To The Moon

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ We have always known MCD as the dividend king, or a “blue chip” stock. With that mindset, investors often doubt it’s potential to grow in the future, compared to its counterparts. However, this author has an interesting perspective to share. We could see MCD as a REIT as well, with its extensive real estate holdings d/t its global influence. So perhaps it has potential to pivot and offer shareholders even more heading into the future. Are you loving it? I definitely am loving it. This is one of the stock which provides me consistent profit through selling put options over the past 6 months. As everyone is chasing that new darling stock, when AI

🌟🌟🌟 $Tesla Motors(TSLA)$ EV romance is  currently in a mid life crisis with declining sales & cut throat competition.  Enter the humanoid robot Optimus.  But is this just another beautifully painted pie in the sky or are we looking at the engine of the next industrial revolution? I believe this could be the start of the next revolution.   However it is still in its early innings.  Until Tesla achieves massive economies of scale, building robots will require heavy Capex for the next 3 to 5 years. So is Tesla a Buy? If you are pricing Tesla as a car company trying to fight off cheaper Chinese EV competitors, then it is wildly overvalued. But if you are buying Tesla as an ecosystem play on the future of physical AI,

🌟🌟🌟The high flying memory sector has just hit an unexpected patch of turbulence.  $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ & $Micron Technology(MU)$ fell, giving investors a severe case of heartburn! What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation. To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings.  It triggered widespread anxiety that cheap Chinese supply is about to flood the market. To me, this is a Buy the B

🌟🌟🌟 $SpaceX(SPCX)$ defied gravity and launch into orbit with a 15.83% jump in a single day last week.  Is this a valuation rush or an orbital bubble? Just when the bears thought that SpaceX was grounded due to its eye watering USD 18.4 billion quarterly infrastructure spend, SpaceX defied all expectations & shot up like a rocket to the moon. That single day rip injected a casual USD 327 billion in market value back into the company.  For context, that daily gain alone is worth more than the entire market cap of Netflix.  Talk about an elite valuation rush! Why Is It A Valuation Rush? Wall Street expected early insiders to dump their stock the second the post IPO lockup expired.  Instead, insiders held the line, giving the

🌟🌟🌟TGIF!  Should investors chase the risk or bag the profits?  Strategy A: Ignore the choppy charts, assume the macro panic is seasonal noise and aggressively buy tech names like $SK hynix(SKHY)$ $NVIDIA(NVDA)$ that have pulled back from their all time highs.  The risk is that you may find out the hard way that the old dog tech sector is actually a wolf in disguise, ready to chew a big hole through your portfolio. Strategy B: Take the money & run Put the profits securely in the bag, tighten your trailing stops & wait until the bad news hit like high inflation. The reward is that you protect your hard earned capital, preserve your sanity & guarantee that you have plenty of dry

🌟🌟🌟The storage market is currently trapped in a classic "good news, bad reaction" paradox.  Despite crushing Wall Street expectations, $SanDisk Corp.(SNDK)$ & $Western Digital(WDC)$ both tumbled following their latest earnings reports. The reality is SanDisk shares had skyrocketed 469% while Western Digital gained 200% YTD.  Wall Street had very high expectations. 2 ways to play this market: 1. Bargain for the bottom by buying the Earnings Dip.  Fundamentally both companies are generating absolute mountains of cash from AI data centres. 2. Wait for the Capitulation Wave or volume smash.  Sector wide tech corrections rarely resolve in 48 hours.  By waiting for the selling to

🌟Just when everyone prepares for a massive supply dump, $SpaceX(SPCX)$ pulls a U-turn & jumps 7% to USD 116.26. Leave it to Elon Musk to defy the laws of market gravity just as 911.5 million SpaceX shares unlocked. Why has the rocket suddenly ignited? It turns out that Elon Musk pulled a rabbit out of his hat to save the lockup expiration day.  He announced a massive exclusive partnership with $NVIDIA(NVDA)$ Investors decided that the post earnings AI panic was overdone & started to buy the dip.  Sister Wood led the way.  Her timing was perfect.  The USD 105 low was the bottom. The other way is to smash the bottom later.  This 7% bounce is just a short term sentiment d

🌟🌟🌟 $Microsoft(MSFT)$ is an immediate take-profit and wait signal.  While it remains an absolute tech titan, the broader market is losing steam.  Institutional funds are piling into the stock as a temporary bunker. When everyone runs into the same room at the same time, the room gets incredibly expensive.  Microsoft's "independent market" run isn't because of a sudden spike in earnings.  It is because it is used as a corporate blanket. Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship. Right now Microsoft's Forward P/E ratio sits around 25.5x.  This means that investors are paying a premium compared to the aver

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. This is why you do not leverage if you are new to investing. It definitely can turn ugly real fast if you do not know what you are doing. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

🌟🌟🌟Is $Tesla Motors(TSLA)$ & $SpaceX(SPCX)$ merging together true or false ?  While Elon Musk publicly laughs off the rumours as fake news, the reality is that the financial & technological gravity of pulling these 2 giants together is becoming impossible to ignore. Why? SpaceX AI division is actively building the fundamental LLM managers to act as the primary operating system for Tesla's Optimus robots. Both companies are already co building Terafab, a massive unified semiconductor plant designed to pump out custom AI silicon. There is synergy between the 2 giants .  Tesla provides the high tech battery infrastructure for rockets while SpaceX is bolting Starlink receivers straight on

🌟🌟🌟 $Circle Internet Corp.(CRCL)$ has just reported an adjusted EPS of USD 0.18, fully satisfying Wall Street expectations.  However its total revenue and reserve income climbed 7% year over year to USD 701.3 million, marginally missing the optimistic USD 717.5 million analyst estimate. Despite Circle achieving operational milestone, its stock sank 4% to trade around USD 60.70, pushed down by fearful  investors. There is no real bubble to squeeze as Circle has already shed significant value from its peak of USD 189.92. While the broader digital asset  market capitalisation plummeted by 40% year over year, Circle managed to expand its active USDC circulation by 19%. Wall Street is also ignoring the fact that Circle has set in a laun

🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit?  Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety. However Google has its own custom Tensor Processing Units or TPU chips.  While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters . Google isn't throwing money into a bottomless pit.  It is actually digging a deep canyon around its digital empire. The smart investor would buy the dips driven by Capex hysteria.  Google's infrastructure will print money for the next 2 decades. @Tiger_co

🌟🌟🌟What just happened with $SanDisk Corp.(SNDK)$ after hours meltdown?  SanDisk guided its next quarter revenue midpoint to USD 10.55 billion, slightly missing Wall Street's high expectation of USD 10.82 billion. SanDisk sank 7% in after hours trading, compounding an earlier session drop to trade near USD 1255.  This is way down from its USD 2,354 June high. Investors dumped the stock in a panic, treating a tiny revenue guidance miss like a total collapse. However this is definitely not the death of storage super cycle.  Demand for Enterprise SSDs is still outpacing global manufacturing capacity. SanDisk's revenue skyrocketed 372% year over year with gross margins of 84.6%. SanDisk is an amazing stock with zero debt and is flushed

🌟🌟🌟If you look at the fundamentals of $Advanced Micro Devices(AMD)$ latest results, it is a company that is firing on all cylinders.  Data center segment sales doubled year over year to USD 6.7 billion. CEO Lisa Su said that data center sales are expected to accelerate rapidly into the 2nd half of the year, setting a pathway to over USD 20 per share in annual earnings. However AMD's capex more than doubled this quarter to USD 808 million.  This is due to ramping up of Helios rack scale platforms. At a P/E ratio of 160x , AMD is priced for perfection.  I would prefer to wait for the post earnings euphoria to cool down and buy AMD at a better price. @Tiger_comments

🌟🌟🌟With a P/E ratio of 138x and an enterprise value to revenue of 54x, $Palantir Technologies Inc.(PLTR)$ is priced for absolute cosmic perfection. For the stock to multiply from these heights, Palantir needs to expand its revenue 15 fold over the next decade. Jefferies have recently flagged a sell target, pointing that behind the scenes, Palantir insiders have been quietly taking profits and cashing out this historic retail euphoria. I believe that $Palantir Technologies Inc.(PLTR)$ is a Hold and Trim.  Chasing it at USD 160 requires an appetite for high risk.  I would wait for the post earnings cooling period to catch this bus at a discount.

🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze?   Why it is a mistaken opportunity and time to get on the bus:  Starlink brought in USD 4 .29 billion.  It accounted for over half of total revenues and remains the only segment generating an operating profit. Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants. Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter. Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long stairc

🌟🌟🌟Why does the 5x P/E ratio of $Micron Technology(MU)$ has investors sweating?    The bulls say AI servers are bottomless pit for HBMs and consumer tech is forcing massive upgrades.  Apple even cited surging memory component costs as the primary reason for raising its retail hardware prices. The Bears worry that a cooling tech budget will impact memory stocks. I believe that the memory supercycle is far from dead but its rules have changed. Micron is no longer a pure commodity player selling generic storage sticks to PC builders.  It is now a strategic gatekeeper for the AI revolution. With billions in customer prepayments & supply locked down past 2027, this is a rare golden opportunity to buy Micron while the rest o

🌟🌟🌟 $SK hynix(SKHY)$ is the unsung hero of the $NVIDIA(NVDA)$ monopoly but Nvidia's world dominating AI processors are completely useless without SK Hynix's HBM chips.  SK Hynix is actually selling shovel handles during the gold rush, earning an incredible 550% surge in recent operating income. Yet because of the historical Korea discount & cyclical fears, the market has been hesitant to give it the full premium it deserves. SK Hynix has not reached USD 200 yet because the market is treating it like a volatile commodity stock while its financial books look like a hyper growth tech monopoly. If you believe the AI build out is going to continue through 2028, buying SK Hynix at USD 150 means you a

🌟🌟🌟The $Intel(INTC)$ dilemma:  To Buy or to say Bye Bye?  Intel Bulls say that Intel is a national security play with the US government owning 10% equity of the company. The Bears are saying that there is much to be done to turnaround Intel.  Intel has  spent last year restructuring.  The engineering looks promising but until those new chips are shipping in massive volume and beating $Taiwan Semiconductor Manufacturing(TSM)$ at its own game, it has much work to do in order to catch up. So is Intel a Buy?  Wall Street analysts are divided in this.  Out of 49 major analysts, 30 recommend a Hold, 16 say Buy and 3 say Sell.  So Intel is not a definitive Buy for now. <

🌟🌟🌟As the incoming CEO John Ternus prepares to take over from Tim Cook on September 1 2026, the big question is whether he is up to the challenge? John Ternus has the tech know how & skill but steering $Apple(AAPL)$ requires managerial skills par excellence. Compared to $Microsoft(MSFT)$ & $Alphabet(GOOG)$ , Apple's Capex of USD 14 billion is rather small.  In fact Apple is paying Google an estimated USD 1 billion a year to license Gemini for Siri. Apple relies mostly on on-device processing & clever software integration.  Wall Street likes this capital discipline, briefly pushing Apple back to be the world's most valuable company. Apple

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ We have always known MCD as the dividend king, or a “blue chip” stock. With that mindset, investors often doubt it’s potential to grow in the future, compared to its counterparts. However, this author has an interesting perspective to share. We could see MCD as a REIT as well, with its extensive real estate holdings d/t its global influence. So perhaps it has potential to pivot and offer shareholders even more heading into the future. Are you loving it? I definitely am loving it. This is one of the stock which provides me consistent profit through selling put options over the past 6 months. As everyone is chasing that new darling stock, when AI

🌟🌟🌟The high flying memory sector has just hit an unexpected patch of turbulence.  $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ & $Micron Technology(MU)$ fell, giving investors a severe case of heartburn! What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation. To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings.  It triggered widespread anxiety that cheap Chinese supply is about to flood the market. To me, this is a Buy the B

🌟🌟🌟 $Tesla Motors(TSLA)$ EV romance is  currently in a mid life crisis with declining sales & cut throat competition.  Enter the humanoid robot Optimus.  But is this just another beautifully painted pie in the sky or are we looking at the engine of the next industrial revolution? I believe this could be the start of the next revolution.   However it is still in its early innings.  Until Tesla achieves massive economies of scale, building robots will require heavy Capex for the next 3 to 5 years. So is Tesla a Buy? If you are pricing Tesla as a car company trying to fight off cheaper Chinese EV competitors, then it is wildly overvalued. But if you are buying Tesla as an ecosystem play on the future of physical AI,

🌟🌟🌟 $SpaceX(SPCX)$ defied gravity and launch into orbit with a 15.83% jump in a single day last week.  Is this a valuation rush or an orbital bubble? Just when the bears thought that SpaceX was grounded due to its eye watering USD 18.4 billion quarterly infrastructure spend, SpaceX defied all expectations & shot up like a rocket to the moon. That single day rip injected a casual USD 327 billion in market value back into the company.  For context, that daily gain alone is worth more than the entire market cap of Netflix.  Talk about an elite valuation rush! Why Is It A Valuation Rush? Wall Street expected early insiders to dump their stock the second the post IPO lockup expired.  Instead, insiders held the line, giving the

🌟🌟🌟TGIF!  Should investors chase the risk or bag the profits?  Strategy A: Ignore the choppy charts, assume the macro panic is seasonal noise and aggressively buy tech names like $SK hynix(SKHY)$ $NVIDIA(NVDA)$ that have pulled back from their all time highs.  The risk is that you may find out the hard way that the old dog tech sector is actually a wolf in disguise, ready to chew a big hole through your portfolio. Strategy B: Take the money & run Put the profits securely in the bag, tighten your trailing stops & wait until the bad news hit like high inflation. The reward is that you protect your hard earned capital, preserve your sanity & guarantee that you have plenty of dry

🌟🌟🌟 $Microsoft(MSFT)$ is an immediate take-profit and wait signal.  While it remains an absolute tech titan, the broader market is losing steam.  Institutional funds are piling into the stock as a temporary bunker. When everyone runs into the same room at the same time, the room gets incredibly expensive.  Microsoft's "independent market" run isn't because of a sudden spike in earnings.  It is because it is used as a corporate blanket. Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship. Right now Microsoft's Forward P/E ratio sits around 25.5x.  This means that investors are paying a premium compared to the aver

🌟🌟🌟The storage market is currently trapped in a classic "good news, bad reaction" paradox.  Despite crushing Wall Street expectations, $SanDisk Corp.(SNDK)$ & $Western Digital(WDC)$ both tumbled following their latest earnings reports. The reality is SanDisk shares had skyrocketed 469% while Western Digital gained 200% YTD.  Wall Street had very high expectations. 2 ways to play this market: 1. Bargain for the bottom by buying the Earnings Dip.  Fundamentally both companies are generating absolute mountains of cash from AI data centres. 2. Wait for the Capitulation Wave or volume smash.  Sector wide tech corrections rarely resolve in 48 hours.  By waiting for the selling to

🌟Just when everyone prepares for a massive supply dump, $SpaceX(SPCX)$ pulls a U-turn & jumps 7% to USD 116.26. Leave it to Elon Musk to defy the laws of market gravity just as 911.5 million SpaceX shares unlocked. Why has the rocket suddenly ignited? It turns out that Elon Musk pulled a rabbit out of his hat to save the lockup expiration day.  He announced a massive exclusive partnership with $NVIDIA(NVDA)$ Investors decided that the post earnings AI panic was overdone & started to buy the dip.  Sister Wood led the way.  Her timing was perfect.  The USD 105 low was the bottom. The other way is to smash the bottom later.  This 7% bounce is just a short term sentiment d

🌟🌟🌟 $Circle Internet Corp.(CRCL)$ has just reported an adjusted EPS of USD 0.18, fully satisfying Wall Street expectations.  However its total revenue and reserve income climbed 7% year over year to USD 701.3 million, marginally missing the optimistic USD 717.5 million analyst estimate. Despite Circle achieving operational milestone, its stock sank 4% to trade around USD 60.70, pushed down by fearful  investors. There is no real bubble to squeeze as Circle has already shed significant value from its peak of USD 189.92. While the broader digital asset  market capitalisation plummeted by 40% year over year, Circle managed to expand its active USDC circulation by 19%. Wall Street is also ignoring the fact that Circle has set in a laun

🌟🌟🌟Is $Tesla Motors(TSLA)$ & $SpaceX(SPCX)$ merging together true or false ?  While Elon Musk publicly laughs off the rumours as fake news, the reality is that the financial & technological gravity of pulling these 2 giants together is becoming impossible to ignore. Why? SpaceX AI division is actively building the fundamental LLM managers to act as the primary operating system for Tesla's Optimus robots. Both companies are already co building Terafab, a massive unified semiconductor plant designed to pump out custom AI silicon. There is synergy between the 2 giants .  Tesla provides the high tech battery infrastructure for rockets while SpaceX is bolting Starlink receivers straight on

🌟🌟🌟What just happened with $SanDisk Corp.(SNDK)$ after hours meltdown?  SanDisk guided its next quarter revenue midpoint to USD 10.55 billion, slightly missing Wall Street's high expectation of USD 10.82 billion. SanDisk sank 7% in after hours trading, compounding an earlier session drop to trade near USD 1255.  This is way down from its USD 2,354 June high. Investors dumped the stock in a panic, treating a tiny revenue guidance miss like a total collapse. However this is definitely not the death of storage super cycle.  Demand for Enterprise SSDs is still outpacing global manufacturing capacity. SanDisk's revenue skyrocketed 372% year over year with gross margins of 84.6%. SanDisk is an amazing stock with zero debt and is flushed

🌟🌟🌟Does $Alphabet(GOOG)$ have a cavernous moat or is it a bottomless money pit?  Google is currently spending a massive USD 13 billion every single quarter on AI infrastructure, causing institutional investors much anxiety. However Google has its own custom Tensor Processing Units or TPU chips.  While its competitors have to pay NVIDIA for its expensive chips, Google can simply boot up its own hyper efficient TPU clusters . Google isn't throwing money into a bottomless pit.  It is actually digging a deep canyon around its digital empire. The smart investor would buy the dips driven by Capex hysteria.  Google's infrastructure will print money for the next 2 decades. @Tiger_co

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. This is why you do not leverage if you are new to investing. It definitely can turn ugly real fast if you do not know what you are doing. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]  

🌟🌟Is $SpaceX(SPCX)$ a mistaken opportunity or a bounding bubble squeeze?   Why it is a mistaken opportunity and time to get on the bus:  Starlink brought in USD 4 .29 billion.  It accounted for over half of total revenues and remains the only segment generating an operating profit. Furthermore, SpaceX's emerging AI segment saw revenue jump a massive 247%, fueled by major compute deals with tech giants. Why the bubble is squeezing: While analysts expected a heavy Capex, nobody anticipated a USD 18.4 billion spending spree in a single quarter. Worse still, the expiry of the post IPO insider lock up on Thursday means a massive wave of shares could flood the market, making this dip look like the first step down a very long stairc

🌟🌟🌟The $Intel(INTC)$ dilemma:  To Buy or to say Bye Bye?  Intel Bulls say that Intel is a national security play with the US government owning 10% equity of the company. The Bears are saying that there is much to be done to turnaround Intel.  Intel has  spent last year restructuring.  The engineering looks promising but until those new chips are shipping in massive volume and beating $Taiwan Semiconductor Manufacturing(TSM)$ at its own game, it has much work to do in order to catch up. So is Intel a Buy?  Wall Street analysts are divided in this.  Out of 49 major analysts, 30 recommend a Hold, 16 say Buy and 3 say Sell.  So Intel is not a definitive Buy for now. <

🌟🌟🌟As the incoming CEO John Ternus prepares to take over from Tim Cook on September 1 2026, the big question is whether he is up to the challenge? John Ternus has the tech know how & skill but steering $Apple(AAPL)$ requires managerial skills par excellence. Compared to $Microsoft(MSFT)$ & $Alphabet(GOOG)$ , Apple's Capex of USD 14 billion is rather small.  In fact Apple is paying Google an estimated USD 1 billion a year to license Gemini for Siri. Apple relies mostly on on-device processing & clever software integration.  Wall Street likes this capital discipline, briefly pushing Apple back to be the world's most valuable company. Apple

🌟🌟🌟 $SK hynix(SKHY)$ is the unsung hero of the $NVIDIA(NVDA)$ monopoly but Nvidia's world dominating AI processors are completely useless without SK Hynix's HBM chips.  SK Hynix is actually selling shovel handles during the gold rush, earning an incredible 550% surge in recent operating income. Yet because of the historical Korea discount & cyclical fears, the market has been hesitant to give it the full premium it deserves. SK Hynix has not reached USD 200 yet because the market is treating it like a volatile commodity stock while its financial books look like a hyper growth tech monopoly. If you believe the AI build out is going to continue through 2028, buying SK Hynix at USD 150 means you a

🌟🌟🌟Why does the 5x P/E ratio of $Micron Technology(MU)$ has investors sweating?    The bulls say AI servers are bottomless pit for HBMs and consumer tech is forcing massive upgrades.  Apple even cited surging memory component costs as the primary reason for raising its retail hardware prices. The Bears worry that a cooling tech budget will impact memory stocks. I believe that the memory supercycle is far from dead but its rules have changed. Micron is no longer a pure commodity player selling generic storage sticks to PC builders.  It is now a strategic gatekeeper for the AI revolution. With billions in customer prepayments & supply locked down past 2027, this is a rare golden opportunity to buy Micron while the rest o

🌟🌟🌟With a P/E ratio of 138x and an enterprise value to revenue of 54x, $Palantir Technologies Inc.(PLTR)$ is priced for absolute cosmic perfection. For the stock to multiply from these heights, Palantir needs to expand its revenue 15 fold over the next decade. Jefferies have recently flagged a sell target, pointing that behind the scenes, Palantir insiders have been quietly taking profits and cashing out this historic retail euphoria. I believe that $Palantir Technologies Inc.(PLTR)$ is a Hold and Trim.  Chasing it at USD 160 requires an appetite for high risk.  I would wait for the post earnings cooling period to catch this bus at a discount.

🌟🌟🌟If you look at the fundamentals of $Advanced Micro Devices(AMD)$ latest results, it is a company that is firing on all cylinders.  Data center segment sales doubled year over year to USD 6.7 billion. CEO Lisa Su said that data center sales are expected to accelerate rapidly into the 2nd half of the year, setting a pathway to over USD 20 per share in annual earnings. However AMD's capex more than doubled this quarter to USD 808 million.  This is due to ramping up of Helios rack scale platforms. At a P/E ratio of 160x , AMD is priced for perfection.  I would prefer to wait for the post earnings euphoria to cool down and buy AMD at a better price. @Tiger_comments