To The Moon

Michael Burry of ‘The Big Short’ fame has updated his stock portfolio, focusing on defensive equities, selective exits, and an evolving take, on Chinese technology (giants) stocks. Sharing the 3rd update on Burry's investments, that offer insights into how gurus like himself or Mr Buffett see the market's future, while considering current events. Previous posts: 19 Jan 2025 - Burry's Investment: Tale of Gains & Losses. (click on title to read) 01 Jan 2024 - Burry's stocks pick HPP, STLA +5 more... Hits or Miss ? (click on title to read) Overall, Mr Burry’s defensive tilt could not have been more obvious in his : Increased allocation into heal

It was a tumultuous Thu, 06 Mar 2025 for US market as investors parsed the latest moves on tariffs and await Friday's Non-farm payroll (NFP) report and a speech from Federal Reserve Chair Powell. Tech-heavy Nasdaq Composite closed in correction territory for the first time in 6 months, as the sharp selloff in stocks resumed. There was no let down in the sell down despite Trump decided to do a U-turn and added more items to a “white-list” of products from Canada & Mexico subject to be excluded (temporary) from the 25% tariffs that went live on Tue, 04 Mar 2025. Wall Street is genuinely concerned that Trump's tariffs and counter-tariffs could revive inflation and slow economic growth across North America. By the time market closed on Thursday: DJIA: -0.99% (-427.51 to 42,579.08). S&P

$Tesla Motors(TSLA)$ Not gonna buy now is will go all the way to 180. Internal executives keep unloading thier shares to those keep buying. Catching falling knife

$MEITUAN-W(03690)$ How nice if I didn't sell a call option to limit my win.. 😞

$Palantir Technologies Inc.(PLTR)$ If you are 25 to 45 yo, buy this and monitor it's growth. Those above 45, please start to enjoy life. I believe the next earning will beat expectation by more than 50 percent growth. Don't look at PE for pltr. Use PB as a benchmark. This is also why I invest in Pltr. Their PB has always been over the roof before earnings and drop back to 30's after earnings. Globalist who sells pltr, try to think of the field of work here. No competitors is the best company to own

$NIO Inc.(NIO)$ Patience is the Weapon, Fear is the Enemy.NIO isn’t falling because it’s weak—it’s falling because they want you to sell. Every shakeout, every dip, every wave of fear is designed to test your conviction.But we’ve seen this game before. Big money accumulates in silence while retail panics. The same ones dumping today will be the ones buying back at double the price.As a trader, I’ve learned that manipulation is temporary, but conviction pays. If you know what you hold, you don’t flinch “you position”.Weak hands feed the market. Strong hands own it.

$NIO Inc.(NIO)$ Black Rock bought back 6 million shares. No announcement?

EV maker $Tesla Motors(TSLA)$ has just delivered its Q4 2024 earnings’ results on 29 Jan 2025. Although I have my personal view, it is always “good” to find out what the expert thinks. I could learn something new from the veterans who have been around the block. Below is Morningstar’s (M’s) take on Tesla’s results and its outlook for the stock. M’s Key Metrics for Tesla Fair Value Estimate: $250.00 Morningstar Rating: ★★ Economic Moat: Narrow Morningstar Uncertainty Rating: Very High About Tesla’s Q4 Earnings Tesla shares were up +4% in after-hours trading as management reported progress in its autonomous driving software and maintained the timeline for launching more affordabl

🌟🌟🌟There are so many ETFs to choose from that finding the right ETF to invest in, can be like trying to navigate a maze. However with the following considerations, choosing the right ETF to invest in, can be made easier and more simplified. 1) Alignment with goals, investment objectives and portfolio asset allocation plans. Choosing the right ETF should depend on our goals, investment objectives, portfolio asset allocation plans. If for example you are just starting to invest and do not know where to start, you may want to consider an index ETF such as the S&P500 ETF like $SPDR S&P 500 ETF Trust(SPY)$ or $Vanguard S&P 500 ETF(VOO)$

$NVIDIA(NVDA)$ Before lunch action puts us in the low end of the buy zone. This tells me that earnings could propel into new highs. If numbers beat the street significantly, we will see 160-170 by open tomorrow. I would discuss what would happen if they miss estimates but 1. everyone knows, 2. it is virtually impossible. The only questions are, how much do they beat by and what guidance will they give. Anyway, I had some time here at lunch to daly and thought I'd chime in. GLTA and God bless, no matter how you play.