To The Moon

$Kroger(KR)$ 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

$NEBIUS(NBIS)$ NBIS suddenly jumped 50%, but surprisingly, there was almost zero response from options open interest.For moves like this, you’d normally expect to see some early OTM call buying, but looking at the call open interest, there was basically no pre-positioning.That said, even small-cap names like NBIS do get institutional flows on weekly option strategies—it’s just not what most people imagine. For example, last Friday, some institutions put on trades and then closed them right away on Monday.Unlike the classic bull call spread strategies you see in large-cap tech, for these smaller names, institutions often just open a call leg and a put leg separately. I’m still not totally sure what the logic is behind the direction of each leg.The

Market Expectations for 3 Fed Rate Cuts in 2025？1. High Probability of a 25-basis-point Cut in SeptemberMarkets are nearly certain the Fed will lower rates by 25 basis points at the September 16–17 FOMC meeting, according to the CME’s FedWatch Tool. There's also a 10% chance being priced in for an outsized 50-basis-point cut.2. More Cuts Expected Later in 2025Barclays now forecasts three 25-bp cuts in 2025, up from a previous estimate of two. Other banks such as Bank of America and Macquarie also see cuts in September and December.3. Year-End Total Cuts Projected Around 75–100 bpsMarkets expect cumulative cuts totaling approximately 75 basis points by year-end, reducing the federal funds rate from the current ~4.25%–4.50% down to the mid-3% range.Good sigh for small cap Stocks and ETFs?Sma

As I look at the recent news about Lululemon $Lululemon Athletica(LULU)$  , I can see why there's concern. The company has taken a significant hit, dropping back to 2020 lows after slashing its earnings outlook and projecting a $240 million tariff impact. It's tough to see a brand I've admired struggle, especially with a 56% year-to-date loss and a 20% drop in a single day during the last earnings report. The tariffs and the removal of the de minimis exception are clearly weighing heavily on their sales, which makes me pause and think about the risks involved. When it comes to deciding whether I'd buy the dip, I'm hesitant. Lululemon topped second-quarter earnings estimates, which is a positive sign, but the sli

As I look at the impressive rise of Tencent AI, I'm truly excited about its position as the No. 1 AI app in China, driven by the success of DeepSeek and the vast WeChat ecosystem. The potential for Yuanbao to be embedded across all of Tencent's platforms is a game-changer, and I can see how this could solidify their dominance. It's thrilling to think about how this integration might play out in the coming months. I'm also encouraged by Tencent's latest earnings, where the AI boost to Honor of Kings has exceeded expectations. That kind of performance shows how powerful AI can be when paired with a flagship product. With the stock nearing its previous high of HK$692, I feel optimistic about its trajectory and wonder, like many, when it might break through to new highs. It's an exciting time