To The Moon

On early Mon, 17 Mar 2025 morning (4am US time), US stock futures are looking grim again, coming off Friday’s mini-recovery rally. (see below) US market is going to start the week, marginally lower than last week’s closing. While there is no clear indication that US market will continue to trend lower thereafter. Neither could we foretell that its course may turnaround and rises instead, later in the day. It is a wait-and-see “game”. What is certain ? One of Wall Street preoccupations this week will be, US’s Fed FOMC meeting Mar 18-19. Traders will be dying to know: Central bank’s decision on interest rates. Fed chair Powell’s thoughts on the path forward. Hear him on his thoughts on overall health of US economy that many are certain has been wrecked by the Trump administration and preside

Earnings season is in full swing, ASML orders increased more than 2.5 times in the last quarter, sending out semiconductor optimism, Netflix subscribers in the fourth quarter of the record, its shares soared more than 10 percent. Microsoft (MSFT)$intraday market value exceeded $3 trillion for the first time, becoming the second "3 trillion club" in history.Former Fed official James Bullard said the central bank could start cutting rates before inflation reaches its 2 percent target, as soon as March.Tesla shares fell 12.13% to close at $182.63 on Thursday. The announcement came after the company reported fourth-quarter results that missed expectations and warned of a marked slowdown in sales growth this year, raising investor concerns about weak demand and competition from Chinese carmaker

After the US stock market closed yesterday, semiconductor giant $Intel(INTC)$ collapsed, its share price plummeted 10.9% :On the news, Intel released fourth-quarter report, which exceeded market expectations in terms of revenue and net profits, but the guidance for the first quarter of this year was poor, causing the stock price to plummet:Why did this earnings report make Wall Street nervous?Specifically, Intel performed well in the fourth quarter of last year, with revenue of $15.4 billion, an increase of 9.7%, approaching the upper limit of management's guidance of $14.6-15.6 billion:By business, Intel's traditional client business generated revenue of $8.844 billion, an increase of 33.1%; Data center business revenue of $3.985 billion, down 9.

I have exited Apple after holding on to the stock for a few years (before Covid). Some of my reasons: Lacking innovation. While Apple offers great products, the quality of its competition is catching up. Seeing the good gross margins, I am not sure I am willing to pay such a premium to leave the Android ecosystem. The above news article mentioned that Apple Car could still be in reality in a few years. The above is an aged news article from 2022 that spoke about the team issue managing Apple Car. Lost the core team for Apple Car. We are waiting for the official word from Apple on this matter. Apple M2 GPU performance From PCMag article: M2 packs 25% higher graphics performance than the M1 when using the same amount of power. At maximum power, the advertised performance boost climbs to 35