To The Moon

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$Netflix(NFLX)$ has done it again. The streaming giant reported another stellar quarter, surpassing expectations on revenue, earnings per share, and paid memberships. As someone who closely follows the streaming wars, I see Netflix’s latest performance as a testament to its ability to innovate, adapt, and maintain its dominance in a highly competitive market. With 301.63 million subscribers—a milestone few could have predicted a decade ago—Netflix has shown that it remains not only relevant but indispensable in the world of entertainment. The Numbers That Matter Netflix’s Q4 earnings were impressive across the board: Earnings per share (EPS): $4.27, exceeding the $4.20 forecast. Revenue: $10.25 billion, surpassing the expected $10.11 billion. Paid

$Costco(COST)$, long celebrated as a retailer that treats its workers better than most, is now facing a potential nationwide strike that could disrupt its operations and tarnish its stellar reputation. The Teamsters union, representing 18,000 Costco employees, recently voted overwhelmingly to authorize a strike, accusing the company of "greed" and an unwillingness to meet worker demands. As someone who admires Costco’s approach to employee treatment and sees unions as a double-edged sword, I find this situation both surprising and revealing. It raises important questions about the limits of corporate generosity and the dynamics of union demands. If there’s one company in the retail industry that has consistently been a beacon of worker-friendly po

$Meta Platforms, Inc.(META)$'s announcement of a 5% workforce reduction has certainly caught attention. The company, led by Mark Zuckerberg, is shifting gears ahead of what it predicts will be an "intense year." The decision to "move out low performers faster," as Zuckerberg described it in an internal memo, signals that Meta is tightening up and preparing for a more efficient future. However, while this may seem like a necessary adjustment for a company at the scale of Meta, I have some reservations about whether these cuts will genuinely address the issues they hope to solve. In fact, I believe these layoffs could miss the mark when it comes to eliminating "dead weight." It’s no secret that in any large organization, there will be employees who

It’s hard to believe that just a few years ago, $Moderna, Inc.(MRNA)$ was riding high, with its stock trading at nearly $450 per share during the height of the pandemic. Today, it’s hovering around $35—a staggering 93% decline. For a company that revolutionized vaccine development with its mRNA technology, this fall from grace seems dramatic, but I believe there’s more to the story than meets the eye. While near-term headwinds are undeniable, the long-term potential for Moderna remains incredibly compelling, especially with its game-changing pipeline in cancer vaccines and other therapies. MRNA Monthly Chart The pandemic propelled Moderna into the spotlight, with its Covid-19 vaccine becoming a household name almost overnight. In 2022, the company

Mark Zuckerberg’s recent appearance on Joe Rogan’s podcast highlighted several grievances he has with $Apple(AAPL)$, and as I reflect on his remarks, I think they point to a larger narrative about the competition and dynamics in the tech industry. While Zuckerberg’s criticisms were blunt, they also underscored his belief that Apple is coasting on past success while stifling innovation from competitors like $Meta Platforms, Inc.(META)$. In my opinion, Zuckerberg’s comments carry weight, particularly when he calls out Apple for its App Store policies and closed ecosystem. However, the tension between Meta and Apple is more than just philosophical—it’s deeply rooted in financial and strategic conflicts. Zuck

$Micron Technology(MU)$   Bought the dip... hopefully. Keep rising![Miser]  

When it comes to self-driving technology, $Tesla Motors(TSLA)$ often dominates the conversation, but there’s one company that could give Elon Musk a run for his money: Waymo. The $Alphabet(GOOG)$-owned robotaxi developer has been quietly but steadily establishing itself as a leader in autonomous vehicle (AV) technology, and its latest announcement—to begin testing in Tokyo, its first international destination—cements its ambition to expand beyond the U.S. In my opinion, Tesla has the potential to dominate the U.S. robotaxi or self-driving market in the long term. However, at this moment, Waymo seems to be winning the race, and these two companies could become fierce competitors. Why Waymo’s Tokyo Expansio

$Tesla Motors(TSLA)$ has once again captivated Wall Street, surging to an all-time high of $429.30 in intraday trading. The stock has climbed a staggering 64% since Donald Trump’s election victory, with November alone delivering a 38% rally—its best month since January 2023. While some may argue that the stock is overvalued, the momentum is undeniable, and the bullish chart setup suggests there may still be more upside. However, I remain cautious given the lofty expectations baked into Tesla’s valuation. The “Trump bump” is a key factor behind Tesla’s latest rally. Elon Musk’s vocal support for Donald Trump and his role in the pro-Trump campaign effort have bolstered Tesla’s appeal among a broader audience. According to filings, Musk invested $277

$Apple(AAPL)$ continues to demonstrate remarkable resilience and innovation in 2024, with its stock up over 30% year-to-date. Even amidst widespread concerns about slowing sales growth, Apple’s recent developments in artificial intelligence (AI) and chip design show that the company is far from complacent. Here’s why I believe Apple remains a compelling investment, even at its elevated valuation. The Apple Intelligence logo The launch of ChatGPT integration with Siri in the iOS 18.2 update marks a pivotal moment in Apple’s AI strategy. Apple Intelligence, the company’s suite of AI-powered features, is becoming a cornerstone of its ecosystem. This ChatGPT integration, leveraging OpenAI’s GPT-4o model, enhances Siri’s capabilities by answering compl

In my previous article Why SNOW’s Post-Earnings Setup Looks Like a Bullish Opportunity, I laid out a detailed trade plan for $Snowflake(SNOW)$, targeting a bullish swing trade driven by technical signals and solid fundamentals. The trade centered around a breakout above the $175 resistance level, with a target price of $187. Here's how the trade unfolded and the lessons learned along the way. Snippet of trade plan from article posted on 11-26 Execution and Exit The trade unfolded exactly as planned. Snowflake’s share price broke above $175 daily close, triggering my entry. The momentum carried the price higher, reaching my target price of $187 during premarket trading. I exit