key invalidation level at $2.28. Since then, prices have rebounded, and bullish momentum is building. The preferred Elliott Wave count favors the right side higher

$Palantir Technologies Inc.(PLTR)$  As Palantir Technologies gears up to report earnings, investor excitement is heating up — especially after Citi upgraded the stock with a bullish outlook. But will the actual results live up to the optimism? Palantir has become a symbol of AI-driven transformation across government and enterprise. Its platforms — Gotham, Foundry, and AIP (Artificial Intelligence Platform) — are increasingly seen as strategic tools in defense, cybersecurity, and corporate data intelligence. That’s why Wall Street is watching this quarter closely: will the numbers justify the hype? Citi’s recent upgrade hinges on Palantir’s growing commercial traction. While government contracts have long anchored its revenue, the narrative i

$UnitedHealth(UNH)$  Few would have expected UnitedHealth Group (UNH), a long-time Wall Street darling and a symbol of stability, to be among the worst-performing large-cap stocks this year. Yet here we are in 2025, and the stock has collapsed by over 52% year-to-date — a shocking reversal for what was once considered a defensive powerhouse. The big question now? Has UNH hit bottom, or is more pain to come? What's Driving the Meltdown? The selloff didn’t happen in a vacuum. Investors have been spooked by a combination of real business headwinds and shifting macro trends. Among the most pressing concerns: Rising Medical Costs: Post-pandemic, there's been a surge in elective procedures, hospital visits, and utilization

$Figma(FIG)$ Figma just took a brutal 18% nosedive after its long-anticipated public debut. What was supposed to be a moment of triumph quickly turned into a sharp correction. Investors who had been riding the IPO hype now face a sobering reality: high valuation + zero profits = high volatility. The drop is catching attention, not only because of the size, but also the timing. Figma’s option market is now live, and with it comes an entirely new playbook. The ability to short, hedge, or speculate on volatility is no longer limited to just stock sales — traders are now armed with puts and calls. And guess what? Some are clearly betting on more downside. Let’s break this down. 1. IPO Hangover? Figma came to market with strong design community support

Big tech chips are back in the spotlight! Both $AMD and $SMCI are set to report earnings on August 5, but expectations couldn't be more different. 🔸 $AMD is forecasted to post Q2 revenue of $7.43B, up 27% YoY — impressive growth! But net income may slide to $796.6M (from $1.26B last year), reflecting margin compression despite topline expansion. 🔸 $SMCI faces a 29% plunge in EPS to $0.45, but revenue is expected to grow 13% YoY to $5.98B — possibly driven by AI server demand. 💡 Investors now face a dilemma: ➡️ High growth, falling profit (AMD) or ➡️ Shrinking margins, solid revenue momentum (SMCI)? Chip stocks have been riding the AI wave, but will earnings disappoint and trigger a short-term pullback? 📉 Strategy Tip: Consider selling premium via iron condors or vertical spreads to hedge v

$Walt Disney(DIS)$ is scheduled to report its fiscal Q3 2025 earnings before the market opens on Wednesday, August 6, 2025. This report is a critical update on the company's progress under CEO Bob Iger's turnaround plan, which focuses on profitability in streaming, growth in its Parks segment, and a strong content slate. Revenue: The consensus among analysts is that Disney will report revenues of approximately $23.76 billion, a modest year-over-year increase. EPS (Earnings Per Share): The forecast for adjusted earnings per share (EPS) is around $1.47. This represents an increase from the same quarter last year, a positive sign of the company's path to profitability. Summary of The Walt Disney Co. (DIS) Fiscal Q2 2025 Earnings The Walt Disney Co. de

Overall Market Overview Markets across the globe rallied on August 4, 2025, as investors shrugged off prior session losses sparked by fresh US tariffs and economic worries. Confidence returned as rate-cut expectations gained traction and sectors like banking led recoveries. The Dow surged 585 points, while Europe and Asia also saw broad gains. US Markets: Reclaiming Ground After Panic Sell-Off Wall Street rebounded strongly, led by renewed optimism after a sharp pullback. The Dow Jones $DJIA(.DJI)$  rose 1.3% to 44,173.64, the S&P 500 $S&P 500(.SPX)$  gained 1.4% to 6,329.94, and the Nasdaq

$UnitedHealth(UNH)$  I am observing with concern the steep decline in UnitedHealth Group's stock, which has dropped from around $600 in April of this year to its current price near $240. The fact that it has lost 52% year-to-date is alarming, and the speculation that UNH may head to $160 adds to the uncertainty. This significant downturn has caught my attention, especially given the company's previous strength. I have reviewed the chart I attached below, and the monthly candlestick pattern shows an extremely bearish trend. The stock remains well below the EMA200 (green coloured line), a key indicator for me, suggesting that the downward momentum is far from over. This technical analysis reinforces my cautious stance o

For me, my main target right now is $Palantir Technologies Inc.(PLTR)$ . After last night’s impressive earnings release, the stock surged. Palantir continues to show strong momentum in both government and commercial segments, and their expanding role in AI integration is a major driver. The company is proving it can deliver both innovation and profitability, which gives me strong conviction in its long-term growth potential. On the Singapore front, I’m also focusing on $CapLand IntCom T(C38U.SI)$ . The REIT reported a solid 3.5% rise in H1 DPU, driven by contributions from ION Orchard. Its upcoming acquisition of a 55% stake in CapitaSpring is expected to further boost DPU, which is encouraging for i

$UnitedHealth(UNH)$   ​ Overview: What’s Driving the Decline? Massive drawdown: UNH shares plunged from approximately $600 in mid‑April 2025 to around $241–$260, a decline of ~55–60% . Catalysts: A combination of dramatically rising medical claims, underfunded Medicare Advantage programs (resulting in an 89.4% medical cost ratio)—and regulatory and DOJ scrutiny over billing practices—triggered sharp earnings downgrades and leadership reshuffles . Analyst reviews: Bernstein recently lowered its 12-month target to $337, while UBS maintains a $330 target, and average consensus across 23–24 analysts ranges from $320–$405, signaling potential 30–70% upside if recovery unfolds . Valuation: Current forward P/E sits at ~

$Netflix(NFLX)$ $Taiwan Semiconductor Manufacturing(TSM)$ Thursday packs a punch with June retail sales data and earnings from Netflix and TSMC. Retail sales, tracking consumer spending (70% of U.S. GDP), are expected to inch up 0.4% from May’s 0.3%, but inflation (3.7% CPI) could mask real weakness—adjusted for price hikes, growth may be flat. Auto sales (up 2%) and e-commerce (up 5%) lead, while apparel lags (down 1%). Netflix aims for 2.5 million new subscribers (total: 235 million), banking on hits like Stranger Things Season 5; revenue’s pegged at $9.6 billion, up 7%. TSMC, the chip kingpin, forecasts $19.5 billion in revenue (up 10%), riding AI and smartphone demand. Details: Tech analyst John Smith