To The Moon

There’s a part of $Meridian Hldg(MRDN)$ that investors may be seriously underestimating. 👀 Its in-house game studio, Expanse Studios, is growing FAST: 📈 Revenue: +138% YoY 👥 Players: +67% YoY 💰 Pay-ins: +143% YoY 🎰 Operator sites: 1,881 vs. 1,519 last quarter And this isn’t just a side project. Expanse actually builds the casino games — slots, table games, and the fast crash games gaining traction across emerging markets. 🎮🎰 Last quarter alone, it launched 18 new titles, bringing its total library to 95 games. Here’s where things get interesting. 👇 Being part of the broader $MRDN group gives Expanse some advantages that standalone game studios don’t necessarily have. Its own aggregator can distribute the games at a lower cost. Its casinos provide

Everything but price. 👀 My non-financial-advice advice if you have a habit of selling stocks too early: Stop watching the price. I know that sounds strange. 😅 But the “money burning a hole in your pocket” syndrome is incredibly common. You get into a position. It turns green. 🟢 Then you watch that profit grow… and suddenly every little pullback feels painful. A stock goes from +12% to +9% and your brain starts thinking: “Maybe I should just take it.” So you sell. Then the stock keeps running without you. 🤦‍♂️ The problem is that watching price — especially on lower timeframes — creates a TON of noise. And most of that noise has nothing to do with the original thesis. So here’s what I do: Once I’m in a position, it’s green, and I have a trailing stop in place, I stop looking at the actual s

The $SoFi Technologies Inc.(SOFI)$ bear case is getting increasingly focused on the stock price, while the underlying numbers tell a different story. 👀 Here are four arguments worth separating from the noise: 1️⃣ Dilution The market reaction makes it look like SoFi massively expanded its share count. But the increase was closer to 10% last year, not anything remotely like 50%. And management has said it doesn't plan additional equity issuance through at least 2029. 2️⃣ “EPS doesn't justify the valuation” That argument gets harder to make when earnings are growing this quickly. SoFi's EPS increased 67% YoY in H1 2026. That's more than simply a top-line growth story. 📈 3️⃣ “Member growth doesn't matter because the stock is down” Stock performance an

Investors are still treating the memory boom like it has an expiration date. ⏳ Forward estimates point to Micron reaching roughly $220B in operating profit by 2028, while SK Hynix is estimated at around $337B. The market clearly isn't buying those numbers yet. $Micron Technology(MU)$ trades at roughly 6x forward P/E, while $SK hynix(SKHY)$ sits around 4x. The argument is familiar: memory is a commodity business, supply will catch up, and revenues will start falling next year. We’ve heard this story before. 👀 Back in 2023, plenty of investors also dismissed Nvidia's forward earnings estimates and questioned whether its growth could last. Three years later, Nvidia was still delivering 100% YoY revenue growth

Biotech is putting together another strong session, and the strength isn't limited to one or two names. 🧬🔥 A broad group of biotech, genomics and life-science stocks are moving higher, with several names posting gains of more than 10%. Here’s the current lineup: 🚀 Big Movers $Absci Corporation.(ABSI)$ +17.29%$Tempus AI(TEM)$ +15.29%$Twist Bioscience Corp(TWST)$ +11.61%$Biohaven Pharmaceutical Holding Co Ltd.(BHVN)$ +11.28%$Butterfly Network Inc(BFLY)$ +10.27% 🧬 Genomics & Gene Editing $CRISPR Therapeutics AG(CRSP)$ +9.65%

The server plan is interesting, but that’s not the part I’m watching most closely. The bigger issue for $Apple(AAPL)$ is what comes before the server. Apple has world-class hardware, its own silicon and more than enough cash to build AI infrastructure. But on the consumer AI side, the company still hasn’t produced a product that defines its position in the current AI race. There’s no Apple equivalent of ChatGPT sitting at the center of the ecosystem. Instead, Apple is increasingly leaning on outside models, including Google Gemini, to strengthen the AI experience across its devices. That creates an awkward gap. Apple owns the device, controls the chips and runs the operating systems, but the intelligence powering many of those experiences can come

$SK hynix(SKHY)$ is reportedly talking with $Intel(INTC)$ about potentially making memory chips in the US. That would be a pretty unusual pairing. SK Hynix has been producing its memory largely in Korea and China, while Intel is sitting on partially built US fabs and a foundry business that has struggled to generate returns. At the same time, AI demand has pushed the memory market into a supply crunch, giving Hynix a very different problem: customers want more chips, and Washington wants more semiconductor production on US soil. 🔥 One possible route is for Hynix to lease part of Intel’s stalled Ohio fab footprint rather than build everything from scratch. But there’s a major complication in Seoul. HBM and

A stock can have a great chart, a cheap valuation and a convincing setup. But if there’s nothing on the calendar capable of changing the story, I’m usually not interested. For me, the first question is simple: What is the catalyst? 👀 Earnings. A new product. A management change. A major contract. A sector tailwind. A macro event. Even an unexpected development can do it. The key is that it needs to be clear, meaningful and close enough to matter. A chart can show you what has happened. It can’t create a reason for buyers to suddenly care. That’s an easy filter for cutting out random positions. Before opening a trade, ask yourself: 👉 What gets this stock out of bed and moving? If you can’t answer that clearly, you may be trying to manufacture a trade where there simply isn’t one. If the set

Wall Street had largely expected $Nu Holdings Ltd.(NU)$ to make its US move in 2027 or 2028. Instead, NuBank has already started signing up American customers through a partner bank, sidestepping the wait for a full banking approval. That gives $NU an unusual starting point. It enters the world’s biggest banking market with 140M customers across Latin America and a model already operating at scale in Brazil, Mexico and Colombia. 🚀 The bigger opportunity may be remittances. Americans send roughly $70B a year to Brazil, Mexico and Colombia, generating plenty of fees for companies such as Western Union, Remitly and Wise. $NU is now offering free international transfers on those corridors, with transfers arriving within minutes. That can work as a custo

$SK hynix(SKHY)$ has gained 411% over the past year, the kind of move that normally comes with a valuation that leaves little room for error. That’s not what the numbers show. 👀 The stock trades at roughly 4x forward earnings, while earnings are expected to double next year. At that valuation, the market appears to be pricing in a sharp slowdown even though the current cycle still has room to run. And the estimates are already moving higher. 📈 Samsung’s Q3 EBIT estimate has been raised 12% to $84B, while $SKHY’s EBIT forecast has climbed 4% over the past few months to $56B. That’s the interesting part of the setup. The debate around $SK hynix(SKHY)$ $Micron Technology(