To The Moon

$Intel(INTC)$ Intel is set to report its first-quarter 2025 financial results after the markets close on April 24th. And that has investors asking one big question: Should you buy Intel stock before the earnings announcement—or wait until after? That’s exactly what I’m going to help you decide in this article. We'll also walk through: What to watch for in Intel’s Q1 report The company’s evolving strategy, leadership changes, and potential restructuring Why I believe the market is dramatically undervaluing Intel right now And, of course, I’ll share my updated discounted cash flow (DCF) model—with a fresh valuation based on current fundamentals and future cash flows. A Quick Recap of Where Intel Stands Let’s rewind a bit. On January 30th, Intel repo

$Alphabet(GOOG)$ Alphabet Q1 2025 Earnings Preview: Should You Buy Before or After the Report? Alphabet (GOOGL) is set to report its first-quarter financial results after the market closes on April 24th, 2025. And as usual, investors are asking a very familiar question: Should I buy the stock before earnings, or wait until after the numbers are out? That’s exactly what I’ll be breaking down in this article. I’ll walk you through the key areas investors should be focused on heading into this report, including Google Search, Google Cloud, AI investments, and regulatory risks. I’ll also share my proprietary discounted cash flow model to help determine if Alphabet is undervalued right now — and by how much. Looking Back at Q4: Alphabet Delivered Stron

$Marvell Technology(MRVL)$ Marvell Technology is one of those companies that sits right at the crossroads of two massive forces: the unstoppable rise of semiconductors and the growing storm of geopolitical tension between the U.S. and China. It’s a fabless semiconductor firm, meaning it designs chips but doesn’t manufacture them. And that business model has worked well in many cases—but today, the dynamics are changing fast. So in this article, we’re going to break down Marvell’s business model, its financial health, and how exposed it is to geopolitical risk. We’ll also go deep into valuation—using a discounted cash flow model to determine what the stock is really worth—and see if it makes sense to buy the stock today. Understanding Marvell's Bus

$Albemarle(ALB)$ Today, we’re going to revisit Albemarle, ticker symbol ALB. I’ve had a ton of questions on this one lately, especially with the recent selloff, so I figured it was time to take another look and share my current thinking. Now, just a quick disclaimer: this isn’t individual investing advice. I’m not telling you to buy, sell, or hold anything. What I’m doing here is just walking you through how I personally analyze stocks, how I think about portfolio construction, and how I interpret risk. Always do your own research or talk to a financial advisor if you’re making investment decisions. Why We're Talking About ALB Again Over the past four trading days, I've posted four buy videos in a row. This one, however, is not going to be a buy vi

$China A50 Index - main 2504(CNmain)$ $S&P 500(.SPX)$ Delisting Risks: Avoiding Chinese ADRs or Shifting to Hong Kong Markets? The global investment landscape has been dramatically impacted by the tension between the United States and China, particularly with regard to Chinese companies listed in the U.S. Through American Depository Receipts (ADRs), many Chinese firms have been able to tap into U.S. capital markets, providing investors with access to the fast-growing Chinese economy. However, increasing regulatory scrutiny, geopolitical risks, and financial transparency concerns have raised serious questions about the long-term viability of these ADRs. This article explores the risks of delisting

$SPDR Gold Shares(GLD)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ Bessent’s Desperate Plan: The Gamble That Could Break the System Alright guys—let’s talk about what’s really going on in the U.S. economy right now. Because while the headlines are still fixated on inflation or whether we’re going to get a soft landing, something much deeper is brewing beneath the surface. The bond market—the lifeblood of the global financial system—is flashing red. And the government’s response? Panic. Desperation. And now, a plan so risky it could blow the entire system apart. Let’s rewind a bit. The U.S. bond market is in turmoil. Over the past few weeks, we’ve witnessed the biggest surge in 10-year Treasury yields since 2

$UnitedHealth(UNH)$ UnitedHealth Group (UNH) just had one of its worst single-day performances in recent history, plunging 23% in a single session following its Q1 earnings report and a dramatic cut to forward guidance. The company now expects $26 to $26.50 in EPS for 2025, a shocking revision compared to analyst expectations of around $29.50 to $30 per share. No one saw this coming — not to this magnitude. And it’s rattling investors who once viewed UNH as one of the market’s safest large-cap plays. For years, UnitedHealth has been perceived as a fortress stock — recession-resistant, relatively immune to macro shocks, tariffs, currency devaluation, and broader economic weakness. But that reputation took a serious hit this week. So, in this breakdo

$Chewy, Inc.(CHWY)$ Chewy (CHWY) is one of the leading online pet retailers in the United States and has started cautiously expanding its operations into Canada. The company has built a strong brand presence and continues to grow steadily in a fragmented but rapidly expanding industry. But with current market volatility, growing trade tensions, and the increasing likelihood of a recession, investors are rightfully asking: is Chewy stock a buy, hold, or sell today? In this analysis, I’ll walk you through the company's financials, growth outlook, competitive advantages, risks, and valuation—including a discounted cash flow analysis—to help you make an informed decision. Chewy's Business Model and Market Position Chewy operates as a pure-play e-comme

$Chewy, Inc.(CHWY)$ Chewy (CHWY) is one of the leading online pet retailers in the United States and has started cautiously expanding its operations into Canada. The company has built a strong brand presence and continues to grow steadily in a fragmented but rapidly expanding industry. But with current market volatility, growing trade tensions, and the increasing likelihood of a recession, investors are rightfully asking: is Chewy stock a buy, hold, or sell today? In this analysis, I’ll walk you through the company's financials, growth outlook, competitive advantages, risks, and valuation—including a discounted cash flow analysis—to help you make an informed decision. Chewy's Business Model and Market Position Chewy operates as a pure-play e-comme

$UnitedHealth(UNH)$ UnitedHealth Group (UNH) just had one of its worst single-day performances in recent history, plunging 23% in a single session following its Q1 earnings report and a dramatic cut to forward guidance. The company now expects $26 to $26.50 in EPS for 2025, a shocking revision compared to analyst expectations of around $29.50 to $30 per share. No one saw this coming — not to this magnitude. And it’s rattling investors who once viewed UNH as one of the market’s safest large-cap plays. For years, UnitedHealth has been perceived as a fortress stock — recession-resistant, relatively immune to macro shocks, tariffs, currency devaluation, and broader economic weakness. But that reputation took a serious hit this week. So, in this breakdo