To The Moon

$Palantir Technologies Inc.(PLTR)$ Everyone loves to scream Palantir is expensive -- but that’s just lazy. If all you’re doing is looking at P/S or headline multiples, of course it looks stretched. Spend five minutes on the fundamentals and the story flips.Earnings are growing twice as fast as revenue -- which is why PEG matters. Palantir (1.6x) is priced no differently than $CRM (1.5x). The difference? Salesforce faces AI disruption, while Palantir already has the platform built for it. That’s why the Citron short reports was outright idiotic -- they’re looking through an outdated SaaS lens. Palantir isn’t selling software seats or dashboards. It’s embedding itself into the operational core of the digital economy, where AI isn’t just a tool but t

Please do your own research "Wall Street remains highly optimistic heading into Nvidia’s upcoming earnings report. Analysts forecast adjusted EPS around $1.02 and revenue surging over 50% year-over-year, around $46.45 billion . • Although export restrictions to China may cost Nvidia several billion dollars, a 15% revenue-sharing deal for H20 chip sales could provide relief . • Market confidence is supported by bullish price targets many above $200, some even up to $225 and nearly all surveyed analysts rate NVDA a “buy” . • Citi recently raised its price target to $190, citing surging demand in the sovereign AI space, where Nvidia is deeply involved . • That said, concerns persist: valuations are elevated (trading at 36–56× forward earnings), and China restrictions, along with any AI valuat

Semiconductor Tariff Watch Under Trump: Winners, Risks, Unknowns What changed Previously, Trump stated that new tariffs would be imposed on semiconductors within the next two weeks, and hinted that the tariff rates could be as high as 200%-300%. However, a week has now passed, and the details of the tariffs have yet to be disclosed. The U.S. semiconductor stock sector remains shrouded in the shadow of this tariff uncertainty. Policy contrast ~Biden's approach: subsidize "made in America" via CHIPS.  ~Trump's approach: use tariffs to penalize offshore manufacturing and force reshoring. The goal is the same—strengthen the midstream where the U.S. lags. What actually drives who pays ~Exemptions by company or by product? U.S. customs generally tax imports by country of origin, not by corp

I am looking at the latest post regarding the earnings releases of Pinduoduo and Alibaba, scheduled for August 25 and August 29 respectively. It's interesting to see the market's bullish stance on Pinduoduo, especially with $25 million worth of call options traded. This suggests a strong confidence in its upcoming performance, which I find quite compelling given the current economic climate. I note that Pinduoduo's valuation was once significantly higher, but the gap has narrowed considerably. Now, Alibaba stands at a forward P/E of 16.05x, while Pinduoduo is at 13.56x. This convergence in valuations is something I find intriguing, as it places these two giants on a more level playing field in terms of market perception. For Alibaba, the market anticipates revenue of RMB 266 billion, refle

The final stretch of Q2 2025 earnings season is upon us, with a blockbuster lineup of tech and retail giants set to report from August 25-31, potentially igniting a market surge or triggering a sharp correction. The S&P 500 sits at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $124,002, reflecting a bullish tide amid a VIX drop to 14.49, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add caution. Key events include Pinduoduo's Monday report, Alibaba and Snowflake on Tuesday, Nvidia and CrowdStrike on Wednesday, Lululemon and Dollar General on Thursday, and Dell on Friday. With 81% of S&P 500 firms beating estimates so far and a 64% September rate cut probability, this week could cement the bull run or expose cracks. Which stocks deserve your watchlist, and h

Hello everyone! Today i want to share some technical analysis with you!1. $NVIDIA(NVDA)$ The fate of the market is in your hands. Image2. $Oscar Health, Inc.(OSCR)$ The average buyer since IPO continues to support priceExactly what you want to see. ⚓️Image3. $Wheels Up Experience Inc.(UP)$ Taking flight on the highest weekly volume ever. 🛫Image4. $Tesla Motors(TSLA)$ Weekly bbands haven't been this tight since the electionTicking time bomb. ⏰💣Image5. $Opendoor Technologies Inc(OPEN)$ closed above the $5 psych level on Friday.Feels like this squeeze is about to get silly. 🍋ImageFor

$NVIDIA(NVDA)$ is already too expensive on PE terms. It’s fundamentals are not in sync with its valuation, just like $Palantir Technologies Inc.(PLTR)$ but shareholders are caught up in aggressive buying out of FOMO and lack of fundamental knowledge.

$Wolfspeed Inc.(WOLF)$ 's SiC play gaining momentum! EV demands recovery + capacity utilization up. Next-gen semiconductor trend is here - holding for long-term growth!

$Alphabet(GOOG)$ 's AI & cloud combo firing! Gemini boosting ads + cloud gaining share. Tech giant's moat getting deeper - steady gains ahead!

$Tesla Motors(TSLA)$ maintains a significant lead in autonomous driving. The challenges in achieving full self-driving (FSD) highlight its technological edge rather than weakness. “Fridge and TV” features aren’t its focus. Looking forward to shares hitting $355.

$Moderna, Inc.(MRNA)$ 's vaccine play is back! Fall booster season + new variant approval = biotech momentum. But biotech moves fast - taking gains while it lasts!

$Trade Desk Inc.(TTD)$ ’s rebound feels solid! With AI boosting efficiency and ad budgets recovering, its leadership in digital ads stays strong. Holding on to ride the industry’s growth tailwind!

$Alibaba(BABA)$ riding the China tech rebound! E-commerce revival + AI cloud growth = old king waking up. Still undervalued - patience will pay off!

$iShares Russell 2000 ETF(IWM)$ This IWM move felt spot on, small caps really delivered! With the economy holding strong and money flowing back, the Russell 2000 showed real flexibility. But the swings are wild — better to lock in gains for peace of mind.

$Spdr S&P Oil & Gas Exploration & Production Etf(XOP)$ 's energy play paying off! Geopolitical heat + inventory draws = perfect timing. But oil moves fast - taking profits gradually and staying disciplined!