To The Moon

Netflix just dropped a dazzling Q2 2025 earnings report, flexing a profit surge that beat Wall Street’s expectations and a beefed-up full-year revenue forecast. Yet, the stock stumbled 1.8% in after-hours trading, hinting that investors aren’t fully sold on the streamer’s next act. With shares already up 40% year-to-date (YTD), the question looms: does Netflix still have gas in the tank, or is this rally running on fumes? Let’s unpack the earnings, weigh the growth potential, and map out some trading moves. Earnings Spotlight: Big Wins, But a Mixed Reception Netflix’s Q2 2025 numbers tell a story of strength: Revenue: $11.08 billion, up 16% year-over-year, nudging past estimates of $11.07 billion. Earnings Per Share (EPS): $7.19, topping the $7.08 consensus, thanks to robust ad-tier growth

Yes, the GENIUS Act has been passed by US Congress, Senate and rubber stamped by the US President, Trump. The currency industry has been pressing for some sorts of US recognition and finally they got it. Just look how bitcoin had rallied. Is GENIUS Act really good for bitcoin and the cryptocurrency industry in general? You should imagine so, judging by the recent rally of bitcoin, Ethereum and a couple of other cryptocurrencies. Do you know what it stands for? It is a short form for Guiding and Establishing National Innovation for US Stablecoins. The Act signed into law by Trump on 18 July, 2025. It is meant to regulate digital currencies. Yup, you read it right, regulate… Regulation goes against the very principle of Bitcoin and its creation, which is to resist centralised control. Its fo

Ethereum's surge past $3,600 has crypto enthusiasts buzzing, but smart money is asking a different question: With political winds shifting and institutional adoption accelerating, is Coinbase $Coinbase Global, Inc.(COIN)$ actually the smarter play than chasing ETH's volatility? As Donald Trump embraces crypto and Wall Street's money printers rev up, the case for owning the picks-and-shovels leader over pure crypto exposure has never been stronger. The Trump Effect: Political Tailwinds You Can't Ignore The former president's pro-crypto pivot isn't just talk – it's reshaping the investment landscape: 1. The Policy Shift That Changes Everything Trump's campaign now accepts crypto donations (first major party nominee to do so) Promised to "end Biden's

The skeptics said it couldn't be done. First $1 trillion seemed improbable. Then $2 trillion looked stretched. Now, as Nvidia $NVIDIA(NVDA)$ casually brushes past $4 trillion in market cap, the real conversation begins: Could the AI pioneer actually become the world's first $10 trillion company? What sounds like science fiction today may be financial reality sooner than anyone expects. The AI Revolution's Infancy: What Most Investors Miss We're not in an AI bubble – we're in the first inning of a transformation that will make the internet revolution look quaint: 1. The Coming Compute Arms Race Global data center spending projected to hit $500 billion annually by 2027 (UBS) Every Fortune 500 company building private AI clusters Sovereign nations ra

As Q2 earnings season kicks off, investors are asking the tough questions: after a strong YTD rally, can the tech giants still deliver? And when it comes to Alphabet — the parent company of Google — the debate is heating up. With the stock hovering around $185, is it still a buy… or has it run too far? What’s Working for Google AI Momentum: Google has quietly made strides with Gemini and its integration across Search, Workspace, and Android. The company is also pushing into AI infrastructure with custom chips and data centers. Search & Cloud Strength: Core Search continues to print profits, and Google Cloud has turned the corner on margins — finally profitable and gaining market share. YouTube Power: YouTube remains one of the most valuable media platforms globally, and its Shorts stra

$Tesla Motors(TSLA)$ $Coca-Cola(KO)$ $Alphabet(GOOG)$ 🗓️🚨Earnings vs. Macro: The Most Pivotal Week of Q3 Is Here🚨 📈 Volatility. Rotation. Repricing. This week isn’t just busy; it’s an inflection point for portfolios, policy, and positioning. 🧠 Macro fuse is lit I’ve built my playbook for the week of 21Jul25 knowing exactly where the landmines are and how I want to play around them. This isn’t a time for passive setups or generic exposure. We’re heading straight into a volatility regime shift, triggered by Fed rhetoric, earnings dislocations, and global PMI shocks. From $TSLA’s structural breakout to Powell’s policy tone, this is a confluence of micro and macro unli

$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ $Robinhood(HOOD)$ 🛰️📈💥 AST SpaceMobile: Targeting $77 as Wave 5 Commences, Spectrum, Structure, and Sentiment Aligned 💥📈🛰️ 📍 Wave 5 Initiation: Technical Integrity Meets Asymmetric Risk $ASTS has just completed a textbook Wave 4 retracement, bouncing cleanly between the 0.382 ($42.00) and 0.5 ($38.27) Fibonacci levels. With the structure intact, we now enter Wave 5; a terminal impulsive move that, under a full bullish scenario, could culminate near the 1.618 extension at $77.90. The current price structure supports three defined levels ahead: • $61.87 (0.618 extension from Wave 3) • $73.89 (standard Wave

$Alphabet(GOOGL)$ is set to release its fiscal Q2 2025 earnings results on Wednesday, 23 July 2025, after the US market closes. The company will also hold its quarterly conference call at 1:30 PM Pacific Time (4:30 PM Eastern Time) on the same day. Revenue: Analysts generally project Q2 2025 revenue to be around $79.22 billion to $93.8 billion, representing year-over-year growth in the range of 10.7% to 11.02%. It's worth noting there's a range in reported consensus figures, so checking multiple sources closer to the date for the most up-to-date consensus is advisable. Earnings Per Share (EPS): The Zacks Consensus Estimate for EPS is approximately $2.13 to $2.16 per share, which would indicate a year-over-year increase of roughly 12.7% to 13.2%.

$Circle Internet Corp.(CRCL)$   Crypto Bills Advance! 🚦 A Green Light for Circle? The U.S. House just moved three major crypto bills forward 📜 — including one that would regulate stablecoins like USDC, and another that could open the doors for crypto in retirement accounts.  With Trump voicing support, and momentum building in Congress, is crypto policy finally turning from FUD to fundamental shift? Or is this just another headline that fades by the weekend? ⚠️ ⚖️ What’s in the Bills First, the Stablecoin Bill sets clear guardrails for issuers like Circle ($CRCL), adding a federal licensing framework that could boost trust and institutional confidence ✅.  Second, the Crypto in Retirement Act, reportedly backed by Trump, may allow Am

How's Your P&L Looking YTD? A Look at a Diversified Portfolio's Strong Performance As July draws to a close, many investors are taking stock of their portfolios. So, how's your Profit & Loss (P&L) looking this month? For me as a junior investor, it's been a stellar period, with a P&L currently sitting at a healthy 13% YTD. This impressive gain is largely attributed to strong contributions from local champions ST Engineering and OCBC, alongside the consistent performance of a consumer staple and strategic investments in cutting-edge technology.$ST Engineering(S63.SI)$ $ocbc bank(O39.SI)$    ST Engineering and OCBC h

$NVIDIA(NVDA)$ NVIDIA’s Path to $10 Trillion: A Bold Bet on AI-Driven Dominance As of July 21, 2025, NVIDIA has solidified its position as the world’s most valuable company with a market capitalization of approximately $4.21 trillion, outpacing Microsoft and Apple. The recent X post speculating a $10 trillion valuation and questioning NVIDIA’s potential as the next 10x bagger reflects growing investor optimism. While traditional analyses focus on its AI chip leadership, this article explores a unique angle: NVIDIA’s evolution into an AI ecosystem orchestrator, leveraging its software, hardware, and strategic partnerships to redefine growth trajectories. Here’s a detailed analysis supporting a bullish outlook, grounded in data and forward-looking i

Global Market Overview Global equity markets wrapped up a mixed session on July 18 as investor sentiment swayed between strong corporate earnings and renewed geopolitical concerns. While Asia extended its rally, US and European markets showed restraint amid fresh tariff threats and sectoral imbalances. US: Trade Tensions Weigh on Wall Street The Dow Jones Industrial Average $DJIA(.DJI)$  slipped 142.30 points (-0.3%) to 44,342.19 after reports surfaced that President Donald Trump was advocating for higher tariffs on the European Union. The S&P 500 $S&P 500(.SPX)$  edged down marginally by 0.57 points to 6,296.79, and the

I am truly thrilled to dive into the 25 Q2 Earnings Season, particularly with the intriguing question of whether Google remains a buy at $185. As an enthusiastic investor, I find myself eagerly awaiting this opportunity to evaluate one of the tech giants' performances, and the buzz around this stock price has only fueled my excitement further. The prospect of analyzing Google's financial health and market position is something I look forward to with great anticipation. I am keenly aware that Google will release its Q2 2025 earnings report after the market closes on July 23, 2025. This timeline gives me a perfect window to prepare and strategize, and I am already imagining the potential upside this report could bring. The fact that we are so close to this event heightens my enthusiasm, as I

🚀 $AI: Artificial Intelligence, Real Potential 🤖📈 Artificial Intelligence is no longer just a futuristic buzzword – it's transforming how businesses operate, how consumers interact, and how investors build wealth. The rise of OpenAI, Nvidia, and Palantir are only the beginning of a technological revolution that’s redefining the global economy. 💡 Why AI is the New Growth Engine: AI is penetrating almost every sector – from healthcare and education to automotive and finance. What makes AI different from past tech waves is its exponential learning curve. The more it’s used, the better it becomes. Companies that can harness this loop early will have a massive first-mover advantage. Take Nvidia ($NVDA) for example: it has become the backbone of AI infrastructure. Its GPUs are powering everythin

$Netflix(NFLX)$ In its most recent quarterly report, Netflix once again demonstrated why it remains a dominant force in global streaming. The company beat Wall Street’s expectations, raised full-year guidance, and delivered another quarter of subscriber growth, defying skeptics who doubted its pricing power and competitive resilience. As a result, shares of Netflix (NASDAQ: NFLX) are up more than 40% year-to-date, reclaiming levels not seen since 2021. Yet the rally raises an uncomfortable question for investors: with so much optimism already priced in, is there still room for Netflix to run, or have investors gotten ahead of themselves? In this article, we analyze Netflix’s latest earnings, its growth trajectory, competitive landscape, valuation