To The Moon

Tesla's Robotaxi rollout in Miami is more meaningful than a typical product announcement because it represents operational deployment rather than another promise. If Tesla can steadily expand service areas, maintain a strong safety record, and demonstrate attractive economics, investors may increasingly value the company as an autonomy platform instead of primarily an EV manufacturer. That said, one city launch does not settle the investment case. Key questions remain around regulatory approval, scaling speed, competition from rivals such as Waymo, and whether Robotaxi revenue can become material within the next few years. Technically, reclaiming the $400 level is constructive after repeated tests. Holding above it for several sessions, ideally with strong volume, would provide stronger ev

A single 6.8% rally is encouraging, but it is not enough on its own to confirm a "second launch" of the memory supercycle. The bullish case remains intact: AI infrastructure demand continues to support high-bandwidth memory, enterprise SSDs, and advanced NAND. If Samsung's supply concerns prove temporary, tighter industry discipline could support pricing again. SanDisk's valuation may still look attractive if earnings continue to improve. The cautious case is equally valid: Memory is one of the most cyclical segments in semiconductors. Sharp rallies after steep sell-offs are common. A 7% gain driven by sentiment and valuation headlines can reverse quickly if NAND pricing weakens or supply increases. The market will want confirmation through future pricing data, customer demand, and earning

$BABA-W(09988)$  $BABA-W(09988)$  Alibaba looks like on a V shape recovery, it dropped sharply to 88 and now back at 110. I'm lucky that I buy some at 89. I think 88 is the bottom already and from now it is upwards towards 200 until year end. I would say Baba is still cheap considering it will double its price soon again. Money rotation will happen due to low valuation.

$SGX(S68.SI)$ Keep it simple during market volatility. 

When most people think of Mattel, they think of Barbie and Hot Wheels. But in 2026, the company is working to become much more than a toy manufacturer. $Mattel(MAT)$ 📊 Quick Facts • Share price: Around $13–13.50 • Market cap: Approximately $3.9 billion • Q1 2026 revenue: $862 million (+4% YoY) • 2026 sales growth guidance: 3–6% • $1.5 billion share buyback program through 2028 🚀 The Bull Case ✅ Owns some of the world's most recognisable brands ✅ Expanding into movies, licensing, and digital gaming ✅ Share buybacks could boost earnings per share over time ✅ If the entertainment strategy succeeds, today's valuation could look attractive ⚠️ The Bear Case ❌ Consumer spending on discretionary items remains under pressure ❌ Profit margins have tightened

$Micron Technology(MU)$ I continue to topup $Micron Technology(MU)$  believing it will hit over 1500 sooner or later the space my fellow investors!  Micron Technology (NASDAQ: MU) remains one of the strongest long-term AI infrastructure investments, but it’s also one of the most cyclical semiconductor stocks. The key question is whether AI-driven memory demand can outweigh the industry’s traditional boom-and-bust cycles. Bull case * AI memory demand remains exceptionally strong. High-bandwidth memory (HBM) used in AI accelerators from companies like Nvidia continues to be supply constrained, allowing Micron to command premium pricing. * Record financial performance. Micron recently reported ear

The move above US$400 is technically important, but I would be cautious about calling it a full restart of the autonomy story. The bullish case is that Robotaxi has progressed from concept to real-world deployment. Markets tend to assign much higher valuations once autonomous driving demonstrates commercial execution rather than promises. If Tesla expands safely into more cities while showing improving utilisation and economics, investors may increasingly value it as an AI and mobility platform instead of only an EV maker. The cautious case is that one launch does not prove scalability. The market will want evidence that Tesla can expand geographically, satisfy regulators, maintain a strong safety record, and generate meaningful revenue. Meanwhile, EV competition, vehicle margins, and earn

🌟🌟🌟 The darkest moment for the major sports consumer brands is expected to persist through to the end of 2026.  Most major sports brands are stuck in a multi year turnaround phase.  Brands overproduced clothes and shoes, forcing them to use massive discounts to clear shelves. This has hurt profit margins.  Nonetheless a turnaround is expected in early 2027 to mid 2027 once the backlog clears. Wall Street Analysts are currently cautious about $Nike(NKE)$ with a Hold rating. While it recently beat earnings expectations due to a massive one time USD 986 million tariff refund, its overall sales are dropping especially in China where revenue just fell 12%. However Nike's massive USD 9 billion cash reserve gives it plenty of financial mu

$Alphabet(GOOGL)$  This is everyone's darling. It's diversified businesses are firing at all cylinders! YouTube, advertising biz, AI,  search, cloud are being monetized. Google  also Has ard 8% share in space X. buy the  dip.Tp 450.

$Tesla Motors(TSLA)$  has been consolidating for months, a breakout will be explosive weather to the upside or downside. Earnings will be reported next week, will that be a catalyst for a breakout? I doubt so, the past few reports did not move the stock much. I will be selling covered call during earnings to earn premium on my tsla stock 

$NVIDIA(NVDA)$ Nvida go go go to the moon!!!

$JPMorgan Chase(JPM)$ $Citigroup(C)$  $Financial Select Sector SPDR Fund(XLF)$  🏦💥 JPMorgan Earnings: Can the Banking Giant Break Its Four-Quarter Earnings Curse? 📊🚀 Earnings season officially begins on July 14, and all eyes are on $JPM as Wall Street’s biggest bank sets the tone for financials. The options market is expecting fireworks, pricing in a ±4.7% move after earnings. That’s almost double the average 2.4% post-earnings move over the past eight quarters. Expectations are clearly elevated. Here’s what the market expects: 💰 EPS: $5.49 💵 Revenue: $48.7B Despite trading just below record highs, one fascinating statistic stands out. $JPM has fin

$Delta Air Lines(DAL)$ $United Airlines(UAL)$  $Southwest Airlines(LUV)$  ✈️📊 $DAL Q2 2026: Record Revenue, Historic Fuel Shock. Is Delta About to Take Off Again? Delta Air Lines just proved that strong demand can overcome almost anything, except a 75% surge in jet fuel prices. Revenue climbed to a record $17.7 billion, yet soaring fuel costs and persistent inflation clipped earnings, creating one of the biggest disconnects between revenue growth and profit growth we’ve seen from the airline this cycle. Markets now face one key question. Was this simply a temporary fuel headwind, or the start of a tougher profitability environment? Key Highlights

$Ouster Inc.(OUST)$   $OUST: Building the Perception Layer for Physical AI • Ouster ($OUST) recently raised $191.9M through a 3.62 million share offering at $55.22/share. While the dilution may create short-term volatility, the funds strengthen its balance sheet to accelerate R&D and expansion. • Its REV8 OS digital lidar is now Build America, Buy America (BABA) compliant, opening access to federally funded U.S. smart infrastructure projects. • Ouster signed a deal with AIM Intelligent Machines to supply lidar for AI-powered heavy equipment and expanded its manufacturing partnership with Benchmark Electronics, strengthening its position in industrial automation. • The company is evolving beyond a lidar maker, combining digital lidar

PCT: Should You Invest In SNDK v1.0 : PCT = Pandas Coffee Talk. Investing in SanDisk (NASDAQ: SNDK) carries significant risk due to its extreme valuation after surging over 600%. While it benefits from strong AI-driven NAND demand, valuation models like Morningstar and Simply Wall St flag the stock as overvalued, making it highly susceptible to sector volatility. Consider these key factors before buying:Sky-High Valuation: SNDK trades at a massive premium, with discounted cash flow (DCF) models suggesting intrinsic value estimates well below its current trading price. AI Tailwinds: SanDisk is a major beneficiary of the structural shortage in NAND flash memory, which has driven massive sequential revenue growth from enterprise SSDs and AI data centers. Analyst Disagreement: Wall Street pric

GoPro has had a challenging few years, but recent developments have put the company back on investors' watchlists. 📰 What's Happening? 💰 CEO Steps In: Founder and CEO Nicholas Woodman has committed $20 million in financing to strengthen the company's liquidity and support its turnaround efforts. 🤝 Strategic Review Underway: GoPro is exploring strategic alternatives, including the possibility of a sale, merger, or partnership. While nothing has been confirmed, this could become a major catalyst for the stock. 📊 Latest Financials • Revenue: $99 million (-26% YoY) • Subscription revenue remains relatively stable • The company continues to operate at a net loss as it restructures. 📷 New Product Pipeline: GoPro is betting on its next generation of cameras, featuring improved image quality, bett