Summary sale / purchase by Ms Cathie Wood : Sold - 139,642 Tesla shares at $192.22 per share. Total sales proceeds - $26.84 Million. Bought - 268,928 Coinbase shares at $66.30 per share. Total purchase costs - $17.83 Million. Bought - 320,557 Block shares at $61.88 per share. Total purchase costs - $19.84 Million. Ark funds forked out additional $10.83 Million to complete above 2 purchases. A few things came to mind when I came across above news article.. The obvious question is “Why did Ms Cathie Wood sell $Tesla Motors(TSLA)$ and used the proceeds to fund additional purchase of $Coinbase Global, Inc.(COIN)$ and $Block(SQ)$ ? Before examining each reason under the

US market on Wed (22 Mar) traded directionlessly until 2:00pm when the FOMC meeting was over with the press conference by Mr Powell, hot on the heels. When the 0.25% interest hike was confirmed, market “reacted positively” initially. It was afterall the much anticipated 0.25% and not the much feared 0.5%. The “euphoria” proved to be short-lived as the press conference pressed on with Mr Powell further confirming that there would be no let down from the central bank in their fight to bring inflation down. Personally I think, it is commendable that the Fed Reserves provides a clear direction of where they are heading without being ambiguous. Doing so minimizes “speculations” of any sorts to be postulated by Wall Street to smoke-screen and “fool” the general public. Agree ? By The Time Market

$Micron Technology(MU)$ and $Palantir Technologies Inc.(PLTR)$ are two of the hottest artificial intelligence (AI) stocks, at the moment. Both companies generate phenomenal revenue and earnings growth as demand for their products soars, thanks to developments in AI and US market did not let it go unnoticed. Why are they so “hot” now ? Comparison - Quarterly earnings. Both MU and PLTR are producing excellent financial results right now. MU Earnings. For Q1 2026, MU reported: Revenue of $13.64 billion beating analysts’ estimates of $12.83 billion. Earnings per share (Non GAAP) was $4.78 /share vs Wall street consensus’s of $3.94. Net Income (GAAP) amounted to $5.24 billion. PLTR Earnings. For Q4 2025, PLTR

US market continued to close lower on Wed, 20 Aug 2025. According to Dow Jones Market Data, although S&P 500 index fell for a 4th straight day, it ended Wednesday just -1.1% below its last week’s record closing high on Thu, 14 Aug 2025. By the time mid-week trading was over: (see above) DJIA: +0.04% (+16.04 to 44,938.31). S&P 500: -0.24% (-15.59 to 6,395.78). Nasdaq: -0.67% (-142.095 to 21,172.857). US market continual dip on Wednesday, was largely attributed to: Pressured by a broad decline in tech sector. The Fed’s July 2025 meeting minutes. (1) Tech sell off. Investors continued to take profits on several heavyweight technology and semiconductor stocks over: Concerns about their high valuations. “Real” strength of AI trade over longer term. As a result, the followings happened:

The FAANG stocks, which comprise some of the most influential and profitable tech companies in the world, have disappointed their investors in the latest quarter of 2023. Despite their remarkable growth in previous quarters, the FAANG have: Failed to meet the high expectations of the market. Reported less than perfect earnings results. This has wrong footed many investors who were: Betting on the continued dominance of these tech giants in the post-pandemic era. Hoping that the FAANG’s fantastic results could lift up the US market, given a depressing Sep and Oct 2023. $Meta Platforms, Inc.(META)$, formerly known as Facebook, has “better” its earnings estimates. The company reported: Earnings per share (EPS) of $4.39, well above consensus estimate

Of late, the internet has been flooded with posts by “veterans” dishing out negative news about the US —economy and stock market are on the verge of collapse (see below). When you come across such posts, how do you make sense of them? Personally, it depends who is dishing out such news? For instance, Mr Marko Kolanovic from JP Morgan is high profile when it comes to the US market. How could he not be, coming from $JPMorgan Chase(JPM)$, US #1 international bank. Sometimes he makes sense but many a times, he,…. (fill in the blanks yourself ok).. LOL! Then you have Mr Robert Kiyosaki, accidental writer of best seller “Rich Dad, Poor Dad”. Listen to him is akin to listening to Ms Cathie Woods. Why would anyone listen to him when: He professed that his

Monumental Historic Past. $IBM(IBM)$, this grand dame of technology stock has been around for ages, as far as I could remember. It used to dominate the IT sector in the early days, with its fleet of mainframe (what is it, you may asked - Google it!) and mainframe engineers, that were looked upon like ‘demi gods’. It was even freeze-frame in Hollywood movie “Hidden Figures” where the group of ingenious, pioneering lady “engineers” were able to get the IBM mainframe working, running on programming language, Fortran (FORmula TRANslation - a high-level, compiled, and general-purpose programming language, primarily known for its strong focus on numerical & scientific computing. (see above) Then again, like any technology stocks or stocks for that ma

On 24 Dec 2025, I posted about Michael Burry’s short trading on PLTR and NVDA. Click here ! to read ! It’s coming to 2 months soon. With the dust settled, it is timely to revisit and determine how “accurate” Burry has been with his “Big Shot 2.0” attack. On 10 Feb 2026, famed short seller and investor Michael Burry was taking aim at $Palantir Technologies Inc.(PLTR)$ yet again. Known as Cassandra Unchained on X (former Twitter), Burry posted an image of PLTR stock with a rudimentary drawing of a bearish head-and-shoulders pattern. (see below) Burry's Cassandra Unchained take on PLTR A red arrow labeled "

Eve of Inflation Report. On the eve of US Consumer price index (CPI) report release for July 2025, general consensus is pointing to an uptick in US inflation. US consumers probably experienced a slight pickup in underlying inflation in July as retailers gradually raised prices on a variety of items subject to higher import duties. US - YoY CPI & Core CPI with July 2025 estimates Economists’ Estimates. According to Bloomberg’s survey of economists, US core CPI, widely regarded as a measure of underlying inflation because it strips out volatile food and energy costs, will rise by +0.3% in July. This will be a creep up from June 2025’s core CPI that has also edged up +0.2% from the prior month. While that would be the biggest gain since the start of 2025, Americans who drive, will find so

$Tesla Motors(TSLA)$ released its Q2 2023 earnings on Wed 19 Jul 2023 after US market closed. This was followed by a press conference to answer queries that analysts, wall street professionals may have. Reactions on the following 2 days - Thu, 20 Jul & Fri, 21 Jul best summed up Wall Street sentiments. They did not like all the negatives stemming from the clarifications session. Does this signal the beginning of another Tesla correction? Below are some possible catalysts that I think might spur decline: (1) Q3 2023 EV volume will be reduced. During Q2 earnings press conference, mr musk announced that in Q3 2023, the giga factories will shutdown for factory improvements. (see above). Meaning output and delivery will be affected. Coupled with co