To The Moon

As of June 18, 2025, Eastern Time, $Broadcom(AVGO)$ 's market cap is close to $1.2 trillion. Broadcom currently ranks seventh in the $S&P 500(.SPX)$ , surpassing $Tesla Motors(TSLA)$ .$Broadcom(AVGO)$ 's market cap growth is mainly due to its strengths in semiconductor design and enterprise software solutions, as well as the strong demand in the AI chip field. Broadcom has also further consolidated its market position through strategic acquisitions, such as the acquisition of VMware.Broadcom's future growth will depend on its continuous innovation and leadership in the semiconductor market, as well as its further exp

The collaboration between $Roku Inc(ROKU)$ and $Amazon.com(AMZN)$ is a undoubtedly significant piece of news in the secondary market recently. According to the latest announcement, the two companies will provide the largest certified connected TV (CTV) reach in the United States to advertisers through Amazon's Demand-Side Platform (Amazon DSP). This partnership is expected to be open to all Amazon DSP advertisers in the fourth quarter of 2025, covering approximately 80 million US households, which is over 80% of US CTV households.Amazon and Roku Join Forces to Create Massive CTV FootprintMarket SignificanceThis partnership represents a major breakthrough for Roku. As one of the leading companies in the st

Last Friday, shares of major US payment companies, including $Visa(V)$ , $MasterCard(MA)$ and $PayPal(PYPL)$, experienced significant declines. Visa's stock fell by 5.4%, while Mastercard dropped by 4.6%, and PayPal declined by 2.6%. This downturn was primarily driven by concerns over the potential impact of stablecoins on traditional payment networks.Data as of June 16thRetail Giants Exploring StablecoinsAccording to a report by The Wall Street Journal, major retailers such as $Wal-Mart(WMT)$ and $Amazon.com(AMZN)$ are exploring the issuance of their own stablecoins to bypass traditi

On Tuesday, June 10, Eastern Time, U.S. stocks closed higher, continuing to approach new highs. The media said that a framework agreement was reached between China and the United States, boosting market risk appetite.On the market, the three major U.S. stock indexes closed higher, and the $S&P 500(.SPX)$ continued to approach historical highs and attracted much attention. In terms of individual stocks, among the top ten U.S. stocks by market value, only $Microsoft(MSFT)$ and $Berkshire Hathaway(BRK.B)$ fell less than 1%, and the other eight stocks rose. $Bitcoin(BTC.USD.CC)$

$UnitedHealth(UNH)$ another set loading the truck with $826.47 million of UNH shares.Image $UnitedHealth(UNH)$ is the megacap stock (over 200B) with LOWEST P/S ratio in the WHOLE US market.. P/E: 12.63 FWD P/E: 11.68 P/S: 0.67 (274B market cap and revenue of 410B) P/FCF: 11.03 -Dividend: 2.88% This is INSANELY cheap for a stock of that magnitude..Image $UnitedHealth(UNH)$ ex-dividend date is on 16.6. (7 days away), and dividend payout date is on 24.6. (15 days away). $UnitedHealth(UNH)$ will pay $2.21 per share, which is 5.2% dividend increase. Im slowly adding more shares, and im planning to push in the rest of my cash po

The Healthcare SKU Machine: How $HIMS Launches Faster Than Anyone Else When most people think of $HIMS, they see a slick DTC brand for hair loss and ED. What they miss is the machine underneath it—a repeatable infrastructure for spinning up new healthcare products at speed, with scale, and in highly regulated markets. This isn’t a health startup. It’s a SKU engine. The $HIMS Playbook: Build Once, Scale Infinitely $HIMS doesn’t need to reinvent the wheel for each new vertical. Every new condition fits into a common, efficient flow: 1. Intake Form: Patients fill out a tailored digital form that collects key clinical information specific to the condition. 2. Telehealth Consult: An asynchronous or real-time consultation with a licensed provider determines treatment eligibility. 3. Rx Protocol:

$Circle Internet Corp.(CRCL)$ opened at $69 on the first day of listing and closed at $83.32, up 168%😚 Currency giant Circle merged with special purpose acquisition company (SPAC) Concord Acquisition Corp and officially listed on the New York Stock Exchange on June 5, with an issue price of $31.According to the valuation expectations made by the public market based on the historical performance of $Circle Internet Corp.(CRCL)$ , CRCL's opening price of $69 has exceeded the corresponding P/E 30x expected valuation price in 2026 (US$65). The closing price of $83.32 corresponds to a valuation of 35 times the P/E.There are not many institutions that have given expectations for future price expectations. The e

On June 3, 2025, U.S. President Trump signed an executive order, announcing that starting from June 4, the tariffs on imported steel and aluminum would be increased from 25% to 50%, but the tariffs on steel and aluminum imported from the UK would still remain at 25%.This policy is aimed at protecting the profit margins of the U.S. domestic steel and aluminum industries and stimulating investment in new production capacity.Although the tariff policy may increase the cost of raw materials for U.S. manufacturing, the market expects that this policy will help boost the profits of domestic steel and aluminum producers, thereby driving up stock prices.Despite the renewed escalation of trade tensions, the U.S. stock market continues to rise.As of the close on Tuesday:

On June 2, 2025, $Oklo Inc.(OKLO)$ filed a mixed shelf registration statement with the US Securities and Exchange Commission (SEC) to raise up to $1 billion through the issuance of various securities, including common stock, preferred stock, and debt securities. This mixed shelf registration allows the company to issue securities flexibly based on market conditions over the next three years.Oklo is pioneering advanced nuclear technologies, particularly its small modular reactors (SMRs) like the Aurora reactor.Oklo’s business model involves building, owning, and operating its reactors, then selling clean energy directly to customers through long-term power purchase agreements (PPAs).The rapid growth of AI and data centers has led to a surge in ener

Semiconductor stocks are gearing up for a comeback! $Broadcom(AVGO)$ – One of the strongest names in the space. Looks ready to launch!