To The Moon

A big name in healthcare doesn’t guarantee a healthy share price. UnitedHealth Group is one of the largest healthcare companies in the United States. It operates through two main businesses: UnitedHealthcare, which provides health insurance, and Optum, which delivers healthcare services, pharmacy benefits and related solutions. 📊 Why is UNH worth watching? With its third-quarter earnings due on 13 October, investors will be looking for signs that the company can improve its financial performance and rebuild confidence. 🔹 Medical costs: Rising healthcare expenses can squeeze profit margins. Investors will be watching whether UnitedHealth can manage these costs effectively. 🔹 Business performance: Revenue growth matters, but profitability and cash flow will also be important indicators of th

A bank’s real strength isn’t just how much money it makes. It’s how effectively it turns deposits and lending into sustainable profits. $Wells Fargo(WFC)$ is one of America’s largest banks, serving individuals, businesses and corporate clients through personal banking, mortgages, credit cards, commercial lending and wealth management. 📊 Why is WFC worth watching? With its third-quarter earnings due today, investors will be looking for signs that the bank can maintain its momentum. 🔹 Net interest income: The difference between what a bank earns on loans and pays on deposits is a key driver of profitability. Changes in interest rates can affect both sides. 🔹 Loan demand: Strong lending activity can support revenue, but investors also need to wat

$SPDR S&P 500 ETF Trust(SPY)$   Mathematical Money | October 13, 2026 The midterms are on Tuesday 3 November, twenty-three days away, and the seasonality charts are out in force. The headline number is a good one: since 1950, October in a midterm year has averaged +3.0% for the S&P 500 and finished higher 73.7% of the time. November is similar at +2.7% and 78.9%. I like these posts and I read all of them. I also went and checked this one, because a 73.7% hit rate is the sort of number that should make you ask what it is being compared against. It turns out the comparison almost nobody states is the one that decides whether the pattern means anything, and once you make it the edge mostly disappears. First, the sample is bigger than

$Bumble Inc.(BMBL)$ surged nearly 50% on Monday after reports emerged that the dating app is in advanced talks to go private in a deal valued at approximately $1 billion. The reported buyer is Ithaca Holdings, although neither side has confirmed a deal.  But the bigger story isn’t the one-day rally. It’s why Bumble needs a potential buyout in the first place. 📉 The business has been under pressure Bumble went public in 2021 at $43 per share. Its shares closed at $3.80 on Monday, a dramatic fall from its IPO price. The company has struggled with declining paying users, weaker engagement and growing competition. In 2025, its paying user base fell by more than 11% to approximately 3.7 million, while annual revenue declined nearly 10% to $966 mi

$NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$  both fell for a fourth consecutive session on Monday, despite announcing new designs for future AI data centres.  The problem isn’t necessarily a lack of innovation. It’s timing. 🚀 Nvidia is building for the next generation Nvidia announced open-standard designs for its upcoming Vera Rubin AI platform, working with partners including Meta, Cisco and Google. AMD introduced its Helios rack blueprint, designed to support advanced AI workloads and give partners more flexibility to build their own systems. Both companies are positioning themselves for the next stage of AI infrastructure. But much of the potential revenue remains in the future, ra

Hello everyone! Today i want to share some trading strategies with you! There's a high probability tomorrow will be another consolidation day before CPI data on Wednesday morning. DO NOT get caught up trading the chop. This is how you bleed out your account. IF $SPX fails to hold 7800 and $Invesco QQQ(QQQ)$ stays under 748 there's no reason to be aggressively trading the upside. Wait for the reaction to CPI then execute. We're still seeing a rotation into $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$

Questions are finally starting to be asked about the AI trade, and the answers may not please some. Longtime readers know the AI trade is something I’ve generally stayed away from. We’re seeing trillions of dollars invested in AI technology that hasn’t proven (yet) to have a sustainable business model. My argument isn’t that it’s not valuable, but rather that we’re likely to over-invest, get a correction (the bubble pops), and then the opportunity for long-term gains comes in the wreckage. In other words, the “Trough of Disillusionment” is my sweet spot, which I explained in this 2024 article. I’m not predicting the bubble bursting yet. But I’m not going to get in front of that train, holding the bag when it does. And the past week has seen most of the AI infrastructure (bottleneck) stocks

When markets focus on technology and AI, healthcare can offer a different investment story. Today, I’m watching $JNJ (Johnson & Johnson) as it prepares to report quarterly earnings. 🩺 What does Johnson & Johnson do? Johnson & Johnson is a global healthcare company operating in two main areas: 💊 Innovative Medicine: Prescription medicines for cancer, immune disorders and other serious conditions. 🦾 MedTech: Medical devices and technologies used in surgery, cardiovascular care and other procedures. 📊 Why watch it today? 1. Earnings are in focus Investors will be looking for revenue growth, earnings performance and management’s outlook. Strong results could support the stock, but even good numbers may disappoint if expectations are too high. 2. A different kind of growth story Hea

$MU, $SNDK and $SK Hynix have faced selling pressure, but the memory market tells a more complicated story than simply saying AI demand is strong or conventional DRAM is oversupplied. The real issue is whether strong demand can translate into sustainable earnings growth. 🔍 Three signals I’m watching 1️⃣ Memory prices: Still rising, but the pace matters TrendForce forecast conventional DRAM contract prices to rise 10–15% quarter over quarter in Q4 2026. That points to continued pricing strength, but investors also need to watch whether increases slow. If memory prices stop rising, earnings expectations could come under pressure even if demand remains healthy. 2️⃣ AI demand isn’t the whole memory market High-bandwidth memory (HBM) is essential for AI accelerators, while server DRAM supports

📊 Market Recap As of October 13, 2026, 'COHR' closed at $288.02, tumbling -7.87% with a daily amplitude of 7.01%. The stock sits roughly 34.5% below its 52-week high of $440.00, breaking below the recent support zone and signaling a sharp risk-off move following strong gains earlier in the month. 🚀 Key Drivers AI/Photonics Sentiment Reset：High-valuation semiconductor and optical names faced broad pressure as investors reassessed near-term AI infrastructure spending momentum. Profit-Taking After Rally：'COHR' had built substantial momentum in prior weeks; the -7.87% drop reflects aggressive de-risking after the stock approached the $340 resistance area. Macro Risk Appetite Cooling：Broader market caution and rotation away from extended growth/tech names contributed to outsized downside in hig

📊 Market Recap As of the latest close on October 13, 2026, 'NVDA' settled at $226.32, down -1.29% on the day. The stock is now roughly 7.0% below its 52-week high of $243.37, yet still sits far above its 52-week low of $164.27. Recent sessions show fading upside momentum as price consolidates below the $233 resistance zone. 🚀 Key Drivers AI Capex Momentum: Sustained enterprise demand for high-end AI chips continues to underpin the fundamental growth narrative across the semiconductor supply chain. IPO Sentiment Ripple: Reports that NVIDIA-backed data center firm Firmus Grid is delaying its IPO have slightly cooled sentiment around AI infrastructure monetization timelines. Broader Tech Consolidation: After strong index-level gains, US tech leadership is pausing, and high-multiple AI names l