To The Moon

$Eli Lilly(LLY)$ Just took a look at LLY，what a monster stock! For those working on innovative drugs, has your pick outperformed Eli Lilly?

$Intel(INTC)$ might be turning around faster than expected! At ECTC, Intel unveiled major breakthroughs in packaging tech，EMIB-T, new thermal bonding, next-gen heat spreaders，all designed for the HBM4/AI era. No wonder it popped nearly 8% overnight. Definitely worth watching.

Almost There! $22,000 Short of $100,000 Profit! It's been a wild ride, but I'm incredibly close to hitting a huge milestone: $100,000 in profit! Right now, I'm sitting at $78,000, meaning I'm just $22,000 short of that amazing six-figure mark. Considering how volatile April was, I'm feeling really good about this. I survived the April crash, adapted, and kept pushing forward. It wasn't easy, but staying disciplined and focused paid off. This journey has been a massive learning experience, and I'm more motivated than ever to close this gap. Onwards and upwards! $SPDR S&P 500 ETF Trust(SPY)$  $Microsoft(MSFT)$  $Amazon.com(AMZN)$  <

President Donald Trump’s new drone policy is causing ripples across the market. The policy introduces stricter regulations on drone manufacturing and usage, with a strong focus on national security and limiting foreign technology. This shake-up is impacting companies involved in drone technology and related communication systems. Two companies grabbing attention are Ondas Holdings and Red Cat Holdings. Ondas Holdings provides advanced wireless communication solutions tailored for drones used in industrial and defense sectors. With tighter security requirements, Ondas’ technology is expected to see increased demand. Red Cat Holdings, on the other hand, focuses on unmanned systems and robotics for military and commercial applications. Their expertise in secure drone operations makes them wel

$PayPal(PYPL)$ In the world of stock picking, there are only a handful of reliable paths to compounding wealth. Most people overcomplicate the process with hundreds of indicators, macro predictions, and market timing attempts. But if we strip everything down to first principles, there are really just two core ways to make money in individual stocks. Strategy #1: Buy a Wonderful Business at a Fair Price This is the method made famous by Warren Buffett and Charlie Munger. The idea is simple: find a high-quality business with a durable moat, consistent profitability, and healthy returns on capital—and buy it at a reasonable valuation. Not necessarily cheap, but fair. If you manage to do this, your long-term return will likely approximate the growth i

Palantir Technologies ( $Palantir Technologies Inc.(PLTR)$ ) is strutting its stuff, teetering on the edge of new highs while executives cash out like they’ve hit the jackpot. Board member Eric H. Woersching just unloaded $2.2 million in shares, hot on the heels of CEO Alex Karp’s $50 million sell-off. Yet, the market’s sipping its coffee, unfazed—PLTR’s up 63% in 2025 after a 340% moonshot in 2024. With defense and AI as its turbochargers, Palantir’s the poster child for today’s hottest trends. But with insiders bailing and a valuation that could make your eyes water, is this still your all-round investment pick? Let’s unpack the chaos and see if PLTR’s worth holding—or folding. Insider Sales: Panic Button or Pocket Change? Palantir’s execs are s

$SPDR S&P 500 ETF Trust(SPY)$   $S&P 500(.SPX)$   Not an easy question to answer, but here are my thoughts: 📌 1. May CPI Preview & Market Stakes Consensus estimates expect +0.2% MoM headline CPI and +0.3% core CPI (~2.5% YoY) . Why it matters: A hotter print around 2.5–2.9% core could delay Fed rate cuts beyond September, potentially knocking SPY off its current pace. 🏛️ 2. US–China Trade Talks: A Tenuous Boost Recent U.S.–China meetings in London have lifted stocks—SPY is now <2% from all-time highs after a 21% bounce from April lows . But details remain vague on rare earths & tech exports; markets are optimistic bu

Circle Internet Group (NYSE: $Circle Internet Corp.(CRCL)$ ) has been a standout since its IPO, soaring from $31 to a pre-market high of $127. But with options trading now live and historical crypto trends pointing to post-milestone crashes, the question looms: is Circle’s run about to hit a wall? Its valuation looks sky-high, and its fate hinges on crypto markets, interest rates, and regulatory shifts. Could it drop below $100—or even further? Let’s unpack the data, weigh the risks, and explore your next move. The Hype vs. The Numbers Circle’s debut was explosive, jumping 168% on day one and boosting its market cap to $18.4 billion. The drivers are clear: USDC Powerhouse: With a $60.6 billion market cap, USDC holds a 27% share of the stablecoin m

Introduction: Tesla (TSLA) has been on a rollercoaster ride recently. After plunging about 25% year-to-date on concerns over competition and public controversies, Tesla has drawn renewed attention from Wall Street. In early June, several major firms reiterated or upgraded Tesla to a bullish stance, citing anticipation around the upcoming robotaxi launch. The shift in sentiment may be signaling a rebound opportunity for short-term traders. Bullish Sentiment from Wall Street Analysts remain confident, citing Tesla’s diverse portfolio of ventures – including AI, autonomous driving, and battery storage – as positioning the company at the forefront of next-generation technologies. Some analysts kept their price targets near $400, arguing that Tesla's long-term outlook remains strong despite sho

Tesla has always been one of the most polarizing stocks on the market—either you love the vision or question the valuation. But this week, a new twist has reignited the bull case: Goldman Sachs just upgraded Tesla with a price target of $800, implying significant upside from current levels. With the stock showing signs of revival, is this the moment to side with Tesla again? Let’s break down why sentiment is shifting, what’s behind Goldman’s bullish call, and what traders need to consider in the days ahead. A Quick Recap: Tesla's Bumpy 2025 (So Far) It hasn’t been an easy ride for Tesla investors this year. After peaking in 2021 and correcting sharply in 2022, the stock rebounded—but 2025 has been a mixed bag. Delivery concerns, margin pressure, global EV competition, and questions about E

$Tesla Motors(TSLA)$ Tesla’s stock is revving up for what could be a blockbuster week, fueled by glowing Wall Street reports, a game-changing robotaxi reveal on the horizon, and a political storm that might just be clearing. Buckle up, because this ride’s about to get electrifying—and I’m here to unpack why you might want to jump on the Tesla bandwagon right now. Wall Street’s Big Bets: Goldman Sachs and Morgan Stanley Go All In Let’s kick things off with the heavy hitters. Goldman Sachs dropped a bombshell, announcing that robotaxis have officially shifted gears into the commercialization phase. Translation? Tesla’s autonomous driving tech isn’t just a futuristic dream—it’s hitting the streets, with large-scale expansion as the next pit stop. Thi

$NVIDIA(NVDA)$ Nvidia’s back on top, snagging the crown as the world’s most valuable company with a market cap of $3.5 trillion. The stock’s riding high on two big waves: CEO Jensen Huang’s bold pledge to invest heavily in the UK’s AI boom and a glimmer of hope from US-China trade talks. Investors are buzzing—could Nvidia smash its all-time high, race to $150 per share, and become the first to hit a $4 trillion valuation? Let’s dive into the drivers, the hurdles, and what it’ll take for Nvidia to claim that historic milestone. UK’s “Goldilocks” Moment: Nvidia’s Big Bet Jensen Huang isn’t mincing words. At London Tech Week, he dubbed the UK a “Goldilocks” zone for AI—not too hot, not too cold, just right. He’s backing that up with action, pledging

In my “picked” post published on Fri, 06 Jun 2025, I have shared the two Mag 7 stocks that Goldman Sachs analyst have recommended to dispose as part of their Top 10 Most Underweight stocks. Click here ! for full details on these ‘underweighted’ stocks. Like it or not, there seems to be some “fluke-truth” in the recommendation, judging by Thursday turn of events; as the two most “powerful” men (Turmp & Musk) clashed big time. (see below) As of Thu, 05 Jun 2025 AAPL ended Thursday lower by -1.08% at $200.63 per share. NVDA ended Thursday lower by -1.36% at $139.99 per share. Based on futures index, AAPL is poised to recover grounds marginally,

$Alexandria Real Estate Equities(ARE)$ Today we’re diving into a REIT—Alexandria Real Estate Equities, ticker symbol ARE. Transition to ARE & REIT Commentary So, I’ve had a few requests now for Alexandria Real Estate Equities. I’ve actually owned this stock in the past, but let me start by giving a bit of context on how I approach REITs. I don’t typically write or post about REITs publicly—partly because there has a lot of REIT-focused contributors already, and I just let them do their thing. But the bigger reason is my REIT strategy is custom-built, simple. That said, I’ll try to walk a fine line here: I want to provide useful insights for anyone looking into REITs without fully giving away my process. So I’ll offer some high-level tips that I

$Kite(KRG)$ We're not just talking about valuations, yields, or interest rate spreads. Today, I want to unpack a broader macro event that I believe is being widely underestimated — a public clash that’s unfolding between Elon Musk and former President Donald Trump. You might wonder what that has to do with the economy — let alone the REIT sector — but bear with me, because I believe the implications could be far-reaching and quite meaningful for investors. Now, I know some of you might be thinking: "How could a personal feud between two high-profile figures influence economic policy or financial markets?" And at first glance, yes, it might seem like a stretch. But when you look closer at what this represents — especially within the context of GOP d