To The Moon

$Adobe(ADBE)$ Strong performance in revenue, profitability and AI innovation in the second quarter of fiscal 2025.Solid growth in the Digital Media and Digital Experience segments, combined with rapid advancement of the AI strategy, provide a clear growth path for the company going forward.Despite the small after-hours drop in share price, Adobe's long-term investment value remains solid, especially driven by the combination of AI and subscription model.Performance and market feedbackOn the revenue front, revenue of US$5.87 billion ($5.87B) grew 11% year-on-year, exceeding market expectations of US$5.8 billion, driven by the two core business segments of Digital Media and Digital Experience.EPS performance was strong, with non-GAAP earnings per sh

$NIO Inc.(NIO)$ NIO remains one of the most fascinating companies in the global electric vehicle (EV) industry. As a designer, manufacturer, and seller of premium EVs based in China, it continues to push boundaries with both its technology and product strategy. But despite all of its innovations, including some very promising growth trends, I'm still not upgrading the stock to a Buy—and in this report, I’ll explain why. Let’s start with one of NIO’s key differentiators: battery swap technology. Battery Swap: A Game-Changer? One of the most innovative aspects of NIO’s platform is its battery swap stations—an alternative to traditional EV charging. Instead of waiting 20 to 40 minutes to recharge your battery (or even longer depending on charger avail

The stock market in 2025 is a battleground of hype and reality, with some stocks soaring on speculative fervor while their fundamentals lag behind. Overrated stocks—those trading at premiums that outstrip their earnings, growth, or competitive edge—are ticking time bombs for investors. With the S&P 500’s forward P/E ratio at a lofty 22x, identifying these high-flyers is crucial to avoid costly missteps or seize shorting opportunities. Let’s dive into three overrated stocks—Vistra, United Airlines, and Tesla—explore why they’re overhyped, and map out strategies to navigate their risks. What Makes a Stock Overrated? Overrated stocks are characterized by valuations that don’t align with their underlying business performance. High P/E ratios, lofty enterprise value-to-EBITDA multiples, or

Microsoft (MSFT) has demonstrated remarkable resilience, fully recovering from losses incurred during the tariff war sell-off. The stock has even achieved a new all-time high. This performance underscores the stock’s persistent bullish trend. The low recorded on April 7, 2025 likely serves as a robust support level during future pullbacks. The rally from this low is unfolding as a classic five-wave impulse pattern, indicative of strong upward momentum, with wave (3) nearing completion. From the April 7 low, wave (1) concluded at 394.65, followed by a pullback in wave (2) that bottomed at 355.67. Wave (3) has since extended higher, exhibiting its own internal impulse structure. Within wave (3), wave 1 peaked at 380.39, with wave 2 dipping to 375.19. The stock then surged in wave 3 to 459.58

$Tesla Motors(TSLA)$ Tesla’s caught in a tug-of-war that could define its future. Political storm clouds are gathering as President Trump prepares to sign resolutions scrapping California’s EV rules, threatening the golden state’s green revolution that Tesla’s ridden to dominance. Meanwhile, the Robotaxi reveal this week has Wall Street buzzing, with Morgan Stanley waving an $800 bull-case flag. Is Tesla’s driverless dream the ace up its sleeve, or will it stall out under regulatory and political pressure? Let’s dive into the chaos. Trump’s EV Rule Smackdown: Trouble for Tesla? California’s been Tesla’s launchpad—strict emissions laws and EV incentives have turned it into the beating heart of America’s electric vehicle boom. Now, a White House off

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On Thursday (12 June 2025), the U.S. stock market saw a generally positive day, with major indexes closing higher. Small caps fell, with the Russell 2000 dropping 0.4%. Market Performance S&P 500: Rose 0.4% (or 23.02 points) to close at 6,045.26, nearing its all-time high. Dow Jones Industrial Average: Added 0.2% (or 101.85 points) to close at 42,967.62. Nasdaq Composite: Gained 0.2% (or 46.61 points) to close at 19,662.48. This performance marked a rebound from declines on the previous day (Wednesday) and put the major indexes on track for their third consecutive week of gains. Economic and Geopolitical Factors President Trump announced firm trade term offers to countries, with limited room for negotiation. Tensions rose in the Middle East after U.S. Embassy staff in Baghdad were auth

LLMs have revolutionized the field of artificial intelligence and have emerged as the de facto tool for many tasks. The current established technology of LLMs is to process input and generate output at the token level. This contrasts sharply with humans who operate at multiple levels of abstraction, well beyond single words, to analyze information and generate creative content. Large Concept Model (LCM), substantially differs from current LLMs in two aspects: 1) all modeling is performed in a high-dimensional embedding space instead of on a discrete token representation, and 2) modeling is not instantiated in a particular language or modality, but at a higher semantic and abstract level. Large Concept Models (LCMs) represent an exciting new frontier in AI, moving beyond the token-by-token