To The Moon

Here’s a simple investing cheat sheet:• AI: $Alphabet(GOOGL)$ • chips: $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ $SkyWater Technology, Inc.(SKYT)$ • space: $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$ $Firefly Aerospace Inc.(FLY)$ $Redwire Corp.(RDW)$ • crypto:

" $Apple(AAPL)$ stock in 2026 is what $Alphabet(GOOGL)$ was in 2025."Dan Ives is bullish on APPL and is supportive of its recent Gemini deal with $GOOGL.I don't see the comparison, though. At the 2025 lows, GOOGL traded for a P/E of 17, despite 10%+ Revenue growth.Today, APPL trades for a P/E of 37, despite only 8% top line growth estimates.AAPL is a zero in AI, and it seems they are throwing in the towel and will just partner with the best provider, and today that might be Gemini.This seems like a shortsighted decision to me.Yes, they are saving billions in R&D and capex today, but at the cost of possibly hundreds of billions of future revenues.I don't believe that depending on GOOGL for such a crit

6 Undervalued Stocks with a P/S < 11/ $Oscar Health, Inc.(OSCR)$ P/S 0.4"Never waste a good Crisis." Mark BertoliniAs Trump's Big Beautiful Bill creates chaos in the system, Oscar can be the one to use that chaos as a ladder."Oscar is a Pirate ship in a sea full of Spanish galleons full of Gold. We are ready to take their business."They are changing health insurance by combining technology, data, and member-first design to transform how people access and experience healthcare.Health insurance is a fragmented system that's difficult to navigate, costly to manage, and frustrating for patients. Legacy players are struggling to leverage data or modern platforms to simplify patient journeys and reduce costs.With OSCR, members gain a seamless digital

If a government can flip a “kill switch” and literally shut off the internet for the entire country…Companies like $AST SpaceMobile, Inc.(ASTS)$ and Starlink become national security infrastructure imo.We've seen governments shut off networks in seconds (myanmar in '21, russia/ukraine, sudan, iran right now).They can do this because the physical infrastructure lives inside the country, gov't controls ISPs, and "kill switchs" are built into the regulatory systems.But the *direct-to-device* satellites change everything. They're the first real way to get around national censorship.Ukraine proved this....starlink kept military comms, drones, hospitals, and basic internet online.Without starlink, ukraine collapses immediately imo.Anyways, this is a mas

$AST SpaceMobile, Inc.(ASTS)$ is a satellite technology company aiming to transform global communications by eliminating connectivity gaps. They are building the first and only space-based cellular broadband network designed to connect directly with standard, unmodified smartphones.Recently, the company has been signing new partners after another, driving significant optimism, which has enabled the stock to jump 302% YTD, reaching a market cap of $30.7B.This is despite the company having sales of just $18.5M, giving a P/S multiple of 1,659.This lofty valuation can be explained by the company’s highly ambitious goal of becoming a leading direct-to-device satellite communications company for hundreds of millions of potential customers.The company is

You must choose! Which one are you buying?- $IREN Ltd(IREN)$ vs $NEBIUS(NBIS)$ - $CrowdStrike Holdings, Inc.(CRWD)$ vs $SentinelOne, Inc(S)$ - $Advanced Micro Devices(AMD)$ vs $NVIDIA(NVDA)$ - $Amazon.com(AMZN)$ vs $Shopify(SHOP)$ - $Novo-Nordisk A/S(NVO)$ vs $Eli Lilly(LLY)$ - $Grab Holdings(GRAB)$ vs

🔟 Companies I would buy right now: $Nu Holdings Ltd.(NU)$ $DLocal Limited(DLO)$ $Novo-Nordisk A/S(NVO)$ $SoFi Technologies Inc.(SOFI)$ $MercadoLibre(MELI)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Zeta Global Holdings Corp.(ZETA)$ $Harrow Health Inc(HROW)$ $Alphabet(GOOGL)$ 🔟 Companies I wouldn't: $Pepsi(PEP)$

I am adding heavily to my $SoFi Technologies Inc.(SOFI)$ position.It's been a wicked 3 months for this team, and the weekly chart is absurd.> first nationally chartered U.S. bank to issue a stablecoin on a public blockchain> brought crypto trading back inside the $sofi bank charter> ceo literally says they benefit from trump’s 10% credit-card rate cap> earnings coming up on january 30th> raised $1.5B in equity at $27.50> s&p 500 inclusion feels bound to happen> ceo has 5 kidsSetups like this are rare.I am extremely bullish on SOFI at $26.$35+ feels inevitable... For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as

I notice patterns.Most people hear patterns and think "technical trader", but patterns are agnostic.You can find patterns in charts, news flow, policy cycles, catalysts, even human behavior…literally anywhere.For $Alibaba(BABA)$ , a few patterns were lining up:> on the chart, a clear stair-stepping pattern> chinese new year often sparks a multi-week run in china tech (yearly pattern)> proactive fiscal policy in china was announced, which has been very bullish in the past (historical pattern)Multiple "patterns" emerged & aligned toward the end of the year.BABA was $149 in the tweet below, now $172.I believe the china tech trade is just beginning... For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up

The U.S. has done nothing meaningful with gallium for 40+ years…then suddenly spent $150M+ in 5 months?Just found something very unusual.And there's one small cap stock that benefits in a BIG way.But first, we gotta understand gallium.The US has basically *zero* gallium production...China controls 98%+ of the global supply.But something's changing...and very quickly.> in late nov '25, the dept of war spent $30M to create a domestic supply of gallium> yesterday, pentagon invested $150M in a US gallium company to "secure domestic supply"> $450M+ in total project funding, flowing into the effort to rebuild domestic gallium production For context, this $150M investment is the largest U.S. gallium-related action ever taken.Something else? The entire global gallium market is tiny, less