To The Moon

Sometimes the upside from positive earnings news is short lived.I expect the market will slowly react to $Fortinet(FTNT)$ ’s latest earnings over the next month.ImageFortinet keeps on growingImageTwo things you can do to become a better investor: 1. Limit the number of companies you own 2. Limit how frequently you trade This forces you to: 1. Only own your best ideas 2. Accept there will always opportunities you miss out onWhen should you sell an investment?Simple.Once you’ve found a better opportunity.

1.Silver is cheap vs GoldThere's a few reasons for this, but overall it represents a compelling relative value opportunity -- especially given the shifting macro currents... $Silver - main 2503(SImain)$ $Gold - main 2504(GCmain)$ Image2.The upside case for silver is clearBut investors are dumping Silver ETFsSentiment Signal?Image3.Gold Miners Left Behind: Unlike the gold price, gold mining stocks have basically been in a 5-year trading range. They have defied the strong trend in the rest of the stockmarket and in the gold price. Time for a change? $S&P 500(.SPX)$ Image4.Gold is in a Secular Bull Market.Here's why + what to expect nextImage

1.Silver is cheap vs GoldThere's a few reasons for this, but overall it represents a compelling relative value opportunity -- especially given the shifting macro currents... $Silver - main 2503(SImain)$ $Gold - main 2504(GCmain)$ Image2.The upside case for silver is clearBut investors are dumping Silver ETFsSentiment Signal?Image3.Gold Miners Left Behind: Unlike the gold price, gold mining stocks have basically been in a 5-year trading range. They have defied the strong trend in the rest of the stockmarket and in the gold price. Time for a change? $S&P 500(.SPX)$ Image4.Gold is in a Secular Bull Market.Here's why + what to expect nextImage

$NVIDIA(NVDA)$ 🚨📰🗞️ DeepSeek has restricted registration to its services, ONLY allowing users who have a mainland China mobile phone number to register. The website stated the status as "Monitoring" with the restriction message posted. Why service has been restricted? Nvidia, $NVDA, has now erased -$510 BILLION of market cap during today's session. ~$30 billion more and it doubles the previous record for most market cap lost in a day by a single stock. Source: The Kobeissi Letter

$MRK 20250207 96.0 PUT$ My CSP got exercised on expiry in the the money. While its earning announcement is positive, there are negative sentiments tied to the general broad supply chain market due to the ongoing trade war. Oh well. Have to get force-bought