To The Moon

Last week, the U.S. labor market showed signs of unexpected weakness. The job report released on September 5th revealed that employers added only 22,000 jobs in August, while the unemployment rate ticked up to 4.3%. It raises questions about the broader health of the economy, and whether the labor market can continue absorbing shocks without further deterioration. This week, markets are turning their attention to key inflation indicators: Producer Price Index (PPI) on Wednesday and Consumer Price Index (CPI) on Thursday. These readings are critical because they provide insight into whether inflation pressures are easing or persisting despite slower job growth. Investors are trying to reconcile weaker employment data with ongoing inflation trends, which creates a complex environment for mon

$Kroger(KR)$ is scheduled to report its Q2 2025 earnings on Thursday, September 11, 2025, before the market opens. The fiscal quarter for this report ended on August 16, 2025. Earnings Per Share (EPS): The consensus EPS forecast is around $1.00 per share. This would represent a significant increase from the $0.93 per share reported in the same quarter last year. Revenue: Analysts expect revenue of approximately $34.12 billion, which would be a slight increase of about 0.6% from the prior-year quarter. Kroger's Fiscal Q1 2025 Earnings Summary Kroger delivered a strong performance in its first fiscal quarter of 2025, which ended on May 24, 2025. The company's results generally exceeded analyst expectations, particularly on the bottom line, despite a s

$RH(RH)$ is scheduled to report its second-quarter fiscal 2025 financial results on Thursday, September 11, 2025, after the market closes. This report is highly anticipated as it will provide a crucial update on the company's performance amidst a challenging macroeconomic environment. Earnings Per Share (EPS): The consensus EPS forecast for Q2 2025 is approximately $3.19. This represents a significant increase from the reported EPS of $1.69 in the same quarter last year. Revenue: While specific revenue forecasts are less prominent, analysts are forecasting annual revenue growth for the fiscal year. Investors should pay close attention to the actual revenue figure and its year-over-year change, as it will be a key indicator of consumer demand for RH'

$Kenvue Inc(KVUE)$ A Consumer Health Giant in Crisis Kenvue Inc. (NYSE: KVUE), the consumer health spin-off from Johnson & Johnson that owns iconic brands like Tylenol, Benadryl, Listerine, and Band-Aid, has entered one of its toughest chapters since its market debut. Shares of the company tumbled by double digits after reports emerged that the U.S. Department of Health and Human Services (HHS), under Secretary Robert F. Kennedy Jr., may link prenatal acetaminophen (Tylenol) use to autism spectrum disorders in an upcoming report. The selloff was swift and brutal, erasing billions in market value in a matter of hours. But while the headlines fixated on the autism controversy, the real story goes deeper. Kenvue is not only confronting reputation

A rally with substance Alibaba has been steadily buying back its own stock for two years, and investors are finally starting to reward it. The shares are up 78% year-to-date, comfortably beating the Hang Seng Index’s 29% rise. This isn’t just hot money chasing momentum. It reflects a genuine alignment between undervalued fundamentals, management conviction, and shifting analyst sentiment. After years of regulatory setbacks and gloomy narratives, the market seems ready to believe in $Alibaba(BABA)$, $BABA-W(09988)$ again. Alibaba’s rally rises from ashes with conviction and clarity Buybacks that bite When management commits billions to buy back stock, it’s not charity—it’s a signal. Alibaba has retired ar