To The Moon

Big-Tech’s PerformanceMacro Headlines This Week:Prolonged U.S. Government Shutdown Adds to Policy UncertaintyThe ongoing U.S. government shutdown has now become one of the longest on record. The policy backdrop remains characterized by a triple squeeze: loose expectations, weak macro data, and rising institutional risks. Although the Fed still has room to cut rates, the path forward remains unclear.U.S. Economy in a “Structural Caution” PhaseEmployment remains weak and layoffs are rising, though the service sector continues to show resilience. The government shutdown has created data blind spots, complicating policy assessment. Meanwhile, trade and tariff uncertainty remain key external risks. For both policymakers and investors, the medium-term environment suggests slower growth, inflatio

$Google (GOOG) $Announced a series of very solid results for Q3 FY25 following the earnings release, leading its share price to jump sharply after the earnings release, with total revenue increasing 16% year over year to $102.3 billion (well above consensus estimates).Google's Services segment, which includes the Search and YouTube segments and Google Networks, grew 14% year over year to an impressive $87.1 billion. Digging further, search revenue grew 15% year over year to $56.6 billion, suggesting that the fundamentals of this business line aren't making any real impact.YouTube advertising and subscriptions, platforms, and devices all performed well, rising 15% and 21% year over year to $10.3 billion and $12.9 billion, respectively.On November 6, t

As we have seen Bitcoin in volatility move recently, I have been monitoring the inflows and outflows of funds to track Bitcoin prices, When we track Bitcoin fund flows (ETF flows, exchange wallet flows, stablecoin flows, miner flows), we are essentially watching capital positioning and conviction. Extreme outflows followed by strong inflows can be a powerful signal — not just noise — especially during high-volatility phases like now. In this article I would like to share a holistic framework to understand why this pattern often precedes bull resumption. What Extreme Outflows + Then Strong Inflows Usually Mean 1) Capitulation → Re-Accumulation Outflows spike when investors panic or take profit aggressively. This flush reduces speculative leverage and weak hands. Inflows resuming afterward s

The news was pure chaos. At a press conference, the Trump administration declared a major victory, forcing pharmaceutical giants $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ to aggressively slash the prices of their blockbuster GLP-1 weight-loss drugs. The pressure was so intense that a Novo Nordisk representative reportedly fainted mid-announcement. This is the drama the market sees: Big Pharma, which has been printing money from $1,000/month drugs, is finally being brought to heel. Prices are set to collapse from their $1,000/month retail price to a new, accessible range of $149 to $350 per month. For $LLY$ and $NVO$, this is a moment of high stress and margin compression. But for telehealth platforms—and

On October 22, $POP MART(09992)$ released its Q3 2025 business update, reporting a year-on-year revenue surge of 245%–250%, reaching a record high. Founder Wang Ning’s optimistic forecast back in August — “achieving RMB 30 billion in revenue this year will be easy” — now seems well within reach.However, the market has ignored the upbeat earnings news, and the stock continued to break lower.Why the drop?From a news perspective, Pop Mart was hit by its first short-seller report, setting a target price of HK$225.From a technical standpoint, the chart shows a head-and-shoulders pattern, with the neckline around HK$229.In terms of valuation, the market still considers Pop Mart overvalued, with growth unlikely to be replicated. The stock has now fallen