To The Moon

$Alphabet(GOOG)$ invested in to make $200B so far: 1. SPACEX → ~$1.25T–$2T Satellite internet + launch dominance, controls global infrastructure 2. Anthropic → ~$350B–$1T+ Frontline AI models powering enterprise + next-gen intelligence stack 3. Databricks → ~$134B AI + data backbone enabling enterprises to train and deploy models 4. Stripe → ~$150B+ Global payments infrastructure powering internet commerce and financial rails 5. Epic Games → ~$30B+ (est.) Owns Unreal Engine, building metaverse + real-time 3D ecosystems 6. $AST SpaceMobile, Inc.(ASTS)$ → ~$5B–$10B (est.) Space-based cellular network connecting phones directly via satellites 7. Planet Labs → ~$2B–$4B (est.) Earth data + geospatial intellige

The market is waking up to how strategic rare earths really are $United States Antimony(UAMY)$ United States Antimony +20.34% $USA Rare Earth Inc.(USAR)$ USA Rare Earth +17.88% $IPERIONX LTD SPON ADS EACH REP 10 ORD SHS(IPX)$ IperionX +15.25% $American Resources Corporation(AREC)$ American Resources +12.08% $CRITICAL METALS CORPORATION(CRML)$ Critical Metals +11.86% $Energy Fuels(UUUU)$ Energy Fuels +10.41% $Texas Mineral Resources Corp.(TMRC)$ Texas Mineral Resources +9.68%

LONG EQUITY - APRIL UPDATE A strong start to 2026 with double-digit returns, driven by high-quality compounders and semiconductor exposure. Solid cash returns and robust free cash flow growth continue to underpin portfolio performance and reinforce a disciplined long-equity strategy. Performance YTD: +10.6% Top performers: $Comfort Systems USA(FIX)$ & $Lam Research(LRCX)$ Top detractors: $Fair Isaac(FICO)$ Cash ROC =39% FCF CAGR = 26% 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Is DBS’s 6.25% Yield Hiding a 210bp CET1 Hole | DBS Group Q1 2026 ResultsThe market sees a record S$2.93 billion profit. The forensic audit sees a S$400 million permanent tax hit and a 23-basis point margin collapse that turned organic growth into a treadmill just to keep dividends flat. DBS delivered only S$62 more annual income on a S$50,000 CPF stake this year. That's one month of utilities for a Marine Parade retiree, paid for by holding a bank trading at 2.41x Price-to-Book in the 90th historical percentile.The 6.25% yield clears the 3.2% Forensic Floor and sits 465 basis points above the current 1.60% six-month T-bill rate. But you're paying peak valuation for a lending engine losing S$16 million in net interest income for every basis point SORA drops, with a fully phased-in CET1 buf

Stock Track | MARA Holdings Soars 5.08% Intraday on $1.5 Billion Acquisition to Fuel AI Power Strategy Stock Track $Marathon Digital Holdings Inc(MARA)$   04-30 21:52 MARA Holdings' stock soared 5.08% intraday on Thursday, driven by the company's announcement of a major strategic acquisition aimed at pivoting beyond Bitcoin mining into the high-growth AI infrastructure sector. The surge follows MARA's definitive agreement to acquire Long Ridge Energy & Power from FTAI Infrastructure for approximately $1.5 billion. The deal is a cornerstone of MARA's shift towards digital infrastructure and energy generation to power artificial intelligence applications. The acquisition includes a 505-megawatt combined-cycle gas power plant in Ohio an

Hello everyone! Today i want to share some trading ideas with you! 1 There's some decent premium on $Apple(AAPL)$ at put strikes in the 240-245 range for May 8 expiration. Will probs write a bunch of put contracts to play earnings today. 2 Still amazes me how this post didn't get more engagement. And now ... look ... $Alphabet(GOOGL)$ almost at $400. So much for listening to "furus" who just cover the hot stock at the moment in order to increase their followers or increase their X payout ... or pump their position so that they can exit and leave retail bagholding. Guaranteed not many folks were talking about $Alphabet

Ticker: $Robo.ai Inc(AIIO)$ , $Tesla Motors(TSLA)$ , $Amazon.com(AMZN)$Sector: AI Infrastructure / Machine EconomyStrategic Pivot or Accounting Noise? Deconstructing Robo.ai’s (AIIO) $60M Liquidity Catalyst and Cash Flow InflectionIn the high-stakes world of small-cap tech, the most expensive mistake an investor can make is a linear reading of the Income Statement. For Robo.ai (NASDAQ: AIIO), the recently filed FY2025 report is a classic "Rorschach test": casual observers will recoil at the reported net loss, while sophisticated capital will focus on the fact that the company has finally hit a positive cash flow inflection point.To understand the current valuatio

Microsoft (MSFT) established a major all-time high on July 31, 2025, at $555.45. Afterward, the stock entered a significant correction that concluded on March 28, 2026, at $356.07. This decline has been classified as wave (II). Since then, the stock has advanced in wave (III). However, it must still climb above the prior peak at $555.45 to eliminate the risk of a double correction. The rally from the wave (II) low unfolded as a five-wave Elliott Wave impulse, which strengthens the probability of continued upside while prices remain above that level. From the wave (II) low, wave (1) ended at $386.29, followed by a pullback in wave (2) that terminated at $367.05. The stock then extended higher in wave (3), reaching $433.94, as shown on the thirty-minute chart. A subsequent pullback in wave (