To The Moon

$JPMorgan Chase(JPM)$ $Citigroup(C)$  $Financial Select Sector SPDR Fund(XLF)$  🏦💥 JPMorgan Earnings: Can the Banking Giant Break Its Four-Quarter Earnings Curse? 📊🚀 Earnings season officially begins on July 14, and all eyes are on $JPM as Wall Street’s biggest bank sets the tone for financials. The options market is expecting fireworks, pricing in a ±4.7% move after earnings. That’s almost double the average 2.4% post-earnings move over the past eight quarters. Expectations are clearly elevated. Here’s what the market expects: 💰 EPS: $5.49 💵 Revenue: $48.7B Despite trading just below record highs, one fascinating statistic stands out. $JPM has fin

$Delta Air Lines(DAL)$ $United Airlines(UAL)$  $Southwest Airlines(LUV)$  ✈️📊 $DAL Q2 2026: Record Revenue, Historic Fuel Shock. Is Delta About to Take Off Again? Delta Air Lines just proved that strong demand can overcome almost anything, except a 75% surge in jet fuel prices. Revenue climbed to a record $17.7 billion, yet soaring fuel costs and persistent inflation clipped earnings, creating one of the biggest disconnects between revenue growth and profit growth we’ve seen from the airline this cycle. Markets now face one key question. Was this simply a temporary fuel headwind, or the start of a tougher profitability environment? Key Highlights

$Ouster Inc.(OUST)$   $OUST: Building the Perception Layer for Physical AI • Ouster ($OUST) recently raised $191.9M through a 3.62 million share offering at $55.22/share. While the dilution may create short-term volatility, the funds strengthen its balance sheet to accelerate R&D and expansion. • Its REV8 OS digital lidar is now Build America, Buy America (BABA) compliant, opening access to federally funded U.S. smart infrastructure projects. • Ouster signed a deal with AIM Intelligent Machines to supply lidar for AI-powered heavy equipment and expanded its manufacturing partnership with Benchmark Electronics, strengthening its position in industrial automation. • The company is evolving beyond a lidar maker, combining digital lidar

PCT: Should You Invest In SNDK v1.0 : PCT = Pandas Coffee Talk. Investing in SanDisk (NASDAQ: SNDK) carries significant risk due to its extreme valuation after surging over 600%. While it benefits from strong AI-driven NAND demand, valuation models like Morningstar and Simply Wall St flag the stock as overvalued, making it highly susceptible to sector volatility. Consider these key factors before buying:Sky-High Valuation: SNDK trades at a massive premium, with discounted cash flow (DCF) models suggesting intrinsic value estimates well below its current trading price. AI Tailwinds: SanDisk is a major beneficiary of the structural shortage in NAND flash memory, which has driven massive sequential revenue growth from enterprise SSDs and AI data centers. Analyst Disagreement: Wall Street pric

GoPro has had a challenging few years, but recent developments have put the company back on investors' watchlists. 📰 What's Happening? 💰 CEO Steps In: Founder and CEO Nicholas Woodman has committed $20 million in financing to strengthen the company's liquidity and support its turnaround efforts. 🤝 Strategic Review Underway: GoPro is exploring strategic alternatives, including the possibility of a sale, merger, or partnership. While nothing has been confirmed, this could become a major catalyst for the stock. 📊 Latest Financials • Revenue: $99 million (-26% YoY) • Subscription revenue remains relatively stable • The company continues to operate at a net loss as it restructures. 📷 New Product Pipeline: GoPro is betting on its next generation of cameras, featuring improved image quality, bett

Michael Saylor is calling it straight: MicroStrategy is on track to be the fastest-growing, most profitable company in America right now. The driver? Pure Bitcoin exposure.On strong days, the company books paper gains north of $500 million. Not from operations or product sales — just the daily mark-to-market swing on its hoard of more than 721,000 BTC. When Bitcoin climbs 1%, hundreds of millions flow straight to the bottom line. When it drops 1%, the losses mirror that figure in the opposite direction.This is corporate leverage on a scale never seen before. MicroStrategy has engineered one of the most aggressive treasury strategies in history, essentially turning the company into a high-beta Bitcoin proxy. And on green days, it works exactly as planned.Saylor himself has been upfront abou

Inside $Summit Therapeutics PLC(SMMT)$ $15 Billion Leap of Faith Every bull market eventually produces a stock that stops behaving like a company and starts behaving like a referendum. Right now, that stock may be Summit Therapeutics. On one side sit investors convinced ivonescimab is the most important oncology breakthrough in years. On the other are sceptics who see a company worth billions despite having virtually no commercial revenue and a single regulatory hurdle capable of changing everything overnight. The truth is that both camps have a point. And that is precisely why Summit has become one of Wall Street's most fascinating battlegrounds. Wall Street is pricing probabilities, not profits The Drug That Started the Argument Summit's investm

GOOD NEWS 🚨 Bank of America Securities analyst Alexander Perry reiterated a BUY rating and a $460 price target on $TSLA 🔥 Perry's thesis pivots away from traditional EV sales volume, focusing squarely on Tesla’s evolution into an AI and robotics powerhouse: ✅ Perry views Tesla as the clear future leader in autonomous ridesharing, estimating that the Robotaxi segment alone now accounts for approximately 52% of Tesla's overall valuation. He argues that Tesla’s "vision-only" point-to-point software is the most advanced, scalable, and cost-effective solution on the market compared to competitors relying on expensive LiDAR systems. ✅ Tesla’s autonomous mode averages just one reportable crash every 101,000 miles—a crash rate roughly 90% lower than human drivers. This safety record is a massive c

Over the five sessions, We saw 23 primary-listed companies conduct buybacks with a total consideration of S$39 million, a similar pace to the previous week.   1. $CNMC Goldmine(5TP.SI)$ CNMC Goldmine Holdings CEO Chris Lim's deemed interest in the company increased from 26.405% to 26.535% following on-market purchases of 536,400 shares by executive chairman Professor Lin Xiang Xiong on 11 and 12 June at S$1.1277 and S$1.15 per share respectively. Lim's deemed interest stems from his family's controlling stake in the gold producer, with his parents, Professor Lin and Tan Swee Ngin, owning Innovation (China) Limited, which holds 106.99 million CNMC shares. 2. $Goodwill(GEH.SI)$ GEHL Vice Chairman a

1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $UOB(U11.SI)$ $OCBC Bank(O39.SI)$ $Singtel(Z74.SI)$ $Keppel(BN4.SI)$ $YZJ Shipbldg SGD(BS6.SI)$ $SGX(S68.SI)$ $SIA(C6L.SI)$ $Sembcorp Ind(U96.SI)$ $CapLand IntCom T(C38U.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $DBS(D05.SI)$

Option watchlist. $Meta Platforms, Inc.(META)$  - The company recently announced Muse Spark 1.1 and plans to start manufacturing an AI chip, "Iris," in September. The stock is breaking above a weekly trendline resistance. Calls above $670 could be interesting for a potential move toward $700 and higher. There's significant call flow. $NVIDIA(NVDA)$  - The stock is breaking out of its channel on the daily chart. There's significant call flow. Calls could be viable as long as $210 holds, for a potential move toward $215 and $220. $Apple(AAPL)$  - The stock is close to all-time highs and making strong moves. The $317.40 level is being watched for a po

Singapore Real Estate Investment Trusts (S-REITs) trailed the broader Singapore market in the first half of 2026 amid a backdrop of higher bond yields, elevated oil prices and ongoing geopolitical uncertainty. Even so, there were still pockets of resilience within the sector, with nine S-REITs recording positive total returns for the year-to-date. The iEdge S-REIT Index recorded a total return of -3.9% year-to-date, compared with 13.7% total return for the Straits Times Index over the same period. Investors were more cautious as they assessed the interest rate outlook, with the US Federal Reserve maintaining its benchmark rate at 3.5–3.75% in June. Analysts from DBS Group Research noted in July that most investors recognise that valuations for S-REITs remain attractive, at around 0.9 times

Markets are sending mixed signals—from record valuations and historic volatility to technical breakouts and changing market structure. Here are five charts that stand out today. 👇 1.Bank of America $Bank of America(BAC)$ = Rekt 🚨 S&P 500 $SPDR S&P 500 ETF Trust(SPY)$ now up 43% since BoA told us to go short 🤦‍♂️ 2.Semiconductor $VanEck Semiconductor ETF(SMH)$ Stocks have moved 3% up or down 15 times in the last 30 trading days 🚨 This hasn't occurred since the Dot Com Bubble 🤯 👀 3. $Meta Platforms, Inc.(META)$ has done it!! Reclaimed its 200-day moving average and trading above it by the largest margin since January