To The Moon

The $Home Depot(HD)$ , the world's largest home improvement retailer, is scheduled to release its fiscal Q2 2025 financial results on Tuesday, August 19, 2025, before the market opens. This report is highly anticipated by investors, as it will provide a fresh look into the health of the housing and consumer spending markets, particularly for big-ticket items. Revenue: The Zacks Consensus Estimate for Q2 2025 revenue is approximately $45.5 billion, representing a projected year-over-year increase of about 5.4%. This indicates a recovery in top-line growth after a challenging period. Earnings per Share (EPS): Analysts project adjusted earnings of $4.71 per share, which would be a modest increase of about 0.9% from the same quarter last year. Home Depo

News and my thoughts from the past week (18Aug25) Bank of America’s survey says that US stocks are overvalued. Do you agree? Image Image Large Cap Stocks are destroying Small Caps by the largest margin in history Everything that ends up working in finance stems from patience and self-control. Everything that doesn’t work stems from instant gratification and FOMO. - Morgan Housel Image The monthly supply of new homes in the US surged to 9.8 months in June, the third-highest since 2008. This indicator measures how many months it would take to sell current builder inventory at the current sales pace. By comparison, the long-term median is 5.8 months. Since the 1960s, 5 of the 6 times builder supply reached this level, a recession followed. The only exception was 2022, when the economy narrowl

My Investing Muse (18Aug25) Layoffs & Closure news U.S. layoffs have surged to their highest level since the early months of the COVID-19 pandemic. Image US has hit its highest layoffs since COVID. The above are some news items about layoffs and closures. As tariff negotiations drag on, the collateral to businesses (especially smaller ones) can compound. US debts Here is some news about the US debts: Image Image Image The US Treasury posted a $291 billion budget deficit in July, the 2nd-largest deficit for any July on record. The gap marks a sharp reversal from June’s $27 billion budget surplus. This comes as government spending surged +9.7% YoY to $630 billion, the 2nd-highest since January. Meanwhile, revenue rose just +2.5% YoY to $338 billion, including $29.6 billion in tariff reve

When you’re sitting on a market cap north of $4.4 trillion and your stock has more than doubled in the past year, the champagne problem becomes obvious: your share price looks like it belongs on the menu of a fine dining restaurant rather than a trading app. Nvidia, the chipmaker turned AI overlord, is once again flirting with a stock split, and the question on my mind is whether management will feel compelled to make the shares appear more bite-sized to retail investors without diluting the company’s gravity-defying fundamentals. Unstoppable ascent: Nvidia’s surge reshapes investor psychology A Price Tag That Feels Like a Gatekeeper At $180 a share, $NVIDIA(NVDA)$ doesn’t yet carry the sticker shock of a four-digit stock like Berkshire Hathaway,