To The Moon

$Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $Broadcom(AVGO)$  AMAZON $AMZN EARNINGS ARE OUT! 🟢 EPS: $1.95 | Est. $1.95 🟢 REV: $213.386B | Est. $211.23B IMPLIED MOVE TOMORROW: ±7.29%!! IMMEDIATE CRASH OUT FROM $AMZN 😳 AMAZON SINKS 11% ON HIGHER-THAN-EXPECTED 2026 CAPEX FORECAST Amazon Inc. $AMZN, Q4-25. Results: 📊 Adj. EPS: $1.95 🔴 💰 Revenue: $213.38B 🟢 📈 Net Income: $21.19B 🔎 Strong AWS growth continued to drive profitability despite higher operating costs. Bulls: AWS reaccelerating, AI monetization building. Bears: Capex exploding, FCF lagging. $AMZN saying long-te

I choose A: The AI & Semi Valuation Purge - A Healthy Reset.  This selloff looks more like a valuation purge than a structural collapse. AI & Semiconductors have been priced for perfection for months. Software multiples stretched.   Anything with AI automation got a premium. Anthropic drops new legal work flow automation tools.  Suddenly the market realises that AI isn't just enabling software.  It is competing with it.  That's enough to trigger a sentiment shock, not a structural trend reversal. This is what a healthy reset looks like: Excess froth gets burnt off.  Momentum traders exit.  Funds rebalance.  Strong companies get cheaper.  Weak companies get exposed. Beneath the chaos, opportunities are quietly starting to brew. Why

I am shorting Tesla... I won't go for SpaceX, not after what Elon Musk did... in order to get his money back for Twitter, he got xAI to buy X at a higher valuation. To complete the picture, he got SpaceX to merge with xAI at an even higher valuation! Finally, he pretends nothing is happening and wants to throw in to the investment community with an even higher valuation of the entire integration. I have no doubt Elon Musk is clever, even a genius! However, that doesn't mean he should treat the public like a fool... I don't know about you. The IPO might be a success. SpaceX no doubt is doing a great job, however if those murky intertwined and conflicted interest of Elon Musk, shareholders would eventually suffer. What will happen will be similar to Tesla. Elon Musk WILL DEMAND the sharehold

"Liu Xufeng explained that silver has a stronger commodity attribute and is more affected by sudden supply-demand news, hence its volatility far exceeds that of gold. Medium to long term, silver also benefits from strategic stockpiling, growing industrial demand, and the Fed's monetary easing cycle, with opportunities to stabilize and rise after the second quarter." This truth is absolute. Silver is not a flash in thr pan. It's availability is limited and versus demand in use, there is a supply inbalance. What this means is, there is more demand than supply. And any student of economics will know this means prices will rise. The supply elasticity will guarantee this.

Actually the report is back dated. It was for the period which ended in December 25.  The situstion is very much worst now as Bitcoin has fallen very much more since then. And coupled with this are the share price of Strategy which has fallen at a faster pace than the fall in Bitcoin. If Bitcoin does not show a spectacular recover by the end of March, MSTR will show an even greater and spectacular loss. This will trigger a sale of it's Bitcoin treasury and at a much much lower price, which in turn will show even greater loss in their balance sheet.  Possibly drive MSTR into a distress situation. Michael Saylor will then likely raid theIr so called cash reserve that was supposed to be used to pay dividends.  If this happens, MSTR will be in default to the holders of note

Bitcoin Crashes—Options Sell Panic in HUT, Bet on MSTR Rebound Bitcoin plunged more than 10% in a single session to around $65,000, sending immediate pressure through the broader crypto ecosystem. Mining stocks and bitcoin treasury names sold off in tandem, with declines broadly exceeding 15%. Among the hardest hit were $Hut 8 Mining Corp(HUT)$   and $MicroStrategy(MSTR)$   , both of which fell more than 15% on the day, placing them among the sharpest decliners in the crypto-linked equity space.Despite the steep selloff, options data suggest that capital has not exited crypto assets outright. Instead, positioning indicates a

$ProShares Ultra Silver(AGQ)$   Silver has been seeing a pull-down effect due to the overall market sentiment. Tech stocks collapsed from news about AI overspending as well as the new tech possibly replacing needs of chips. And with Bitcoin and other Cryptocurrencies seeing a bubble-bursting moment, this has added a drag in the minds of traders.  But when you have a moment to calm down and think, the run on Gold and Silver is not logical.  If anything, the collapse in tech and crypto should lead to a bull stampede for precious metals. Precious metals are back-up commodities to safe-harbour your cash in times of distress.  Having gold and silver fall along with stocks and crypto does not make any sense and I believe the

What Amazon's Chart Says Heading Into Earnings "Magnificent Seven" member $Amazon.com(AMZN)$   has fallen some 6.5% over the past three months and 4% over the past year, trailing the $S&P 500(.SPX)$   in both time periods. What does the retail-and-cloud giant's chart and fundamental analysis say ahead of Thursday's Q4 results? Let's check: Amazon's Fundamental Analysis The Street is looking for AMZN to report $1.95 of Q4 GAAP earnings per share on just about $211.2 billion of revenue. That would represent a 4.8% gain from Q4 2024's $1.86 of GAAP EPS, while reflecting 12.5% growth from the $187.8 billion Amazon recorded i

Markets are under heavy pressure as the tech rout deepens into a third straight session of sharp declines. Investors dumped risk assets amid surging worries over sky-high AI spending, softening growth signals, and crypto turmoil. Futures point to another shaky open, with the Nasdaq taking the hardest hits recently as software names face what some are calling an "Armageddon" scenario. 🛑💻 Key moves worth noting include Amazon's post-earnings plunge after outlining a staggering $200 billion capex push for 2026, largely tied to AI infrastructure ramp-up—despite AWS delivering solid revenue and profit beats. This news amplified fears that Big Tech's AI frenzy is getting too expensive too fast. Bitcoin took a brutal 15% dive, briefly cracking below $61,000 and erasing recent Trump-era gains, spa

The once-unstoppable Mag 7 are showing cracks, with most companies falling short of sky-high expectations during this earnings season. Tech selloffs have intensified, dragging the group lower amid concerns over ballooning AI capex without proportional returns. Amazon stands out as a potential lifeline, with AWS delivering robust AI-driven growth that could offset broader worries and support the stock amid the rotation to defensives. Amazon's cloud arm AWS reported strong momentum, with revenue climbing 19% year-over-year to $27.5 billion in the latest quarter. AI services within AWS grew even faster, up 48% as customers ramped adoption of Bedrock and SageMaker tools for custom model building. This performance highlights AWS's edge in enterprise AI workloads, where high-margin recurring rev

I got this extract from the author of “Rich Dad, Poor Dad”. Is this realistic? Or is this too negative? People keep asking me: "When's the crash coming?" I tell them: It's already here. You're just not watching. Debt doesn't crash like the movies. No dramatic explosion. No sirens. It rots from the inside out. First the little guy gets squeezed. Credit cards. Car loans. "Consumers are struggling." Then commercial real estate. Buildings can't refinance. Quietly. Then small banks start disappearing. You don't hear about it because they get "merged." Then government steps in with bailouts and fancy names for the same old con. By the time CNBC is screaming CRISIS, the smart money already moved. The crash happens in slow motion while everyone's waiting for the big bang. And who gets destroyed? S

The private equity sector has been rocked by a sharp sell-off in recent days, with shares of major players tumbling amid growing investor anxiety over their heavy bets on software companies. As artificial intelligence continues to reshape industries, questions swirl around whether these firms' portfolios – laden with software investments acquired at peak valuations – represent a toxic liability or a timely bargain for long-term investors. The meltdown, which wiped out billions in market value, underscores the vulnerability of leveraged software assets in an era of rapid technological disruption. But it also raises the prospect of undervalued stocks for those willing to bet on adaptation and recovery. At the heart of the turmoil is the private equity industry's deep entanglement with softwa