To The Moon

Wall Street is turning pessimistic. UBS has lowered its price target for Tesla to $190 and expects the electric vehicle maker’s car deliveries to decline by 11% in 2025. According to a research report by the UBS analyst team, tariffs imposed by a potential Trump administration on the global auto industry could increase the average cost per vehicle by $5,000 and reduce domestic demand in the U.S. by 9%. q1 delivery missedMeanwhile, analysts at Mizuho also lowered their price target for Tesla to $375, noting that the tariffs would raise Tesla’s prices and erode already weak demand. In their report, Mizuho analysts wrote: “While the lower expectations for 2025 are becoming more widely accepted, we believe Tesla’s overall earnings trajectory remains overly optimistic. The stock is likely to fl

Trump believes he can, because the legal provisions are vague. There is no legal precedent regarding whether a president has the authority to dismiss a Fed chair before the end of their term.Powell made it clear six years ago that if his position were challenged, he would take legal action — a stance he has reiterated in recent public statements. This is why Trump is reportedly seeking the opinion of Supreme Court justices.However, the Supreme Court is almost certain to reject such a request. The reason is simple: the Federal Reserve must maintain independence from the federal government and the U.S. Treasury.Treasury Secretary Bessent understands this well. He believes the move is extremely risky and offers little to no benefit. This week, he stated that the Fed's independence in monetary

$Netflix(NFLX)$ will no longer disclose subscriber metrics starting in 1Q, yet growth will persist on a loaded content slate and momentum from 4Q, when it added 19 million members. The focus now turns to revenue growth (1Q guidance of 11%) and average revenue per member (ARM), which likely got a boost from recent US and UK price increases, along with steady user gains.Confidence has been building for margin expansion, with management targeting 29% in 2025 after posting a 600-bp jump in 2024 to 27%. Fundamentals are solid, anchored by double-digit revenue gains and cash flow increasing to at least $8 billion this year. That will rise even higher in 2026, potentially fueling buybacks.Netflix is still building streaming dominance by expanding users a

One side wants to strengthen its manufacturing, while the other aims to boost domestic demand and improve livelihoods — both seem to aspire to become what the other already is.Right now, neither side is likely to compromise. With two hardline leaders and Neptune entering Aries, it signals inevitable transformation — and possibly escalating tensions. Risk and volatility are bound to become the dominant themes.Market may dip further. Take care.

Goldman Sachs Slashes S&P 500 Forecasts Again Amid Tariff TensionsAfter a flurry of soft economic data, US stocks closed out last week with a 2% drop as investors reevaluate their assumptions about the economy. Goldman Sachs officially slashed its  $S&P 500(.SPX)$ forecasts for the second time this month, citing higher tariffs and growing recession risks. The bank now expects the index to dip to 5,300 over the next three months, before rebounding to 5,700 by year-end and 5,900 in 12 months.The new year-end target marks a sharp downgrade from the earlier 6,200 and stands just 2% above where the index closed on Friday, putting it among the lowest forecasts on Wall Street, 

Vote for high pe, trump tariffs just the catalyst

On Thursday, $AppLovin Corporation(APP)$ saw a sharp 20% drop in the U.S. stock market, marking its largest single-day decline. This came after Muddy Waters released a short-selling report targeting the company. This was at least the third short report released against AppLovin by short-sellers in the past month. In February, Fuzzy Panda and Culper Research both issued short reports on the company, which provides marketing services for app developers, causing its stock price to drop. Just a few days before these reports were released, The Bear Cave also issued a cautious assessment of AppLovin's stock.AppLovin was once one of the best-performing tech stocks of 2024, with its stock price soaring over 700% fueled by the AI boom. In November, the comp

With the accelerated development of $POP MART(09992)$ overseas market, its overseas revenue has already matched the company's total revenue in 2019, achieving the goal set by the brand's founder and CEO Wang Ning to "recreate Pop Mart overseas."Bank of America expects Pop Mart's revenue and net profit to grow at an average annual rate of 56% and 84%, respectively, from 2023 to 2026. By 2026, Pop Mart's overseas business revenue is expected to account for 55%, while in the first half of 2024, overseas business will account for only 30%. During this period, Pop Mart expects a significant improvement in profit margins, which could act as a catalyst for stock price growth.Morgan Stanley believes that recent visits to first-tier cities in China show c

How do you view? I don’t buy puts, I wait for buying the dip