To The Moon

$ConAgra(CAG)$ Conagra Brands’ latest results and guidance mark a clear strategic pivot: regain unit momentum now—even if it means wearing thinner margins for a while. Management is leaning harder into promotions, value pack architecture, and category rebuilds to put cases back on trucks, at a time when cost pressures (from protein to packaging and tariffs) and a value-hungry consumer leave little room to push price. That “volume-first” posture showed up in fiscal Q4 (ended May 2025) and in the fiscal 2026 outlook, where the company effectively told investors to expect slower profit recovery as it rebuilds demand and share. The market’s reaction was swift: shares slid to multi-year lows after a modest miss and a guidance reset well below consensus,

$Palantir Technologies Inc.(PLTR)$   Analysis & Commentary 1. Is the sharp pullback healthy profit-taking or a signal of a deeper correction? Profit-taking after a blow-off top: The 9–10% decline marks Palantir's fifth consecutive day of losses and represents a ~12–15% pullback from its record high, which followed an exuberant post-earnings rally. Analysts point to overvaluation as a key factor, citing forward P/E multiples well above industry norms—ranging from ~214× to over 800×—while the broader S&P 500 averages around 22×.  Overvaluation concerns: Short seller Andrew Left of Citron Research argued the stock is “detached from fundamentals” and suggested a fairer valuation could be near $40. Analy

$Intel(INTC)$   Market Overview (as of August 20, 2025) On August 19, 2025, Intel's stock surged over 6–10%, fueled by a $2 billion strategic investment from SoftBank—purchased at $23 per share—and optimism surrounding a potential 10% equity stake from the U.S. government via conversion of CHIPS Act support . Key Drivers Behind the Rally: SoftBank Investment: Beyond capital infusion, the partnership signals strategic alignment. Given SoftBank’s majority ownership of Arm Holdings, the deal potentially positions Arm as a future foundry client for Intel—supporting Intel’s advanced 18A and 14A process nodes . Government Involvement: Discussions about the U.S. government taking a substantial stake may bolster Big Tec

Jackson Hole Preview: Powell's Moment to Steer Markets Global investors are once again turning their attention to the mountain resort of Jackson Hole, Wyoming, where the Kansas City Fed's annual Economic Policy Symposium will convene later this week from August 21–23. At the center of the event will be Fed Chair Jerome Powell, who is scheduled to deliver his keynote address on Thursday, August 22 at 10:00 a.m. ET. For Wall Street, few gatherings outside of scheduled FOMC meetings carry as much weight as Jackson Hole. Over the years, the symposium has become a stage where central bankers float pivotal ideas, often signaling shifts in strategy that ripple across global markets. Why Jackson Hole Matters History shows that central bankers often use this platform to send decisive policy signals

$Verizon(VZ)$  Overall, Verizon has delivered a strong quarter again, but some numbers require close attention! Consolidated numbers Operating Revenue increased by $1.7 billion, primarily driven by growth in Wireless Equipment Revenue (up by $1.22 billion or 24.54%). The increase in net income and EBITDA was primarily attributed to higher operating revenue. However, this growth was partially offset by a $1.3 billion rise in operating expenses, which was mainly driven by the costs associated with a larger volume of wireless equipment sold. This increase in expenses was due to device upgrades and a shift towards higher-priced devices. The Total Wireless Revenue increased by $1.85 billion, driven by the $1.22 billion increase in Wireless Equipment

$STI ETF(ES3.SI)$ outperforming with style! Big 3 banks div yield + REITs recovery = all-in-one value. Never miss bull runs yet survive bears - lazy investing at its best!

$YZJ Shipbldg SGD(BS6.SI)$ YZJ Shipbuilding cycle play working! Global order revival + green vessel demand = China's ship king cashing in. Cyclical stocks need patience - holding for upcycle!

$Keppel(BN4.SI)$ 's transformation slaying! Data centers + renewables = legacy conglomerate reinvented. Singapore state-backed stability = patient capital's dream!

$Singtel(Z74.SI)$ 's digital infrastructure paying off! 5G adoption + SEA data center expansion = telco 2.0 transformation. Dividend growth story intact - perfect for passive income!

$DBS(D05.SI)$ proving why it's SEA banking king! NIM expansion + digital leap = dividend growth combo. Holding through the economic recovery cycle never felt better!

$CSOP Hang Seng TECH Index Daily (-2x) Inverse Product(07552)$ 2x SHORT HSTECH timing perfect! Regulatory fears + foreign outflow = leveraged gains. But policy bottom in sight - enjoying profits cautiously!

$Bilibili Inc.(BILI)$ soars against the trend! Adding more on gaming & ad rebound. Gen Z moat holds strong—volatility won’t shake long-term value.

$ProShares UltraPro Short Russell 2000(SRTY)$ 's 3x small-cap short work! Economic uncertainty + tight liquidity = perfect storm. But Russell 2000 bounces fast - keeping exit strategy ready!

$T-Rex 2X Inverse NVIDIA Daily Target ETF(NVDQ)$ 's 2x NVDA $NVIDIA(NVDA)$ short printing gains! AI hype cooling + profit-taking = perfect timing. But remember - Jensen Huang's empire remains strong, taking profits wisely!