To The Moon

I’m mainly watching $Tesla Motors(TSLA)$ and $Lam Research(LRCX)$ this week. Tesla is still very sentiment-driven, so EPS reactions can be sharp, especially with AI and autonomy expectations in play. Lam feels more grounded in the AI capex cycle, which gives me more confidence in its earnings quality. I lean slightly toward LRCX for stability, while TSLA offers more trading opportunities. I also like $GE Aerospace(GE)$ and $

I’m leaning bullish into this earnings. Even if near-term numbers are mixed, I think a lot is already priced in for $Tesla Motors(TSLA)$ . For me, the focus isn’t just deliveries anymore—it’s whether Tesla can keep investors engaged with its AI story, especially FSD and Robotaxi progress. Inventory and margin pressure are real risks, but the market is increasingly valuing Tesla as more than just an EV company. If management provides clearer updates or timelines, that could outweigh a weaker quarter. At this stage, guidance and narrative matter more than the headline numbers. I’ll also be watching how capex and free cash flow are framed, since that could influen

Here's a comprehensive, bullish counter-article based on the title "Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong". It directly counters Michael Burry's ongoing 2026 bearish thesis on Palantir (PLTR)—including his repeated claims that the stock is worth "well under $50" (as low as $46 in some scenarios), his critiques of the platform as consultant-heavy and vulnerable to "Anthropic Displacement" or agile generative AI competitors, and his view of PLTR as wildly overvalued amid AI hype—while highlighting the Artificial Intelligence Platform (AIP)'s unique ontology-driven edge, accelerating enterprise adoption, sticky high-margin economics, and measurable breakthrough in operationalizing AI at scale as of mid-April 2026.Burry Sees Bubble, Bulls See Brea

Is Palantir a Buy? 🌟🌟🌟There is an excitement that follows $Palantir Technologies Inc.(PLTR)$  - a company that doesn't just process data but seeks to define the very fabric of modern decision making. In a world increasingly dictated by algorithmic precision and geopolitical shifts, Palantir stands at the volatile intersection of national security and the next industrial revolution: AI. Why is Palantir Up Recently? Palantir recently saw a 2.54% jump on April 17.  This momentum is fueled by several powerful catalysts: Palantir's Artificial Intelligence Platform (AIP) has moved from a concept to an essential utility, with US commercial revenue recently exploding by 137% year on year. Unrivalled Growth: Managem

From One Leader to Many: AI Chips Enter a Multi-Core Era The AI chip sector showed clear divergence on Monday: $Marvell Technology(MRVL)$   rose against the trend, closing up about 6% and gaining nearly another 3% after hours; $NVIDIA(NVDA)$   recovered its intraday losses to finish slightly higher; while $Broadcom(AVGO)$   fell around 1.7%. This kind of split performance feels like a signal—the AI value chain is shifting from a"single dominant narrative" to a new phase of "multiple core drivers." Over the past two years, the investment thesi

UnitedHealth Earnings Preview: Can Cost Discipline Restore Confidence? $UnitedHealth(UNH)$   is scheduled to report first-quarter 2026 results before the market opens on April 21 and will host its earnings call at 8:00 a.m. ET. On the surface, this is a routine quarterly report. In reality, it looks much more like the market’s first full test of whether UnitedHealth’s 2026 recovery framework is actually holding. Investors are no longer asking whether the company can still grow. The real question now is whether medical costs are finally moving back under control, whether Optum can stop weighing on earnings quality, and whether full-year guidance still looks credible. Public earnings previews currently point t

Intel Earnings Preview: Can AI CPU Momentum Offset Margin Pressure? $Intel(INTC)$   will report first quarter 2026 results after the market closes on Thursday, April 23. For investors, this quarter matters less because of absolute revenue scale and more because it should show whether Intel’s turnaround is finally translating into cleaner execution across CPUs, manufacturing, and margins.  Core Financial Indicators Revenue is expected to come in slightly above the midpoint of Intel's own guidance. In January, the company guided for first quarter revenue of $11.7 billion to $12.7 billion. The current analyst consensus of about $12.4 billion therefore assumes Intel can land modestly above the midpoint, he

I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers