To The Moon

With 2025 drawing to a close, several structural trends appear significantly underpriced relative to their long-term fundamentals. Below are four areas that, in my view, remain attractive despite recent market rotation. Uranium and the Next Phase of Nuclear Deployment Major hyperscalers (Amazon, Microsoft, Google) have signed power purchase agreements for new nuclear generation, while governments in the U.S., Canada, UK, and Europe have reaffirmed nuclear as a core component of net-zero strategies. Small modular reactor (SMR) projects are moving from demonstration to firm orders. Spot uranium remains around $80/lb, yet the incentive price for new primary supply is widely estimated at $90–$110/lb. Leading producers with low-cost, permitted assets include Cameco (CCJ), Uranium Energy Corp (U

From my perspective, tonight’s move will hinge less on the 25 bps cut and more on Powell’s tone. A slightly dovish message could spark a quick gap-up in equities and precious metals, though I still expect an early fade as markets digest the details. Positioning is elevated, so any pop may be short-lived. If Powell sounds hawkish, the reaction may actually be muted since the bond market already expects it. Any dip in stocks or metals would likely be modest, and I’d view that kind of pullback as a potential buying window, especially with easing still on the table for 2025. For the 2026 dots, I’d see them as guidance on the Fed’s long-run comfort zone, not a strict plan. Fewer cuts into 2026 would simply signal caution during a soft-landing phase, meaning more near-term volatility but still

$Palantir Technologies Inc.(PLTR)$ 🎯 Executive Summary Palantir just scored a game-changing $448 million contract with the U.S. Navy to deploy its AI platforms for speeding up submarine development and manufacturing, a massive win that's already sparking a 5% after-hours jump to $79.50 from $75.72 on December 10, 2025. Dubbed "Ship OS," this deal taps Palantir's Foundry and Artificial Intelligence Platform to modernize shipyards, slash timelines, and ramp up efficiency across the industrial base amid Pentagon's push for faster naval builds. With YTD gains at 150% and Q3 revenue crushing $726 million (up 30% YoY), this Navy nod could turbocharge long-term revenue by $1B+ annually if it expands to full fleet ops. For defense AI stocks like Lockheed

$Tesla Motors(TSLA)$ Buckle up, riders – Morgan Stanley's bombshell 2026 outlook dubs it the "singularity moment" for robotaxis, with 33 U.S. cities unleashing commercial fleets in a dual-oligopoly duel where Tesla's cost-cutting chaos battles Waymo's safety supremacy. This isn't sci-fi fluff; it's a $1 trillion market makeover by 2032, with robotaxi rides slashing to $0.35/mile from $1.50, vaporizing Uber/Lyft's $200B valuations and flipping the ride-hailing realm upside down. Tesla's Cybercab concept (unveiled October) promises $0.20/mile efficiency with no steering wheel, while Waymo's 450K weekly paid rides (up from 100K in September) already dominate driverless domains. But has the market baked in Tesla's robotaxi rapture, or is Waymo's 7x sa

$Powell Max Limited(PMAX)$ Markets are teetering on a knife's edge as the FOMC unleashes its December decision at 2 p.m. ET, with an 88% priced-in shot at a 25 bps trim to 3.50%-3.75% – a move that could juice risk assets if Powell's 2:30 p.m. presser drops dovish gems like QE hints or 2026 easing openness. Polymarket's 97% bet on a 2025 rate reduction screams crowded positioning, but this packed house risks a brutal unwind if hawkish signals sneak in, like a tighter dot plot or inflation vigilance vibes. With QT's $1T liquidity lava flowing and S&P clinging to 6,859 highs, this FOMC fireworks could catapult equities up 4% on dovish delight, flatline on as-expected hawkishness, or crater 2% if Powell plays hardball. As VIX cools to 22.80 amid

From my point of view, the STI’s $Straits Times Index(STI.SI)$ 25% total return and broad-based strength across mid- and small-caps show how much rate cuts have revived sentiment in Singapore. Even with institutions taking profits, S-REITs still look resilient, and lower funding costs should keep their outlook solid into 2026. Goldman’s $Goldman Sachs(GS)$ warning about weaker U.S. equity returns over the next decade feels reasonable after such an exceptional 10-year run. It doesn’t signal the end of the U.S. bull market, but it does suggest that future gains may be slower and more selective. If I could only pick one region for the next decade, I’d lean toward Asia — especially Singapore — for its val

Paramount Skydance Corp (PSKY) made a hostile all-cash bid for Warner Bros Discovery (WBD) at $30 per share, surpassing the $27.75 cash-and-stock offer from Netflix (NFLX), creating an arbitrage opportunity due to the superior bid NFLX aims to acquire WBD to secure studio and streaming assets, strengthening its market leadership, though the deal carries high debt and regulatory risks WBD presents potential gain from the price gap between the bids from NFLX and PSKY, with the risk of regulatory or financial failure; trade WBD for acquisition volatility, or consider buying the dip in NFLX as a high-risk long-term bet on WBD assets, with an anticipated bounce if NFLX loses the bid and avoids more debt The WBD hostile takeover by PSKY at $30 all-cash bid creates a volatility-driven spread play

Coreweave Faces Heavy Call Selling After $2B Bond Offering $CoreWeave, Inc.(CRWV)$   has shown an unusual — almost counter-intuitive — pattern in its options market over the past two days. On December 8, amid a sharp intraday drop of more than 9%, a massive $67 million block of Jan 2028 150C was sold in a single print. Today, another $9.45 million block of Jan 2028 130C was hit. In total, more than $76 million worth of long-dated, deep-out-of-the-money Calls were sold by institutions in just 48 hours, triggering heated debate: Is this bearish on CoreWeave — or a different kind of bullish? Structurally, these trades are not short-term bets. They are three-year LEAPS Calls, far above spot, rich in premium and vega, and extremely lucrative

I found this episode really practical — breaking MA behaviour into six patterns makes chart reading much clearer. I mainly watch breakouts and alignment; an upward breakout followed by bullish alignment usually confirms the trend, while deep entanglement is still my cue to stay cautious. It’s interesting how these simple patterns often reflect real market sentiment. Recently, I’ve seen a few early golden cross setups after consolidation, and also some short-bull/long-bear divergences — useful to monitor but still too risky to chase since the long-term trend is weak. These mixed signals remind me to stay patient instead of forcing trades. I like combining MAs with volume and RSI to filter noise. When a golden cross appears with rising volume or a pullback matches an RSI rebound, the setup

The decline in $Oracle(ORCL)$’s share price after its mixed fiscal Q2 results, despite an increase in its Remaining Performance Obligations (RPO) and AI-driven cloud revenue, has indeed intensified the debate around a potential "AI bubble." Oracle's situation is often cited as a key example of the risks inherent in the AI boom. In this article, I would like to examine the breakdown of the key factors that lead investors to debate whether this signals cracks in the AI bubble: What Happened with Oracle’s Latest Results Mixed earnings with negative investor reaction Oracle beat earnings per share expectations, helped by a one-time gain from an asset sale, but narrowly missed revenue and cloud growth forecasts — a key metric tied to its AI strategy. I

$Herbalife(HLF)$ Herbalife Nutrition Ltd.(HLF) Surges +6.35%: Wellness Giant Breaks Through $12.58 Resistance, Momentum BuildingLatest Close Data HLF closed at $12.57 on December 10th, gaining +6.35% (+$0.75) with strong volume of 2.00M shares. The stock broke through key resistance at $12.58 and now sits just 5.8% below its 52-week high of $13.35.Core Market Drivers Positive institutional sentiment with 2 Strong Buy ratings driving momentum. Net capital inflow of $28.03K today signals renewed investor confidence in the nutrition company. The wellness sector continues benefiting from health-conscious consumer trends post-pandemic recovery.Technical Analysis Volume surged 142% above average, confirming breakout validity. RSI(6) at 64.73 shows bullis

$C3.ai, Inc.(AI)$ C3.ai, Inc. (AI) Surges +3.69%: AI Pioneer Breaks Above $16 Resistance, Momentum Building for $17+ TargetLatest Close DataCurrent Price: $16.03 USD (Close: Dec 10, 2025) Daily Gain: +3.69% (+$0.57) Distance from 52-Week High: -64.4% ($45.08 peak) Trading Range: $15.21 - $16.18Core Market DriversC3.ai continues benefiting from renewed AI sector optimism and enterprise digital transformation momentum. The company's enterprise AI platform positioning aligns with growing corporate AI adoption trends. Volume remained moderate at 5.37M shares with a 0.63 volume ratio, suggesting steady institutional accumulation rather than speculative buying.Technical AnalysisMACD: DIF improving to -0.22 from -0.35, with DEA at -0.58 - bullish convergen

$Roku Inc(ROKU)$ Roku Inc. (ROKU) Surged +3.80%: Streaming Pioneer Breaks Key Resistance, $111 Target Zone ActivatedLatest Close Data ROKU closed at $105.56 on December 10th, gaining +3.80% ($3.86), now trading just 9.5% below its 52-week high of $116.66. After-hours trading extended gains to $105.06, showing continued momentum.Core Market Drivers Streaming sector optimism drove ROKU's breakout above $105 resistance as the company benefits from cord-cutting acceleration trends. Strong institutional backing with net inflows of $295M today signals renewed confidence in streaming monetization strategies. Holiday advertising demand provides seasonal tailwinds for the platform business.Technical Analysis Volume of 2.94M shares (0.79x ratio) accompanied

$Illumina(ILMN)$ Illumina (ILMN) Surged +3.83%: Genomics Leader Tests $132 Resistance, Bullish Momentum BuildingLatest Close Data ILMN closed at $132.13 (+3.83%) on Dec 10, reaching intraday high of $135.83. Stock sits 13.7% below 52-week high of $153.06, showing strong recovery from $68.70 yearly low.Core Market Drivers Strong capital inflow of $7.5M on Dec 8 signals institutional confidence in genomics sector recovery. Volume surged 3.27x average with $427M in trading value, indicating heightened interest in DNA sequencing technology stocks.Technical Analysis RSI(6) at 71.58 shows overbought conditions but maintains bullish momentum. MACD remains negative at -0.84 but DIF line trending upward at 4.89, suggesting potential bullish crossover ahead

$iRobot Corp.(IRBT)$ iRobot Corp.(IRBT) Surged +11.36%: Robotic Vacuum Giant Breaks Above Resistance, Oversold Bounce ActivatedLatest Close Data IRBT closed at $3.53 on December 10th, gaining +11.36% (+$0.36) with massive volume of 36.8M shares. The stock is now 73% below its 52-week high of $13.06, trading in a critical recovery zone.Core Market Drivers Heavy institutional buying drove the breakout above resistance at $3.53, supported by oversold conditions and potential year-end positioning. The massive 115.63% turnover rate indicates strong conviction from both retail and institutional players. Capital flows showed net inflow of $3.19M despite recent weekly outflows.Technical Analysis RSI(6) at 69.29 suggests momentum building but approaching o