To The Moon

We’ve moved past the phase of pure excitement over AI and into a phase of investor skepticism regarding the cost of that AI. 1. The CapEx Conundrum Companies like Google, Microsoft, and Amazon are spending tens of billions of dollars on hardware (chips like Nvidia’s) and massive data centers to power AI.  * The Problem: Investors are worried that these companies are over-investing. They see the massive bills coming in now, but they don't see the massive profits from AI services showing up on the balance sheet yet.  * The Reaction: When a company says, "We're growing, but we're going to spend $15 billion more than expected on server farms," Wall Street often panics about shrinking profit margins. 2. The Great Divergence: Infrastructure vs. Consumer Notice how Apple is rallying whi

$Royal Caribbean Cruises(RCL)$  Super low PE and the most reputable cruise line. Forever in demand, often need to book in advance despite increase in ticket price. As an avid cruiser myself, can't wait to set sail...

$Royal Caribbean Cruises(RCL)$ The largest cruise company in the world. 

$Palantir Technologies Inc.(PLTR)$  A 25% jump in a month and 15% in past 1 week? Seriously? Is there a week on week growth or MoM growth in new tech or contracts? If none, it's just supercharged euphoria. PLTR AI has been around for years, long b4 AI becomes mainstream. Only time will tell what's sustainable n what's not in real growth terms. 

$Palantir Technologies Inc.(PLTR)$  The truth is Palantir doesn't manufacture arms or any weaponry. How does it even qualify as a defense stock? Someone might have fallen prey to such a definition. One would rather hv a piece of tech that could save the world than causing more deaths n cemetery. 

$IBM(IBM)$  Negative Net Income... Falling like crazy... 

$IBM(IBM)$  Net Income is negative... Seriously? 

$Trade Desk Inc.(TTD)$  Management is silent on the Class Action Lawsuit means some internal controls has gone wrong n questionable. 

$Trade Desk Inc.(TTD)$  What's the status of the Class Action lawsuit?  https://www.globenewswire.com/news-release/2025/04/09/3058411/0/en/TTD-CLASS-NOTICE-A-Class-Action-was-Filed-on-behalf-of-Trade-Desk-Inc-Investors-Contact-BFA-Law-before-April-21-Legal-Deadline-NASDAQ-TTD.html

Ridiculous. 🤦🏻‍♂️ Is Elon becoming an oligarch?